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When it is necessary to change the PD/PI(s) on a grant, an SO may use the Prior Approval module to create and submit the request to the agency.
PD/PIs will not see the option for a change of PD/PI(s) when they log in to Commons and access the Prior Approval module.
The following are the available functions and who may process them:
NOTE: If the grant selected already has a pending Change of PD/PI request already pending in the PA Module, the system will display an error message. This error message will contain the pending request number which is a link from which user can access the pending request.
The Change of PD/PI Modify Request page consists of a read only header, OPERA-mandated questions (which may be optional), and IC specified document uploads.
The current reviewer may modify the following on a Change of PD/PI Modify Request:
When all fields have been populated and all required files have been uploaded, click on Submit to send the request to the Agency. A confirmation message will be displayed asking for a second confirmation that you wish to submit. Click on the Yes button on that message to submit. Once the system validates that all required fields have been completed and all required documents uploaded, a message will be displayed indicating a successful submission.
Other actions that occur are:
When you click on the Cancel button your browser will leave the Modify Request page and go back to the previous page. You will be presented with a confirmation message to confirm your actions. Once Yes is clicked, you will be taken back to the previous page. If you have saved any information in the Modify Request page, it will still be available to update later.
If you decide to delete the request while on the Modify Request page, simply click on the Delete button and any activity you have performed will be deleted and the screen will return to the prior page.
If you have saved information and are no longer on the Modify Request page, you may still look up the request from the Prior Approval landing page. Click on the List My Requests button to list requests that you have initiated, or click on the Search for Requests button and perform a search to find the request to be deleted.
From the resulting hitlist, for either method, click on the Modify link in the Action column for the desired request. This action will open the Modify Request page. At the bottom of the page, click on the Delete button. You will be presented with a confirmation message to confirm your actions. Once Yes is clicked, you will be taken back to the Prior Approval landing page.
Use either the List My Requests or the Search for Requests button to find the request.
In the resulting hitlist, select the Modify or View History link in the Actions column. The link will say Modify until the request has been submitted to the agency. After a successful submission, the link will change to View History.
Clicking on the Modify link will open up the same Modify Request screen used for the initial information. At the bottom of the screen, click on the View History button to see the history of the request.
Clicking on the View History link from the search results Action column or the View History button from the Modify Request screen will open up the View History screen that will show what actions have taken place on the request.
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