eResearch

Overview This document provides field descriptions and examples of a Proposal Approval Form (PAF)/Project workspace in various states and how it can be utilized. The PAF workspace is available after a PAF is created. Navigation Home Workspace > PAF workspace Click on the name of the PAF/project from your Home Workspace to view its PAF/Project workspace.

OverviewThe Home Workspace (My Home) is your launch pad for eResearch Proposal Management (eRPM). For the Proposal Approval Forms (PAFs), Awards (AWDs), subcontracts (SUBKs), unfunded agreements (UFAs), and projects listed, you can:View informationTrack review progressIdentify items that require actionView related documentsHome Workspace

Overview After the Export Control Office reviews a Technology Control Plan (TCP) Amendment, they will send an email notification to request signatures. This procedure contains instructions for approving the TCP Amendment. Reviewing the TCP Amendment Project Team members specified as the Contact PI and newly added personnel with the roles of PI or Responsible Faculty Member or Other Investigator or Participant will be required to approve the TCP Amendment. Approving in eRPM:

OverviewAfter the Export Control Office reviews the Technology Control Plan (TCP), they will send an email notification to request signatures. This procedure contains instructions for Signing the TCP. Refer to the Complete TCP procedure for additional instructions.

OverviewU-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.

OverviewAfter the Office of Contract Administration (OCA) completes the draft subcontract (SUBK) agreement, the Principal Investigator (PI) on the subcontract receives an email notification to review and approve the draft in the eResearch Proposal Management (eRPM) system.Important InformationOnly the “SUBK PI” can sign the draft agreement in eRPM. The SUBK PI is either the Contact PI on the parent PAF or, if assigned, the SUBK Managing Investigator.This procedure includes instructions to:

OverviewBefore the final agreement can be executed, the Contact PI must “sign” the UFA and a corresponding Conflict of Interest Statement before routing to ORSP. This process is completed using the Sign UFA activity in the UFA workspace.Important Information

OverviewThe 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.

OverviewAnyone can use the Post a Comment for the Entire Project activity in eResearch Proposal Management (eRPM) to communicate with others involved in the project. Comments can be posted by anyone with access to the project, while the project is in any state.  Posting a comment does not change the state of the PAF or UFA.

Overview The following is an example of an email notification generated by eRPM to alert specified recipients (selected by the person posting the comment) that a comment was posted to the project. The email subject line is “Post a Comment Subject Line, Project ID, (PI's last name)”.