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New Proposal Review Form Revised 09/10/2008. Office of Sponsored Projects (512)471-6424 [email protected] Meeting the Needs of a Dynamic Research Community.

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new proposal review form revised 09 10 2008

New Proposal Review FormRevised 09/10/2008

Office of Sponsored Projects

(512)471-6424

[email protected]

meeting the needs of a dynamic research community
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.

slide3
Some features remain the same. To start a new Proposal Review Form, users still select the “Create a New Proposal” link.
administrative assistant associate view a ut eid is required on the create new proposal page
Administrative Assistant/Associate view: A UT EID is required on the “Create New Proposal” page.
enhancement
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.
slide7
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.
enhancement8
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
enhancement10
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
slide14
As a user scrolls over each section, the link will change from orange to blue to let users know which section will be selected.
slide15
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.
slide16
When a user clicks each header or presses the “Show” button, the information fields contained in that particular section drop down.
enhancement17
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
slide19
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.
slide20
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.
slide21
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.
enhancement22
Enhancement
  • Users can click live links and access sites that may contain information needed during the course of preparing a PRF
enhancement27
Enhancement
  • Users cannot accidentally submit a PRF to OSP before it is completed.
the submit to osp button will not highlight until all required fields have been correctly entered
The ‘Submit to OSP’ button will not highlight until all required fields have been correctly entered.
slide29
Once all fields have been saved and validated and no errors are found, the ‘Submit to OSP’ button will be activated.
slide32
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.
enhancement33
Enhancement
  • Users cannot accidentally request a return of a PRF
slide34
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.
slide35
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.
helping make research happen
“Helping Make Research Happen”

Questions / Comments should be sent to:

[email protected]

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