Skip to main content
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.
1

Navigate to Requests Module.

RQ Nav
2

Click Add Request.

RQ Add
3

Select Consultant's Member as the request type.

RQ CM Type
4

Complete the required information.

RQ CM Form 1

Request Information

RQ CM Form 2

Request Details

RQ CM Form 3

Recruitment Criteria

The criteria for the selected labor category are displayed for reference.
5

Click Add to send the request for approval.

RQ CM Add
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.