ePD Lite User Guide for version 4.5.1
September 2, 2014
Adding Alternates to
Proposal Routing
Central Office
Quick Guide
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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ePD Lite User Guide for version 4.5.1
September 2, 2014
Table of Contents
Reassigning a Proposal.................................................................................................................................. 3
As SPO Analyst and Proposal Coordinator ................................................................................................ 3
Using Add Alternate .............................................................................................................................. 3
Using Pass ............................................................................................................................................. 6
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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ePD Lite User Guide for version 4.5.1
September 2, 2014
Reassigning a Proposal
A proposal may need to be reassigned for various reasons, including that the SPO Analyst is out of the
office, unavailable and/or incorrectly listed on a proposal. This feature can also be used to “bypass” a PI
who is unable to approve electronically, but who has completed an ink signature approval.
The SPO proposal coordinator can view all proposals in progress in the ePD Lite My Proposals screen.
SPO analysts who don’t have a proposal coordinator role will be able to locate the proposal using the
Search feature from their My Proposals screen. The proposal may be searched by ePD number, title key
words, unit or PI. Once the proposal has been located, follow the steps below.
As SPO Analyst and Proposal Coordinator
Using Add Alternate
Once in ePD Lite, open the proposal record.
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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ePD Lite User Guide for version 4.5.1
September 2, 2014
Next, go to ‘Approval Routing.’
Locate the appropriate person/name on the routing map and click ‘Add Alternate.’
NOTE: Adding an Alternate is
preferable to Adding an
Approver because an Alternate
can take action on the Primary
Approver’s behalf, whereas all
Primary Approvers would need
to Approve.
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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ePD Lite User Guide for version 4.5.1
September 2, 2014
Enter in the search criteria of the person you would like to add.
Once you have found the correct person, click on the name to add.
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ePD Lite User Guide for version 4.5.1
September 2, 2014
That person is now listed as an alternate and can act on behalf of the Primary Approver.
Using Pass
Once in ePD Lite, open the proposal record.
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ePD Lite User Guide for version 4.5.1
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Next, go to ‘Approval Routing.’
Locate the appropriate person/name on the routing map and click ‘Approve’ in order to access the
appropriate screen.
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ePD Lite User Guide for version 4.5.1
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Next, enter a comment regarding the reason for the ‘Pass.’
Click ‘Add Approver.’
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ePD Lite User Guide for version 4.5.1
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Enter in the search criteria of the person you would like to add.
Click on the name to add.
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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ePD Lite User Guide for version 4.5.1
September 2, 2014
Next, click ‘Pass.’
You will see that the proposal has now been passed to the person that was added. Note that Alternates
can still be added for the new person listed.
NOTE: That a proposal can be
passed more than once as
show in the screen capture
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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