New Proposal Review Form Revised 09/10/2008 - PowerPoint PPT Presentation

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New Proposal Review Form Revised 09/10/2008. Office of Sponsored Projects (512)471-6424 osp@austin.utexas.edu. Meeting the Needs of a Dynamic Research Community.

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New proposal review form revised 09 10 2008 l.jpg

New Proposal Review FormRevised 09/10/2008

Office of Sponsored Projects

(512)471-6424

osp@austin.utexas.edu


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Meeting the Needs of a Dynamic Research Community

The Office of Sponsored Projects is pleased to announce the release of its new proposal review form (PRF). This release is the result of a collaborative effort between members of UT-Austin’s faculty, departmental administrators, OSP personnel and ITS programmers.

Users will still answer the same questions that were on the old PRF (and a few new ones). These questions remain, because they are required by university, state, or federal regulations and/or policies. The new PRF, however, organizes the questions into more common-sense categories and provides some background information regarding the collection of the data.

Many features have been added and a number of enhancements to existing features have been incorporated into the new PRF.


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Some features remain the same. To start a new Proposal Review Form, users still select the “Create a New Proposal” link.


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PI’s view of the Create New Proposal page.


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Administrative Assistant/Associate view: A UT EID is required on the “Create New Proposal” page.


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Enhancement

  • Search function has been added to allow users to find associated OSP numbers when creating a PRF for a supplement or a non-competitive renewal.


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Click on the search feature (magnifying glass) to go to PI’s project listing to find the applicable project number.HINT: click on any magnifying glass for search capability.


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Enhancement

  • New Status Dashboard

    • At a glance, a PI can determine

      • OSP number

      • Title

      • Primary PI’s name

      • Date PRF created

      • Status of PRF (proposed, submitted, returned, etc.)

    • On each page, a user can upload supporting documents

      • Users no longer have to wait until the last page to upload documents


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Status Dashboard


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Enhancement

  • New Interface

    • Tabbed navigation (Page 1 and Page 2)

    • Each page contains section headers

      • Questions organized into common-sense sections

    • Documentation Checklist tab

      • Provides a general list of documents a PI may require in support of the proposal

    • Errors/Warnings tab

      • Allows users to identify errors within the PRF and provides a link to each error for ease of navigation to problematic fields


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Page 1


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Page 2


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Documentation Checklist


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As a user scrolls over each section, the link will change from orange to blue to let users know which section will be selected.


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Questions are organized in common-sense categories that users can expand/collapse at will. Users can expand all categories, or can expand one category at a time.


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When a user clicks each header or presses the “Show” button, the information fields contained in that particular section drop down.


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Enhancement

  • Users have three ways to save data

    • If a user forgets to press the “save” or the “save and validate” button, the PRF will automatically save any new data when a user navigates from tab to tab.

    • Each section has a “save” button that allows users to save data without validation

    • Each section also has a “save and validate” button that will save the data and will simultaneously run a check for errors/warnings contained in the PRF


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Toggling from Page 1 to Page 2 will automatically save any new data entered into the PRF.


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In addition, users are able to “save” or “save and validate” from each section. The “save” button will merely save any data entered into the PRF, even if the data is incorrect.


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The “save and validate” button will run an assessment of the data entered into the PRF. All errors will be identified and compiled in the Errors/Warnings tab.


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The Errors/Warnings tab will show a user the list of warnings or errors preventing submission.HINT: Each error is a link that will guide the user to the error.


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Enhancement

  • Users can click live links and access sites that may contain information needed during the course of preparing a PRF


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When a user moves his/her curser over a live link, it will turn blue


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Clicking on the link will open another window and take the user to the site.


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The following are additional examples of live links.


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Some links will be contained within comments or questions.


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Enhancement

  • Users cannot accidentally submit a PRF to OSP before it is completed.


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The ‘Submit to OSP’ button will not highlight until all required fields have been correctly entered.


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Once all fields have been saved and validated and no errors are found, the ‘Submit to OSP’ button will be activated.


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After clicking ‘Submit to OSP,’ a certification statement will appear.


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By selecting ‘I Agree,’ the Submit button will activate to finalize submission to OSP.


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After clicking ‘Submit’, text will appear letting a user know he/she is finished submitting to OSP. A “Request Return” button will appear, should a user need to update any information.


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Enhancement

  • Users cannot accidentally request a return of a PRF


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After clicking the ‘Request Return’ button, a user must let OSP know why the PRF must be returned. Without an explanation, a user cannot recall the PRF.


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After selecting ‘Request for Return,’ a message will appear letting the user know he/she will be notified when OSP has returned the PRF. The reason will be posted in the status dashboard.


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“Helping Make Research Happen”

Questions / Comments should be sent to:

osp@austin.utexas.edu


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