Modify the Approval Flow

The Approval Flow may changeĀ at various times in the lifecycle of an application. Someone could add an ad hoc reviewer or make changes to a withdrawn or returned eGC1 that affect the flow.

If none of the changes affect the approval flow, then the re-completed eGC1 will continue its routing with the next unapproved node. Any prior campus approvals remain and any that are “waiting approval” receive another email notification.

However, if the preparer changes, for example, the list of research personnel or the organization receiving funding, these changes will add or remove nodes from the previous approval flow. When the preparer re-completes the eGC1, the system compares the previous flow and the new flow. Any approved nodes on the previous flow that also appear on the new flow will keep their approved status and information. The system will notify the reviewers for any new nodes at the appropriate time.

If the changes to an eGC1 are substantial, it is up to the preparer and/or PI to notify any reviewers that have already approved it. If an additional approval is necessary, the preparer can add an ad hoc node. Another option is for a reviewer to add a comment to document approval of the changes.

Regardless of what fields a preparer changes on a withdrawn or returned eGC1, the system will not update the SPAERC “assigned to” field. This ensures that the OSP person who was working on the eGC1 will see it reappear on their tasklist once the preparer re-completes it. For more information on how the system assigns eGC1s, see Monitor New Applications.

If the preparer changes the org code, the system will updated the OSP group.