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Case Handling Flow

The changing states of a research project registration.

When the researcher has submitted the project, it will receive the status "Draft Submitted".

As a caseworker, you now have the option to change the status of the submission. This can be done within the processing activity, where you can select "Edit Status" in the top right corner.

This will open a dialogue box where you can choose between four different statuses:

  • Active: Select this status if the project has been approved.
  • Archived: Select this status if the project has been completed and needs to be archived.
  • Awaiting Researcher: Select this status if the researcher needs to provide additional information, reopening the submission flow for them.
  • Discontinued: Select this status if the project is put on hold.

 

Once a new status has been selected, click "Save" in the dialogue box.