Overview
This procedure demonstrates how to search across all record types (Award (AWD), Proposal Approval Form (PAF), Subcontract (SUBK), and Unfunded Agreement (UFA). This search is available to central office and Reviewer roles.
General Multi-Record Search Tips
- Searching with a wildcard character (percent sign %) on the Multi-Record Search is not allowed due to system performance considerations. The system will automatically remove all user-entered wildcards from search terms.
- The system will automatically place a wildcard character (percent sign %) at the end of your search term(s). This means you do not need an exact match for the entire field (such as a very long title) but just for the first few characters/words. For example:
- Searching for “Breakthroughs in Sci” will find “Breakthroughs in Science: Core Analytic Framework and Empirical Studies” without typing the entire project title.
Search Fields
Brief explanations are provided below for each of the search fields on the Multi-Record Search page.
Project ID
The AWD, PAF, SUBK, or UFA ID should be an exact match (e.g., AWD123456, 22-PAF12345, SUBK00001234).
Title
Searching using this field requires you to know the exact formatting of the Title field or the search will not yield results.
A leading or mid-search term wildcard character (percent sign %) is not allowed due to system performance considerations.
Contact Principal Investigator (PI)
Searches for the person in the role of UM Principal Investigator (PI) who has been identified as the "Contact PI" on the record. For records that have only one UM Principal Investigator (PI) listed, that person is the Contact PI.
Personnel
Searches for the person in all eRPM Investigator and Administrative Personnel roles.
Administrative Home Department
Searches for the department listed as the Administrative Home on the record.
External Entity
Searches for the entity name in the sponsor/vendor table of the record.
- SUBKs must have a vendor name that is associated with a sponsor code in order to display in the search results.
- PAFs must have an official sponsor code assigned in order to display in the search results (i.e., must have been received by ORSP).
Project Representative
Searches for the central office employee listed as the Project Representative on the record.
Awards only
Project Grant
Searches for the project/grant in the set of project/grants associated with Award records (AWDs).
Direct Sponsor Award ID
Searches for the Award ID (assigned by the direct sponsor) in the authorized budget periods of AWDs.
Prime Sponsor Award ID
Searches for the Award ID (assigned by the prime sponsor) in the Prime Sponsor Award ID field of AWDs.
Purchase Order
Searches for the purchase order number in the Purchase Order Number field in the authorized budget periods of AWDs.
Step-by-Step Process
- Click the Search tab.
- Click the Multi-Record Search tab if it is not already selected.
- Select the Record Type(s) to include in the search.
Note Click Reverse selection to deselect the selected items and select the unselected items. - Select the Record Status(es).
Note "Active/Actionable" includes active records and those that are in-progress or processing. - Enter One or More Search Parameters (e.g., ID, Title, Principal Investigator, Personnel, etc.).
Tips
- You may enter as many parameters as needed to refine/narrow your search.
- When you enter more than one criteria, your search will need to match all entries.
- Fields with a browse ... button (Contact PI, Personnel, Administrative Home Department, External Entity, PR, etc.) will display predictive text from which you can select as you type (e.g., Last Name, First Name, Uniqname, ID, or Name).
- Note the bottom section of search parameters will only return Awards (e.g., Project/Grant, Direct Sponsor Award ID Type, etc.).
- Click Submit.
Or, click Reset to clear all entered values and start over.
- Results will display at the bottom of the page. Click a column heading (e.g., ID) to sort search results.
Notes
- A link to the project workspace displays in the Title column of the search result(s).
- Use Filter by to refine/narrow the search results.