How To Enroll a Payment Request Into a Workflow

Note: Users can enroll multiple payment requests into one workflow even if the Payment Request is already enrolled in a workflow.

1. Go to Grant Management > Grants > All Grants.
2. Click on a grant name.
3. Go to Post-Award > Cash Flow > Payment Requests.
4. Select the checkboxes next to the payment request(s) that you would like to enroll in the workflow.
5. Click the (Enroll in Workflow icon) under Actions.
6. In the pop-up window, select a workflow.

Notification(s)

1. Select who you would like to notify under the Notify Users dropdown menu. This list pulls from default notified users, but you can add additional users if desired.
2. Click Enroll.