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Related Admin Actions

Funding Actions may have related, or child, Post-Award Changes (PAC).

To see a list of any related PACs, click on the Admin Actions tab in an opened Funding Action.

The basic PAC details auto-populate from the parent FA. The information shown includes:

  • Admin Action Number – system-generated unique identifier
  • Sponsor Name
  • PI Name
  • Short Title
  • Sponsor Award Number, if present
  • Comment (first 20 characters)

Click on the Open link to the left of the Admin Action Number to open the item.

The Admin Actions tab also includes a link to “Create New Admin Action”. See Create an Admin Action and Create a Funding Action for more details.

Related Funding and Admin Actions

To see a list of any related FAs or AAs, you can click on the Funding Actions or Admin Actions tab in an opened Application.

Related Funding Actions

For FAs, the information shown includes:

  • Funding Action Number
  • Funding Action Amount
  • Start and End dates of the funding period
  • UW Budget Number for the currently funded project (six digit value), if assigned
  • Sponsor Award Number, if present

You can click on the Open link to the left of the FA Number to open the item.

Related Admin Actions

The AAs displayed here are direct children of the application. An items such as a PAC, which is a child of an FA, will not display.

For AAs, the information shown includes:

  • Admin Action Number
  • Sponsor Name
  • PI Name
  • Short Title
  • Sponsor Award Number, if present
  • Comment (first 20 characters)

You can click on the Admin Action Number to open the item.

The Admin Actions tab also includes a link to “Create New Admin Action”. See Create an Admin Action and Create a Funding Action for more details.

How do I change a PAC to an FA when that option is not available in the drop-down menu?

A PAC can only have an FA as its parent, and an FA can only have an Application as its parent. If the PAC you want to change has an FA parent, you would have to go through the following steps:

  • Change the PAC to an AA (unidentified admin action)
  • Change the parent to the appropriate Application
  • Change the AA to an FA

Reassign an Item

There are several ways to assign an item to another person or to a virtual location such as File.

  • From within the open item: click the Assignments tab
  • From the Tasklist: find the item you want to reassign, click on Actions + and select Reassign
  • From within the opened Cycle that contains the item: click Reassign next to that specific item

As a result, the Reassign page will display, either directly if the tab was clicked, or in a separate window.

Note: You cannot assign a Funding Action or any type of Admin Action to “File” if it has a status of “In OSP.”

Make the Reassignment

  • Under Reassign, use the Assign To drop-down menu to select the desired individual or location
  • Optionally, you can enter a comment in the OSP note field
  • To complete the process, click Assign

If the Reassign page had opened in a separate window, it will automatically close when you click the Assign button.

Note: You also have the option to reassign an item when you add or modify a Hold, or change its status (Deny, Mark as Duplicate, Approve, etc.).

When you are reassigning an item that’s in a cycle, you can reassign other Related Cycle Items at the same time.

View Assignment History

You can also see the item’s Assignment History from the Reassign page. The history shows prior assignments and indicates the date and time, who made the change, the new assignment, and any added notes.

  • On the Reassign page, scroll down to the Assignment History section, and click Show Assignment History to expand the section

The information displayed includes

  • Date Assigned is the date of the change.
  • Assigned By displays the person who made the change.
  • Assigned To displays the new assigned person or location.
  • OSP Note Text displays any notes entered with the reassignment; a system-generated comment displays for default, or initial, assignments.