Stop missed pre-award alerts for operations coordinators and accountants

Operations coordinators miss proposal uploads on shared drives, causing missed backups and pre-award alerts. Alerts notify accountants and pre-award staff to confirm backups and start close-out tasks promptly.

Overview

Missed proposal uploads create backup gaps and delay pre-award close-out, exposing operations to audit and timeline risk. This workflow routes every new proposal folder to the right accountant and pre-award specialist, ensuring backups are confirmed and close-out tasks begin immediately so processes stay on track.

Notable Features

Notify accountants and pre-award staff
Flag new proposal folders for review
Update proposal tracker with folder link