User:Weiserma/sandbox

Award Workflow State Description Table
The final state is dynamic depending upon optional workflow approval layers enabled for the GPT; first option that is enabled determines the next state.

Returning to In Review state depends on whether or not the Grants Review workflow approval layer is enabled. If disabled, will be returned to Drafted state.


 * no assumed hierarchy --Mark Weiser 11:05, 14 June 2011 (EDT)

{| width="100%" cellspacing="0" cellpadding="4" border="2"
 * Initial State
 * Action (Authorities)
 * Final State
 * Notes
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Not Started

 * Generate Draft (GMS,GQC,GMO)
 * Drafted

Load
 * Ready To Issue
 * HRSA (External) award data already in GS undefined should start the workflow at the Ready To Issue state.
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Drafted

 * Edit (GMS,GQC,GMO)
 * Drafted
 * Ready for Review (GMS)
 * In Review
 * Optional workflow approval layer (Grants Review) enabled in Manage Grant Program
 * Ready for Approval (GMO/GQC)
 * Budget Officer Review Required: Ready for Budget Officer Review
 * Project Officer Approval Required: Ready for Project Officer Approval
 * Program Coordinator Approval Required: Ready for Program Coordinator Approval
 * Program Director Approval Required: Ready for Program Director Approval
 * Administrative Review Required: Ready for Administrative Review
 * Authorization Required: Ready for Authorization Review
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Delete (GMS/GMO/GQC)
 * Deleted
 * Cannot delete a NGA if there are locked transactions;
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 * Delete (GMS/GMO/GQC)
 * Deleted
 * Cannot delete a NGA if there are locked transactions;
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 * Cannot delete a NGA if there are locked transactions;
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In Review

 * Edit (GMO/GQC)
 * In Review
 * Return to Draft (GMO/GQC/GMS)
 * Drafted
 * Ready for Approval (GMO/GQC)
 * Budget Officer Review Required: Ready for Budget Officer Review
 * Project Officer Approval Required: Ready for Project Officer Approval
 * Program Coordinator Approval Required: Ready for Program Coordinator Approval
 * Program Director Approval Required: Ready for Program Director Approval
 * Administrative Review Required: Ready for Administrative Review
 * Authorization Required: Ready for Authorization Review
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Delete (GMO/GQC)
 * Deleted
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Delete (GMO/GQC)
 * Deleted
 * Delete (GMO/GQC)
 * Deleted
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Ready for Budget Officer Review

 * Approve (PBO)
 * Project Officer Approval Required: Ready for Project Officer Approval
 * Program Coordinator Approval Required: Ready for Program Coordinator Approval
 * Program Director Approval Required: Ready for Program Director Approval
 * Administrative Review Required: Ready for Administrative Review
 * Authorization Required: Ready for Authorization Review
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Reject (PBO)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * In Review
 * Recall (GMO)
 * Drafted
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 * Drafted
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Ready for Project Officer/Program officer Approval

 * Approve (PO)
 * Program Coordinator Approval Required: Ready for Program Coordinator Approval
 * Administrative Review Required: Ready for Administrative Review
 * Authorization Required: Ready for Authorization Review
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Reject (PO)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * In Review
 * Recall (GMO)
 * Drafted
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 * Drafted
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Ready to Certify (Before Final Approval)

 * Certify (FMO)
 * Program Coordinator Approval Required: Ready for Program Coordinator Approval
 * Administrative Review Required: Ready for Administrative Review
 * Authorization Required: Ready for Authorization Review
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * valign="top" | This certification is the FMO signoff on the award which comes before AO Final approval, and should result in populating the FMO sig block on the award document. Admin can configure award settings on grant program level so that FMO could certify before or after the final approval by AO.
 * Reject (FMO)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * Recall (GMO)
 * Drafted
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 * Drafted
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Ready for Program Manager/ Program Coordinator Approval

 * Approve (PC)
 * Program Director Approval Required: Ready for Program Director Approval
 * Administrative Review Required: Ready for Administrative Review
 * Authorization Required: Ready for Authorization Review
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Reject (PC)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * In Review
 * Recall (GMO)
 * Drafted
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 * Drafted
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Ready for Program Director Approval

 * Approve (OD)
 * Administrative Review Required: Ready for Administrative Review
 * Authorization Required: Ready for Authorization Review
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Reject (OD)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * In Review
 * Recall (GMO)
 * Drafted
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 * Drafted
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Ready for Administrative Review

 * Approve (AD)
 * Authorization Required: Ready for Authorization Review
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Reject (AD)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * In Review
 * Recall (GMO)
 * Drafted
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 * Drafted
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Ready for Authorization Review

 * Approve (DAO)
 * Final Approval Required: Ready for Final Approval
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Reject (DAO)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * In Review
 * Recall (GMO)
 * Drafted
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 * Drafted
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Ready for Final Approval

 * Approve (AO)
 * Certification Required: Ready to Certify
 * (Otherwise) Ready to Issue
 * Reject (AO)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * In Review
 * Recall (GMO)
 * Drafted
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 * Drafted
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Ready to Certify (After Final Approval)

 * Certify (FMO)
 * Ready to Issue
 * Admin can configure award workflow settings on grant program level so that FMO could certify before or after the final approval by AO. This certification is the FMO signoff on the award which comes before AO Final approval
 * Reject (FMO)
 * Drafted
 * In Review
 * Recall (GMO)
 * Drafted
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 * Recall (GMO)
 * Drafted
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Ready to Issue
Who can invoke this action is an option enabled on manage GPT.
 * Issue (GMO, GQC, GMS)

Reject option should only be available if the award is not an External award.
 * All grants staff may issue awards
 * Only GMO may issue awards
 * GMO can issue all, GMS &#x26; GQC may issue $0 awards
 * Notification Delay Required: Notification Delay
 * Grantee Acceptance Required: Awaiting Acceptance
 * Accounting Required: Ready for Accounting
 * Authorizing Official Release Required: Ready for AO Release
 * (Otherwise)Pre-Complete Delay GS-8009
 * Reject (GMO, GQC, GMS)
 * Reject (GMO, GQC, GMS)
 * Reject (GMO, GQC, GMS)
 * Reject (GMO, GQC, GMS)
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 * Drafted
 * In Review
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 * Delete (GMO/GQC)
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 * Deleted
 * rowspan="1" | Delete option should only be available if the award is an External award.
 * ToggleVendorValidation
 * Ready to Issue
 * Option only available if the award is an External award ( NGA-TYPE: 1). Toggle the Vendor bypass option
 * Ready to Issue
 * Option only available if the award is an External award ( NGA-TYPE: 1). Toggle the Vendor bypass option
 * Option only available if the award is an External award ( NGA-TYPE: 1). Toggle the Vendor bypass option

Notification Delay
2) Expire Delay (GMO, GQC, GMS)
 * 1) Notification Delay Auto Expired (System)
 * Grantee Acceptance Required: Awaiting Acceptance
 * Accounting Required: Ready for Accounting
 * Authorizing Official Release Required: Ready for AO Release
 * (Otherwise)Pre-Complete Delay GS-8009
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Awaiting Acceptance

 * Accept (ADO)
 * Accounting Required: Ready for Accounting
 * Authorizing Official Release Required: Ready for AO Release
 * (Otherwise) Pre-Complete Delay GS-8009
 * Add a msg to a transition window when a grantor goes to record acceptance of the award on behalf of the grantee
 * Decline(ADO)
 * Drafted
 * In Review
 * Decline must undo all actions preformed by issue to prevent double posting of transactions
 * Acceptance Received (GMS/GQC/GMO)
 * Accounting Required: Ready for Accounting
 * Authorizing Official Release Required: Ready for AO Release
 * (Otherwise) Pre-Complete Delay GS-8009
 * Rejection Received (GMS/GQC/GMO)
 * Drafted
 * In Review
 * Rejection Received must undo all actions preformed by issue to prevent double posting of transactions
 * Accounting Required: Ready for Accounting
 * Authorizing Official Release Required: Ready for AO Release
 * (Otherwise) Pre-Complete Delay GS-8009
 * Rejection Received (GMS/GQC/GMO)
 * Drafted
 * In Review
 * Rejection Received must undo all actions preformed by issue to prevent double posting of transactions
 * Drafted
 * In Review
 * Rejection Received must undo all actions preformed by issue to prevent double posting of transactions
 * Rejection Received must undo all actions preformed by issue to prevent double posting of transactions

Ready for Accounting

 * Send to Accounting (System)
 * Sent to Accounting
 * This action will also send to CLO if applicable
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Sent to Accounting

 * Accounting Error (System)
 * Accounting Rejection
 * Accounting Validation (System)
 * Pre-Complete Delay GS-8009
 * Recall (GMO)
 * Drafted
 * This action can only be performed if the accounting interface uses a batch transport and the award obligation transaction have not actually been sent. This functionality is not required for close out awards.
 * Recall must undo all actions done by issue to prevent double posting of transactions.
 * See
 * Cancel (GMO)
 * N/A (Award action deleted)
 * This action can only be performed if both
 * the accounting interface uses a batch transport and the award obligation transaction have not actually been sent
 * AND
 * the award was created by an external system
 * This will function behave like doing a "Recall" then a "Delete" (delete from nga_base)
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 * This action can only be performed if both
 * the accounting interface uses a batch transport and the award obligation transaction have not actually been sent
 * AND
 * the award was created by an external system
 * This will function behave like doing a "Recall" then a "Delete" (delete from nga_base)
 * rowspan="4" |
 * rowspan="4" |
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Accounting Rejection
Example use: There is a problem in the proxy (bad data state or something) and the error is corrected in the proxy by an administrator this will instruct the workflow to resend the transactions to the UFMS proxy.
 * Resend (PAD, SA,GMO)
 * Ready for Accounting
 * New role: PAD = Program Administrator


 * Redo (GMO)
 * Drafted
 * In Review
 * Example use: NGA has an invalid EIN that the accounting system rejects. This will send back to draft so the EIN can be corrected. The existing transaction is left in ERROR state in the proxy, and a new transaction is created on the GS side which will be sent back through the process.
 * Redo action must revert all actions done by the Issue action to prevent double accounting of the transactions.
 * Redo option should only be available if the award is not an External award.
 * Clear (GMO)
 * rowspan="1" |
 * Pre-Complete Delay GS-8009
 * rowspan="1" | Example use: The EIN does not pass UFMS validation and the error is cleared on the UFMS side (actual ufms, not the proxy). The user can advance this to complete since the accounting errors have been corrected.
 * Cancel (GMO)
 * rowspan="1" | N/A Cancel (combines action: Recall and Delete )
 * rowspan="1" |
 * Delete will be replaced by Cancel(combine future of actions "Recall" and "Delete") option, should only be available if the award is an External award.
 * rowspan="3" |
 * rowspan="1" | N/A Cancel (combines action: Recall and Delete )
 * rowspan="1" |
 * Delete will be replaced by Cancel(combine future of actions "Recall" and "Delete") option, should only be available if the award is an External award.
 * rowspan="3" |
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Ready for AO Release

 * Release (AO)
 * Sent to Accounting
 * Reject (AO)
 * Drafted
 * In Review
 * Recall (GMO)(To be Developed)
 * Drafted
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 * In Review
 * Recall (GMO)(To be Developed)
 * Drafted
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 * Drafted
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Ready for GAO Release

 * Release (GAO)
 * Pre-completion Delay since GAO Release
 * Recall (GMO)
 * In Review
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 * Recall (GMO)
 * In Review
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 * Recall (GMO)
 * In Review
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 * In Review
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Pre-Complete Delay
GS-8009
 * Auto Expire (System)
 * Expire (GMO/GMS/GQC)
 * Complete
 * This state will provide a way to delay award completion (and grantee notification) after accounting system processing.
 * Auto expire configuration:
 * If award export is configured and award export is required, the delay will be configurable based on number of hours since the award was exported to the notification office
 * If no award export is configured, the delay will be based on the number of hours since the award was issued
 * A setting of 0 hours, implies no delay.
 * Expire will always be immediate.
 * Expire will always be immediate.

Complete

 * No actions
 * Final State
 * }
 * Final State
 * }
 * }