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This page allows the user to create and maintain Review Categories.
These define:
Review Category details are displayed for a Proposal instance in PAAW1150.
A list of Review Categories is displayed on entry to this page. This list can be searched using the initial fields displayed or the Additional Search fields. See Working with Lists for general information about lists.
To create a new Review Category, click on the New button to open the New Review Category page with a blank fields.
Record details for the new record and click the Create button to create it.
If you wish to continue creating new Review Categories, click on the Create & New button.
To edit an existing Review Category record, click on the link formed by the Review Category Code to open a page in which that record can be edited.
Make changes to the record and click on the Save button to commit the changes.
To delete a Review Category select that record and click on the Delete button.
| Field: | Description: |
| Review Category Code | Name of Review Category REVIEW_CATEGORY.REVIEW_CATEGORY |
| Description | Description of Review Category REVIEW_CATEGORY.DESCRIPTION |
| System Proposal Type | System Proposal Type. Can be UNIT, UNIT SET, COURSE. You cannot update the System Proposal Type after the Review Category has been associated with a Proposal Type (in PAAW0200). REVIEW_CATEGORY.S_PROPOSAL_TYPE |
| Amendment Range From | Lowest value for Review Category Amendment Range (number). There must be an entry in this field and it must be less than or equal to the 'Amendment Range To' value. See Rules/Notes below. REVIEW_CATEGORY.LOW_VALUE |
| Amendment Range To | Highest value for Review Category Amendment Range (number). There must be an entry in this field and it must be more than or equal to the 'Amendment Range From' value. See Rules/Notes below. REVIEW_CATEGORY.HIGH_VALUE |
| On Resubmission Failure Action | Select to either RETURN TO FAILED WORKFLOW STEP or DERIVE NEW WORKFLOW on resubmission failure. REVIEW_CATEGORY.FAILURE_ACTION_CD |
| Review Category Failure Communication | Select check box if communication is required when a Proposal Instance fails its review process. REVIEW_CATEGORY.FAILED_NOTIFICATION_INDICATOR |
| Business Activity to Notify | This field is only displayed if the Review Category Failure Communication check box is selected. Select the BAP whose members should be notified when the review process fails. REVIEW_CATEGORY.BUSINESS_ACTIVITY_PROCESS_CD |
| Email Type to Use | This field is only displayed if the Review Category Failure Communication check box is selected. Select the Email Type to Use to notify the BAP members. Email Types are defined in REVIEW_CATEGORY.EMAIL_TYPE |
| Notice Code to Use | This field is only displayed if the Review Category Failure Communication check box is selected. Select the Notice Code to use to notify the BAP members. Notice Code must have a System Notice Type of PROPOSAL. An Inactive Notice Type cannot be selected. (Notice Types are defined in SSFF5000). REVIEW_CATEGORY.NOTICE_CD |
| Field: | Description: |
| Help Text | Text to be displayed by tool tip when this Review Category is selected in PAAW0200. REVIEW_CATEGORY.HELP_TEXT |
The workflow section of this page displays the workflows associated with this Review Category. Only one workflow can be associated with the Review Category at any one time, so if multiple workflows are recorded, their date ranges must not overlap.
This section initially displays a list of the workflows associated with this Review Category. See Working with Lists for general information about lists. The Workflow Steps for the selected Workflow are displayed in a second table below.
Details recorded for these workflows are recorded in GENF4830 and GENF4820 and only the date fields can be modified here.
| Field: | Description: |
| Workflow Code | Select the Workflow to associate with this Review Category. Workflows are defined in GENF4830. The workflow must have a System Workflow Type of PROPOSAL. A closed Workflow cannot be selected. REVIEW_CATEGORY_WORKFLOW.WORKFLOW_CD |
| Version | Version of the Workflow (from GENF4830). REVIEW_CATEGORY_WORKFLOW.WF_VERSION_NUMBER |
| Description | Description of the Workflow (from GENF4830). WORKFLOW.DESCRIPTION |
| External | Selected if this workflow is External. i.e. Managed and tracked by a workflow tool other than Callista SMS. (from GENF4830). WORKFLOW.EXTERNAL_WORKFLOW_IND |
| Start Date | Use the Date Picker to select the Start Date. Must be immediately sequential to date range for previous Workflow and not overlap. REVIEW_CATEGORY_WORKFLOW.START_DT |
| End Date | Use the Date Picker to select the End Date. This date must be after the Start Date. REVIEW_CATEGORY_WORKFLOW.END_DT |
| Field: | Description: |
| Order | This step's place in the sequence of workflow steps (as recorded in GENF4820). WORKFLOW_STEP_MAPPING.WFSM_ORDER |
| Step | The name of the workflow step (as recorded in GENF4820). WORKFLOW_STEP.WORKFLOW_STEP |
| Description | The description of the workflow step (as recorded in GENF4820). WORKFLOW_STEP.DESCRIPTION |
| Review Date Alias | The Date Alias when this Workflow step is reviewed (as recorded in GENF4820). WORKFLOW_STEP.DT_ALIAS |
| Review Days | The number of days allowed for review to take place after notification, or after the Review Date Alias if this is also recorded. (as recorded in GENF4820). WORKFLOW_STEP_MAPPING.REVIEW DAYS |
| Closed | Selected if this Workflow Step is closed. WORKFLOW_STEP.CLOSED |
The steps displayed here are recorded for the workflow in GENF4820. The workflow instances for a particular proposal instance can have their workflow steps updated using GENW4890.
The From and To values define a range, with higher values indicating greater changes in the proposal. The Amendment Value is used if the Proposal Type for the Proposal has no Review Category defined. These ranges must not overlap and there should be no gaps between them.
Example
Review Category A has an amendment range 0-200 and Review Category B has an amendment value 201-6000.
A proposal is defined with an amendment value of 215 and the Proposal Type for this Proposal has no Review Category defined for it (in PAAW0200). In this case the Proposal would have Review Category B assigned to it.
Workflow steps are defined in GENF4830. These workflow steps cannot be modified on this page. A user with the Advanced Security Role of EDIT-WORKFLOW can edit a particular instance of a workflow in GENW4890.
Workflows are defined in GENF4830 and steps are recorded for them in GENF4820.
Those workflows form part of the Review Category.
When a Proposal is created it should be given a Review Category (and its associated Workflow).
When the review of a Proposal fails then actions defined for the Review Category are initiated.
Last modified on 4 June, 2012 2:39 PM
History Information
| Release Version | Project | Change to Document |
| 15.0 | 1722 - 11g Upgrade | New Help page for 11g. |