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PAAW1000 - Proposals

Table of Contents

• Overview
• Navigation
• Creating and Viewing Proposals
• Access to a Proposal
• Searching for a Proposal
• All Proposals
• Notifications
• My Delegations
• My Reviews
• My Proposals
• Administration
• Toolbar Buttons available on this page
• Proposal Administrator - Definition

Overview

This page serves as a hub for Proposal activity.
On this page you can access pages to allow you to create new proposals or edit draft proposals. It also allows you to review and administer proposals that relate to you.

The page is made up of a number of sections containing lists of Proposal Instances.
These sections are:

• My Delegations
• My Proposals
• My Reviews
• Administration

If a section is empty, then it won't display.
e.g. If the user has no delegations, then the My Delegations section does not display.

For each of these lists: Email, Print and Export to Excel functions are available.

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Navigation

This page is reached directly from the menu.

In PAAW1000, if the user clicks on a Proposal Type link they can commence the creation of a proposal of that Proposal Type. Normally the Proposal Search (PAAW0700) screen displays, however if the proposal type has a System Proposal Type value of UNIT-BULK, then the user bypasses the search page and goes directly to the Timelines page PAAW1040.

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Creating and Viewing Proposals

At the top of the page there are links which allow a user to create a proposal, either from a blank proposal or based on existing proposal curriculum item. These links come from the Selection Options defined for Proposal Types in PAAW0200.
The arrangement and availability of these Selection Option links for a user, is determined by groups, which are defined in PAAW0100 and assigned to a user in SECW0066.
Your Security Role Proposal Type Restrictions (SECF0095), together with restrictions recorded for a Proposal Type in PAAW0200, also determine which Selection Options appear in this area.
For example, if a Proposal Type has the Restrict Access indicator selected in PAAW0200 and you do not have a user security role which has a record for that Proposal Type (SECF0095), then the Selection Option to create that Proposal Type will not be available and you will not be able to update a proposal of that Proposal Type.
Likewise if a Proposal Type has the Restrict Access Indicator and the Update Proposal indicator selected in PAAW0200 and your security role has a record for that Proposal Type with the View check box selected in SECF0095, then the Selection Option to create that Proposal Type will display.
However, if a Proposal Type does not have the Restrict Access indicator selected in PAAW0200, then you will be able to create or update a proposal of that Proposal Type regardless of your Security Role Proposal Type Restrictions.

Note: In SECF0095, it is not possible to have the Create check box selected if the View check box is not selected.

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Access to a Proposal

Users may access proposals via this form by:

• Searching for a proposal. If the proposal has been submitted (i.e. not DRAFT) then anyone should be able to see it. If the proposal is DRAFT you need to be a) the proposer, b) an editor or c) an administrator to see it. See Administrator definition below.
• Clicking on the proposal link as it appears in the various lists in this page. Proposals will only be listed if the user has access to them in the context of the list. i.e. Only Reviewers for a proposal under review will see the proposal in the Review section.
• Clicking on a link contained in a proposals communication item - if the user does not have access to the proposal, as described for Searching for a proposal, then an error is generated.
  

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Searching for a Proposal

Enter the search text in the Search field.
Press Enter and PAAW0070 display a list of records which match your Search criteria.

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All Proposals

Click on the All Proposals link to open PAAW0070 with all records retrieved.

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Notifications

The Notifications pop up opens when you click on the Notifications link.
It displays your notifications, the list of which can be searched and filtered.
You may receive notifications for a number of reasons. See Proposals Communication.
Click on the Notice record to display the text of the notice below.

Once you have clicked on a notice record to view the notice, then the Read indicator for that notice will become ticked.

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My Delegations

This section appears if you have been delegated a proposal and are yet to accept or decline the delegation. e.g. the creator of a proposal has nominated you to manage their proposal. (They do this in the About this Proposal screen - PAAW1140).

If you click on the Proposal ID link in a delegation record, the Delegations pop up appears, allowing you to accept or reject the delegation. If you reject a delegation then a comment is required.
If you accept a delegation, the proposal instance disappears from this section, and appears in your My Proposals section.
If you reject the delegation then the proposal instance will no longer appear in your My Delegations section. A comment is always required for the rejection of delegation.

If a proposal creator delegates a proposal to you with the Mandatory check box selected (in PAAW1140), then the proposal does not appear in this section, it goes directly into the My Proposals on this page.

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My Reviews

My Reviews - This section appears to the user if they are currently reviewing any proposals. (i.e. Included in the current workflow step for a proposal).
The records are initially displayed with the nearest Review By date at the top. A list of the proposals currently being reviewed by the user.
These proposals can be examined by clicking on the ID link, which opens the Review Content page (PAAW1120) where they can view details of the proposal and also navigate to the Proposal Review pages.

Once the proposal has moved to the next workflow step, then the proposal instance will no longer appear in this list.
If the user is an active reviewer then they have to provide a response to move the proposal to the next step.
If the user is a passive reviewer they can view it and add comments but can't amend the proposal or move it to the next review step.

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My Proposals

This section displays if you are a proposer or an editor of an active proposal.

Click on the Proposal ID link of a DRAFT proposal to open the Proposal Overview page (PAAW1170) to view the progress of the proposal.
Click on the Proposal ID link of a proposal that has been submitted (i.e. not DRAFT) to open Proposal Content page (PAAW1120) to view details of the proposal.

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Administration

This section is displayed if you are an administrator (see Proposal Administrator definition below).
In it any current proposals that satisfy the conditions below will display:

• Have been approved but have not yet been successfully transferred.
• Are submitted but have not been allocated a review category.
• Are submitted but do not contain any active workflow steps.
• Are submitted but do not have an active reviewer for the current active workflow instance.
• Are submitted but do not have any reviewers allocated to the current active workflow step.
• Are submitted which contain an empty due date field for the current active workflow step.
• Have been delegated (to someone apart from the user) but not accepted or rejected yet.

A proposal can be examined by clicking on the Proposal ID link, which opens the Review Content page (PAAW1120).

Toolbar Buttons available on this page

• Click on the Email button to open an email message addressed to proposer and editors.
• Click on the Withdraw button to withdraw a proposal. This will change the status of the proposal to CANCELLED but leave it displayed here. - This button is only available for the My Proposals section.
• Click on the Export to Excel button to export the set of My Proposal records to an Excel spreadsheet.
• Click on the Query by Example button to filter the list of proposals.
• Click on the Delete button to delete the selected proposals. This will remove the proposal record from this table. To be eligible for deletion, a proposal must have a status of DRAFT, have been proposed by the current user and cannot be part of an existing workflow.
• A Quick or Advanced Search can be conducted on the records in this list. Click on the icon or the Advanced Search button.

Proposal Administrator - Definition

For a person to be a Proposal Administrator, they need to have a System Advanced Function as described below, assigned to them or their role:

• For Unit proposals - System Advanced Function PR-UN-APPR . However if the user is a UV-APPROVE BAP member associated with a particular org unit, then they will only see unit proposals which include UVOWNOU, for their org unit.
• For Course Proposals - System Advanced Function PR-CRS-AD. However if the user a CRS-APPROVE BAP member associated with a particular org unit then they will only see course proposals which include CRVRESPOU, for their org unit.
• For Unit Set Proposals - System Advanced Function PR-US-AD . However if the user is US-APPROVE BAP member associated with a particular org unit then they will only see unit set proposals which include RESPOU, for their org unit.

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Page last modified: 14 June, 2018 3:00 PM

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