GCA Grant Payroll Cost Share Workflow Processing Manual

This document provides general instructions on how to complete payroll cost share workflow processing.  For more specific instructions, please contact your department supervisor.

System Access Restrictions

The ability to view items and complete actions within Perceptive Content is restricted based on approved system security access.  An FAQ on requesting access updates is available hereQuestions regarding which security group(s) will provide the access needed can be submitted via a Help Ticket.

Processing a Payroll Certification in Workflow

1.  After the Principal Investigator completes their assigned certification task, an email notification will be received by Grants & Contracts Administration Specialists informing them that an item is ready for processing.

Denied PCSF Routing: Denied PCSF requests are automatically archived and do not go to the RED PCSF Processing queue.

2.  Launch the Perceptive Content desktop client and login by entering your NinerNet credentials and clicking the Connect button.

3.  Navigate to the RED PCSF Processing workflow queue within the RED Payroll Cost Share workflow view.

queues

4.  Double click on a document in the listing to open it for review.

list

5.  After completing your due diligence, click the Route Forward icon on the bottom menu to archive (i.e. store) the document.

Note: Multiple documents can be selected on the view at once to process.  Routing can then be done by right clicking, selecting Workflow and then selecting Route Forward.

Granting Access to a Principal Investigator

1.  Use the guidance available in the Document Imaging Security Group Add/Remove Request Form Submission Manual to submit a system access request.

2.  Select the Category RED and the Security Group RED PCF Approver as the access to be added.

Reassigning a Payroll Cost Share Principal Investigator Task

Specialists working in Grants & Contracts Administration can reassign another Principal Investigator to certify a Grant/Project by completing the following steps:

1.  Launch the Perceptive Content desktop client and login by entering your NinerNet credentials and clicking the Connect button.

2.  After you log in, proceed to the All Tasks view and select the filter called By Grants PCF Type - Assigned.  Click the + beside the Template Name: RED PCSF Review & Approval Required listing to expand the view and see all assigned PCSF tasks.
tasks

3.  Locate the Grant/Project task where the Principal Investigator needs to be reassigned.

4.  Right click on the row containing the Grant/Project task listing and select Reassign from the dropdown.

reassign

5.  In the Reassign Task window that opens, click the Add Users button to assign a user.

reassign task

6.  In the Select Users window that appears, search for the user to assign using their last name, first name or NinerNet ID. Click the Add button and then click the OK button twice to confirm your selection.

select users

7.  The newly assigned Principal Investigator will receive a task approval email with a link to the Cost Share Certification task.

Reviewing Task Comments

Specialists working in Grants & Contracts Administration can review comments that a Principal Investigator enters by completing the following steps:

1.  Launch the Perceptive Content desktop client and login by entering your NinerNet credentials and clicking the Connect button.

2.  After you log in, proceed to the RED Payroll Cost Share workflow and select the RED PCSF Processing workflow queue to view the items pending processing.

queues

3.  Double click on a document to open it for review.

4.  With the document open, click View on the top menu and then, if it is not already checked, select Tasks to activate the Tasks view.

view

5.  A Tasks pane will display that includes any Comments added by the Principal Investigator.

tasks

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Details

Article ID: 2543
Created
Fri 1/5/24 12:54 PM
Modified
Thu 4/25/24 2:37 PM