Page 7 - How do I Create and Manage a Proposal?

Manage Proposals in EPEX

 It important to review the workflow before saving and routing. If there are errors, the only way to correct the workflow is to
deny the proposal and restart from the beginning. This will require re-approval from all certifiers, departments and schools
that have already certified/approved the proposal. The actual workflow may differ from the page below based on your
Yes/No answers and Professional Resources and roles.

1. Click

the Go
to
Proposal
link.

The
Proposal
Express
screen
displays.

1

1

J. Save and Route the Proposal

1. Click the Save & Route button. Grants Proposal Save screen displays. The proposal is saved and routes to the appropriate
workflow.

Page 7 of 8

Emory Confidential and Proprietary Last Revised on 2/26/2018 Return to Table of Contents