CD Order Process

1. CD Order Process January 8, 2002

2. CD Product CDs are designed specifically for Peer Review Study Section meetings Each CD contains the following: • All grant applications assigned to the study section meeting. • All related prior summary statements. • All related program announcements (PAs) • All related request for proposals (RFAs) • All related reviewer guidelines • CD User Guide

3. CD Order Processes • CD order processes enable NIH staff to request and communicate CD orders to the CD contractor, and enable the contractor to effectively create and deliver the CDs. • CD order processes are dependent on previous data entries into IMPAC II Review Module, where applications are assigned to study section meetings and reviewers, and conflicts are identified.

4. Peer Review Activities • 2,225 meetings • 34,645 reviewers • Approximately 4,450 CD conflict reviewers • 45,000 applications

5. Activities Equate to CDs • 2,225 meetings = 2,225 master CDs • 34,645 reviewers = 34,645 standard CDs (standard CDs are copies of master CDs) • 4,450 conflict reviewers = 4,450 custom CDs (avg. 2 per meeting x 2,225 meetings) • 2,225 masters+4,450 cust. = 6,675 unique CDs • 34,645 standards + 11125 extras = 45,770 standard CDs(avg. 5 extras for each of 2,225 meetings)

6. CD Order Processes Must Deploy March 25, 2002 Meetings During Year 2000 Weekly April 1 June-July CD Order Meetings

7. What technical components are needed? • CD Order Entry Module (for NIH staff use) • CD Order Retrieval Module (for CD contractor use) • CD Order Data File • CD Order Packing Slip • CD Order Entry Report • Application Registration-to-Scanning Age Report • CD Estimated-Time-of-Arrival (ETA)

8. IMPAC II Review Study Section Meeting CD Order Entry Screen Commands Exit Submit Order Edit Delivery Address Delete Pending Order Details including ETA Packing Slip Report Pick the type of order you want (1,2, or 3): o 1. Order complete set of CDs for study section meeting. (Select this option when you are first ready to order CDs for you entire study section meeting.) A CD will automatically be produced for every reviewer, however, ,you may order extras. How many extra standard CDs do you want? o 2. Order a quantity of standard CDs. (Select this option when you make late discovery you need a few more CDs. For example, you discover a few extra people are coming to your meeting.) How many standard CDs do you want? o 3. Order 1 custom CD for 1 specific reviewer who has conflicts. (Select this option when you make late discovery of conflict.) Pick the conflict reviewer from pop-list of reviewers who have conflicts! CD Delivery Address Line-1 Line-2 Line-3 Etc. Phone: E-Mail: CD Order History Order Order Order Status Conflict Qty. Qty. Qty.Extra Total Number Type Date Person Standard Custom Standard Qty.

9. IMPAC II CD Order Retrieval Screen Study Section Meeting: XYZ Meeting Date: 12/31/2002 Commands Exit Retrieve Next Order Retrieve Specific Order Mark In-Process Mark Completed CD Packing Slip Report Create CD Data File Order Entry Report Selected Order Order ID Order Type code and description Order Date (mm/dd/yyyy hh:mm) Status code and description Status Date (mm/dd/yyyy hh:mm) Qty. Standard CDs Qty. Custom CDs User ID and name of last status change CD Delivery Address UserID and name of person who placed order Line-1 Line-2 Line-3 Line-4 Line-5 Line-6 Line-7 Phone: E-Mail:

10. Figure-2 CD Order Entry, Retrieval and Production Processes (1) Review Module Assignments and QA reports (2) IMPACII CD Order Entry Screen (3) IMPACII CD Order Retrieval Screen IMPACII Database SRA/GTA Contractor CD contractor’s PC/LAN CD Order Packing Slip CDs (5) Mail CDs to reviewers (4) CD Production Process. (CD contractor)