Task List is a dropdown containing a list of actions available for each proposal and user role.
The available actions depend on two factors:
1.) the workflow step reached by a proposal and
2.) the user's role.
To select an action, click the down arrow and choose a value from the list. Some of the following actions may be available to investigators at various workflow steps.
View/Export Application – opens the application in an Acrobat window in View mode (you can view, export, or print it from this window). Before Acrobat opens, a File Download box may appear. If it does, click Cancel to close it (it will close and nothing happens), Save to save it to a new location, or Open to open the Acrobat window.
Edit Application – opens it in editable format.
Administration – opens a form on which authorized users (such as Coordinators, etc.) update information about the Confidentiality Agreement and/or (re)assign the Content Reviewer, Publication Chair, Primary Program Office (PO) Reviewer, and/or Lead Investigator.
Complete Review Form (PPA) – opens a form you complete to advance the application to the next review step: Ready for Content Review or Clarification Required. The former will “send” the application to the assigned Content Reviewer; the latter returns it to the Investigator for clarifications.
Delete Application – deletes applications that have not been submitted. Submitted applications cannot be deleted.
Edit and Submit Application – opens it in editable format. Use it when clarifications are required at status levels below (or prior to) Pending Revisions for Pub Chair.
Withdraw Application – withdraws a submitted application.
Postpone Request – postpones the application. You will fill out a form to provide a reason for the request.
Revise and Submit Application – opens it in editable format (similar to Edit and Submit Application). Use it when status is Pending Revisions for Pub Chair or higher.
Submit Document (post-approval action) – submits documents for review. Fill out the form, attach the files, and click Save and Continue.
Submit Citation (post-approval action) – submits citations for review. It is a Workflow 2 (WF2) action prior to the citation final review. It focuses on submitted documents.
Finalize Citation (post-approval action) – finalizes citations. It is a WF2 action prior to publication.
See also Proposal Details.