Assign a Different Specialist
- Joseph Nyachae
Assign a Grants Specialist Video (opens in a new tab)
After a funding proposal has completed the department review, it moves to the specialist review state. Generally, the first thing that happens in this state is a specialist is assigned to work with the proposal team to review and submit the proposal. You will notice in this proposal that a specialist has already been assigned. The system automatically did that when the proposal was created because the submitting department was configured with a default specialist. However, anyone in the system with the specialist finance/grant rule can assign or reassign specialists. And they can do this in any state.
To assign a different specialist
From the Funding Proposal Workspace, click Assign Specialist.
This list shows people who have the specialist finance/grant role.
In the resulting form, select the desired specialist, and then click OK.
The specialist on the workspace is updated and this proposal will now appear in that personโs inbox.
The newly assigned specialist can now perform the submission activities for the proposal.
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