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Grants 8.9

Grants 8.9. PSE Grants Management : Looking Forward. Presenter : Barry Hickson Product Development Manager, ESA PeopleSoft Corporation. Proposal Workflow FDD functionality delivers:.

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Grants 8.9

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  1. Grants 8.9 PSE Grants Management : Looking Forward

  2. Presenter : Barry Hickson Product Development Manager, ESA PeopleSoft Corporation

  3. Proposal Workflow FDD functionality delivers: Common Component for workflow setup – Provides for a single user interface for configuring/structuring all Grants workflow processes & rules. Setup contains • Approval/Notification Process definition • Routing Rules • Approval Rules/Detail • Approval Criteria

  4. Proposal Workflow FDD functionality delivers: • Milestone Notification (E-mail) • Required Milestones - Possible to define such that they are systematically established at generate time • System driven E-mail notifications prior to milestone due dates based on established criteria • Support of Ad-hoc inquiry & notifications • Proposal Component approval process (worklist/E-mail) • Proposal Status notification (e-mail)

  5. Role Type Setup for Workflow • Role Types now a Prompt table allowing for organizational roles

  6. Approval/Notification process definition/Routing Rules • Workflow Transaction types – One defined for each of the 5 workflow solutions provided • Proposal Component Approval • Milestone Notification • Proposal Notification • Protocol Approval Process • Protocol Committees meeting notification • Workflow Type – Type of workflow function provided by workflow transaction • Proposal Component Approval (Worklist & E-mail notification) • Milestone Notification (E-mail) • Proposal Notification (E-mail)

  7. Approval/Notification process definition/Routing Rules • Elements – Key element for workflow • Proposal Component Approval - Component • Milestone Notification - Milestone • Proposal Notification – Proposal Status • Detail – Secondary Page where user defined detail information related to current element • Criteria – Used to define criteria for the approval process. User specifies conditions for requiring particular elements • Routing Rules – Whose involved and what kind of action can they perform

  8. Type – Milestone Notification

  9. Business Unit level Proposal approval workflow definitional elements • Component (multiple possible per proposal) • Approval Role • Approval Sequence • Approval Action • Workflow Action • Pool List • Reassign • Required

  10. Type – Proposal Component Approval

  11. Proposal Component Approval > Details

  12. Proposal Component Approval > Criteria

  13. Proposal > Component > Component Info

  14. Component > Stakeholders

  15. Proposal > Component > Approval Info

  16. Approval Info > Approval Hierarchy

  17. Approval Info > Approval Status History

  18. Proposal:General Info > Pending Approval

  19. Component Status > Set to “In Progress”

  20. Worklist

  21. Approval Page

  22. Worklist

  23. Worklist – Pending Approval

  24. Worklist – Institution Approved

  25. Milestone – Setup

  26. Award Profile > Milestones

  27. Milestones > Contacts

  28. Milestones > Notification History

  29. Milestones > Notification

  30. Milestones > Run Control

  31. Protocol Management FDD functionality includes: • Protocol Capture (IRB & IACUC) • Copy Protocol functionality • Protocol Renewal Functionality • Adverse event handling • Complete workflow based approval process • Work Item and E-mail notifications • Configurable workflow • Ability to track all history of change • Inquiry on Protocols and • Capture of Committee Structure

  32. Protocols > Protocol Header

  33. Protocols > Attachments

  34. Protocol Version > Version Info

  35. Protocol Version > Personnel

  36. Protocol Version > Subjects

  37. Version > Purpose Methods & Procedure

  38. Protocol Version > Attachments

  39. Protocols > Copy Protocols

  40. Protocols > Copy Protocols

  41. Protocols > Copy Protocols

  42. Protocols > Protocol Administration

  43. Protocol Administration > Agenda

  44. Protocol Administration > Minutes

  45. Protocol Administration > Attachments

  46. Setup > Grants :Committee Admin

  47. Setup > Grants :Committee Setup

  48. Setup > Grants :Committee Setup

  49. Setup > Grants : Protocol Type

  50. Copy Proposal : Allows date override

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