User:Weiserma/sandbox

Award Workflow State Description Table

The final state is dynamic depending upon optional workflow approval layers enabled for the GPT; first option that is enabled determines the next state.

Returning to In Review state depends on whether or not the Grants Review workflow approval layer is enabled. If disabled, will be returned to Drafted state.

no assumed hierarchy --Mark Weiser 11:05, 14 June 2011 (EDT)

Initial State	Action (Authorities)	Final State	Notes
Not Started	Generate Draft (GMS,GQC,GMO)	Drafted
	{{To Be Developed|<jira>GS-13999</jira>}} Load	Ready To Issue	HRSA (External) award data already in should start the workflow at the Ready To Issue state.
Drafted	Edit (GMS,GQC,GMO)	Drafted
	Ready for Review (GMS)	In Review	Optional workflow approval layer (Grants Review) enabled in Manage Grant Program
	Ready for Approval (GMO/GQC)	Budget Officer Review Required: Ready for Budget Officer Review Project Officer Approval Required: Ready for Project Officer Approval Program Coordinator Approval Required: Ready for Program Coordinator Approval Program Director Approval Required: Ready for Program Director Approval Administrative Review Required: Ready for Administrative Review Authorization Required: Ready for Authorization Review Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Delete (GMS/GMO/GQC)	Deleted	Cannot delete a NGA if there are locked transactions;
In Review	Edit (GMO/GQC)	In Review
	Return to Draft (GMO/GQC/GMS)	Drafted
	Ready for Approval (GMO/GQC)	Budget Officer Review Required: Ready for Budget Officer Review Project Officer Approval Required: Ready for Project Officer Approval Program Coordinator Approval Required: Ready for Program Coordinator Approval Program Director Approval Required: Ready for Program Director Approval Administrative Review Required: Ready for Administrative Review Authorization Required: Ready for Authorization Review Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Delete (GMO/GQC)	Deleted
Ready for Budget Officer Review	Approve (PBO)	Project Officer Approval Required: Ready for Project Officer Approval Program Coordinator Approval Required: Ready for Program Coordinator Approval Program Director Approval Required: Ready for Program Director Approval Administrative Review Required: Ready for Administrative Review Authorization Required: Ready for Authorization Review Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Reject (PBO)	Drafted In Review
	Recall (GMO)	Drafted
Ready for Project Officer/Program officer  Approval	Approve (PO)	Program Coordinator Approval Required: Ready for Program Coordinator Approval Administrative Review Required: Ready for Administrative Review Authorization Required: Ready for Authorization Review Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Reject (PO)	Drafted In Review
	Recall (GMO)	Drafted
Ready to Certify (Before Final Approval)	Certify (FMO)	Program Coordinator Approval Required: Ready for Program Coordinator Approval Administrative Review Required: Ready for Administrative Review Authorization Required: Ready for Authorization Review Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue	This certification is the FMO signoff on the award which comes before AO Final approval, and should result in populating the FMO sig block on the award document. Admin can configure award settings on grant program level so that FMO could certify before or after the final approval by AO.
	Reject (FMO)	Drafted In Review
	Recall (GMO)	Drafted
Ready for Program Manager/ Program Coordinator Approval	Approve (PC)	Program Director Approval Required: Ready for Program Director Approval Administrative Review Required: Ready for Administrative Review Authorization Required: Ready for Authorization Review Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Reject (PC)	Drafted In Review
	Recall (GMO)	Drafted
Ready for Program Director Approval	Approve (OD)	Administrative Review Required: Ready for Administrative Review Authorization Required: Ready for Authorization Review Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Reject (OD)	Drafted In Review
	Recall (GMO)	Drafted
Ready for Administrative Review	Approve (AD)	Authorization Required: Ready for Authorization Review Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Reject (AD)	Drafted In Review
	Recall (GMO)	Drafted
Ready for Authorization Review	Approve (DAO)	Final Approval Required: Ready for Final Approval Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Reject (DAO)	Drafted In Review
	Recall (GMO)	Drafted
Ready for Final Approval	Approve (AO)	Certification Required: Ready to Certify (Otherwise) Ready to Issue
	Reject (AO)	Drafted In Review
	Recall (GMO)	Drafted
Ready to Certify (After Final Approval)	Certify (FMO)	Ready to Issue	Admin can configure award workflow settings on grant program level so that FMO could certify before or after the final approval by AO. This certification is the FMO signoff on the award which comes before AO Final approval
	Reject (FMO)	Drafted In Review
	Recall (GMO)	Drafted
Ready to Issue	Issue (GMO, GQC, GMS) Who can invoke this action is an option enabled on manage GPT. All grants staff may issue awards Only GMO may issue awards GMO can issue all, GMS & GQC may issue $0 awards	Notification Delay Required: Notification Delay Grantee Acceptance Required: Awaiting Acceptance Accounting Required: Ready for Accounting Authorizing Official Release Required: Ready for AO Release (Otherwise)Pre-Complete Delay<jira>GS-8009</jira>
	Reject (GMO, GQC, GMS)	Drafted In Review	Reject option should only be available if the award is not an External award. {{To Be Developed|<jira>GS-13353</jira>}}
	Delete (GMO/GQC)	Deleted	Delete option should only be available if the award is an External award. {{To Be Developed|<jira>GS-13353</jira>}}
	ToggleVendorValidation	Ready to Issue	Option only available if the award is an External award ( NGA-TYPE: 1). Toggle the Vendor bypass option {{Field|Award.EIN Bypass Flag( vendor PMS EIN validation)}} {{To Be Developed|<jira>GS-14098</jira>}}
Notification Delay	1) Notification Delay Auto Expired (System) 2) Expire Delay (GMO, GQC, GMS)	Grantee Acceptance Required: Awaiting Acceptance Accounting Required: Ready for Accounting Authorizing Official Release Required: Ready for AO Release (Otherwise)Pre-Complete Delay<jira>GS-8009</jira>
Awaiting Acceptance	Accept (ADO)	Accounting Required: Ready for Accounting Authorizing Official Release Required: Ready for AO Release (Otherwise) Pre-Complete Delay<jira>GS-8009</jira>	{{To Be Developed|<jira>GS-15552</jira>}} Add a msg to a transition window when a grantor goes to record acceptance of the award on behalf of the grantee
	Decline(ADO)	Drafted In Review	Decline must undo all actions preformed by issue to prevent double posting of transactions
	Acceptance Received (GMS/GQC/GMO)	Accounting Required: Ready for Accounting Authorizing Official Release Required: Ready for AO Release (Otherwise) Pre-Complete Delay<jira>GS-8009</jira>
	Rejection Received (GMS/GQC/GMO)	Drafted In Review	Rejection Received must undo all actions preformed by issue to prevent double posting of transactions
Ready for Accounting	Send to Accounting (System)	Sent to Accounting	This action will also send to CLO if applicable
Sent to Accounting	Accounting Error (System)	Accounting Rejection
	Accounting Validation (System)	Pre-Complete Delay<jira>GS-8009</jira>
	{{To Be Developed|<jira>GS-8014</jira>}} Recall (GMO)	Drafted	This action can only be performed if the accounting interface uses a batch transport and the award obligation transaction have not actually been sent. This functionality is not required for close out awards. Recall must undo all actions done by issue to prevent double posting of transactions. See #Recall Scenarios
	{{To Be Developed|<jira>GS-14491</jira>}} Cancel (GMO)	N/A (Award action deleted)	This action can only be performed if both the accounting interface uses a batch transport and the award obligation transaction have not actually been sent AND the award was created by an external system This will function behave like doing a "Recall" then a "Delete" (delete from nga_base){{To Be Developed|<jira>GS-14491</jira>}}
Accounting Rejection	Resend (PAD, SA,GMO)	Ready for Accounting	New role: PAD = Program Administrator Example use: There is a problem in the proxy (bad data state or something) and the error is corrected in the proxy by an administrator this will instruct the workflow to resend the transactions to the UFMS proxy.
	Redo (GMO)	Drafted In Review	Example use: NGA has an invalid EIN that the accounting system rejects. This will send back to draft so the EIN can be corrected. The existing transaction is left in ERROR state in the proxy, and a new transaction is created on the GS side which will be sent back through the process. Redo action must revert all actions done by the Issue action to prevent double accounting of the transactions. Redo option should only be available if the award is not an External award.{{To Be Developed|<jira>GS-13354</jira>}}
	Clear (GMO)	Pre-Complete Delay<jira>GS-8009</jira>	Example use: The EIN does not pass UFMS validation and the error is cleared on the UFMS side (actual ufms, not the proxy). The user can advance this to complete since the accounting errors have been corrected.
	Cancel (GMO)	N/A Cancel (combines action: Recall and Delete )	Delete will be replaced by Cancel(combine future of actions "Recall" and "Delete") option , should only be available if the award is an External award.{{To Be Developed|GS-14491}}
Ready for AO Release	Release (AO)	Sent to Accounting
	Reject (AO)	Drafted In Review
	Recall (GMO)(To be Developed)	Drafted
Ready for GAO Release {{To Be Developed|<jira>CHMT-202</jira>}}	Release (GAO)	Pre-completion Delay since GAO Release
	Recall (GMO){{To Be Developed}}	In Review
Pre-Complete Delay <jira>GS-8009</jira>	Auto Expire (System) Expire (GMO/GMS/GQC)	Complete	This state will provide a way to delay award completion (and grantee notification) after accounting system processing. Auto expire configuration: If award export is configured and award export is required, the delay will be configurable based on number of hours since the award was exported to the notification office If no award export is configured, the delay will be based on the number of hours since the award was issued A setting of 0 hours, implies no delay. Expire will always be immediate.
	Complete	No actions	Final State