How To Move a Payment Request through a Workflow

Prerequisite: Only assignees are permitted to move payment requests within a workflow.

Note: Users can move a payment request to any action or workflow that is listed under Routes To in Administration.

1. Go to Grant Management > Grants > All Grants.
2. Click on a grant name
3. Go to Post-Award > Cash Flow > Payment Requests.
4. Click on a payment request name.
5. At the top of the page, select an action or workflow from the workflow dropdown
6. In the pop-up window, select which users you would like to notify. This list pulls from default notified users, but you can add additional users if desired.
7. Click Next (if applicable).
8. Click Confirm.