WRAP Compliance Review Page Actions Summary

Owned by Joseph Nyachae
Dec 09, 2024
1 min read

Proposal – Draft State

Automated & Manual

  • Compliance Page should be completed as soon as possible when the Notice of Funding Opportunity (NOFO) is received as reviews can start as soon as the item is checked.

  • Most ancillary reviews (AR) are automated during the Draft proposal and are immediately initiated when the item is checked.

  • The type of review (automated or manual) is indicated on the Compliance Review Page.

Proposal – Workflow

Manual Only

  • Ancillary Reviews (AR) can be initiated manually by anyone with access to the record after the proposal is out of the draft stage.

  • Department Review – Responsible for ensuring applicable Ancillary Reviews (AR) are complete.

  • Office of Sponsored Programs (OSP) will submit proposals with incomplete Ancillary Reviews (AR).

Award

Manual Only – Ancillary Reviews (AR) and Deliverables

  • Proposal responses from the Compliance Review Page are copied to the Award record.

  • AIM initiates deliverables and ancillary reviews.

  • AIM will not release the budget until all required compliance Ancillary Reviews (AR) are complete.

Agreements

Manual Only

  • The Compliance Review Page is different than in the Grants module. 

  • The Compliance Review Page does not display for agreements that the Principle investigator can initiate.

  • Ancillary Reviews are all manual in Agreements and are initiated by the Negotiator.

  • Ancillary Reviews where REQUIRED is selected will stop Agreement workflow at the Approve Language phase.