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| Note |
|---|
For security reasons, applicants cannot link project applications themselves, so this task falls to internal staff. |
Projects Records Table
When Using Revisions is turned on, two significant changes should appear in the Projects records table:
Reference icons showing the relationship between linked projects
An option for linking/unlinking projects directly from this page if they have reached the Intake status step
Reference Icons
Once two project applications are linked together, they will each display an icon on the Projects page to show this relationship:
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Clicking on a project record in the Projects page will display information for any linked projects:
Clicking a parent project will display all linked child project records.
Clicking a child project will display its parent project record.
Once projects are linked together, hyperlinks to each project will display in both the Projects table and the REVISIONS tab within each of the linked projects.
Linking/Unlinking from Projects Page
While a project application record has the status of “Created,” “Pending,” or “Pending Link,” its record in the Projects table displays four icons:
Feature | Icon | Description |
|---|---|---|
Lock/Unlock |
| Click to lock a project application and prevent users from uploading any additional files until it has been unlocked. |
Intake |
| Click to set the project application status to ‘Intake.' This may notify applicants, depending on notification settings. |
Edit |
| Click to jump into the project application without updating the status or notifying applicants. |
Delete |
| Click to delete the project application record. This option is disabled once the application has been pushed to EPR. |
But once the project application record has its status set to “Intake,” “Accepted,” or another later workflow status, it will also display an additional icon:
Feature | Icon | Description |
|---|---|---|
Link/Unlink |
| Click to pop up a window from which to link the project application to another project application record or to unlink two applications that have already been linked. |
| Note |
|---|
Projects should be linked in goPost rather than directly in EPR. When projects are linked in goPost, that information is relayed over to EPR so that linked project information is also displayed there. |
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