Request Collection & Project Submission
A role-based view of the same business flow. Switch between IO and AD (P&C) to see only the pages and decisions relevant to that user.
Open Request List
Scan request groups, progress, deadlines, and submitted placements.
Create Request
Define requirements and recipients, then preview the outgoing email.
Review Submissions
Review projects in batches and return, reject, or freeze them for DCE approval.
Open Request Detail
See request status, project history, decisions, and audit trail.
Open Request Cards
See open requests, deadlines, fulfilment progress, and next actions.
Upload Projects
Upload the provided template, review validation results, and select rows to submit.
Track Submissions
See pending review, returned for update, fulfilled, and closed submissions.
Update or Withdraw
Continue editing returned projects or withdraw an individual project before approval.
Request vs project item
Request status controls the collection. Project item status records what happened to each submitted project.
Status colours are based on the decisions confirmed during the 23 July 2026 [TOA R2 w NTT] UX Discussion meeting.
Request
One status for the full request and its overall actionability.
- DraftDraftIO is preparing the request and has not sent it to AD.
- PendingPendingThe request has been sent. The collection is open and AD can submit projects.
- IncompleteIncompleteRequired request information or submissions are outstanding.
- FulfilledFulfilledThe requested placement quantity is met. This is not an approval result.
- ClosedClosedThe request is complete and no longer actionable.
- ExpiredExpiredThe response deadline has passed.
Project item
One status per project. A request can contain mixed project states.
- Not SubmittedNot SubmittedThe project remains a draft and can still be edited.
- Pending ReviewPending ReviewThe project was submitted and is pending IO review.
- Returned for UpdateReturned for UpdateIO returns the project to AD (P&C) for revision, either during initial review or after recording DCE feedback.
- Pending DCE ApprovalPending DCE ApprovalIO selected Freeze. The project is read-only and can be exported for DCE offline review.Requirement source · 20 July 2026 meeting
- ApprovedApprovedIO records DCE approval. The project officially enters the Project List.
- RejectedRejectedIO records DCE rejection. The individual project was not accepted.
Request submission status flow
Use each CTA to reveal its transition arrow and next section. Edit is recorded in the Audit Log without advancing the workflow; AD (P&C) can withdraw after Submit and until IO selects Freeze.
Request setup
Create and send the request to AD (P&C).
Upload project
Upload the project file before submission.
Submit project
Submit to IO, or withdraw the submitted project before Freeze.
Review and Freeze
Edit is available before Freeze and recorded in the Audit Log.
Offline review
Review the frozen export and return the outcome to IO.
Record final outcome
Record DCE feedback and publish the resulting project status.