Attaching Documentation

1.  Locate in Proposals the approved proposal that needs attachments.

2.  From Actions or Task List select Submit Document. The Document Submission Form will appear.

 

 

3.  Proposal ID is filled automatically. Select the document type in the Document Type dropdown. Give the document a title in the Document Title box. Type additional information, if any, in Comments (not required). Attach the required file(s) as indicated in the section on Attaching Files.

4.  Click Save and Continue (optional – when you want to break the process) to save but NOT submit the document. It will be saved as a "child" link, or entry, under the selected proposal.

If it's saved and not submitted, the status of the document will be Waiting for Application. You can later select Submit Document for Review from the Actions dropdown of the details page of the selected document (click on its name on the Proposals page to get there). The Document Submission Form of the selected document will be displayed and you can click Save and Submit to submit it for review.

If you're sure you wish to submit the document immediately, click Save and Submit without any intermediate break. When you Save and Submit the document, if required fields are missing, STaRS will indicate which ones. If/when everything is complete, the document will be submitted, and its new status will be Pending Completeness Review.

 

Saved documents pass through essentially the same workflow steps as the proposals. The workflow status of the attached documents is displayed on the Proposals page. Click the document title to access its details page to view the history of the document and to have access to the available actions. Click the Actions dropdown to advance the document to the next review step, or to take the required action (clarifications, revisions, additions, etc.). See also Task List.

 

 

Details page of a selected document and actions available for its status

 

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