Add Workflow Levels

At least one workflow level must be available in a workflow. However, multiple levels can be added if review, approval, and other processes require a more complex approach.

Note: Workflow levels shown in the Structure tab must be arranged in the order in which submitted applications should progress. These processes can be further defined through the use of workflow sub-levels and routes.

Navigate to the Program Setup > Workflows area.
Either create a new workflow or edit an existing one.
In the Structure tab, select the Add workflow level button.
In the Create a Workflow Level screen, provide the following information.
1. Provide a name and description for the level.
2. In the All workflow level actions section, select the checkbox next to the actions to enable them for this level.
  - Allow approval at this level
  - Allow declination at this level
  - Allow user to create and edit awards and payments
  - Allow user to request revision
  - Allow user to archive/unarchive application
  - Allow user to recommend funding
3. In the All workflow level options section, select the checkbox next to the options to enable them for this level.
  - Show budget summary information
    
    Tip: Enabling this option will display the budget summary (i.e., Amount requested, Total allocated, etc. of the assigned budget and funding source) on the Application View page for any Grant Reviewers and users with access to view applications in this workflow level. This information may be helpful if budget assignment and reservation are being used as it provides insight into the state of the budget. Learn more.
  - Show masked applicant information
    
    Warning: If this option is enabled, then all users in this workflow level will be able to view masked fields even if they do not have the Grant Applications - Can View Masked Data permission.
  - Allow user to extend form due date
  - View award and payment information
Select Save to create the new workflow level.