EPEX Tips

Problem: Person doesn’t show up in workflow

Which roles trigger workflow?

PI, Co-PI, Co-Investigator, Key Personnel, Multi-Investigator, Named Investigator, and Mentor/Sponsor

If a person on the resources page does not have one of these roles, he/she will not be pulled into workflow to Certify. Also, once the proposal has been saved, you cannot simply change a person’s role. Delete the line with the person’s name, add them back, give them the correct role, and re-save the proposal. **Note: this only works if the proposal has not been saved and routed, only saved.

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