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Overview

The process owner for this OnBase Workflow is the department of Corporate and Foundation Relations. The intention of this Workflow is to compliment processes and procedures that are undertaken for obtaining necessary approvals at Carleton in order to proceed with acceptance of an external proposal while maintaining communication and necessary audit trail of approvals throughout the life cycle of the external proposal.

How it works

1. A new "External Proposal Approval Form" (OnBase Unity Form) is submitted by someone in CFR 
   Note: The OnBase document type of these submitted forms is CR Forms which is within the CR - Entity document type group
2. The new form is entered into the "CFR - External Proposals" OnBase Workflow Life Cycle, beginning in the "Incoming External Proposals" queue
3. The form is routed to the "Applicant Questions" queue

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