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→Setting up Statuses for Annotations
# For the '''Allow View''' field, select both the applicant and reviewer roles. This way both applicants and reviewers will be able to see both types of annotations on a record.
# For the '''Allow Create''' field, select just the applicant role. So only an applicant can create the applicant type of annotation.
==Setting up Statuses for Annotations==
Status are used to control what happens at different stages of a process such as bringing the user directly into annotation mode and notifying a user that they need to change values on their application. To achieve the above scenario, we are using many statuses within our desired universal tracking application.
Statuses are created by going to the desired '''Universal Tracking Application''' > '''Configuration Settings''' > Select the desired tab (such as “Level 1 Grant”) > '''Statuses''' > Click the '''New Status''' button (represented by a plus sign). Enter the desired information and define the availability, permissions, and then click '''Save'''.
Below is an explanation of each status and how it was configured:
{| class="wikitable"
|-
||'''Name'''
||'''Description'''
||'''Configuration Steps'''
|-
||Draft
||The grant application is being filled in by the applicant.
||
# Toggle on '''Is Default Status'''
# Toggle on''' Is Default Copy Status'''
# Go to the''' Permissions & Availability''' tab and under the “Availability” section, select the relevant grant types for the '''Enable on Grant Types''' field.
|-
||Submitted
||The applicant has submitted the application and can no longer edit it.
||
|-
||Reviewer Assigned and Notified
||The reviewer has been notified that the application is ready for review.
||
|-
||Reviewer Annotation Creation
||The reviewer adds annotations to the grant application, requesting changes and clarifications. They also review the applicant's annotations.
||
|-
||Revisions Requested
||The applicant is notified. They must change values, reply to annotations, and provide clarity to issues raised.
||
|-
||Applicant Revisions Submitted
||The reviewer is notified that the applicant has made the requested changes and provided clarity.
||
|-
||Approved
||The grant application has been approved.
||
|-
||Declined
||The grant application has been declined.
||
|}
[[Category:Annotations]]
