Concept: Award Tasks
Award tasks are tasks that you want to complete and track to maintain your award. Managing
award tasks in Workday enables you to fulfill your award contract obligations and obtain
funding for your award. You can assign roles, set due dates, monitor status and add
attachments to each award task. You can also set up alert notifications for
assignees.
Award Task Types
In Workday, you can define your own award task types and organize them in award task type
groups. Because closeout and noncloseout tasks have different cadences, Workday
recommends that you dedicate separate templates for each of them for the same
sponsor, award type, and purpose code.
Award Task Lists
An award task list enables you to:
- Manage all your award tasks in 1 place.
- Identify the award tasks that haven't completed.
- Access your award tasks from the award.
You can use an award task list template to create the award task lists, or create
them manually.
Award Task List Templates
Award task list templates enable you to create award task lists based on similar requirements
for the same combination of:
- Sponsor
- Award type
- Purpose code
When you configure the dates on the award task list template, you specify them relative to
award schedules such as award contract period or posting interval. When you
associate the template with an award, Workday calculates the actual dates for you
based on the actual schedule on the award.
Billing Milestones
When you configure award tasks as billing milestones, Workday sets the statuses of the
corresponding billing installments to
Pending Milestone
. When you complete
and approve award tasks, Workday updates the billing installment statuses to
Available
, enabling you to bill the sponsor.Closeout Tasks
Configuring award tasks as closeout tasks enables you to locate them in reports and complete
them before you close out an award.
Business Process
When a task assignee completes an award task with the
Complete Award
Tasks
task, Workday routes the award task to reviewers through the
Award Task Event
business process. You can see the status of the business
process from the Maintain Award Tasks
task.Alert Notifications
You can configure alert notifications to remind task assignees when their award tasks are
almost due or overdue. The alert notifications contain a link to the
Complete Award Tasks
task that assignees can access to
view all award tasks awaiting their actions.Completing Award Tasks
To mark an award task as complete, either:
- The task assignee can access theComplete Award Taskstask to initiate theAward Task Eventbusiness process, routing the award task for review and approval.
- The award task manager can access theMaintain Award Taskstask to update the award task status and completion date, and to add any attachments manually.