General Notes
- Once the employee approves, the record will be displayed under the "Awaiting My Approval" section on the PI Dashboard and PI homepage categorical menu.
- If an employee doesn’t have an active umontana alias, then the PI is required to approve the assigned record, both as the employee and as the PI.
- Entries that the PI has to approve as the employee appear in the “Awaiting My Approval” section on the PI Dashboard and PI homepage categorical menu. A record can be accessed and approved from either location.
- Notification emails alerting users of late records are issued to the PI only, and only have a link to the PI Dashboard.
Processing PIs with Employee Records
- PIs may be required to approve their own record twice: once as an employee, then yet again as the acting PI.
- PIs with their own employee records will appear in the “Awaiting Other’s Approval” category until the PI takes action first as the employee.
Student Records
- Student records are automatically approved by the system and routed directly to the associated PI for approval.
Multiple PIs assigned to an Employee Record
- If there is more than one PI assigned, the employee record will not be complete until all PIs have certified or disapproved.
- An employee record with multiple PIs is finalized only after the last listed PI has taken action.
Forwarding Records
- A "Forward" button is available to PIs on the Employee View and the PI Dashboard.
- Only the assigned PI can forward a record. With a forward, the PI can send approval emails to another person for approval.
- The designated person will receive a notification email with a link to the PI dashboard or an employee’s approval page depending on what "Forward" button was clicked.
Annotating Corrective Actions
- PIs are required to describe corrective actions if there is an issue or a discrepancy is found with the employee record.