OverviewThis 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.
Proposal Management
Overview Non-UM personnel can get access to eResearch Proposal Management (eRPM) by obtaining a Sponsored affiliate account. Sponsored accounts allow non-UM personnel access to certain campus systems. After getting your Sponsored account, you won't automatically be able to log in to eRPM.
Overview
This job aid explains the Add or Remove Coverage activity for ORSP-PR roles to assist with work allocation when staff members are out of office. Adding coverage changes the records which appear in the ORSP-PR inbox tabs on the ORSP-PR workspace. All project lists include the PR last name to assist with sorting and filtering.
Navigation
Role: ORSP-PR > ORSP Coverage: Add or Remove Coverage
OverviewThe Pre-Award Officer Team Leadership can manage proposal complexity factors, including a "fail-safe" PR when no other Project Representative is assigned.ContentsMange PAO Round Robin - Complexity CalculationUpdate PRs Ready for AssignmentUpdate if a Sponsor is ComplexThese activities are available to those with the ORSP-IT role.NavigationRole: ORSP-IT Home Workspace
Overview
This procedure details how the PI & Project Team can:
Make and Submit PAF Changes
Decline Requested PAF Changes
Request ORSP Action to Make Changes
Important Information
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
Overview
At the top of a PAF Workspace above the tabs, a Status Map displays colored symbols and statuses to indicate a PAF’s progression through Pre-Submission, Post-Submission, and Processing Award. This document shows examples and descriptions of the different maps.
Notes
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: