ApplySG Portal backoffice

This page describes what each backoffice role does with a submission on the ApplySG Portal, and what the dashboard and submission tabs show. It applies to the ApplySG Generic Template only. For what each role may do, refer to ApplySG Portal template.

Backoffice users must hold at least one role (CO, PO, SO, AO or Viewer) in the workflow to see submissions.

Role actions

Clerical Officer

1. Accept a submission to start the evaluation. On the Pending action tab, select View form for the submission. In the form, select Next, then Check out with a selected recipient. The submission moves to For my action and is assigned to you.
2. Select View form and fill in the required fields.
3. Select Next to choose an action:
   • Reassign to another Clerical Officer.
   • Route to a Processing Officer.
   • Return to Applicant, to ask for clarification or edits.

Processing Officer

1. Submissions assigned to you appear under For my action.
2. Select View form and fill in the required fields. You must recommend that the submission is approved or rejected.
3. Select Next to choose an action:
   • Reassign to another Processing Officer.
   • Route to a Supporting Officer or an Approving Officer.
   • Return to Applicant, or route back to the Clerical Officer.
4. When a project has ended, select Close project under Overview on the Submission tab. This blocks new child submissions.

Supporting Officer

1. Submissions assigned to you appear under For my action.
2. Select View form and fill in the required fields.
3. Select Next to choose an action:
   • Reassign to another Supporting Officer.
   • Route to an Approving Officer.
   • Route back to the Clerical Officer or the Processing Officer.

Approving Officer

1. Submissions assigned to you appear under For my action.
2. Select View form and fill in the required fields.
3. Select Next to choose an action:
   • Reassign to another Approving Officer.
   • Endorse the recommendation, when the submission is Approved or Rejected.
   • Route back to the Clerical, Processing or Supporting Officer.
4. When a project has ended, select Close project under Overview on the Submission tab.

Viewer

Select View to see the details of a submission. Only the Viewer role can view submissions across form types. The view and edit rights of the CO, PO, SO and AO roles apply to one form type each.

Dashboard tabs

Submission tabs

Constraints and limitations

Related content

• Dashboards: columns and filters.
• Manage scheme roles: workflow roles for a scheme.