Award Workflow States and Transitions Activities in bold red text followed by an arrow cause a state change, which is identified in the right column. Activities involving SF424 forms and SF424 research plans appear only if the proposal is an electronic submission to a Federal sponsor via Grants.gov. In this state… These roles… Can perform these activities… Changing the Award state to… Draft Specialist Finance/Grant Activate Active Set Advance Account Advance Account Edit Award Create Subaward Update Award Personnel Manage Deliverables Complete Award Setup Draft Advance Account Specialist Finance/Grant Complete Completed Create Award Modification Create Subaward Create Continuation Active Specialist Finance/Grant Approve Modification: When Modification Type is Early Termination, if the reason is: Transferred Out Transferred Out Terminated Fund Next Competing Segment Terminated Accept Other Award Activities Available in All States These roles… Can perform these activities… All roles Log Comment Set Award Relationships Upload Award Documents Specialist Finance/Grant Assign Ownership Log Private Comment Log Correspondence
Award Workflow States and Transitions Activities in bold red text followed by an arrow cause a state change, which is identified in the right column. Activities involving SF424 forms and SF424 research plans appear only if the proposal is an electronic submission to a Federal sponsor via Grants.gov. In this state… These roles… Can perform these activities… Changing the Award state to… Draft Specialist Finance/Grant Activate Set Advance Account Edit Award Create Subaward Update Award Personnel Manage Deliverables Active Advance Account Advance Account Specialist Finance/Grant Complete Award Setup Draft Active Specialist Finance/Grant Complete Create Award Modification Create Subaward Create Continuation Approve Modification: When Modification Type is Early Termination, if the reason is: Transferred Out Fund Next Competing Segment Accept Other Award Completed Transferred Out Terminated Terminated Activities Available in All States These roles… Can perform these activities… All roles Log Comment Specialist Finance/Grant Set Award Relationships Upload Award Documents Assign Ownership Log Private Comment Log Correspondence
Grants-Quick-Reference.docx