goPost™ allows you to link related project application records together using the Revisions feature. This feature allows any two or more projects to be linked together, regardless of whether they are true “revisions” or not.
The optional “Use Revisions” configuration must be enabled by an Administrator from the goPost Server Config page in order to enable project application linking.
Enabling Revisions
To turn on project linking in goPost requires Admin privileges in goPost. If you are your agency’s goPost Admin:
Log in to goPost.
Click on Settings in the Navigation Menu on the far left.
Click on Server Config.
Scroll down to the section labeled “Features.”
Check the box for Use Revisions.
Scroll back to the top and click SAVE.
Project application linking is now enabled for all portlets within your goPost environment.
If “Use Revisions” is already checked, then linking should already be enabled. To disable, uncheck the option and resave.
Revision Linking Changes
Once project linking/revisions are enabled in goPost, you will see several changes throughout goPost.
Project INFORMATION Tab
When creating a new project application record, there is an additional step in the INFORMATION tab. Users must choose whether:
The new application is intended as a new application that is not related to any pre-existing application.
The new application is intended as a revision (meaning ‘linked project’) of an existing project application that is already in goPost.
This choice will determine the status displayed by goPost when the applicant clicks SUBMIT.
Project Status
If a user chooses the “revision” option, when they submit the application the status will update to “Pending Link” instead of the standard “Pending” status.
The “Pending Link” status:
Indicates that staff need to internally link this project to another application already in goPost
Otherwise, the status behaves the same way as the more familiar “Pending” status, meaning that after linking to another project or projects, staff should proceed to check it for completeness and accept or put on hold as appropriate.
Applications with a “Pending Link” status are also listed in the Dashboard’s “Pending” projects table until their status is updated.
Project REVISIONS Tab
A “REVISIONS” tab will display as part of the project application tabs. This tab is where you will link the current project application to another project that you must search for and select.
To link a project application (with or without “Pending Link” status) to an existing project application:
Click on
(edit pencil icon) to open a project application.Click on the REVISIONS tab. You will see a field called “Change Master Project.”
Start typing the project application number that you want to link as a parent to the current project application. Any matching results should start to appear as you type.
Click on the desired parent project from the dropdown list to select it.
Click Link.
The project applications are now linked together, with one parent (or ‘master’) and one child record.
A parent record can have many child project application records linked to it. A child cannot be linked to more than one parent application record, however.
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:
A
(circle with embedded star) icon displays for the parent, or master, project record.A
(record tree) icon displays for the child or children records (you can link more than one child to a parent or master project record).
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. |
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.