Answers to the questions we hear most. If your problem is not here, contact your CLIF administrator with the Submission Id and a screenshot.
Submissions#
My department is not in the Submitting department list#
The list only contains departments where you hold a department role. Ask an administrator to give you the Submitter role in your department (Department roles).
I can't edit the submission#
- If the banner says the submission is finalized, it is read-only for everyone.
- Otherwise you can only edit the tabs your approval tier allows, and only if you are in one of the submission's approval boxes. See Who can edit what.
- Reviewing departments (Presubmission, Approval) can only edit the Approvals and Activity notes tabs. Ask the submitting department to change the content.
I don't see a Save button#
There is none: every change is saved automatically. See Auto-save.
The transaction type I need is not offered#
Transaction types are filtered by the submission category. Check the category first; if the combination is valid but missing, an administrator can associate it on Submission Category - Transaction Types.
Public art shows 0#
Public art only applies when at least one funding line uses a capital fund and the total exceeds $100,000. Check the funding sources on Amount & Source, then click Recalculate.
Approvals#
The Approvals tab says fields are missing#
Fill in Subject, Submitting department and Districts (Information), Submission category, Transaction type and Requested action (Actions) and the Background info. Use the buttons in the message to jump to the right tab.
A tier is greyed out#
Each tier waits until every box of the previous tier is Ready and Approved. Check the previous column for a department that is still open; its status icon shows where it stands.
I can't change a field in my department's box#
- Assignment Status, the Level 1 user and Approval status can only be set by the department's Level 2 users.
- Approval status can only be set once Submission status is Ready.
- If you should be a reviewer or approver, ask an administrator to check your department roles.
A department is missing from the approvals (or shouldn't be there)#
Reviewing departments come from the submission's category and transaction type. Correct those on the Actions tab, or ask an administrator to add or remove the department for this submission on Submission - Approval Departments.
I need to change something in an earlier tier#
Level 2 users of a later tier can reopen earlier tiers with Enable Previous Tier or Enable All Previous Tiers. See Waiting for the previous tier.
Email and search#
I didn't receive an approval email#
- You never receive an email about your own action.
- Check that your user is active and Exclude from approval emails is not ticked.
- Administrators: check Logs → Email Logs. If the email is logged but not delivered, check that
ExecuteEmailsisYand that the Send emails task is active.
Advanced search doesn't find a submission#
The advanced search index is updated by background tasks, so recent changes take a few minutes to appear. Try the quick search, which always uses live data. Administrators: check that Collect advanced search information and Convert attached PDF to text are active on System Tasks.
Meetings and agendas#
The meeting I need is not in the list#
Meeting pickers show recent and upcoming meetings only, and only active ones. Check the meeting on Meeting Dates: it must be active, and it must be among the next few upcoming meetings.
A submission is missing from the agenda#
The agenda contains the submissions scheduled for that meeting. Check the meeting shown in the submission's side panel, then click Build Agenda (or Rebuild Agenda) again.
Show Agenda does nothing#
The agenda has not been built for that meeting yet. Click Build Agenda first.
Screens#
A label shows as X followed by a word#
The text has no translation in your language yet. An administrator can add it on Language resources.
I can't find a menu or get Access denied#
Menus and pages depend on your access role. Ask an administrator to check your access roles and the page's menu item permissions (Menus and page permissions).