Before You Begin
- Ensure all required project information is complete.
- The project status should be Planning at HQ or Planning at Lab.
Follow the steps below:
Step 1: Submit for Approval
Select Submit for Approval from the Manage Project dropdown to start the approval process.
Once submitted, your project's status will change to Pending Approval.
Step 2: Monitoring the Approval Process
The approval request follows a default routing path:
- The EERE Project Lead
- The Office Administrator
- Office Director
Note: This routing path applies unless specific addition reviewers have been assigned. How to Modify my Approval Workflow: Add Project Approver
Step 3: Assigning Approvals
To ensure a notification is sent to the next approver, the Project Lead must assign a person to the next steps.
Click the dropdown menu and select Edit.
Click on the magnifying glass next to Assigned.
Check the box to select the person.
Click Submit.
The person's name should now appear on the step next to their role and the step that the approval is on.
Step 4: Reviewers' Actions
Each assigned reviewer can take the following actions:
Approve: This moves the project to the next reviewer in the sequence or completes the approval process if they are the final reviewer.
Return: If a reviewer returns the project, it means revisions are needed. The project will be sent back to you, and you will need to make the requested changes and resubmit them.
Cancel: A reviewer can choose to cancel the entire approval workflow, which will stop the process.
Step 5: Results
After all required approvals are successfully completed, the Project Status will update to Approved, and the Award Status will change to Active.