Workflow & Approvals Perfectforms grant portal guide · Workflow & Approvals Perfectforms grant...

Workflow & Approvals Perfectforms grant portal guide

STEP 1:

The applicant will submit a professional development grant through the portal.

1. The application link and guidelines are also available on this page fordetailed information on categories, funding levels and allowable projects.

*No log-in or user information needed*

Contact us with any questions or concerns regarding the online application at [email protected], or by calling 484-646-4167.

Workflow includes: (Please Read)*New Application - STEP 1

*Department Chair - STEP 2 Pages (2-5)

*Dean - STEP 3 Pages (6-9)

*Office of Grants Secretary -STEP 4 Pages (10-13)

*Professional Development Committee - STEP 5 Pages (14-16)

*Committee Chair - STEP 6 Page (17)

*Office of Grants Secretary -STEP 7 Page (17)

*Reminder emails are sent (every 2 business days) to the stagethat has not approved or denied the application.

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STEP 2:

The Department Chair Stage

2. The department chair selected by the applicant willbe notified by email.

*Please check your spam filter and white-listPERFECTFORMS.

3. By clicking the link provided in the email, theapplication will open to review and approve or denythe application request.

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4. BEFORE clicking approve or deny, please use the NEXT button toreview the entire application and the BACK button to return to thecover page for signature.

*Mandatory fields:Click next to view the entire application. Then the back button togo to the cover page to:• For the signature, type your name or initials.• Click approve or deny.

There is NO submit button once you click deny it goes to the faculty member to resubmit based on your comments, if you click approve it goes to the next stage which is the College Dean.

You will receive a pop up alert “Thank you for reviewing the application.” The faculty member will receive an email at each stage of the workflow on where the application is during the process.

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5. There are restricted sections that are gray whenreviewing. The application attachments are stillavailable to be reviewed in the portal (click the link).

* If the application is approved, the portal willclose and an email will be sent to the Dean listedon the application.

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6. If the request is denied, a new pagefor comments will open. Please providecomments on the denial of theapplication and click submit.

*This page can also be printed foryour records. The applicant will besent an email notification about thedenial stage and able to re-submit theapplication for further consideration.

*The application will be re-submittedto you.

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STEP 3:

The Dean Stage

7. The dean selected by the applicant will be notifiedby email.

*Please check your spam filter and white-listPERFECTFORMS.


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9. BEFORE clicking approve or deny, please use the NEXTbutton to review the entire application and the BACK buttonto return to the cover page for signature.

*Mandatory fields:Click next to view the entire application. Then the backbutton to go to the cover page to:• For the signature, type your name or initials.• Click approve or deny.

There is NO submit button once you click deny it goes to the faculty member to resubmit based on your comments, if you click approve it goes to the next stage which is Connie Lawrence in OSP.

You will receive a pop up alert “Thank you for reviewing the application.” The faculty member will receive an email at each stage of the workflow on where the application is during the process.

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10. There are restricted sections that are gray whenreviewing. The application attachments are stillavailable to be reviewed in the portal (clink the link).

* If the application is approved, the portal willclose and an email will be sent to the Office ofGrants and Sponsored Projects secretary toreview for completion.

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11. If the request is denied, a new pagefor comments will open. Please providecomments on the denial of theapplication and click submit.



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STEP 4:

The Office of Grants & Sponsored Projects Review Stage

12. The Office of Grants and Sponsored Projectssecretary will be notified by email to review all fieldsin the application for completion and to make surethe category application follows the committeeguidelines.

*Please check your spam filter and white-listPERFECTFORMS


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14. BEFORE clicking approve or deny, please use the NEXTbutton to review the entire application and the BACK buttonto return to the cover page for approve and deny buttons.

*Please make sure the department chair and dean haveboth provided signature/initials, with date of approval.

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* If the application is approved, the portal willclose and an email will be sent to theProfessional Development Committee (PDC),with a link to access applications and submittheir votes to approve or deny funding.

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16. If the request is denied a new pagefor comments will open. Please providecomments on the denial of theapplication and click submit.



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STEP 5:

The Professional Development Committee (PDC) Stage

17. Members of the PDC will be notified byemail to review the application for completion,to make sure the category application followsthe committee guidelines and that it is afundable project/proposal.

18. By clicking the link provided in the email, theapplication will open to review and approve or deny theapplication request.

*Please check your spam filter and white-listPERFECTFORMS

*Please use your assigned number provided bythe Committee Chair to cast your vote.

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19. Click the NEXT button on the cover page to review the entire application submitted and the BACK button to return to the cover page to click on the PDC button. Please click on the RED PDC link in the top left hand-corner of the cover page to cast your vote and enter your comments. Use your assigned number provided for the PDC committee review.

*If you have any questions please contact the Committee Chair and/or the Office of Grants and Sponsored Projects.

*The committee can see that all stages were approved before voting on an application.

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* After you enter your vote (in your section),click submit. The portal will close and an emailwill be sent to the Committee Chair. In the emailto the committee chair, there will be a link toaccess and review applications and committeevotes.

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STEP 6:

The Committee Chair Stage

21. The Committee Chair will be notified by email of all committee member votes on each application submitted. Majority vote

22. By clicking the link provided in the email, the application will open to review committee comments for approval or denial of the application request.

STEP 7:

The Office of Grants & Sponsored Projects Review Stage

23. The Office of Grants and Sponsored Projects secretary willbe notified by email with information provided by theCommittee Chair. This contains the final votes summary oneach application, and details about funding the grantapplication.

a. The PDC will also receive an email about the finaldecision made by all committee members.

24. Official letters (denial/approval) will be emailed AND sentvia campus mail to the applicants.

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Workflow & Approvals Perfectforms grant portal guide · Workflow & Approvals Perfectforms grant...

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