CERES: Ancillary Review Submission

Submit an Ancillary Review

Note: The attachments contain job aids and Ancillary Review matrices related to this article.

When ancillary reviews are added, the assigned ancillary reviewers will receive an email notification with a link that will take them to the related item’s workspace. The project appears in your CERES inbox, and the Submit Ancillary Review activity becomes available in the project workspace.

Note: All required ancillary reviews on a funding proposal must be completed for submission to a sponsor. If ancillary reviews that are marked as required are outstanding, the workflow will stop at the Pending Submission to Sponsor state, and the funding proposal cannot be submitted for sponsor review. For awards and award modifications, all required ancillary reviews must be completed or the workflow will stop at the Draft state, and the award cannot move forward for final review.

To submit an ancillary review

1. From your CERES inbox or the link in the email notification you received, open the project you need to review.
2. From the project workspace, click the first button under Next Steps to review the item’s SmartForm.
3. After completing your review, click Exit at the bottom-right of the SmartForm to return to the workspace.
4. From the project workspace, click Submit Ancillary Review.
5. In the Submit Ancillary Review form, select the ancillary review to submit. Typically, there is only one, which is selected by default.
6. Select whether the reviewed project is acceptable as-is. Select Yes if you accept the submission, otherwise, select No and add comments to explain why you do not accept.

7. Select Yes if you’ve completed your review, otherwise, select No. 

• Click Yes to submit the ancillary review when you OK the form.
  • The system sends an email notification to the assigned specialist. If you do not have Read or Edit rights on the project, you will no longer have access to it.
• To save your other responses but continue the review later, click No. The Submit Ancillary Review activity will continue to appear on the workspace.
• Example: If you did not accept the submission and you have finished your review, then select Yes to indicate your review is complete but you did not approve. If you have not finished your review and require additional information to complete it, select No and add comments to identify what is needed for you to complete the ancillary review.

6. Add any comments and supporting documents if necessary. 
7. When satisfied with your selections, click OK.

When you accept and indicate that the ancillary review is complete:

• It does not change the state of the item.
• The item will no longer display in your CERES inbox.
• The details of the ancillary review show on the Reviewers tab of the funding proposal, award, or award modification workspaces.
• The system sends an email notification to the specialist assigned to the project.