Research Grants Portal template

The Research Grants Portal template is the starter configuration for research grants. It is the Research Linear Template. This page lists its form types, role, states and capabilities.

Portal capabilities

Feature	What it does
Team-based submissions	Lets research applicants work on a submission as a team. The creator is assigned the default team role. Other members join as submitter, editor, viewer or manager. All required roles must be filled before the submission can move forward. Refer to Configure team-based submissions.

For the sign-in methods, refer to Login methods.

Form types

Form type	Kind
Application	Parent
Progress Report	Child
Claims	Child
Deviation	Child

The first submission in a lifecycle is the Request. A child submission updates the application data.

Form roles

The template supports one form role for Application and Progress Report. You can change workflow roles at any time and the change applies across versions.

Form role	Can do
Programme Manager (PM)	View submissions. Assign a submission to yourself from the unassigned pool. Approve a submission. Return a submission for resubmission. Reassign a submission.

States

One-stage application

Stage	States
Proposal	Draft Proposal; Proposal Submitted; Pending Proposal Verification; Pending Proposal Endorsement; Proposal Endorsed; Pending Proposal Approval; Proposal Rejected; Pending Proposal Resubmission; Proposal Cancelled
Budget	Pending Budget; Budget Submitted; Pending Budget Verification; Pending Budget Endorsement; Budget Endorsed; Pending Budget Approval; Pending Budget Resubmission; Budget Cancelled
Acceptance	Pending Signature; Signature Submitted; Pending Signature Verification; Pending Signature Endorsement; Signature Endorsed; Pending Signature Approval; Pending Signature Resubmission; Signature Approved; Signature Cancelled

Two-stage application

A two-stage application adds a White Paper stage before the Proposal stage. The Proposal, Budget and Acceptance stages are the same as in the one-stage application.

Stage	States
White Paper	Draft White Paper; White Paper Submitted; Pending White Paper Verification; Pending White Paper Endorsement; White Paper Endorsed; Pending White Paper Approval; White Paper Rejected; Pending White Paper Resubmission; White Paper Cancelled

Progress Report

States
Draft; Pending Submission; Submitted; Pending Verification; Pending Endorsement; Endorsed; Pending Approval; Approved

Constraints and limitations

Constraint	Detail
Template	This page applies to the Research Linear Template only.
Roles	The template has one backoffice role, the Programme Manager.
Claims and Deviation forms	Listed in the source as upcoming. Their availability is not confirmed.

Research Grants Portal backoffice: how officers process submissions.
Dashboards: what the dashboards show.

Business Grants Portal backoffice

Research Grants Portal backoffice