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Random (& Hopefully) Helpful tips…

Random (& Hopefully) Helpful tips…. Farrin N. Abbott, McC Research Administration. 8 Steps to create the proposal record!. If your proposal seems to be locked… Don’t Panic, just remember: Paper Icon means EDIT. Spectacles means VIEW ONLY!. NOTES…only available on rainbow road?.

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Random (& Hopefully) Helpful tips…

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  1. Random (& Hopefully) Helpful tips… Farrin N. Abbott, McC Research Administration

  2. 8 Steps to create the proposal record!

  3. If your proposal seems to be locked…Don’t Panic, just remember: Paper Icon means EDIT. Spectacles means VIEW ONLY!

  4. NOTES…only available on rainbow road? NOTES?? We need to have a system to enter notes to reviewers. Why can’t we access the notes screen as we route? Would saving a word document suffice? Perhaps, but its another upload to possibly forget.

  5. The Two Routing Functions OSR-1 route will skip the PI and go straight to the Chair & then the Dean.PI Route will go only to the PI—nice because you can route the unfinished version before they leave town, etc.

  6. Shows the current routing approvals: Checking Approvals…not quite as easy as eProposal… But to see ALL approvals, you have to click the little pirate scroll:

  7. Approvals.

  8. Changing the PI’s CV/NIH Biosketch is something we do often, but if you click the “remove” icon: …it will remove the PI/Co-PI’s and mess up the entire budget/effort!!! Instead: Be sure to click the small document icon with the red X.

  9. Document Size…scanning problems NOTE: It errors if the document uploads are not perfectly 8.5” x 11”. And I mean PERFECTLY. I had to use an image editor to fix the document from 8.4933” x 11”…keep that in mind because letters of commitment/cost share can arrive late.Adobe Acrobat Pro:DocumentCrop PagesPhotoshop, etc.

  10. Changing PI Info: Login Credentials or Address

  11. Specific Example The solicitation says: Field 13. Proposed Project: Enter start date: 09/30/2012; Enter end date: 7/31/2017. Problem shifting an end date.

  12. So when I enter 07/31/2017 – it gives this error screen: But when I enter 7/31/2017 – it works to shift the end date: Strange date format worked. (Without the leading zero)

  13. Shift caused a strange addition to the Cost Share Budget

  14. Performance Site Auto Loads OSR requested that I remove OSR’s site info– to have the PI’s performance locationinstead. Edit the box. Save yourself time by using the DUNS & Congressional district provided in the autoload.

  15. Effort is based on 12 month appt. for everyone!! Apparently this will NOT cause a problem when it interfaces with InfoEd—but it is a problem in that it looks wrong for routing! Example: 1 mo. of summer:

  16. The Pluses… Grants.gov validations are saved in a nice checklist for you! Titles are limited to 81 characters. +4 digit zip code is no longer needed. Can route directly to the PI first and continue editing WHILE they sign off. Filing with the SP# to have seamless communication with OSR. Less manual entry. Less double entry.

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