Certain transations require the Principal/Investigator or College to approve (e.g. COI/COC/fCOI, Early Termination, SubAwards, etc.). Approving a Transaction in workflow is similar to approving/certifying a Proposal.

Users will receive an email notification alerting them to a transaction awaiting their action, including any comments the sender inserted in the transaction:

• From the email, select the link identifying the record that needs attention and log into the system
• Ensure the appropriate role is selected (e.g Principal/Investigator, Transaction Department Approver
• Once the role is selected, the dashboard will refresh and show the pending transactions in “My Pool:”

• Select the Transaction ID link and open the Transaction
• Review the Transaction Request

• User can either Return the record for adjustment, or approve/certify the record by selecting the appropriate radio button on the General Information page