*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…