Research: Internal Approval Form (IAF) - Navigating the IAF

From the IAF Home screen a user can view all IAFs submitted through their unit or IAFs that require their approval. Each tab (A) allows filtering by stage type (B) and sorting by column header.

Action Required: List of IAFs that require an approval or data entry action. From this tab IAFs can be deleted (see “Deleting an IAF”) or returned to a pending proposal (see “Return an Award IAF to a Proposal IAF”), if the IAF is in the award stage.

• Compliance Approvers: If an IAF requiring your approval is recalled for any reason, it will not display on your Action Required tab until it is returned to workflow and is once again in a state where your approval can be provided.  It can still be found on your "In Work" tab while recalled.

In Work: List of IAFs that are in workflow that are accessible by the user.

Pending Proposals: List of Proposal IAFs that have been submitted to the central processing office within the last 30 days that are accessible by the user. From this tab pending proposal IAFs can be revised (see “Revising an IAF”).

Pending Awards: List of Award IAFs and AIAFs that have been submitted to the central processing office within the last 30 days. From this tab pending award IAFs can be revised (see “Revising an IAF”).

A user can also navigate directly to any IAF accessible to them by entering an OSP number in the search field (C). Compliance approvers and general access users will have view only access to all IAFs.

An IAF Record header consists of the following:

A. Main menu
B. User information
C. Process status with OSP# and LOG# (Proposal IAF, Award IAF, AIAF)
D. Action buttons (Start Workflow, Recall, Revise, Help, Approve, etc.)
E. Process map
F.  IAF title
G. IAF table

H. CPO Lock 

• A submitted IAF can be revised until the IAF has been fully processed as an award. An IAF can be locked by the central processing office. It was agreed upon by OSP that once a Negotiation Manager record adds the "to Processor" activity the submitting unit would need permission from the CPO to make any changes to the proposal. The IAF checks the linked NegMan record for the "to Processor" activity and sets the lock status.
• The CPO Lock icon appears on the IAF Locator for pending proposals, pending or recent awards that are new or additional funds and that have been sent to Contract File or "To Processor."
• The IAF must be matched and cannot be in a revision state (recalled/revised).

For more information, please contact simsadmin@psu.edu

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