Delivered Workflows for PeopleSoft Grants
This topic discusses PeopleSoft Grants workflows. The workflows are listed alphabetically by workflow name.
This topic discusses the Milestone Due Notification workflow. The workflow sends reminder email notifications to a group of roles prior to the milestone due date.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The user sets up in the system the number of days that the role needs to be notified prior to the milestone due day. |
|
Action Description |
The system sends reminder email notifications to a group of roles that are listed in the Approval/Notification Process page prior to the milestone due date. |
|
Notification Method |
Email notification only. |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
None |
|
Business Process |
PeopleSoft Grants Business Process: GM_GRANTS_BP |
|
Activity |
Activity for Milestone Notification: GM_MILE_NOTI_DUE1 |
|
Role |
None |
This topic discusses the Proposal Component Approval Process workflow. The workflow generates worklist and notification that requests the approval or review of a proposal.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
The user submits, reviews, and approves a PeopleSoft Grants proposal either at the proposal/primary project component level or at the all projects component level. This triggers workitems and email notifications. |
|
Action Description |
When the proposal's status changes to the status that is listed in the Grant's Award Setup Definition page, an approval process will be triggered, sending workitem/email notification for multi-layered approval. |
|
Notification Method |
Email or worklist. |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
None. |
|
Business Process |
PeopleSoft Grants Business Process: GM_GRANTS_BP |
|
Activity |
Two activities exist: GM_COMPONET_APPR and GM_COMP_STATUS_NOTI |
|
Role |
None. |
This topic discusses the Proposal Notification workflow. The workflow send informational email notifications to a group of roles when the proposal status changes.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
An email notification is triggered when the proposal status changes. |
|
Action Description |
An email notification is generated to the roles that are listed in the Approval/Notification Setup page. |
|
Notification Method |
Email notification only. |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Approval Rule Set |
None. |
|
Business Process |
PeopleSoft Grants Business Process: GM_GRANTS_BP |
|
Activity |
Activity: GM_PROPOSAL_NOTI |
|
Role |
None. |