Proposal workload assignments

The Proposal workload assignments card allows anyone with Proposal view access to see which proposals are in the approval process across all routing stops.

Dashboard Cards

This card shows each proposal after it has been submitted for approval, throughout the entire approval process.  The “Current Request(s)” column shows who the current primary approver is (such as the Department, Dean, or SPA team). Click on the proposal number to view a record.

When the Dashboard is implemented, the Assigned Approver field will be blank. Going forward, SPA will use this field to show the SPA team member to whom the proposal has been assigned for review.

Screenshot of proposal workload assignments card showing one proposal assigned to an approver

The assigned approver will be displayed in the proposal, on the Summary/Submit section.

Image from proposal Summary/Submit tab showing assigned approver