Ad Hoc Recipients

• This page section does not appear on Award documents with the status of COMPLETED.

Create action requests and specify recipients for them in the Ad Hoc Recipients section. The recipients access the requests generated in their action list upon logging into WVU+kc. Adding Ad Hoc recipients interrupts the normal workflow of the Award document; however, it does not supersede the normal workflow routing of the document, it merely adds to the normal routing. The Ad Hoc Recipients section has two subsections: Person Requests and Ad Hoc Group Requests. Use one or both of the sections to route the document to a person, workgroup, or both.

Person Requests

Select either FYI, APPROVE, or ACKNOWLEDGE from the drop-down menu in the Action Requested field. Enter a User ID name or use the Person Lookup feature to search for a person and return the appropriate value. Click the add button to add the person to the routing path for the document.

Sending an FYI of an Award submission gives that person viewing rights to the Award document. Sending an Approve or Acknowledge action requires that the ad hoc recipient take action upon receiving the document to either approve the award or acknowledge that he/she has received the document. Any member of the research team already has access to view the award.

Ad Hoc Group Requests

Select either FYI, APPROVE, or ACKNOWLEDGE from the drop-down menu in the Action Requested field. Click the lookup icon to search for and return the value of the Ad Hoc group in the Name field. The Namespace Code will automatically be generated. Click the add button to add the group to the routing path for the document.

Deleting

Click the delete button to remove a line from the section.

• For more information about using the Ad Hoc Recipients functionality, see Ad Hoc Recipients in Common E-Doc Tabbed Sections.