Submitting or Deleting a Request

Only the signing official (SO) can submit an in progress request to the agency.

1. Find and open an in progress request; see Searching for and Modifying Existing Prior Approval Requests.

2. When all fields of the request's details screen have been populated and all required files have been uploaded, click the Submit button at the bottom of the screen to send the request to the agency.

NOTE:  Principal investigators (PI) do not see the Submit button. Principal investigators do see a Route button, by which they can route the request to an SO in their organization who can submit it; see Routing a Prior Approval Request.

3. When the confirmation message asks "Are you sure you wish to submit to Agency?", click the Yes button.

Once the system validates that all required fields have been completed and all required documents uploaded, a message is displayed indicating a successful submission. If errors are listed after clicking Submit, fix all errors before clicking Submit again.

Other actions that occur upon Submit are:

• System generates a PDF of the request including uploaded documents
• System sends notifications (SO, GMS, PO)
• System Stores PDF in Grant Folder for internal and external users

If you cannot finish the request after initiating or modifying it, you can save it and come back to it later.

1. Find and open an in progress request; see Searching for and Modifying Existing Prior Approval Requests.

2. Click the Save button at the bottom of the screen.

When you click the Cancel button on the details screen for a request, any changes you have made to the request since the last time you saved are discarded, and you are returned to the Prior Request landing page. If you have saved any information on the details screen and you click Cancel, the saved information will still be available to update later.

Cancel does NOT delete the request. To delete a request, you must open the request for editing and click the Delete button at the bottom of the screen.

If you decide to delete the request while on a details screen for a request, simply click the Delete button at the bottom of the screen. The entire request will be deleted and the screen will return to the Prior Approval landing screen.

If you have saved the request and are no longer on its details screen, find the request on the Prior Approval landing page, which lists all your in-progress requests by default. If there are too many to easily find it, use the Search for Requests button, or type text to match in the Filter Table text box.

From the resulting search results, click the linked Request ID in the table open the request, or select Modify from a request's three-dot ellipsis menu. At the bottom of the request's details page, click the Delete button and click Yes in the ensuing Confirmation popup. You are returned to the Prior Approval landing page and the request is deleted.

NOTE: 500K requests cannot be deleted.