Proposal Management

Overview Non-UM personnel can obtain access to eResearch by requesting a Friend account. Friend accounts are issued by Information Technology Services (ITS) and allow non-UM personnel access to many campus systems, including eResearch.  After getting your Friend account, you won't automatically be able to log in to eResearch. You will need to be added by an existing eResearch user. 
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.
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 Click on the name of the PAF/Project from your Home Workspace to view its PAF Workspace. The PAF Workspace is available for a PAF after it is created. Use it to:
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 or requesting changes to 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.