Spend Restrictions

Field	Instructions	Example	Tips/Notes
Short Title	Create a short description of the request that is identifiable in the Award Workspace. Do not use "MD-SURG-Smith" naming convention.	"Costing Exception - Meals, Business" or "Costing Exception - multiple"	Review existing AMRs in Award Workspace for consistency of title format

Date Requested	Date of Submission/Request

Full Description	Include all information needed to complete the subsequent Mod request.
	1. Describe full request details, including categories to be opened and justification/explanation.	"Please open spend category for "Meals, Business". Sponsor approved this expense via submitted Budget Justification."

Supporting Documents	1. Sponsor approval, if applicable	File naming convention: "001 - Submitted Budget Justification or "001 - Sponsor Approval"

Submitter	Assign Submitter as your SOMOGC administrator		DO NOT click "Submit to Specialist"

Request Type [dropdown]	Spend Restrictions

General Tips/Notes	Send AMR # and/or link to somogc@uvahealth.org to get the action logged into the SOMOGC work queue.		Without this email, we will have no idea that your AMR is ready for review
	PI and Department approvals should be captured via "Log Comment" activity.		If necessary, approvals can be provided outside of the system and uploaded as supporting documentation. See template here.
	For all AMR types, please include relevant email communication thread to provide context for the action being requested.
	Include all relevant attachments within SmartForm request page, not through "Add Comment" or on History tab.
	Don't use the WITHDRAW activity unless you really want to discard/trash the action. It cannot be reinstated once withdrawn.