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- 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 - The new form is entered into the "CFR - External Proposals" OnBase Workflow Life Cycle, beginning in the "Incoming External Proposals" queue
- Any time a new form lands within the "Incoming External Proposals" queue an email notification is sent to ctassava and dmenning
- CFR ensures the form is ready to be sent to the applicant and reviews all OnBase keywords associated to the document
- When the form is ready to route to the applicant, CFR clicks the "Send to Applicant" button in OnBase workflow
- Click "Yes" to confirm the form can be sent to the applicant
- Enter the email address, first name, last name, and network ID of the applicant
- Submit the form
- The form is routed to the "Applicant Questions" queue
- An email notification is sent to the applicant, containing a link to the form which opens using Workflow Pop in the OnBase Web client
Workflow diagram