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If the approval parameter is enabled for a program assessment field set, a workflow function will be enabled for any programs using that field set.

 

The workflow consists of 4 steps:

1.In preparation

2.Approval requested

3.Reviewed with comments

4.Approved

 

A program will start in Step 1. When ready, a portal user assigned as an Assessor (i.e.to write the assessment report) can change the workflow to Step 2. At this point, an email is generated to any portal user assigned as a Peer Reviewer. The peer reviewer can then set the workflow to Step 3 or 4, at which point an email is generated to the Assessor.  

 

Program administrators/coordinators can set any workflow step by clicking the Settings button in the Assessment view.