Requesting to Resubmit a Funding Request

While reviewing a funding request, the approver can also request the submitter to resubmit the funding request for approval after making the necessary changes to it.

Prerequisites

To request to resubmit a funding request for approval, you should have:

  • Required approval To Do role assigned in the system

  • Submitter To Do type and submitter To Do role defined in the respective funding request type

Procedure

To request to resubmit a funding request for approval:

  1. Do either of the following:
    If you want to...Then...
    Review a funding request through the Funding Request screen

    1. Search for the funding request with the Approval In Progress status in the Funding Request screen.

      A list of funding requests with the respective status appears in the search results.

    2. In the Search Results section, click the link in the Funding Request Information column corresponding to the funding request which you want to review.
    Review a funding request through the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do List screen appears.

    3. Click the Search (The Search Icon) icon corresponding to the To Do Type field.

      The To Do Type for User Search window appears.

    4. Enter C1-FNDAP in the To Do Type field.

    5. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    6. Select the Open option from the Filter by list to view all unassigned To Dos.

    7. Click the link in the Message column corresponding to the To Do of the funding request that you want to review.
    The Funding Request screen appears.
  2. Review the details in the Funding Request screen.
  3. If the information in the funding request is incomplete and you want the submitter to make the required changes and resubmit the funding request for approval, click the Re Submit button in the Funding Request zone.

    The Resubmit Funding Request window appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Comments Used to specify the changes that the submitter should make in the funding request before resubmitting the funding request for approval.
    Note: You can resize the text box depending on your requirement by clicking the Resize Handle () icon at the bottom right corner of the text box.
    		 Yes
    Note: The Re Submit button appears when the following conditions are met:

    • The funding request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the funding request.

  4. Enter the comments in the respective field.
  5. Click Save.
    The status of the funding request is changed to Draft. A To Do is created using the To Do type (i.e., C1-FNDSB) specified in the Submitter To Do Type field of the respective funding request type and then assigned to the users with role specified in the Submitter To Do Role field of the respective funding request type. In addition, a log entry is created for the funding request when the To Do is created for the submitter.
    Note: The To Do is created for the submitter only when the submitter To Do type and submitter To Do role are specified in the respective funding request type.

Related Topics

For more information on... See...
How to search for a funding request Searching for a Funding Request
Funding Request screen Funding Request (Used for Viewing)
Funding Request zone Funding Request