Financial Form Decisions

Originators should complete these steps after launching a form. If you are an an approver in the curriculum workflow, you will receive an email message prompting you to login to review a form.

- After logging in to Curriculog, you will see the form listed on the left on the My Tasks tab. Hover over the title and click the star icon which appears to the right of the form title to Watch Proposal. This enables you to continue to view the form after your decision has been entered.

- Click the page icon to Edit Proposal.

- Click the "i" icon to Show Help Text. The Help Text provides essential directions and descriptions in the form.

- From the Proposal Toolbox on the right, you may:

  • View User Tracking using the dialogue icon to see what edits have been made and by whom.
  • Add and Reply to Comments. Comments text will be visible to all users in the approval workflow, which is listed in the Proposal History (see next bullet point).
  • View the Proposal History using the list icon, which shows the approval workflow.
  • Upload a File using the document with plus sign icon.
  • Make a Decision using the checkmark icon. Approve moves the form on to the next step in the approval workflow. Reject returns the form to the originator, who must re-submit it if they wish to continue.

Cancel - Entering a decision to Cancel a form sends a request to the Administrators, who will approve or reject the request. If an Administrator approves the cancel request, the form will be referred back to the originator. The originator may then re-launch the form or cancel it, which will delete the form from Curriculog. If an Administrator rejects the cancel request, the form will remain on the current step awaiting a decision. To request a cancellation for a form that you have already entered a decision for (e.g., Approve), email the Administrators at curriculog@pitt.edu

Custom Route - A custom route is an additional ad-hoc step outside of the steps in the approval process. This will allow you to bring someone else into the form that is not included in the current steps of the form. Custom routes require Administrator approval.