ePD Lite User Guide for version 4.5.1
February 10, 2015
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
February 10, 2015
Reassigning a Proposal .................................................................................................................................. 3
As SPO Analyst and Proposal Coordinator ................................................................................................ 3
Using Add Alternate .............................................................................................................................. 3
Using Pass ............................................................................................................................................. 6
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Copyright 2014 The Regents of the University of California. All Rights Reserved.

ePD Lite User Guide for version 4.5.1
February 10, 2015
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.
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
Proposal Search feature from their My Proposals screen. The proposal may be searched by ePD number, title key words, unit, PI, status, deadline date, etc. Once the proposal has been located, follow the steps below.
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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Next, go to ‘Approval Routing.’ ePD Lite User Guide for version 4.5.1
February 10, 2015
Locate the appropriate person/name on the routing map and click ‘Add Alternate.’
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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.
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ePD Lite User Guide for version 4.5.1
February 10, 2015
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.
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
February 10, 2015
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.
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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Next, go to ‘Approval Routing.’ ePD Lite User Guide for version 4.5.1
February 10, 2015
Locate the appropriate person/name on the routing map and click ‘Approve’ in order to access the appropriate screen.
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
February 10, 2015
Next, enter a comment regarding the reason for the ‘Pass.’
Click ‘Add Approver.’
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
February 10, 2015
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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Next, click ‘Pass.’ ePD Lite User Guide for version 4.5.1
February 10, 2015
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: A proposal can be passed more than once as shown in the screen capture
Copyright 2014 The Regents of the University of California. All Rights Reserved.
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