Coeus

Proposal Development
Using the Inbox

On this page: Overview | Access | Approve/reject a proposal | View or modify proposal
Change status | Delete a message | Save

Overview

The Inbox window shows proposal-related messages that have been sent to you.

The Message section at the bottom of the window shows the text of a message highlighted in the listing section above.

Messages are classified as resolved or unresolved, and the Inbox contains a separate listing for each of these two types.

The Subject field indicates why the message has been directed to you:

Subject

Action required

Notification

Informational message sent to you. Such messages are a useful way of communicating with other Coeus users.

Approval

Proposal has been submitted to you for approval. Approval message lines appear in bold type.

If you are the alternate approver, the message listing is not bold.

Rejection

A proposal for which you are the aggregator has been rejected by a Coeus approver.

All messages initially appear in the Unresolved page.

If you want to move a notification or rejection message to the Resolved page, follow the instructions in the section below, Change resolved/unresolved status.

After you approve or reject a proposal, the associated Inbox message moves to the Resolved page.

Access

On the File menu, select Inbox. The Inbox window appears, with the Unresolved messages listed.

Use the Resolved and Unresolved tabs to access each type of message.

View of text of a message at the bottom of the Inbox window, in the Message section, by highlighting the message line in the upper listing section.

Approve or reject a proposal

See the page Submit Proposals/Proposal Approvals.

View or modify a proposal

If you want to view or modify a proposal associated with a message, use the Action menu options Modify Proposal or Display Proposal.

Change resolved/unresolved status

You can change the status of some types of messages:

  • notification
  • rejection
  • approval messages for which you are the alternate approver

On the Action menu, select the option Change Status. The message moves to the other status window.

Delete a message

You can delete some types of messages:

  • notification
  • rejection
  • approval messages for which you are the alternate approver
  • approval messages for a proposal that you have approved

On the Action menu, select the option Delete Message.

Note: You cannot delete a message related to a proposal routed to you for approval, but you can delete a message for a proposal if you are the alternate approver.

Save changes

Save your changes when the Save prompt appears.


Help with proposal development tasks

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Last modified: 03/04/2004