Once users have reviewed the information in the Overview Section, they should select the Attachments tab.
Figure 12: Image of Navigating to the Attachments Tab of a Prior Approval Form
Attachments Tab
In the Attachments tab, users will see the form related to the type of prior approval request initiated. To view the form, users should select the green eyeball icon.
Figure 13: Image of Selecting the View Icon for a Prior Approval Request Form
To modify and fill out the Prior Approval Request form, users will select the blue pencil icon.
Figure 14: Image of Selecting the Edit Icon for a Prior Approval Request Form
Prior Approval Request Form
It is imperative to begin the Prior Approval Request Form by reading the provided instructions. This will guide users through all the necessary steps to uploading the request and attaching any required documentation.
Once users have read through the instructions, they may begin the first section by responding to each question.
Figure 15: Image of the Required Initial Questions on a Prior Approval Request Form
After completing the first section, users will move on to the General Information Continued section, where they will complete further questions, including information related to the grantee’s procurement policy and the process used for selecting the preferred vendor.
Figure 16: Image of the Supplemental Questions on a Prior Approval Request Form
Users should keep in mind that some forms have questions with branching logic which means that if they answer “Yes” to a question, then an additional field will be required.
Figure 17: Image of Branching Logic Questions in Forms
Once users have finished answering all questions within the form, select the Save button. They will see a message indicating that the form was saved successfully.
Figure 18: Image of Selecting the Save Button for the Prior Approval Request Form
After successfully saving the completed application form, users should then select the Validate Form button. Users will see a message indicating the form was successfully validated. If users see an error message, they should complete the steps needed and then validate the form.
Figure 19: Image of Selecting the Validate Form Button on a Saved Prior Request Form
Figure 20: Image of the Validation Error Message on a Prior Approval Request Form
Figure 21: Image of the Successful Validation Message on a Prior Approval Request Form
Once the form is successfully validated, users should navigate back to the Attachments tab by selecting the Back button.
Figure 22: Image of Navigating to the Main Attachments Tab Using the Back Button
On the Attachments tab, users should confirm that their form is validated by looking for the checkmark next to each form.
Figure 23: Image of Verifying the Prior Approval Form is Validated
Prior to submitting the prior approval request, users should also confirm that all required documents have been uploaded.
PLEASE NOTE: For instructions on how to add attachments, users should navigate to the Grantee Profile section of the Basic User Interface.
After validating all forms and uploading all necessary documents, users can proceed to submit the Prior Approval Request to the grantor.