document management for a new research grant proposal form in je-s 1
DESCRIPTION
DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1. ASSIGNING EDITOR ACCESS TO A RESEARCH GRANT PROPOSAL FORM IN JE-S 1. Select User Access Privileges. ADDING A REGISTERED JE-S 1 USER AS AN EDITOR. To give another user access to the document, Select Add Editor. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/1.jpg)
DOCUMENT MANAGEMENT FOR A
NEW RESEARCH GRANT PROPOSAL
FORM IN JE-S 1
![Page 2: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/2.jpg)
ASSIGNING EDITOR ACCESS TO A
RESEARCH GRANT PROPOSAL FORM IN
JE-S 1
![Page 3: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/3.jpg)
Select User Access
Privileges
![Page 4: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/4.jpg)
ADDING A REGISTERED JE-S 1 USER AS AN EDITOR
![Page 5: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/5.jpg)
To give another user access to the document, Select Add Editor
Investigators are automatically given
view access
![Page 6: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/6.jpg)
Search for the user in the Research Council
database
Select the access you would like the editor to
have
Select Grant User Access to Document
![Page 7: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/7.jpg)
ADDING A NON REGISTERED
INDIVIDUAL AS A TEMPORARY
EDITOR
![Page 8: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/8.jpg)
To give temporary access to a non-registered user
Select Add Temporary User as Editor
Investigators are automatically given
view access
![Page 9: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/9.jpg)
Enter the person’s e-mail address
Select the access you would like the editor to
have
Select Grant User Access to Document
![Page 10: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/10.jpg)
When a person is granted temporary user access, an e-mail message is
automatically sent to them disclosing their Je-S 1 password. The temporary user can then gain access to the Je-S
1 system by using this password together with their e-mail address as
the User Id
![Page 11: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/11.jpg)
Selecting Edit, allows you to change the access
privileges that you originally allocated
Select the new privilege from list
Select update privilege
![Page 12: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/12.jpg)
HIDING A DOCUMENT
If an application is postponed, or the Owner is uncertain whether it will proceed in the future,
there is an option to hide the document. A hidden document is only visible to the Owner and may be restored to full status within a given period of time.
![Page 13: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/13.jpg)
Select Hide Document
Select Hide Document, and a confirmation message will be displayed
before the document is hidden
![Page 14: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/14.jpg)
DELETING A DOCUMENT
If a decision is made not to proceed with the application, the Owner can
delete the document before submission
![Page 15: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/15.jpg)
Select Delete Document
Select Delete Document, and a confirmation message will be displayed
before deletion
![Page 16: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/16.jpg)
TRANSFER DOCUMENT OWNERSHIP
The Owner may transfer Owner status to another Je-S 1 user at any time before submission.
NOTE: The Owner must be either the Principal Applicant or a Co-Applicant before the document is advanced to the next stage in the approval process
and the Owner must remain such a user thereafter
![Page 17: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1](https://reader035.vdocument.in/reader035/viewer/2022062422/5681329b550346895d9935cb/html5/thumbnails/17.jpg)
Select Transfer
Document Ownership
Select the user from the Research Council
database
Select Transfer Ownership and message is received displaying
new owner