Name: {{sub.fname}} {{sub.lname}}

This request has been converted to a project. Project ID: {{sub.project_id}}

This request has marked as complete without processing.

This client has been associated with the existing project(s) and consultant(s) that were selected, but no new project was created.

Customer Information

Email: {{sub.email}}

Org type: {{sub.org}}

IU Net ID: {{sub.username}}

Company: {{sub.company}}

Preferred consultant: {{sub.preferred_consultant}}

Existing project? {{sub.existing_project_flag==1?'Y':'N'}}

Billing Type (id): {{sub.project_billing_type}} ({{sub.project_billing_type_id}})

Description: {{sub.description}}

Position: {{sub.position}}

Phone: {{sub.phone}}

Request Tier: {{sub.tier}}

Campus: {{sub.campus}}

School: {{sub.school}}

Dept: {{sub.department}}

Company address: {{sub.company_address}}

Advisor: {{sub.adfname}} {{sub.adlname}}

Advisor email: {{sub.ademail}}

Analyis: {{sub.is_dataanal}}

Design: {{sub.is_design}}

Dissertation: {{sub.is_dissertation}}

Manuscript: {{sub.is_grant_manuscript_writing}}

Grant related: {{sub.is_grant_related}}

Honors prep: {{sub.is_honorsprep}}

Thesis: {{sub.is_masterthesis}}

Presentation: {{sub.is_presentation}}

Other: {{sub.is_other}}

Times available: {{sub.daystimes}}

How customer heard about us: {{sub.heard}}

Insert date: {{sub.insert_date}}

Update date: {{sub.update_date}}

ISCC Project Processing

DO NOT PROCESS, MARK AS COMPLETE

Identify Customer

Add this user as a new client?

Unable to add this user as a new IU client becasue the IU username is missing.

A client list is active for another submission. To enable search criteria for this submission, select a click the Clear Search button in the submission that currently has an active search or select a client from the client list for that submission.

Search Existing Customers for Customer ID

	Username	Name	Campus	School	Deparment	Position	Company
Select	{{client.username}}	{{client.client_name}}	{{client.campus_name}}	{{client.school_name}}	{{client.department_name}}	{{client.client_position}}	{{client.company_name}}

Remove

Client to be assigned to this request:{{existingClient[sub.submit_num].name}}

Update user info in database?

Hours for Tier {{sub.tier}}: {{tierHours[sub.submit_num]}}

* max hours exceeded

Identify Consultant(s)

Consultant:

	Name	Role	Username	Primary?
Remove	{{c.consultant_name}}	{{c.consultant_role}}	{{c.username}}	Yes	Make Primary

New Project

PROCESS AND CREATE NEW PROJECT

Associate Client To Existing Project

A project list is active for another submission. To enable search criteria for this submission, select or click the Clear Search button in the submission that currently has an active search or select a project from the project list for that submission.

Search Existing Projects

Clear Search

	Project ID	Client	Project	Consultant	Latest
Select	{{project.project_id}}	{{project.client_first_name}} {{project.client_last_name}} ({{project.client_username}})	{{project.project_title}}	{{project.consultant_name}}	{{project.latest_date}}

This client will be associated with the following project(s):

	Project ID	Client	Project	Consultant	Latest
Remove	{{p.project_id}}	{{p.client_first_name}} {{p.client_last_name}} ({{p.client_username}})	{{p.project_title}}	{{p.consultant_name}}	{{p.latest_date}}

Do you want to assign any the consulant(s) identified in the Consultants section to the existing projects listed above?

Yes, assign the Primary Consultant as the primary to all of the listed existing projects

Yes, assign all of the consultants to all of the listed existing projects

Do not assign any of the consultants to the listed existing projects

PROCESS, BUT DO NOT CREATE A NEW PROJECT