📹 Request Changes Video (opens in a new tab)
During both department and central office reviews of a funding proposal, the reviewer can request clarifications or changes. You do this by adding reviewer notes to specific fields and pages in the proposal, and then issuing a change request to the proposal owner.
This topic illustrates the procedure with a funding proposal in department review. But the procedure is essentially the same for all proposal types and review cycles.
Prerequisites for this task
You are assigned to review the proposal in its current state. The proposal appears in your Inbox.
📘 To add reviewer notes to the proposal
Open the proposal pages for viewing.
Navigate to an item you want to comment on and click the note icon
.
...
To make changes in a note, click Edit.
To remove a note, click Delete.
When the project owner has adequately addressed a note, you can document this by clicking Resolve this thread.
Note: If a response is required, the project owner must respond to the note before you can resolve it.Check off each section as you complete it to track your progress.
When done adding reviewer notes, exit the project pages. The system automatically saves your notes.
📘 To view, change, or resolve a reviewer note
To view a note on a section or field, click its orange icon. The bottom of the reviewer note form lists all current notes for that item.
...
To make changes in a note, click Edit.
To remove a note, click Delete.
When the project owner has adequately addressed a note, you can document this by clicking Resolve this thread.
Note: If a response is required, the project owner must respond to the note before you can resolve it.
📘 To send a change request to the project owner
From the workspace, click Request Changes.
Type your general instructions in the Request Changes form, and click OK.
The project enters a Response Pending state and appears in the project owner's inbox.
...