Business Grants Portal backoffice

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

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 and select your name. The submission moves to For my action and is assigned to you.
Select View form and fill in the required fields.
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

Submissions assigned to you appear under For my action.
Select View form and fill in the required fields. You must recommend that the submission is approved or rejected.
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.
When a project has ended, select Close project under the Project tab. This blocks new child submissions.

Supporting Officer

Submissions assigned to you appear under For my action.
Select View form and fill in the required fields.
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

Submissions assigned to you appear under For my action.
Select View form and fill in the required fields.
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.

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

Tab	What it shows
For my action	Submissions that you accepted or that are assigned to you.
Pending action	Submissions that no Clerical Officer has accepted.
All	All submissions, in any state.
My recent actions	The status and history of bulk transit actions from the past 14 days. Refer to Transit submissions in bulk.

Submission tabs

Tab	What it shows
Form	The submission form, with an option to download it.
Overview	All related submissions, such as child forms, under the main application. It has the Documents card and the Close project button. Closing a project stops applicants from making new child form submissions.
History	The state transitions of every submission under the main submission, with form snapshots at different states.

Constraints and limitations

Constraint	Detail
At least one role	A user with no role sees no submissions.
Form type scope	CO, PO, SO and AO rights apply to one form type. Only Viewer spans form types.
Close project	Blocks new child form submissions.

Dashboards: columns and filters.
View submission history: the History tab.

Business Grants Portal template

Research Grants Portal template