Proposal Management: System-Generated Email Notifications

Overview

The eResearch Proposal Management (eRPM) system generates email notifications on certain state transitions and upon the completion of certain events/activities. All email notifications include information about the project, the project ID, and a link to the applicable workspace (PAF, Award, Modification, Hardship, UFA, SUBK, or Agreement Acceptance). This document explains eRPM system-generated email notifications, outlines events that trigger email notification, and describes contents of the email and its recipients.

Tips

Add [email protected] to your address book/contacts so messages are not sent to junk or spam mail.
You cannot copy a document link and paste it into a web browser. It will not work.
Forwarding an email message does NOT give access to eResearch. A person must be listed on the project or be a Reviewer to have access to view proposal/project/awards in eRPM.

Who receives email notifications?

Based on the situation/event/system activity, emails are sent to:

UM Principal Investigator & Primary Research Administrator
E.g., proposal routed for approval, reviewer requests changes, etc.
- You cannot turn off the option to send emails to a Principal Investigator or Primary Research Administrator.
PAF Email Notifier for each Department
E.g., this group will get emails when it is their department's turn to review the PAF, SUBK, etc. (instead of sending emails to all Reviewers).
- Reviewers & Unit Liaisons for departments can change/control who is part of this email group for each Dept ID. This does not give Review access for the department. Reviewer or Reviewer Who Can Sign must be set-up separately. Contact your Unit Liaison for more information.
Selected individual using Post a Comment for the Entire Project Team
- E.g., use system to send an email to U-M PI to ask them to sign PAF/Conflict of Interest Statement

Notifications: PAF | Hardship | UFA | SUBK | Agreement Acceptance | Award | ACR | MOD

PAF

Event/Activity	"Email Subject Line" and Description
When the CTRF is complete and Project Team Notifies ORSP...	“PAF ID – CTRF Completed” is sent to MICH-R if the CTO designation is MICH-R in the CTRF. The PAF is also moved to the PR’s inbox.
When the CTRF is returned to the Project Team…	“CTRF Returned by ORSP” is sent to the Primary Research Administrator and UM Principal Investigator.
When the PAF is Routed for Approval by the UM Principal Investigator or Primary Research Administrator…	“PAF Ready for Unit Review” is sent to the PAF Email Notification contact(s) within the Dept ID to notify that a PAF is ready for their unit review. “PAF Routed for Unit Review” is sent to the Primary Research Administrator and UM Principal Investigator to confirm that the PAF has been routed to the first department(s) for review. Separate notification sent to PI and UM investigators reminding them to sign PAF if they have not already, at 1, 10, 20, and 25 days after routing. "Your Proposal Participation" is sent to all investigators who are listed as a participating investigator (with or without effort) or an other non-faculty person.
When the PI Signs the PAF…	“PAF signed by PI” is sent to Primary Research Administrator to notify them of the action.
When Unit Approval is submitted by a department reviewer who can sign…	“Ready for Unit Review” is sent to the PAF Email Notification contact(s) within the Dept ID to notify that a PAF is ready for their unit review (only if the Dept ID has not yet approved).
When the Project Team Submits Changes...	"Changes Made to PAF by Project Team" is sent to the PAF Email Notification contacts for Dept IDs that have already submitted approval to notify that the PAF has been changed. The notification is also sent to the Primary Research Administrator and Contact UM Principal Investigator. “PAF Ready for Review” is sent to the PAF Email Notification contacts for DeptIDs that have not approved.
When a Reviewer Submits Changes…	"Unit Reviewer Made Changes to PAF" is sent to the PAF Email Notification contacts for Dept IDs that have already submitted approval to notify that the PAF has been changed. The notification is also sent to the Primary Research Administrator and Contact UM Principal Investigator. “PAF Ready for Review” is sent to the PAF Email Notification contacts for DeptIDs that have not approved.
When a Reviewer Removes Approval...	"ACTION REQUIRED: Unit Approval Removed for PAF ID (PI name)" is sent to the selected Dept IDs that have already submitted approval to notify that the PAF needs to be re-reviewed. The notification is also sent to the PI, Primary Research Administrator, Department PAF Notifiers for the Admin home chain. If the PAF is in an ORSP state, a notification is also sent to the PR.
When a Reviewer Requests Changes from the Project Team...	"A Reviewer has Requested Changes to a PAF" is sent to the Primary Research Administrator and Contact UM Principal Investigator to notify that there is a request for changes from one of the Reviewers during Unit Review.
When the Project Team Declines Requested Changes...	"Project Team Decline Requested Changes Activity" is sent to the Reviewer, ORSP staff or Project Representative who requested change to notify that the request has been declined.
When a PAF completes unit review but is not yet final...	“Awaiting Final Proposal” sent to Primary Research Administrator and Contact UM Principal Investigator.
When ORSP Submits Changes to a PAF…	"ORSP Submit Changes" is sent to the Primary Research Administrator, Contact UM Principal Investigator, and the PAF Email Notification contacts for Dept IDs that have already submitted approval
When the PAF is Sent to Project Team for Changes by ORSP…	"ORSP Has Requested Changes to a PAF" is sent to the Primary Research Administrator and Contact UM Principal Investigator. The notification includes any Required and Recommended changes.
When ORSP returns a PAF as Incomplete...	“Incomplete Proposal” sent to Primary Research Administrator and Contact UM Principal Investigator. The notification includes any Required and Recommended changes.
When ORSP Revokes a Change Request…	"ORSP Cancels Change Request" is sent to the Primary Research Administrator and Contact UM Principal Investigator.
When Requested Action is Declined by ORSP...	"ORSP Has Declined Requested Action" is sent to the Primary Research Administrator and Contact UM Principal Investigator to notify that the requested action, typically to put the PAF into an editable state, has been declined.
When Project Team Cancels PAF…	"PAF Cancelled by Project Team" is sent to the PAF Email Notification contacts for Dept IDs that have already submitted approval to notify that the PAF has been canceled. The notification is also sent to the Primary Research Administrator and Contact UM Principal Investigator.
When the Project Team requests that ORSP Cancel PAF…	"ORSP Cancelled PAF" is sent to the PAF Email Notification contacts for Dept IDs that have already submitted approval to notify that the PAF has been canceled. The notification is also sent to the Primary Research Administrator and Contact UM Principal Investigator.
When an Ad Hoc Reviewer is assigned by a department reviewer…	"You have been assigned as an Ad Hoc Reviewer on a PAF" is sent to the assigned individual to notify that they have been added to a PAF as an Ad Hoc Reviewer with view rights and ability to comment.
When the Post a Comment for the Entire Project activity is used...	Subject line is customized by person requesting action. An email is sent to individuals selected by the person who posted the comment.
When an ad hoc reviewer uses Post Reviewer Comment…	"Post Reviewer Comment Activity" sends an email to Individuals selected by the ad hoc reviewer who posted the comment.
When there is a Change of Conflict of Interest by a UM Principle Investigator…	"Conflict of Interest Information Changed" is sent to the ORSP Project Representative and the PAF Email Notification contacts for Dept IDs that have already submitted approval.
When a proposal is not yet at ORSP for review...	"Deadline Reminder" is sent to the PI and Project Team the evening before Limited Review cut-off and At Risk cut-off.
When a PAF is Routed to ORSP...	"PAF Routed to ORSP" is sent to the PAF Email Notification contacts for Dept IDs that have already submitted approval, the Primary Research Administrator and Contact UM Principal Investigator to notify that a PAF has been approved by all reviewing departments and has moved to ORSP.
When a PAF is in Post-Submission Unit Review…	"PAF Ready for Post-Submission Unit Review" is sent to the PAF Email Notification contact(s) within the Dept ID to notify that a PAF is ready for their unit review. “PAF Routed for Unit Review” is sent to Primary Research Administrator and Contact UM Principal Investigator.
When ORSP Sends to Project Team for Submission to Sponsor…	"Proposal Ready for Project Team Submission to Sponsor" is sent to the Primary Research Administrator and Contact UM Principal Investigator to notify that ORSP has completed their reviews.
When a project has been in the state of ORSP Approved for longer than 9 days…	"PAF 10 Day Submission Reminder" "PAF 20 Day Submission Reminder" "PAF 30 Day Submission Reminder" are reminders sent to the Primary Research Administrator and Contact UM Principal Investigator that ORSP is waiting for confirmation of submission to the sponsor.
When a Project is Submitted to Sponsor...	"A Project has been Submitted to its Sponsor" is sent to the PAF Email Notification contacts for Dept IDs that have already submitted approval, the Primary Research Administrator and Contact UM Principal Investigator.
When project submission encounters an error…	“Electronic Submission Unsuccessful” is sent to Primary Research Administrator and Contact UM Principal Investigator.
When a sponsor initiates a Just In Time Request…	“JIT Requested” is sent to individuals selected by the person who requested the JIT.
When a project has been in the state of “Submitted to Sponsor” for longer than 12 months…	“13 Months Status Request” “15 Months Status Request” are sent to the Primary Research Administrator and Contact UM Principal Investigator to inform them that the project will be Turned Down if no action is taken by 18 months.
When ORSP requests a PAF Revision…	“Previously Submitted PAF has been sent to the Project Team for Revision” is sent to Primary Research Administrator and Contact UM Principal Investigator.
When a project team opts to Withdraw the proposal…	"Notice of Proposal Status Change" is sent to the Primary Research Administrator, Contact UM Principal Investigator and to the PAF Email Notification contacts for DeptIDs that have approved to notify that the proposal has been withdrawn by the project team.
When a proposal is Turned Down…	"Notice of Proposal Status Change” is sent to the Primary Research Administrator, Contact UM Principal Investigator and to the PAF Email Notification contacts for DeptIDs that have approved to notify that the proposal has been turned down.
When a PAF enters the state of "Submission Deadline Missed"...	"Submission Deadline Missed" is sent to the PI and Project Team.
When a proposal is Cancelled...	"Proposal Cancelled" is sent to the PI and Project team if the PAF's submission deadline is missed and no action is taken after 30 days.
When a turned down proposal is Restored…	“Proposal Was Restored” “PI Signature Needed on PAF” are sent to the Primary Research Administrator and Contact UM Principal Investigator. “PAF Restored For Award” is sent to Department Notifiers for departments that have approved to notify them that re-approval is needed.
When ORSP Sends a Contract to PI for Signature…	"Contract Sent for PI Signature" is sent to the Primary Research Administrator and Contact UM Principal Investigator.
When ORSP Initiates Award Processing...	“Action may be required: PAF to be awarded” is sent to PIs, Primary Research Administrator, Primary Post Award Contact on the PAF to notify them to ensure that compliance related items are in progress or completed in order to prevent an award hold when the award is ready for activation.
When a proposal needs an eRA Commons progress report…	“NIH RPPR Requested” is sent to Primary Research Administrator, Primary Post-Award Contact and Contact UM Principal Investigator.
When ORSP requests to close a project…	“ORSP Requests Closing Authorization” is sent to Primary Research Administrator, Primary Post-Award Contact and Contact UM Principal Investigator.
When a project is Closed by ORSP...	"Project Closed" is sent to the Primary Research Administrator and Contact UM Principal Investigator to notify that the project has moved to a state of Closed.

Hardship

Event/Activity	"Email Subject Line" and Description
When a Hardship is routed…	“Hardship Request Ready for Review” is sent to Department Notifiers.
When Units Approve a Hardship…	“Hardship has been Reviewed and Forwarded to ORSP” is sent to the Primary Research Administrator and Contact UM Principal Investigator.
When Units Deny a Hardship…	“Hardship Request Denied” is sent to the Primary Research Administrator and Contact UM Principal Investigator.
When ORSP Denies a Hardship…	“Hardship Request Denied by ORSP” is sent to the Primary Research Administrator, Contact UM Principal Investigator and Department Notifiers.
When ORSP Cancels a Hardship…	“ORSP Canceled a Hardship Request” is sent to the Primary Research Administrator, Contact UM Principal Investigator and Department Notifiers.
When Units Request Changes…	“Changes Requested for Hardship” is sent to Primary Research Administrator and Contact UM Principal Investigator.
When ORSP Requests Changes…	“ORSP Requested Changes to Hardship” is sent to Primary Research Administrator and Contact UM Principal Investigator.
When ORSP Routes for Re-Approval…	“Hardship Ready for Re-Approval” is sent to the Primary Research Administrator, Contact UM Principal Investigator and Department Notifiers.
When Project Team Submits Changes…	“Hardship Changes have been Submitted” is sent to the Primary Research Administrator, Contact UM Principal Investigator and Department Notifiers.
When a Hardship is Awarded…	“Hardship Notification” is sent to the Primary Research Administrator, Contact UM Principal Investigator and Department Notifiers with the H-PAN.
When the Post a Comment for the Entire Project activity is used...	Subject line is customized by person requesting action. An email is sent to individuals selected by the person who posted the comment.

UFA

Event/Activity	"Email Subject Line" and Description
When the Project Team Routes the UFA…	“Routed for Unit Review” sent to PI and Primary Research Admin. “UFA Ready for Unit Review” is sent to UFA Notifiers. “PI Signature Required” sent to PI. “Requires Compliance Review” sent to OSEH/IBC group.
When the Reviewer Requests Changes... When ORSP Requests Changes… When Innovation Partnerships Requests Changes…	“Changes Requested by…” (Reviewer, ORSP, or Innovation Partnerships, as applicable) sent to PI and Primary Research Admin.
When the Project Team Submits Changes…	“Changes Made by Project Team” sent to the party that requested changes.
When the Unit Approves…	“Sent for Central Office Processing” sent to PI, Primary Research Admin, and UFA Notifiers.
When the Reviewer sends to ORSP for Negotiation…	“Sent to ORSP for Negotiation” sent to PI, Primary Research Admin, and UFA Notifiers.
When Reviewer Submits Changes… When Innovation Partnerships Submits Changes… When ORSP Submits Changes…	“Changes Made by …” (Reviewer, ORSP, or Innovation Partnerships, as applicable) sent to PI, Primary Research Admin, and UFA Notifiers.
When Central Office Sends Contract to PI for Signature…	“Contract Sent for PI Signature” sent to PI and Primary Research Admin.
When Central Office places UFA on Hold…	“On Hold Awaiting Further Action” sent to PI and Primary Research Admin.
When the Contract is Fully Executed…	“Contract Fully Executed” sent to PI, Primary Research Admin, UFA Notifiers, and RAAC email group.
When the Contract is Partially Executed…	“Partially Executed Contract Sent to Sponsor” sent to PI and Primary Research Admin.
When a Master Agreement is Activated…	“Master Agreement Created” is sent to UFA Notifiers.
When the UFA is Signed…	“UFA Signed by PI” is sent to Primary Research Admin.
When ORSP Cancels UFA… When ORSP Turns Down UFA… When ORSP Withdraws UFA…	“Canceled by ORSP,” or “Turned Down,” or “Withdrawn” sent to PI and Primary Research Admin.
When the Project Team Cancels UFA…	“Canceled by Project Team” sent to PI and Primary Research Admin.
When a Comment is Posted to the Entire Project	An email is sent to individuals selected by the person who posted the comment.

SUBK

Event/Activity	"Email Subject Line" and Description
When a Comment is Posted to the Entire Project…	"SUBK# (PI Last Name)" - Custom text. An email is sent to individuals selected by the person who posted the comment.
When a SUBK Request is Submitted…	“SUBK# (PI Last Name) - Subcontract Request Submitted” is sent to PI, Primary Research Admin and/or Primary Post-Award Contact, and Department SUBK Notifiers.
When a SUBK Sent to Project Team for Changes…	“SUBK# (PI Last Name) - Change Request from OCA” or “Change Request from Project Representative” sent to PI, Primary Research Admin and/or Primary Post-Award Contact, and Department SUBK Notifiers.
When the Project Team Submits Changes…	“SUBK# (PI Last Name) - Change Made by Project Team” sent to PI, Primary Research Admin and/or Post-Award Contact, Department SUBK Notifiers, and OCA Rep (if assigned).
When the Projet Team Declines Changes...	"SUBK# (PI Last Name) - Change Request Declined by Project Team" sent to PI, Primary Research Admin and/or Post-Award Contact, Department SUBK Notifiers, and OCA Rep (if assigned).
When OCA Cancels SUBK…	“SUBK# (PI Last Name) - Subcontract Canceled by OCA” sent to PI and Primary Research Admin, and/or Post-Award Contact.
When OCA Activates SUBK…	“SUBK# (PI Last Name) - Subcontract Activated” sent to PI and Primary Research Admin, and/or Post-Award Contact.
When OCA Restores SUBK...	“SUBK# (PI Last Name) - Subcontract Restored” sent to PI and Primary Research Admin, and/or Post-Award Contact.
When the SUBK is Sent to PI for Review…	“SUBK# (PI Last Name) - SUBK Sent to PI and Project Team for Review" sent to PI, Primary Research Admin, and/or Post-Award Contact, and Department SUBK Notifiers.
When the PI Signs SUBK…	“SUBK# (PI Last Name) - SUBK Signed by PI” sent to PI, Primary Research Admin and/or Post-Award Contact, Department SUBK Notifiers, and OCA.
When the Unit Approves SUBK…	“SUBK# (PI Last Name) - Unit Approved SUBK” sent to PI, Primary Research Admin and/or Post-Award Contact, and Department SUBK Notifiers (if all departments approved, then OCA as well).
When the SUBK Sent for Re-Review…	“SUBK# (PI Last Name) - Sent SUBK for Re-Review” sent to PI, Primary Research Admin and/or Post-Award Contact, and Department SUBK Notifiers.
When a SUBK Amendment Submitted…	“SUBK# (PI Last Name) - SUBK Amendment Requets Submitted ” sent to PI and Primary Research Admin and/or Post-Award Contact.
When a Project Team Cancels Amendment… When OCA Cancels Amendment…	“SUBK# (PI Last Name) - Amendment Canceled ” sent to PI, Primary Research Admin and/or Post-Award Contact.
When PI Signs SUBK Amendment...	“SUBK# (PI Last Name) - SUBK Amendment Signed by PI” sent to PI, Primary Research Admin and/or Post-Award Contact, Department SUBK Notifiers, and OCA.
When SUBK Amendment Sent to PI for Review…	“SUBK# (PI Last Name) - Amendment to SUBK sent to PI and Project Team for Review” sent to PI and Primary Research Admin and/or Post-Award Contact.
When Project Team Requests SUBK Closeout… When OCA Initiates SUBK Closeout…	“SUBK# (PI Last Name) - Closeout Requested by Project Team” or “SUBK Closeout Process Initiated” sent to PI, Primary Research Admin and/or Post-Award Contact, and Department SUBK Notifiers.
When a SUBK’s End Date is approaching or has passed…	“SUBK# (PI Last Name) - Close or Amend SUBK End Date in 30 days,” or “Subcontract End Date is Today,” or “Subcontract End Date has Passed” is sent to PI, Primary Research Admin and/or Post-Award Contact, and Department SUBK Notifiers.
When a SUBK is Moved to Closeout...	“SUBK# (PI Last Name) - Subcontract Moved to Closeout” sent to PI, Primary Research Admin and/or Post-Award Contact, and Department SUBK Notifiers.
When an Amendment Sent for Re-Review…	“SUBK# (PI Last Name) - Sent Amendment for Re-Review ” sent to PI and Primary Research Admin and/or Post-Award Contact.

Agreement Acceptance

Event/Activity	"Email Subject Line" and Description
When a PAF or UFA Create Agreement Acceptance Form is submitted…	“Info Only: Agreement Terms have been routed for approval” is sent to the member who submits and required department approvers with approved PAF Notifiers
When Ad Hoc Review is required…	“Action Required: Agreement Terms are awaiting your review” is sent to other required Central Office (Ad Hoc) Reviewers
When Project Team Review is required…	“Action Required: Agreement Terms require project team review” is sent to the PAF/UFA members who can submit
When Project Team Submit…	“Info Only: Agreement Acceptance routed for additional processing” is sent to the PAF/UFA members who can submit
When Department Review is required…	“Action Required: Agreement Terms ready for Department review” is sent to the Admin Home PAF Notifiers
When School/College Review is required…	“Action Required: Agreement Terms ready for School/College review” is sent to the Admin Home Department Group PAF Notifiers
When UMOR Review is required…	“Action Required: Publication Restriction justifications ready for your review” is sent to the UMOR Reviewer
When AA is Accepted…	“Info Only: Agreement Terms have been accepted” is sent to the PAF/UFA members who can submit and the ORSP Project Rep
When AA is Declined…	“Info Only: Agreement Terms have been declined” is sent to the PAF/UFA members who can submit and the ORSP Project Rep
When Post a Comment is used…	“Comment Posted to [16-PAF0001]” is sent to the individuals selected by the person who posted the comment

Award

Event/Activity	"Email Subject Line" and Description
When ORSP Cancels Award associated with PAF...	"Information Only: Award Record Cancelled" is sent to PIs, Primary Research Administrator, Primary Post-Award Contact on the PAF
When SSC Completes Account Assignment ...	"Information Only: Account Assignment Completed" is sent to the Primary Post-Award Contact once a Project Grant is assigned to Award
When SSC or SP Activates Award ...	"Award Activation Notice" is sent to PI(s), all investigators on award, Primary Post-Award contact, all administrative personnel listed as editors of the award, all departments and their roll up structure for the admin home and appointing departments, and any PAF departments who are participating for Other Commitments, Cost Sharing, Subaccounts, Internal Agreements, Space, or CTSUs to notify them to review the information and deliverables in the Award workspace
When ORSP Terminates Award...	"Info: Award has been Terminated" is sent to UM Principal Investigators, UM Sponsor PI, plus Post-Award Administrators and anyone marked as an Award Editor notifying them that the award was terminated
When Sends Contract for PI Signature...	"Action Required: Contract Sent for PI Signature" is sent to UM Principal Investigators, UM Sponsor PI, plus Post-Award Administrators and anyone marked as an Award Editor. Different instructions are sent depending on paper or electronic signature
When Award Editors plus Approvers for Home chain use Manage Non Key Investigators...	"Information only: Update to set of Award Non Key Investigators" is sent to UM Principal Investigators, UM Sponsor PI, plus Post-Award Administrators, Other Administrative Personnel, and anyone marked as an Award Editor on the Award if an Investigator is added or inactivated who is not marked as Senior/Key
When ORSP Initiates Project Closeout...	"Information Only: Closeout Process Initiated" is sent when ORSP starts the closeout process to all PIs, the Sponsor PI (if applicable), and the Primary Post-Award Contact
When ORSP Closes Project...	"Info: Project Closed" is sent once the project is closed to all PIs, the Sponsor PI (if applicable), and the Primary Post-Award Contact
When ORSP Restores Award...	"Info: Closed Project Re-Activated" is sent to all PIs, Sponsor PI (if applicable), and the Primary Post-Award Contact
When someone Posts a Comment...	"Comments Post to Award" or Subject Line entered is sent when the comment is posted to the selected recipient(s)
When ORSP Manages Hold...	"Funding On Hold: Pending PI/Project Team Action" or "Hold Released" is sent when ORSP places an Award On Hold or Award Off Hold to All active PIs, Sponsor PI (if applicable) plus Primary Post-Award Contact
When the system places a Compliance Hold...	"Action Required: Award moved to Compliance Hold" is sent to All active PIs, Sponsor PI (if applicable) plus Primary Post-Award Contact
When UM PI Manages Conflict of Interest...	"Info: Conflict of Interest Information Changed" is sent to Department Award Notifiers when the UM Principal Investigator changes the COI on an Award
When UM PI Signs Award Record...	"Info: AWD Signed by PI" is sent to the Primary Post-Award Contact when a new PI is added to and signs the Award
When ORSP Creates Agreement Acceptance Request...	"Info: Agreement Acceptance Request Created" is sent to the PI and the Primary Post-Award Contact when an AAR is initiated off of the Award
When the system sends reminders for Manages Deliverables...	are sent prior to a deliverable's Due Date at 60, 30, and 5 days prior to the PI/Project Team (including Sponsor PI, if applicable), Primary Post-Award Contact, and the selected email recipient(s). After the Due Date, reminders will be sent every 7 days until complete. After 35 days, the Approvers in the Administrative Home Chain will be added to the email reminders if the deliverable is still not complete.

Award Change Request

Event/Activity	"Email Subject Line" and Description
When Route to Post Award Contacts...	"Action Required: Award Change Request Ready for Review" is sent to the Primary Post-Award Contact and Additional Post-Award Contact to review and Route for Approval
When PI/Post-Award Contact Route Request...	"INFO: Award Change Request Routed" is sent to whomever created the ACR and any Sponsor PIs, if applicable
When PI/Post-Award Contact Route Request for Approval	"Action Required: Award Change Request Required Approval" is sent to the Contact PI if approval is required (per ACR Type)
When PI/Post-Award Contact Route Request and ACR needs New Investigator Signature	"Action Required: Award Change Request Requires Signature" is sent to any new Investigator if one was added
When PI/Post-Award Contact Route Request and ACR goes to Unit Review	"Action Required: Award Change Request Ready for Review and Approval" is sent to Units if no PI/New Investigator signature/approvals are required
When PI Approves ACR	"Info: Award Change Request Approved by PI" is sent to creator of ACR and Post-Award Contacts
When New Investigator Sign ACR	"Info: Award Change Request Signed by Investigator" is sent to creator of ACR and Post-Award Contacts
When PI/Post-Award Contact or Admin home chain Requests Changes	"Action Required: Award Change Request Changes Requested" is sent to creator of ACR, Post-Award Contacts
When PI/Project Team Submit PI/PT Changes and ACR goes to PI Review	"Action Required: Award Change Request Required Approval" is sent to the Contact PI if approval is required (per ACR Type)
When PI/Project Team Submit PI/PT requested Changes and ACR goes to Investigator Signature	"Action Required: Award Change Request Requires Signature" is sent to any new Investigator
When Unit Reviewer Requests Changes	"Action Required: Award Change Request Reviewer Requests Changes" is sent to creator of ACR and Post-Award Contacts
When PI/Project Team Submit Unit requested Changes and ACR goes to Unit Review	"Action Required: Award Change Request Ready for Unit Approval" is sent to Units pending approval
When PI/Project Team Submit Unit requested Changes and ACR goes to Initial ORSP Review	"INFO: Award Change Request in ORSP Initial Review" is sent to ACR Creator and Post-Award Contacts
When PI/Project Team Submit Unit requested Changes and ACR goes to Awaiting Investigator Signature	"Action Required: Award Change Request Requires Signature" is sent to any PI awaiting signature
When Unit Reviewer Submit Changes	"INFO: Award Change Request Reviewer Submitted Changes" is sent to Post-Award Contacts and any department notifier for Departments who already approved
When Unit Approve ACR and additional Units need to approve	"Action Required: Award Change Request Ready for Review and Approval" is sent to pending Units
When ORSP Responds to Requested Action... (legacy)	"Information Only: ORSP Responded to Request" is sent to the Contact PI, Sponsor PI (if specified), the Primary Post-Award Contact, and the Additional Post-Award Contact for an ACR of ORSP Action Request
When ORSP Approves Request...	"Information Only: Award Change Request Approved" is sent to the Contact PI and Primary Post-Award Contact and the Additional Post-Award Contact
When ORSP or PI/Project Team Cancels Request...	"Information Only: Award Change Request Cancelled" is sent to the Contact PI and Primary Post-Award Contact and the Additional Post-Award Contact
When ORSP Request Changes...	"Action Required: ORSP Requests Changes" is sent to the Contact PI and Primary Post-Award Contact and the Additional Post-Award Contact
When PI/Project Team Submit ORSP requested Changes...	"Information Only: Award Change Request Changes Submitted" is sent to the Contact PI and Primary Post-Award Contact and the Additional Post-Award Contact
When ORSP Declines Request...	"Information Only: Award Change Request Declined" is sent to the Contact PI and Primary Post-Award Contact and the Additional Post-Award Contact
When ORSP Requests Sponsor Approval...	"Information Only: Request sent to sponsor for approval" is sent to the Contact PI, Primary Post-Award Contact, and the Additional Post-Award Contact to indicate that the request first needs sponsor approval
When Project Team Cancel ACR...	if ACR was in Draft, "INFO: Award Change Request Cancelled" is sent to ACR Creator and Post-Award Contacts if ACR was not in Draft, "INFO: Award Change Request Cancelled" is sent to ACR creator, Post-Award Contacts, Contact PI, Sponsor PI (if specified), and any Unit contact from approved Departments (add PR if ACR was in ORSP Review).
When ORSP Cancel ACR...	"INFO: Award Change Request Cancelled" is sent to ACR creator, Post-Award Contacts, Contact PI and Sponsor PI, if specified.
When ACR is about to be Cancelled Administratively (e.g., in 15 days)...	"Action Required: Award Change Request Will be Cancelled in 15 Days" is sent to ACR creator and Post-Award Contacts
When ACR is Cancelled Administratively...	if ACR was in Draft, "Action Required: Award Change Request Cancelled" is sent to ACR creator and Post-Award Contacts if ACR was not in Draft, "INFO: Award Change Request Cancelled" is sent to ACR creator, Post-Award Contacts, Contact PI, Sponsor PI (if specified), and any Unit contact from approved Departments (add PR if ACR was in ORSP Review).

Award Modification

Event/Activity	"Email Subject Line" and Description
When ORSP Initiates Award Modification...	"Info: Award Modification In Progress" is sent to All PIs, Primary Post-Award Contact on the PAF, and Sponsor PI (if applicable) when ORSP creates an Award Modification
When SSC or SP Activates Award Modification...	"Award Modification has been Activated" is sent to All UM Investigators, Admin Personnel, and Departments associated with the Award.
When ORSP Cancels Modification...	"Information Only: Award Modification Cancelled" is sent the Primary Post-Award Contact and Additional Post-Award Contact.

Tags:

eResearch

Proposal Management

Last Updated:

Tuesday, June 18, 2024