|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"|
"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
"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 email@example.com 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 It cannot be reinstated once withdrawn.|