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Note that this change also applies to the old versions of these forms (ex. OAC Interim Progress Report (legacy) ). The old forms have been updated to the new workflow but replaced so as to retain retain the old Program Review section to preserve historical external reviewer information without cluttering the form.
Workflow
- Submitted progress reports enter the Finance, NSQ, and Program Officer Review state.
- Email Finance Team for Report Review notification is sent to the finance team
- Email Program Officer If They Must Review email notification is sent to the Program Officer
- There following steps can happen in any order (except that NSQ review must come after Finance review):
- Finance team records comments in the Finance Review field
- Progress Report Ready for NSQ Review (side-by-side review workflow) notification is sent to Jon
- NSQ reviewer records comments in the NSQ Review field
- Progress Report Ready for Program Officer Review/Decision (side-by-side review workflow) notification is sent to the Program Officer
- Program Officer records comments in the Program Officer Review field
- Finance team records comments in the Finance Review field
- When everyone has recorded their review, the report moves to the Ready for Decision section of the dashboard.
- The program officer takes one of the following actions:
- Approve the progress report → The progress report appears in the Approved card on the dashboard.
- Send the progress report for admin team review
- If the progress report is sent to admin team review, it is first sent to the Bundling state before it reaches Administrative Leadership Review (notifications are sent for each state transition). The admin team can record their decision in the Administrative Leadership Team Review (opt) field and eventually set the status to Approved.
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