Add Workflow Sub-levels

Sub-levels can added to a workflow level to further customize the process used to evaluate applications, provide feedback, and more. Sub-levels are not required.

Note: The workflow level actions and options are the same for both workflow levels and sub-levels. Workflow sub-levels automatically inherit the settings assigned to the main workflow level. Similar to workflow levels, sub-levels must be arranged in the order in which submitted applications should progress.

Tip: There are many scenarios in which utilizing sub-levels would be beneficial. One example is a Grant Manager Review level that requires multiple people to review and sign-off on an application. A separate sub-level could be created for each person to track their feedback and ensure the review process progresses in an organized fashion.

1. Navigate to the Program Setup > Workflows area

2. Either create a new workflow or edit an existing one.

3. In the Structure tab, select the Add sub-level link within the workflow level.

4. In the Create a Sub-Level modal, 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 sub-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

5. Select Save to create the new sub-level in the workflow level.