Ad Hoc Recipients


Ad Hoc Recipients section
Proposal Development Document, Proposal Actions page, Ad Hoc Recipients section

The Ad Hoc Recipients section allow you to select additional recipients (beyond those indicated in your approval path) who should either approve or acknowledge the proposal development document. You may select an individual or group as a recipient in the two sub-sections. Fields with an asterisk are required only if you are requesting additional recipients.



Field

Description

Person Requests

Action Requested

Required. Select the action you wish for the individual ad hoc recipient to perform. Choose APPROVE or ACKNOWLEGE from the drop-down list.

Person

Required. Click the search icon to search for and return a value for the selected individual from the KC Person Lookup screen.

Actions

The Actions field will contain an add button in the first row. Click add to add the individual selected to the list of ad hoc recipients.

Once you have added a person, that row will contain a delete button in the Actions field. Click it to remove the ad hoc recipient.

Ad Hoc Group Requests

Action Requested

Required. Select the action you wish for the individual ad hoc recipient to perform. Choose APPROVE or ACKNOWLEGE from the drop-down list.

Namespace Code

Required. The Namespace Code field will be populated with the code for the selected group after the Name field has been populated.

Name

Required. Click the search button to view the Group Lookup page, where you can search for and return a value for the desired group, such as the IRBAdmin group.

Actions

The Actions field will contain an add button in the first row. Click add to add the individual selected to the list of ad hoc recipients.

Once you have added a person, that row will contain a delete button in the Actions field. Click it to remove the ad hoc recipient.


Proposal Development Document, Proposal Actions - Ad Hoc Recipients