The Program Action Form will automatically send an email to the approver’s CWRU email address when action is required. Each email generated by the system will contain a direct link to the dashboard, the action required, and the role for which the email was generated. If there are any questions, please email programprocess@case.edu.
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Go to the Dashboard and locate the proposal requiring action by
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Clicking on the direct link found in the workflow email; or
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Go to https://futurebulletin.case.edu and access the workflow tab (1), then click to highlight the proposal in the list of Page Titles (2)
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Select the proposal you wish to review so it displays in the Page Review Window
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View changes made: The default view will show all changes made to a proposal. If you would like to review changes by a specific user, click the “Filter by” (1) drop-down menu and select an editor whose changes you wish to review
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Edits to the PAF will be shown in a red(strikethrough)/green(underlined) markup: red for deleted text, green for new text
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Hide changes: Selecting ”Hide changes” will allow you to view the proposal without color-coding or markup
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As an approver, you have three main actions available during your review: Edit, Rollback, or Approve
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Edit (1)
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If there are changes that need to be made to a proposal prior to approving it, you can choose to make edits to the PAF yourself using this option.
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Click “Edit” to open up the PAF editing window.
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Make any changes to available fields in the PAF.
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Scroll to the bottom of the form and click “Save.”
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Changes will be seen by subsequent approvers during their review.
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When edits are complete, select another action (Rollback or Approve) to move the proposal past your step in workflow.
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Rollback (2)
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“Rollback” will send the PAF back to a previous step in the workflow or to the initiator of the PAF, depending on your selection (the default is the previous step).
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You may opt to use this feature after editing a proposal if previous approvers should review and approve changes you made. This will allow them to review and re-approve based on your edits to the proposal.
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After clicking “Rollback,” select the individual/step where the PAF should return (1).
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Enter a Comment/Reason in the space provided about why the proposal is being rolled back (2).
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Click “Rollback” in the popout window (3).
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Approve (3)
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Clicking “Approve” will move the proposal to the next step in the workflow.
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Additional Actions:
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Reviewer Comments
If you do not have edits to a proposal but would like to make a comment viewable to subsequent approvers, you can opt to add a reviewer comment.
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From the PAF viewing window, click “Add Comment,” which opens a popout comment field.
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Enter text in the popout window and click “Save.”
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Click “Edit” to open the editing window.
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Enter your comment into the “Reviewer Comments” textbox.
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Scroll to the bottom of the proposal and click “Save Changes.”
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