Proposal Management

Overview The Manage Conflict of Interest activity allows U-M Investigators to update the Conflict of Interest information if it has changed. This activity is available after an investigator has signed the Award. Once completed, this activity will send an email to the ORSP Project Representative and Department Award notifiers informing them of the update. Navigation Role: PI & Project Team > Award workspace > Manage Conflict of Interest activity
Overview When a PAF is routed for approval, it is put into a non-editable state. Using Manage Data menu activities you can change certain types of data without putting the PAF Worksheet into an editable state and creating change logs. This procedure includes:
Overview As a Research Unit Liaison (UL) or a Unit Reviewer, you can maintain a list in eResearch Proposal Management (eRPM) of the people or groups who do the following for each Dept ID to which you are assigned:
Overview The Manage Hold activity allows ORSP to place and remove an Award from a Hold state. ORSP will evaluate if there are any outstanding items that need to be completed prior to processing the awards. The ORSP Project Representative (PR) will place an award on Hold if any of the following are missing:
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
Overview The Export Control, Site Manager, or VIP roles can manage a security plan for a PAF/ UFA / Award (AWD). The Security Plan can be uploaded from a PAF/AWD/UFA Workspace. This procedure shows managing a Security Plan from a PAF Workspace. Navigation Role: Export Control or Site Manager > My Home > PAF or UFA or AWD Workspace
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
Overview Enables departments to capture their own information for any project where the department is an approving department (e.g., Approver of space, budget, personnel with effort, or cost-sharing). Unit Data is sent to the Proposal Management data set nightly. Anyone with access to the Proposal Management data set can view the data. It is not restricted to the department that entered the data.
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.
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.