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Enhancements in Proposal Routing Process: Overview and Upcoming Changes

This document outlines the agenda of the Research Administrators Workgroup meeting held on March 19, 2013. Key topics include the introduction of new InfoEd PD routing improvements aimed at enhancing the proposal submission process. Raquel Espinosa discusses challenges identified through Help Desk tickets and user surveys, addressing the need for more intuitive tracking, transparency, and effective communication during routing. Improvements include interface updates, new email updates, and user-friendly features slated for release on March 22, 2013. Contact details for inquiries are also provided.

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Enhancements in Proposal Routing Process: Overview and Upcoming Changes

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  1. March 19, 2013Research Administrators Workgroup

  2. Agenda Introductions Announcements / Updates InfoEd PD Updates (Raquel Espinosa) Sequestration (Raquel Espinosa) Q & A – All

  3. Announcements/Updates

  4. Research Applications InfoEd PD Routing Improvements DRAW Presentation March 2013

  5. Routing Improvements: Objective • Help Desk support tickets and End User Survey feedback has shown that the Proposal Routing process is an area which can be improved in the following areas: • Routing initiation, tracking and intuitiveness • Answering the question “Where is my proposal” • Providing consistent, more informative & personal email communication throughout the routing process • Increasing the transparency of all of the proposal variables important for the review and approval process

  6. Routing Improvements: Details • More Intuitive • Action Items with detailed information • Buttons instead of icons– goodbye to the “thumbs up” • Routing submission screen includes usernames and email addresses. • No longer the extra step to agree to the PI assurance or bypass the screen • Reviewer Dashboard layout is updated with a cleaner look i.e. PI assurance before the routing decision • Routing History updated and is now sorted with the last submitted route information at the top of the page • Routing Comments now listed on one page and are sorted with the last submitted route information at the top of the page

  7. Routing Improvements: Details • More Transparent • Email Notes: Users can now send a personal message to the next reviewer that is not saved as a permanent part of the proposal record • Specific Confirmation email for each route (i.e. Draft and Final) • Approval emails will now include the current proposal step (i.e. Department Admin, Chief, etc) • Decline emails will now include who declined the proposal, what their role is • Decline and Confirmation emails will also now be sent to the person who submitted the proposal to routing • Reviewer Comments to be summarized on each email notification

  8. Routing Improvements: Release Date • Friday March 22th • InfoEd will be down for approximately 1 hour starting at 6pm • User Manual updates to be released at same time • Questions/Concerns: esubmissions@partners.org

  9. QUESTIONS? Contact: Raquel Espinosa respinosa@partners.org 617-855-2868

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