OnBase - Workflow for CFR External Proposals

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
   1. Any time a new form lands within the "Incoming External Proposals" queue an email notification is sent to  ctassava and dmenning
   2. CFR ensures the form is ready to be sent to the applicant and reviews all OnBase keywords associated to the document
   3. When the form is ready to route to the applicant, CFR clicks the "Send to Applicant" button in OnBase workflow
      1. Click "Yes" to confirm the form can be sent to the applicant
      2. Enter the email address, first name, last name, and network ID of the applicant
      3. Submit the form
3. The form is routed to the "Applicant Questions" queue
   1. 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