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.
Proposal Management
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.
Overview
The 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 information
Track review progress
Identify items that require action
View related documents
Home 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.
Overview
After 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.
Overview
U-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.
Overview
After 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.
Import Important Information