approving bluesheets in webnow for dean'...you login to peoplesoft. the first time you access...
TRANSCRIPT
Approving Bluesheetsin WebNow for Dean'
You will receive an email when something is routed to their workflow queue. Click on the link and it will bring you to the login for WebNow and then your workflow queue.
Login to WebNow using the same User name and Password as when you login to PeopleSoft. The first time you access WebNow, you may
need to update your Java first.
When you login to WebNow, this will be the screen that you see. If there are multiple bluesheets for you to review and approve, each one will have its own line. Simply double click on the one that you want to review and it will open up the bluesheet in a new window for your review and approval.
Navigate through the different pages using these arrows: next page, last page, and next document.
These are the annotations –mostly you will just use the stamp and maybe sometimes the sticky note.
If you do want to save a copy on your computerI would suggest printing to a PDF instead of saving Since these are TIFF files that save each page individually.
To leave a note, click on the sticky note annotation.
Place the sticky note where ever you would like and a text box will open. Enter inyour note and click ADD and it will add it to the history below. Anyone else who sees this document will be able to view the comments by double clicking on the sticky note and add to them if they need to.
If the you review this and have concerns before approving, you would use the sticky note annotation to communicate concerns and click the Route Up and click on either the Financial Manager’s workflow queue or SP_SHANNON to send it back to OSP.
To approve the bluesheet, the first time, the you will right mouse click on the STAMP button and select “SP Approved By”, after that WebNow will remember the last selection and all the you will have to do is left mouse click. Then click on the area above the sectionFor the Dean and place the approval stamp there.
You will then click the Route Forward button which will send this document to the OSP’s bluesheet workflow queue for processing. If more signatures are needed (either Co‐PI, their Dean, or Research Administration) OSP will make sure it gets routed there.
ITP Routing Process
A response is only required if approval is denied.
The Financial Managers forward this to the Dean or Director.
Lynn forwards the ITP to the PI, the Financial Manager, Samantha Langley‐Turnbaugh, ORIO, and the OSP Financial Accountant. This will also be forwarded to Larry Waxler if it needs
Provost approval and/or to Advancement if it involves a foundation.
Lynn Rollins receives an email with the summary of the ITP that was submitted
ITP is filled out by PI or administrative staff. Their ITP number is provided to them after submission.
Bluesheet Routing Process
The Dean then routes the bluesheet to OSP’s bluesheet workflow queue for our processing.
The Dean stamps the bluesheet in the appropriate location, indicating their approval.
The Financial Manager reviews bluesheet and routes forward to the Dean’s queue for approval.
OSP routes the bluesheet to the appropriate Financial Manager.
Once OSP receives an email back from the PI with their approval, the bluesheet along with the email from the PI, the budget, and the proposal will be brought into ImageNow.
An email is sent to the PI with a summary of what was submitted with a request to reply with their approval (this is taking the place of a signature).
PI or administrative support uses their ITP number to call up and auto‐populate any common fields, fills in the new fields and updates any that have changed, and attaches Budget and Proposal.