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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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