A Consultant’s Member request asks to add one or more consultants to a program team, filling positions for a contract line item (CLIN) and labor category. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.
Create a Consultant’s Member Request
Prerequisites
Before submitting a Consultant’s Member request:
- You must have an active employee account.
- The program must have the CLIN and labor category the positions are billed to.
- The consultants must have an agreement with the program. See Consultant Agreement.
Navigate to Requests Module.
Select Consultant's Member as the request type.
Complete the required information.
Request Details
Recruitment Criteria
The criteria for the selected labor category are displayed for reference.Click Add to send the request for approval.
The request is displayed in every related module, regardless of where it was created.
Review a Consultant’s Member Request
To review a submitted Consultant’s Member request and approve, reject, or discard it, see Program Management > Requests.
Manage the Consultant’s Member Business Process
To manage the workflow for Consultant’s Member requests, see Admin > Business Processes > Business Processes Overview.