*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?

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.

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.

* Checking Approvals…not quite as easy as eProposal…

Shows the current routing approvals:

But to see ALL approvals, you have to click the little pirate scroll:

*Approvals.

* 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.

* 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: DocumentCrop PagesPhotoshop, etc.

*Document Size…scanning problems

*Changing PI Info: Login Credentials or

Address

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.

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)

* Shift caused a strange addition to the Cost Share Budget

*Performance Site Auto Loads

OSR requested that I remove OSR’s site info– to have the PI’s performance location instead. Edit the box. Save yourself time by using the DUNS & Congressional district provided in the autoload.

* 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:

• 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.

* The Pluses…