Award Management

Proposal Management: Manage Non Key Investigators

Overview The Manage Non Key Investigators activity allows the PI/Project Team and Approvers in the Administrative Home chain to add, edit, or inactivate the Award set of Non Key Investigators. An email notification will be sent to Award editors (PI, U-M Sponsor PI, Post Award Contact, and any other administrative personnel) upon completion of this activity. Navigation Role: PI & Project Team > Award workspace > Manage Non Key Investigators activity

Proposal Management: Manage Security Plan on an Award

Overview The Export Control, Site Manager, or VIP roles can manage a security plan for an Award. The Security Plan can be uploaded from a PAF, UFA, or Award workspace. This procedure shows managing a Security Plan from an Award workspace. Navigation Role: Export Control > Award workspace

Proposal Management: Manage Unit Documents and Unit Defined Terms and Conditions

Overview The Manage Unit Documents activity allows the PI/Project Team and Reviewers in the Admin Home chain to make Unit Comments and to add or remove Unit Documents. Comments and documents added via this activity will display on the Unit Info tab of the Award workspace. Completion of this activity will not generate an email notification. Documents stored here are also visible to central offices.

Proposal Management: PAF Query and Search for Awards (Reviewers)

Overview PAF Query allows you to search across all Proposal Approval Forms (PAF) with options to search by PAF ID, Title, and Award ID. This procedure demonstrates how to search for an Award using PAF Query search and the All My Awards tab. Note You must have a Reviewer role to view the PAF Query tab. Navigation Role: Reviewer > Search

Proposal Management: PI Approve an Award Change Request (ACR)

Overview U-M Principal Investigators (PIs) must review and approve Award Change Request records (ACR) using the Approve ACR activity. PIs will receive an email notification of ACRs needing approval, or they can access the record from the ACRs Not Yet Approved by PI list on the ACRs inbox tab.

Proposal Management: Post a Comment (Award)

Overview The Post a Comment activity allows the PI & Project Team to email messages and attach documents about an Award, Award Change Request, or an Award Modification. Posting a comment is a communication tool only, and will not update, make changes to, or submit your request. Documents added with Post a Comment will not display on the AWD Docs tab on the Award, Change Request, or Modification workspaces; they will only display on the Activity Log tab.

Proposal Management: Procurement Manage Deliverables

Overview The Procurement Manage Deliverables activity allows those with the Procurement role to complete or remove procurement-type deliverables related to an Award. Navigation Role: Procurement Step-by-Step Process When you log in to eResearch Proposal Management, your Home Workspace displays. Note the following.