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SAM Kiosk User Manual - Office of Grants and Contracts

1. mutations https qa app emory edu sam sam html Number of characters remaining 1924 If gt 500 characters press Enter to make the text box bigger for printing 07 01 2010 06 30 2015 EMUNV 20000 5200 00001234 12345 0000099999 Smartkey was set up under incorrect department code New smartkey has been issued please inactivate Number of characters remaining 3898 If gt 500 characters press Enter to make the text box bigger for printing 5 17 2014 4 05 PM SAM Kiosk 2 of 2 TS Do you need to attach documents to this request https qa app emory edu sam sam html SIGNATURE INFORMATION PI Signature Date Departmental Signature Date School Signature Date 2012 02 16 09 30 22 000000000 5 17 2014 4 05 PM SAM Kiosk 1 of 2 wy EMORY P UNIVERSITY roject Hold Request SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Provide an _ Alternate Contact https qa app emory edu sam sam html SAM KIOSK An Emory Commons Applicatian Erin Alexis 404 727 1555 emalexi emory edu Select PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project ID Project Award Title M
2. Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Provide an _ Alternate Contact Erin Alexis 404 727 1555 emalexi emory edu No https qa app emory edu sam sam html PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project ID Project Award Title Award Begin Date Award End Date Mary Jane Doe 12345 Medicine School of Medicine 0000012345 MDA 555 555 00001234 Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1924 If gt 500 characters press Enter to make the text box bigger for printing 07 01 2010 06 30 2015 CHARTFIELD INFORMATION Business Unit Operating Unit Fund Code Project ID Department ID SmartKey EMUNV 20000 5400 00001234 12345 0000055555 Where will the charges be moved to Are Charges older than 90 days 1 of 2 5 17 2014 3 15 PM SAM Kiosk 2 of 2 TYPE OF TRANSACTION NEEDED TYPE OF TRANSACTION NEEDED Journal Number Journal Entry 0000099999 https qa app emory edu sam sam html JUSTIFICATION Justification Override needed for JE to clear OLT charges to discretionary smartkey for award close
3. SAMPLE HEQUEST FORMS Version 1 0 July 2014 Page 22 SAM Kiosk X EMORY SAM KIOSK UNIVERSITY An Emory Commons Application Provisional Award Request SUBMITTER INFORMATION NIXUNCETANINUEENENUNUNCURTURTUUNCEUNEKUNCIRTEURUNTERNEHERECAEUNCEIE v ma gue A Employee First Name Employee Last Name Employee Phone Number 404 727 2500 Alternate Phone Number Employee Email Would You Like to Provide an Alternate Contact hs STANDARD AWARD INFORMATION etter rece mieten P First Name Scott B Last Name Simon Department ID 123456 Department Name Biochemistry School Name School of Medicine Compass Award Number Sponsor Name National Institutes of Health Sponsor Reference Number if 1R01AH23456 01 available Project Award Title Number of characters remaining 1978 printing Award Begin Date 08 01 2014 Award End Date 07 31 2019 AWARD TYPE INFORMATION JUSTIFICATION FOR PROVISIONAL AWARD REQUEST Funding Source Federal Type of Award New Renewal Award Select One of the Following Prime Award to Emory with authorized pre award spending Proposal ID 0000012345 PROVISIONAL AWARD REQUEST INFORMATION P PEE TE Please Enter the Following Information Request Start Date 08 01 2014 Anticipated Award Information Budget Period 08 01 2014 Thru Award Period 08 01 2014 Thru Department School Guarantee 0000044455 SmartKey Requested Names for New
4. SIGNATURE INFORMATION ICH GGUMRDMREORUARORU LONGUM MOM lar eee ecg iene ei ie eee PI Signature Date Departmental Signature Date School Signature LLLA Date 2012 02 16 09 30 22 000000000 https qa app emory edu sam sam html Page 2 of 2 7 9 2014 SAM Kiosk EMORY UNIVERSITY https qa app emory edu sam sam html SAM KIOSK An Emory Commons Application Request for New Projects After Award SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Provide an Alternate Contact STANDARD AWARD INFORMATION PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project ID Project Award Title Award Begin Date Award End Date Erin Alexis 404 727 1555 emalexi emory edu Select Mary Jane Doe 12345 Medicine School of Medicine 0000012345 NIH 5R01A145698 00001234 Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1924 If gt 500 characters press Enter to make the text box bigger for printing 07 01 2010 06 30 2015 NEW PROJECT INFORMATION Compass Award Number Effective Date of New Project Effective Period of New Project Title of New
5. Security Access Request Compass Cayuse A description of each of these types of requests can be found within the SAM Kiosk While SAM is an online request system at the current time all approvals which are required for a given request will still need to be obtained in hard copy and uploaded to the system following the procedures described below Version 1 0 July 2014 Page 2 SAM Kiosk User Manual Campus Users Access to SAM The SAM Kiosk has 3 types of users e Campus Users The majority of users of the system will be campus users Pl s research coordinators other support staff who submit requests through the system Campus users may create request forms obtain the required signatures and submit all materials to the appropriate central office OSP DMG OGCA for handling No special access needs to be set up for campus users When a campus user logs onto SAM the first time the application will create the user in the SAM database Campus users should log on using their university NetID and password e Analyst Admin Users Analysts are central office OSP DMG OGCA staff who will review and process the requests submitted through the system Analysts are specifically assigned this role by SAM Super Users e Super Users Super Users are typically OSP DMG and OGCA management staff Super Users can monitor the work of analysts and can assign and reassign requests Super Users also have access to metrics and reports in the
6. 120000 28200 40000 4000 15000 0 13877 221077 113342 334419 Project End Date Effective Date of Change Old Department ID Old Project ID Effort If multiple projects are affected please note in the comments section and attach supporting documents INTERNAL REQUEST CHANGE INFORMATION 06 30 2015 03 01 2012 12345 00001234 20 New Department ID 24567 COMMENTS Would You Like to Add Additional Comments ATTACHMENTS Do you need to attach documents to this request 5 17 2014 1 37 PM SAM Kiosk 2 of 2 https qa app emory edu sam sam html r SIGNATURE INFORMATION PI Signature Date Departmental Signature Date School Signature Date 2012 02 16 09 30 22 000000000 5 17 2014 1 37 PM SAM Kiosk 1 of 2 wy EMORY SAM KIOSK UNIVERSITY An Emory Commons Application Carryforward Request SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Provide an _ Alternate Contact Erin Alexis 404 727 1555 emalexi emory edu No https qa app emory edu sam sam html PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if a
7. 2014 Page 6 SAM Kiosk User Manual Campus Users Search For Forms Search for forms by specifying the criteria below Form Name Select n Form Category Select COMPASS Award ID Department ID Status Assigned In Progress z View All Except Draft and Completed Analyst Name Search Analyst Created From To Emp ID Search Reset Date Subm Date Comp Submitted y Id Form Request Fi Pl Award ID Smart Key ted ted Assigned Status Status Dat No cost R WIT Test Assigned I R WIT Test 194 Extension P OSS Meryl Stree 0000000002 03 24 2014 Lowe Chant 03 24 2014 ES NCE Kim Battles Progress Test4 In the example above the status of Assigned In Progress was selected The search screen yields the single form in this status To see the form itself simply click on the row for that form in the list provided Because this particular form has already been submitted to OSP OGCA and has been assigned the form fields will no longer be editable to the user who submitted the form No cost Extension NCE Employee First Name Kim Battles Employee Last Name Employee Phone Number 456 789 3214 Alternate Phone Number Employee Email krwitt4 emory edu Would You Like to Provide an Alternate Contact Pl First Name E Last Name Streep Department ID 452136 Department Name Test Department School Name Yerkes Primate Institute Compass Award Number 0000000002 Sponsor Nam
8. Change in Scope Request 0 OSP Change in Principal Investigator 1 In the example above the user has created or submitted 2 No cost Extension requests 1 Provisional Award Request and 1 Change in Principal Investigator request This section shows the user the number of forms they have created submitted of each type regardless of their current status Version 1 0 July 2014 Page 5 SAM Kiosk User Manual Campus Users In the Status At A Glance section the 4 forms listed above are shown by their current status Status At A Glance Status Count Draft 0 Waiting for Signatures 1 Submitted to OSP OGCA 2 zl Assigned In Progress Returned Additional Information Required Hold Additional Information Required Re submitted Sent to Sponsor for Approval Under Management Review Under Other Dept Review Complete Approved D o O O O O O O Complete Denied In the current example 2 have been Submitted to OSP OGCA 1 is with the user waiting for the signature page to be fully signed and 1 has been Assigned within OSP OGCA DMG and is in process Definitions for each of these statuses can be found below To view specifics of any type of request or to look at an individual request simply click on the appropriate row under either Forms At A Glance or Status At A Glance Doing so will take you to the Search For Forms section of the system where it will display a list of the form status type selected Version 1 0 July
9. Curabitur quis arcu commodo convallis ipsum a aliquet sapien Nam eget risus a est viverra ornare Nulla eu tellus diam Phasellus vitae lacus erat Proin ut T Comments dolor mollis sem sodales lobortis Number of characters remaining If gt 500 characters press Enter to make the text box bigger for u c atic seuss RR oi RR CREER ATTACHMENTS 0r Do you need to attach Vas documents to this request File Path Name Browse zzzzNew Award Checklist 4 1 14 pdf 04 09 2014 15 50 15 SIONA TURE INFORMA TIONS 55 0 80 ects es ane eee eo eee Ade SUISSE PI Signature Date Departmental _ Signature Date https qa app emory edu sam sam html Page 2 of 3 4 9 2014 SAM Kiosk Page of 2 wy EMORY SAM KIOSK UNIVERSITY An Emory Commons Application Effort Change Form SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number 404 727 1111 Alternate Phone Number Employee Email Would You Like to Provide an Alternate Contact pud of Department Bob Last Name of Department Contact Eos Email of Alternate Contact bob emory edu ipsius Contact Phone TEAT STANDARD AWARD INFORMA ION eee PI First Name Edward R PI Last Name Murrow Department ID 126987 Department Name ECAS Journalism School Name Col
10. DMG OGCA the form may be placed in Hold Additional Information Required status Forms in this status will not move forward until all required information is required Re submitted For a form which was placed in Returned Additional Information Required status has been corrected by the campus user They may re submit the form to OSP DMG OGCA Upon clicking the Re submit button the form moves to Re submitted status Sent to Sponsor for Certain requests must be approved by the sponsor prior to action being Approval taken in the Compass system These may include significant reductions in effort changes in PI certain rebudgeting requests or second requests for no cost extensions In these cases the SAM request will be place in Sent to Sponsor for Approval status so that its progress with the agency can be monitored Version 1 0 July 2014 Page 20 SAM Kiosk User Manual Campus Users Under Management Certain types of requests require management level review within the Review central office In such cases the request will be placed in Under Management Review status when provided to management for review Under Other Dept Certain types of requests may require additional review by another Review central department In such cases the request will be placed in Under Other Dept Review status when provided to another central department for review Complete Approved Once a request has been approved and fully completed it wil
11. Finally users may also filter the search results to find only those requests currently in process by checking the View All Except Draft and Completed box This field may be combined with any other search criteria to include only those currently active requests in the search results Search For Forms Search for forms by specifying the criteria below Form Name Select Form Category Select COMPASS Award ID prpartment ID Status Select E View All Except Draft and Completed Analyst Name Search Analyst Created From To Emp ID Search Reset Initiating a Hequest To create a new request in the system click Initiate a Request under My Actions in the left menu bar Main My Dashboard Search My Actions Initiate a Request Quick Links Contact Us This will take you to a list of all request types along with a description of each request Version 1 0 July 2014 Page 11 Initiate A Request SAM Kiosk User Manual Campus Users Form Form Name Form Purpose Type Budget Override Unfreeze A request to unfreeze a project is submitted when the project is closed and expenses or revenue need to be transferred on or off OGCA Project the project Budget Revision Re budget ici T A rebudgeting request may be submitted when there needs to be a rebudgeting between expense categories OGCA Carryforward Request Request to carryover funds from one project to another OGC
12. any one of the following statuses Draft Draft is the initial status every form will have upon creation Any form which has been created and saved by the user but not yet printed for signature or submitted will be in draft status Waiting for Once a form has been completed and printed for signature it will move to Waiting for Signature s status It will remain in this status until submission to OSP DMG OSP Submitted to Once a form has been submitted to OSP DMG OGCA it will move to OSP OGCA Submitted to OSP OGCA status until it is assigned to an appropriate OSP DMG OGCA analyst or other staff member Assigned Once a form has been assigned to an appropriate OSP DMG OGCA Progress staff member it will move to Assigned In Progress status Most forms will remain in this status while under review for processing with OSP DMG OGCA Returned Additional If a submitted form is missing significant information or required Information Required attachments or has conflicting information it may be returned by OSP DMG OGCA to the original submitter for correction and resubmission if appropriate In such cases the request will be placed in Return Additional Information Required status While in this status the campus user may now edit the form OSP DMG OGCA may no longer edit the form Hold Additional If a submitted form is missing only minor information or additional Information Required clarification is required by OSP
13. be created for new department where the PI has moved OGCA Since the project department and potentially the operating unit will change this will result in the creation of a new Smart Key No cost Extension NCE A No Cost Extension may be requested when a grant is ending and additonal time is needed accomplish project goals OSP Payment Missing or ree ed 8 Department is requesting that we find and apply payment sent by sponsor or correct a misapplication of payment OGCA A Hold Request should be submitted under the following circumstances Project Hold Request 1 When the master department of an award need to prevent future transactions from hitting a particular project OGCA 2 When a department needs to prevent further transactions from hitting one of their own 3 When a research sponsor submits a stop work order on an award or a project within an award A Provisional Award Number PAN may be ested by a Principal Investigator for the of initiati sored project Provisional Award Request j z d l y m pore r m Rm prol OSP and incurring expenses prior to the institution s receipt acceptance and processing of the award Request for New Projects Number of projects should be determined and requested at initial set up In the event that a project is needed after initial set up a pas AES request needs to be submitted Additional projects should only be requested if the department needs the project to effectively OGCA manage the award different FAC
14. scelerisque suscipit Nam nec tempus justo Proin sit amet luctus velit Duis scelerisque gravida magna quis dictum magna vulputate sit amet Nam dictum velit augue eu fermentum velit cursus id Nam vulputate enim eu libero laoreet a scelerisque diam varius Vestibulum ut blandit metus Vestibulum sed euismod diam Nulla facilisi Ut vitae eros magna Maecenas feugiat quam at eros interdum et adipiscing mauris auctor Aenean egestas ullamcorper odio a interdum Donec a est lorem Nullam a porta mauris sit amet adipiscing erat Aliquam placerat nisl feugiat dolor consequat eu interdum magna bibendum Nam id magna purus Nullam mattis commodo neque eu pulvinar Cras at imperdiet leo Nulla vitae odio turpis Sed luctus nulla in lorem blandit eu eleifend metus interdum Phasellus mauris quam commodo at ante vel porttitor malesuada nisl Justification Number of characters remaining If gt 500 characters press Enter to make the text box bigger for l 2768 printing COMMENTS n A Y X Would You Like to Add Vas Additional Comments Sed leo dolor faucibus at urna id interdum pretium metus Suspendisse tempor enim non elit egestas sit amet adipiscing nisi consequat Fusce tempus odio erat sit amet aliquet dui imperdiet eu In facilisis massa vel sagittis rhoncus Phasellus sit amet adipiscing enim et suscipit odio
15. system Overview of Workflow and Submission Processes Currently the SAM Kiosk does not support electronic workflow and approval This is planned for a future release Because electronic workflow and approval is not yet available the following general steps are required for a Campus User to submit a request through SAM 1 Log into the SAM system at http sam emory edu using your Emory NETID and password 2 Initiate a request selecting the desired request type from the system list 3 Enter data files as requested 4 Atthis time you may take one of two actions a Save the request form if you need to leave and come back later Upon saving a unique identifier will be assigned to the form and the form will be closed If you save it you may return to the request later and then follow step 4b once the form is completed b Print the form for signatures This button will create a PDF form and present the information and signature lines for all required signatures This action will also save the file at the same time and assign a unique identifier to the request if not already assigned 5 Once signatures have been obtained return to the form and upload a scanned copy of the signed request form bearing all required signatures 6 Submit the form You will receive an e mail from the system confirming submission OSP DMG or OGCA as appropriate will also receive an e mail notifying us that the submission has been made 7 Once a
16. 0 06 30 2015 PROJECT INFORMATION Project ID Project Name PI First Name PI Last Name Funding Agency Total funds received Residual Balance F amp A Rate Residual Enter the accounts to be credited School Smartkey Department Code Division Operating Code s residual balance gt 25 of awarded dollars or exceed 10K 00001234 Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 424 If gt 500 characters press Enter to make the text box bigger for printing Mary Jane Doe MDA 150000 19500 20 13 Enter the percentage of residual balance 0000055555 School 96 20 12345 Department 96 10 20000 Division Operating 96 70 No COMMENTS Would You Like to Add Additional Comments Comments Yes Sponsor approval to retain residual funds attached Number of characters remaining 3940 If gt 500 characters press Enter to make the text box bigger for printing ATTACHMENTS Do you need to attach documents to this request Select 1 of 2 5 17 2014 3 37 PM SAM Kiosk 2 of 2 https qa app emory edu sam sam html SIGNATURE CERTIFICATION The signatures below certify the following information A Work on the project is complete no additional funds are expected from the sponsor and no expenditures are outstanding B All costs in support of th
17. A fii If a PI leaves the Institution and does not want to transfer a grant or wishes to replace him or herself with a new Pl agency 9 m approval must be sought A completed signed Prior Approval Form is necessary and should be sumbitted along with a letter OSP Investigator addressed to the agency which requests the change Change in Scope Request A Request for Change in Scope OSP Compass Record ll h M VELAMEN Used to correct inaccurate Compass data as well as to setup or change eNOA notification data DMG A request to reduce siginficantly reduce the effort of key personnel effort must be sent to and approved by the agency prior to Effort Change Form reducing effort for key personnel per the policy of that agency For NIH this meas the PI s and any individuals specifically named OSP in the Notice of Grant Award NIH considers a reduction of effort of greater than 2596 to be a significant reduction H If a PI is leaving the Institution and wishes to transfer a grant to the new institution grant transfer documents must be submitted University per agency guidelines OGCA will work with the PI and OSP to complete the necessary forms and submit them to the agency OGCA upon receipt of the completed signed Prior Approval Form This would be used when a PI is changing departments within Emory The business process would be that the project in the old Internal Department Change department would need an internal close out and a new project would
18. Compass Project Compass Project Department Home Research Grant Primary SOM Biochemistry https qa app emory edu sam sam html If gt 500 characters press Enter to make the text box bigger for 08 01 2015 08 01 2019 Page 1 of 3 7 9 2014 SAM Kiosk Requested Names for New Compass Project Research Grant Collabor i there are more than 10 2 projects please enter on spreadsheet and upload as an attachment COMPLIANCE APPROVALS 0 Human Subjects involved Yes Approval Pending Animal Subjects involved No Not Applicable COMPLIANCE CERTIFICATION Required for Pending Approvals Only If and compliance approvals i e IACUC required for the project are pending at the time of the Provisional Award Request the Principal Investigator must submit the following certification statement in order for the Provisional Award 2 Request to be reviewed approved PI Certification _ Signature My signature above certifies that certain compliance approvals are required for the performance of the above named project for which the Provisional Award Request is being generated Such required approvals as noted above from the Institutional Review Board or the Institutional Animal Care and Use Committee as appropriate for the use of human subjects or animal subjects are still pending therefore certify that will conduct only those activities for the above_named project that are clearly sepa
19. INFORMATIQON Employee Phone Number 404 727 1111 Alternate Phone Number Employee Email Would You Like to Providean Alternate Contact First Name of Department Bob Contact Last Name of Department Doe Contact Email of Alternate Contact bob emory edu Alternate Contact Phone 404 727 4444 Number PI First Name Cary PI Last Name Grant 789654 Department ID Department Name SPH Biostatistics Page 1 of 2 School Name School of Public Health Compass Award Number Sponsor Name National Institutes of Health Sponsor Reference Number if 5U19CA459682 03 available Project Award Title Number of characters remaining If gt 500 characters press Enter to make the text box bigger for 1969 printing Award Begin Date 08 01 2011 Award End Date 07 31 2016 NEW PRINCIPAL INVESTIGATOR INFORMATION E E NCAR UPON CUADERNO arate OM QU KM New PI Name Montgomery Clift New PI School Department SPH Biostatistics Effective Date of Change 08 01 2014 New Pl Effort 35 COMMENTS P P Would You Like to Add Yes Additional Comments https qa app emory edu sam sam html 7 9 2014 SAM Kiosk Lorem ipsum dolor sit amet consectetur adipiscing elit Aliquam lacinia diam id risus dignissim iaculis in sit amet magna Vestibulu
20. M Kiosk User Manual Campus Users Comments Comments are not required A user may enter No in this section if there are no additional comments However if there is information that it would be helpful for OSP DMG or OGCA to have in its consideration of this request please include this information in the Comments section of the request Users may enter up to 4 000 characters for their requests If the comment exceeds the text box size on the screen simply press enter to expand the text box DD RAENT PAP Would You Like to Add Additional Yes Commenta Comments Attachments Some requests will need to be accompanied by additional attachments These types of requests may include certain prior approval requests that would require a letter to be submitted to the agency such as for Change in Effort Change in PI or a second no cost extension that can no longer be approved by OSP as a grantee approved no cost extensions Or additional materials may need to be provided in support of the request spreadsheets etc Any such required documentation or additional materials should be uploaded in the Attachmen
21. NCE Payment Missing or Misapplied Project Hold Request Provisional Award Request Request for New Projects After 4 Residual Balance Transfer Security Access Request Compe Security Access Request Labor SmartKey Inactivation Request Version 1 0 July 2014 Page 9 SAM Kiosk User Manual Campus Users Users may also look for requests by the office that would handle the request using the Form Category drop down box Form Category Select Select Cost Studies Department ID DMG View All Except Draft and Completed OGCA OSP Additionally users may look for requests by Status again using a drop down box Search For Forms Search for forms by specifying the criteria below Form Name Select Form Ca COMPASS Award ID Depart Status 7 View Analyst Name Created From To Emp ID Hold Additional Information Req Under er Dept Review Re submitted Id Form Returned Additional Information Award Sent to Sponsor for Approval Submitted to OSP OGCA Under Management Review Waiting for Signature s Alternatively users may manually enter a Compass Award ID Department ID EMPLID of the requestor or by date created using a date range For campus user EMPLID is the least likely method for searching since all forms created by that user would appear This search feature is intended primarily for use by central staff Version 1 0 July 2014 Page 10 SAM Kiosk User Manual Campus Users
22. Project New Project Department Name P Level of Effort Existing Project ID to be Deobligated Department Number of Project to be Deobligated 0000012345 07 01 2014 07 01 2014 Thru 06 30 2015 SPH Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1919 If gt 500 characters press Enter to make the text box bigger for printing Biostatistics amp Bioinformatics New Project Department ID 12346 10 00001234 12345 Department Name of Project to Medicine be Deobligated Salary Fringe Supplies Travel Equipment Sub contracts Other Costs Total Direct Costs F amp A Total Costs Authorized Amount from Sponsor Total Authorized Budget for Current Period Deobligated 10000 Salary 10000 2350 00 Fringe 2350 0 Supplies 0 0 Travel 0 0 Equipment 0 0 Sub contracts 0 0 Other Costs 0 12350 Total Direct Costs 12350 6916 F amp A 6916 19266 Total Costs 19266 480734 um E 480734 500000 Total Authorized Budget for 500000 Current Period JUSTIFICATION Justification An additional project is needed for salary support 10 effort for collaborative work with Dr Smith of School of Public Health Number of characters remaining 3871 If gt 500 characters press Enter to make the text box bigger for printing COMMENTS Would You Like to Add Ad
23. SAM Kiosk User Manual Campus Users SPONSORED AWARD MANAGEMENT SAM KIOSK CAMPUS USER MANUAL Version 1 0 July 2014 Page 1 SAM Kiosk User Manual Campus Users SAM KIOSK USER MANUAL Campus Users Introduction The Sponsored Award Management SAM Kiosk was designed by the Office of Sponsored Programs the OSP OGCA Data Management Group and the Office of Grants and Contracts Accounting as the primary method by which department school and or RAS staff can submit prior approval and other award management related requests to OSP DMG or OGCA for handling It is an online system through which campus users provide OSP DMG OGCA with information and related attachments for award specific requests The following types of requests may be submitted through the system Office of Sponsored Program OSP Provisional Award Request No Cost Extension Change in Effort Change in Scope Change in Principal Investigator PI Office of Grants and Contracts Accounting OGCA Request for New Projects After Award SmartKey Inactivation Request Project Hold Request Budget Revision Rebudget Request Grant Transfer Out of University Internal Department Change Carryforward Request Budget Override Unfreeze Project Residual Balance Transfer Payment Missing Misapplied Data Management Group DMG Compass Record Maintenance Correction Security Access Request ORA Web Reports Security Access Request Labor Data Reports
24. ame School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project Award Title Award Begin Date 11 01 2013 Award End Date 10 31 2017 JUSTIFICATION M M M M M M Emory Vaccine Center Yerkes Primate Institute US Department of Defense WXHW 13 211233 01 Research Project Grant Number of characters remaining 1979 https qa app emory edu sam sam html If gt 500 characters press Enter to make the text box bigger for printing Page of 2 7 9 2014 SAM Kiosk Vestibulum et urna purus Nam ultricies ligula odio Suspendisse molestie nisl in neque rutrum consequat sed vel nisi Suspendisse scelerisque mi vitae nibh egestas imperdiet Aliquam dignissim imperdiet massa id egestas Praesent velit nulla scelerisque et elit vulputate bibendum facilisis urna Nullam quis dolor elit Integer lacus lorem tempor eget sodales sed condimentum sed nibh Nulla sit amet accumsan urna Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae Nunc Justification rhoncus magna ac suscipit vestibulum Interdum et malesuada fames ac ante ipsum primis in faucibus Sed mattis enim et tortor luctus suscipit Quisque vel placerat eros Phasellus at congue nunc Ut a dui ac l
25. aracters remaining 3872 If gt 500 characters press Enter to make the text box bigger for printing COMMENTS Would You Like to Add N Additional Comments ATTACHMENTS Do you need to attach Y documents to this request ii File Path Name Browse No file selected SIGNATURE INFORMATION PI Signature Date Departmental Signature Date School Signature Date DEREN he me me ee at I CE 2012 02 16 09 30 22 000000000 2 of 2 5 17 2014 4 06 PM SAM Kiosk 1 of 1 EMORY UNIVERSITY https qa app emory edu sam sam html SAM KIOSK An Emory Commons Application Grant Transfer Out of University SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Provide an Alternate Contact Erin Alexis 404 727 1555 emalexi emory edu Select STANDARD AWARD INFORMATION PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project Award Title Award Begin Date Award End Date Mary Jane Doe 12345 Medicine School of Medicine 0000012345 NIH 5R01A145698 Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1924 If gt 500 characters press Enter to make the text b
26. ary Jane Doe 12345 Medicine School of Medicine 0000012345 Georgia State University SP0001245 00001234 Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1924 If gt 500 characters press Enter to make the text box bigger for printing Award Begin Date 07 01 2010 Award End Date 06 30 2015 Business Unit EMUNV Operating Unit 20000 Fund Code 5200 Project ID 00001234 Department ID 12345 SmartKey 0000099999 Justification Please place project on hold There is a revision that is being made to the scope of work performed by Emory the subcontract and invoices may not be submitted to the prime until this matter is resolved Number of characters remaining 3796 If gt 500 characters press Enter to make the text box bigger for printing COMMENTS lt Would You Like to Add Additional Comments 5 17 2014 4 06 PM SAM Kiosk 2 of 2 TS Do you need to attach documents to this request https qa app emory edu sam sam html SIGNATURE INFORMATION PI Signature Date Departmental Signature Date School Signature Date 2012 02 16 09 30 22 000000000 5 17 2014 4 06 PM SAM Kiosk 1 of 2 EMORY SAM KIOSK UNIVERSITY An Emory Commons Applicatian Budget Revision Re budget Request SUBMITTER INFORMATION Employee First Name Employee Last Name Employee P
27. aucibus Sed mattis enim et tortor luctus suscipit Quisque vel placerat eros Phasellus at congue nunc Ut a dui ac leo semper tincidunt nec lobortis est Class aptent taciti sociosqu ad litora torquent per conubia nostra per inceptos himenaeos Number of characters remaining If gt 500 characters press Enter to make the text box bigger for m aX M ATTACHMENTS PE EE AR MM scent ese as LE Do you need to attach No documents to this request SIGNATURE INFORMATION EET PI Signature Date Departmental _ Signature Date School Signature Date 2012 02 16 09 30 22 000000000 https qa app emory edu sam sam html Page 2 of 2 7 9 2014 SAM Kiosk wy EMORY SAM KIOSK UNIVERSITY An Emory Commors Application Change in Scope Request SUBMITTER INFORMATION CE ee toed ago ag Gee oa gee oS Employee First Name Employee Last Name Employee Phone Number 404 727 1111 Alternate Phone Number Employee Email Would You Like to Providean Alternate Contact First Name of Department Bob Contact Last Name of Department Doe Contact Email of Alternate Contact bob emory edu Alternate Contact Phone 404 727 4444 Number STANDARD AWARD INFORMATION PI First Name Tim PI Last Name Howard Department ID 968523 Department N
28. available Project ID _ Project Award Title Award Begin Date Award End Date CASH MANAGEMENT REQUEST Date Needed Request Type Sponsor Name Amount Project ID Erin Alexis 404 727 1555 emalexi emory edu No Mary Jane Doe 12345 Pediatrics School of Medicine 0000012345 Pfizer 555 555 00001234 A Phase Trial of Safety and Immunogenicity of Gardasil Vaccination Post Stem Cell Transplantation in Patients with and without Immunosuppression Number of characters remaining 1855 If gt 500 characters press Enter to make the text box bigger for printing 01 01 2012 12 31 2017 04 25 2014 CT Budget Adjustment Pfizer 15000 00001234 5 17 2014 3 52 PM SAM Kiosk https qa app emory edu sam sam html TS Would You Like to Add Additional Comments Yes This is a clinical trial however there is a budget loaded in Compass To date we have received 45 000 from the sponsor Please adjust budget per cash received Comments Number of characters remaining 3838 If gt 500 characters press Enter to make the text box bigger for printing ATTACHMENTS Do you need to attach No documents to this request SIGNATURE INFORMATION PI Signature Date Departmental Signature Date School Signature Date 2012 03 23 15 38 10 000000000 2 of 2 5 17 2014 3 52 PM
29. ditional Comments ATTACHMENTS Do you need to attach documents to this request 1 of 2 5 17 2014 4 04 PM SAM Kiosk https qa app emory edu sam sam html I SIGNATURE INFORMATION PI Signature Date Departmental Signature Date School Signature Date 2012 02 16 09 30 22 000000000 2 of 2 5 17 2014 4 04 PM SAM Kiosk 1 of 2 EMORY SAM KIOSK UNIVERSITY An Emory Commons Applicatian SmartKey Inactivation Request SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Provide an _ Alternate Contact PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project ID Project Award Title Award Begin Date Award End Date CHARTFIELD INFORMATION Business Unit Operating Unit Fund Code Project ID Department ID SmartKey JUSTIFICATION Justification COMMENTS lt Would You Like to Add Additional Comments Erin Alexis 404 727 1555 emalexi emory edu Select Mary Jane Doe 12345 Medicine School of Medicine 0000012345 NIH 5R01A145698 00001234 Site directed RNA editing a new method to correct disease causing
30. e Test Sponsor Sponsor Reference Number if available RO1 Al45698 Project Award Title Award Begin Date 06 01 2009 Award End Date 05 31 2014 Version 1 0 July 2014 Page 7 SAM Kiosk User Manual Campus Users To see the current status of the form along with the person to whom the form was assigned scroll to the bottom of the page ATTE QURE ht E 2 HT T EEE EEL ELLE EEE Bigned Approval Form Browse Do you need to attach documents to this File Path Name browse 3m2 ndf 2014 16 53 55 03 24 2014 16 54 du cc dude uem 1 uU IU mu EMT PI Signature Date School Signature Date School Signature Date EEE EEE EEE eee Current Form Status Assigned In Progress Assigned To Lowe Chantrell When done viewing the form you may navigate back to the main dashboard by clicking My Dashboard in the left hand menu EMORY SAM KIOSK UNIVERSITY An Emory Commons Application No cost Extension NCE My Dashboard Employee First Name Search Employee Last Name Employee Phone Number Alternate Phone Number Quick Links Employee Email Contact Us Would You Like to Provide an Alte Contact sa j T FTT pi n Bn Fun nn Eja PTa n nn nnd nn RDCINECR i BOT m Wasusrsssssuusuus d PET i gud PE rf rt 1 k d uL _ sg a Li Version 1 0 July 2014 Page 8 SAM Kiosk U
31. e Email Would You Like to Provide an Alternate Contact Me STANDARD AWARD INFORMATION stench erate P First Name Audrey B Last Name Hepburn Department ID 456987 Department Name Cell Biology School Name School of Medicine Compass Award Number Sponsor Name NIH Sponsor Reference Number if 5 R01 Al123456 05 available Project Award Title Number of characters remaining If 500 characters press Enter to make the text box bigger for 1962 printing Award Begin Date 06 01 2009 Award End Date 05 31 2014 PROVIDE THE FOLLOWING INFORMATION TOREQUESTANEXTENSION New End Date 05 31 2015 Compass Project ID s to be Extended 00041258 00041257 00021541 00041257 lf there are more than 10 projects please enter on spreadsheet and upload as an attachment JUSTI F ICAT ION A saec eo eue exer e rere env eree pedes ue reve ava eere duse Ite sesto peas ed eus NATAN NAAS EI E E A E ET ETEA EAT ANE ATENE A eeepc eve s repu aged rase eds areae regu rosea yes eu cere p revue red https qa app emory edu sam sam html 4 9 2014 SAM Kiosk Lorem ipsum dolor sit amet consectetur adipiscing elit Donec sed pulvinar erat lacinia rutrum felis Proin ut erat sed turpis convallis feugiat Vestibulum ullamcorper nunc sit amet mauris commodo vitae semper odio euismod Integer ut bibendum erat non accumsan quam Sed eget nibh nec lorem placerat lacinia interdum eu odio Curabitur sodales dolor faucibus nisi
32. eo semper tincidunt nec lobortis est Class aptent taciti sociosqu ad litora torquent per conubia nostra per inceptos himenaeos Number of characters remaining If gt 500 characters press Enter to make the text box bigger for 3138 printing COMMENTS METTRE REIHEN Would You Like to Add Te Additional Comments Donec placerat at urna laoreet ultrices Aliquam porttitor varius consectetur In hac habitasse platea dictumst Nulla ac condimentum nibh semper auctor massa Proin augue ligula fermentum at nulla sit amet eleifend mattis tellus Morbi varius rutrum mi ut consectetur ligula varius sit amet Vivamus placerat viverra sem at viverra dolor Comments Number of characters If gt 500 characters press Enter to make the text box bigger for remaining 4000 printing ATTACHMENTS KNEE RN NAA AMMIAN anes MCI MAMMA HA AMNEM oiageneeaes Do you need to attach Yes documents to this request Change in Scope Request Letter pdf Done Browse File Path Name SIGNATURE INFORMATION ei Seer a eel ld te ha PI Signature Date School Signature Date School Signature Date 2012 02 16 09 30 22 000000000 https qa app emory edu sam sam html Page 2 of 2 7 9 2014 SAM Kiosk wy EMORY SAM KIOSK UNIVERSITY An Emory Commons Application Change in Principal Investigator SUBMITTER INFORMATION I NE REN Employee First Name Employee Last Name STANDARD AWARD
33. form has been submitted to OSP DMG OGCA you may search for the form from your dashboard as described below to see the current status of the request Version 1 0 July 2014 Page 3 SAM Kiosk User Manual Campus Users Using the SAM Kiosk General Navigation Upon logging into SAM a campus user will be taken to their main dashboard Y EMORY SAM KIOSK Hello UNIVERSITY An Emory Commons Application For best results use the Firefox browser version 23 0 0 or higher If you use Internet Explorer please use version 10 0 9 or higher Main Forms At A Glance Status At A Glance My Dashboard Form Type Form Name Count Status Count m DMG COMPASS Record Maintenance Correction Form 0 Draft 0 My Actions DMG Security Access Request ORA Web reports 0 Waiting for Signature s 1 T DMG Security Access Request Labor Data Reports 0 Submitted to OSP OGCA 0 DMG Security Access Request Compass Cayuse 0 Assigned In Progress 1 Quick Links OGCA Request for New Projects After Award 0 Returned Additional Information Required 0 odisti OGCA SmartKey Inactivation Request 0 Hold Additional Information Required 0 OGCA Project Hold Request 0 Re submitted 0 OGCA Budget Revision Re budget Request 0 Sent to Sponsor for Approval 0 OGCA Grant Transfer Out of University 0 Under Management Review 0 OGCA Internal Department Change 0 Under Other Dept Review 0 OGCA Carryforward Request 0 Complete Approved 0 OGCA Budget Override Unfreeze Project 0 Co
34. hone Number Alternate Phone Number Employee Email Would You Like to Provide an _ Alternate Contact Erin Alexis 404 727 1555 emalexi emory edu No https qa app emory edu sam sam html PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project ID Project Award Title Award Begin Date Award End Date Mary Jane Doe 12345 Medicine School of Medicine 0000012345 American Heart Association AHA555456 00001234 Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1924 If gt 500 characters press Enter to make the text box bigger for printing 07 01 2013 06 30 2015 Salary Fringe Supplies Travel Equipment Sub contracts Other Costs Total Direct Costs FRA Total Costs Authorized Amount from Sponsor Total Authorized Budget for Current Period REQUESTED BUDGET INFORMATION 25000 6625 5000 2000 0 0 0 38625 7565 46190 46190 92380 5 17 2014 4 06 PM SAM Kiosk https qa app emory edu sam sam html JUSTIFICATION T Sponsor has approved a re budget request to take 800 from the Justification Midas other costs category and reallocate to travel budget line item Number of ch
35. is award have been appropriately charged to the award C Department specific business manager has reconciled the account D Department Administrator certifies all appropriate costs have been verified by the Office of Grants and Contracts E The project is on hold in the Compass System F The Department agrees residual funds are property of Emory University and cannot be reassigned to another institution in the event the investigator transfers to another institution or Administrative Unit G The use of the residual balance will be limited to supporting the unrestricted research of the PI that supports the research mission of Emory University SIGNATURE INFORMATION PI Signature Departmental Signature School Signature Date Date Date 2012 02 16 09 30 22 000000000 5 17 2014 3 37 PM SAM Kiosk 1 of 2 https qa app emory edu sam sam html EMORY SAM KIOSK UNIVERSITY An Emory Commons Applicatian Payment Missing or Misapplied SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Provide an _ Alternate Contact STANDARD AWARD INFORMATION PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if
36. l be placed in Complete Approved status No further action is needed or will be taken for requests in Complete Approved status Complete Denied If a request is denied by OSP DMG OGCA for any reason it will be placed in Complete Denied status No further action is needed or can be taken for requests in Compete Denied status An example of when a request may be denied is when we receive a PAN request when we have the full award already and it s ready for set up In these cases a PAN would not be necessary as we would issue the full award instead A user may have multiple requests in multiple statuses at any time system Tracking Features Email Notifications Campus users will be notified by e mail during the following events during the request process Such notifications will be sent for all forms e Upon submitting the form to OSP DMG OGCA e When a submitted form is assigned to an OSP DMG OGCA analyst or staff member e When a form is completed approved or denied Additional notifications will be sent only when the following applies e OSP DMG OGCA returns a form to the submitter for additional information e he campus user re submits that form OSP DMG OGCA will also receive e mails when forms are submitted assigned and or re submitted These e mails alert OSP DMG OGCA that the form has been received and action is needed Version 1 0 July 2014 Page 21 SAM Kiosk User Manual Campus Users SAM KIOSK
37. lege of Arts and Sciences Compass Award Number Sponsor Name National Broadcasters Association LEGE Reference Number if 1 1254 5625 available Broadcast Research Grant Project Award Title Number of characters remaining If gt 500 characters press Enter to make the text box bigger for 1977 printing Award End Date 12 31 2014 CHANGE IN EFFORT INFORMATION New Level of Effort 25 Effective Date of Change 07 09 2014 Type DICTUS Ine Formal request for agency approval Information Effort Reduction Request Letter pdf Done Browse Signed Agency Approval https qa app emory edu sam sam html 7 9 2014 SAM Kiosk COMMENTS JT EN HET REN PERRO Wunden POT teen Viiistest Mensansseine tit statenentedentiees esee Would You Like to Add Vee Additional Comments Vestibulum et urna purus Nam ultricies ligula odio Suspendisse molestie nisl in neque rutrum consequat sed vel nisi Suspendisse scelerisque mi vitae nibh egestas imperdiet Aliquam dignissim imperdiet massa id egestas Praesent velit nulla scelerisque et elit vulputate bibendum facilisis urna Nullam quis dolor elit Integer lacus lorem tempor eget sodales sed condimentum sed nibh Nulla sit amet accumsan urna Vestibulum ante ipsum primis in j faucibus orci luctus et ultrices posuere cubilia Curae Nunc Comments rhoncus magna ac suscipit vestibulum Interdum et malesuada fames ac ante ipsum primis in f
38. m consectetur urna ac luctus rhoncus Duis sed augue non leo aliquet tincidunt Maecenas nibh libero malesuada luctus felis eget commodo dictum tortor Etiam facilisis felis non varius facilisis Cras tortor sapien accumsan fringilla ultrices et sollicitudin vitae libero Donec imperdiet sed felis ac volutpat Ut ornare velit vitae velit dapibus nec accumsan ligula pellentesque Ut pharetra lectus est a sollicitudin erat sagittis nec In dignissim turpis luctus consectetur adipiscing Nam eu dui eros Nam sit amet adipiscing ligula Praesent metus arcu feugiat id accumsan at ullamcorper vel est Sed nulla turpis varius vel nulla non vehicula interdum lorem Integer ac euismod libero Nulla faucibus turpis tincidunt convallis congue Vestibulum et urna purus Nam ultricies ligula odio Suspendisse molestie nisl in neque rutrum consequat sed vel nisi Suspendisse scelerisque mi vitae nibh egestas imperdiet Aliquam dignissim imperdiet massa id egestas Praesent velit nulla scelerisque et elit vulputate bibendum facilisis urna Nullam quis dolor elit Integer lacus lorem tempor eget sodales sed condimentum sed nibh Comments Number of characters remaining If gt 500 characters press Enter to make the text box bigger for 2714 printing ATTACHMENTS webs ds hectic ane S aM heel tote MM de eran ase Do you need to attach Ves documents to this request File Path Name Browse PI Change Request Letter pdf 07 09 2014 17 41 47 3
39. mplete Denied 0 OGCA Residual Balance Transfer 0 OGCA Payment Missing or Misapplied 0 OSP Provisional Award Request 0 OSP No cost Extension NCE 2 OSP Effort Change Form 0 OSP Change in Scope Request 0 OSP Change in Principal Investigator 0 Through their Dashboard the user can either Initiate a Request via Initiate a Request under My Actions in the left hand menu or search for a previously created submitted request Detailed instructions for initiating a request can be found below Understanding the At A Glance Information Your main dashboard on the SAM Kiosk gives you two different approaches to quickly viewing your in process requests On the left side of the dashboard you can see your current request by request type under Forms At A Glance Version 1 0 July 2014 Page 4 SAM Kiosk User Manual Campus Users Forms At A Glance Form Type Form Name Count DMG Ls Record Maintenance Correction D DMG a Access Request Labor Data D DMG im cass Request D OGCA Request for New Projects After Award 0 OGCA Smartkey Inactivation Request OGCA Project Hold Request 0 OGCA Budget Revision Re budget Request OGCA Grant Transfer Out of University OGCA Internal Department Change 0 OGCA Carryforward Request 0 OGCA Budget Override Unfreeze Project 0 OGCA Residual Balance Transfer 0 OOGCA Payment Missing or Misapplied OSP Provisional Award Request 1 OSP No cost Extension NCE 2 OSP Effort Change Form 0 OSP
40. out Number of characters remaining 3911 If gt 500 characters press Enter to make the text box bigger for printing COMMENTS Would You Like to Add Additional Comments ATTACHMENTS Do you need to attach documents to this request cc MIT EET uj NO TURE INFORMATION PI Signature Departmental Signature School Signature 2012 02 16 09 30 22 000000000 Date Date Date 5 17 2014 3 15 PM SAM Kiosk Residual Balance Transfer EMORY UNIVERSITY SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Provide an Alternate Contact STANDARD AWARD INFORMATION PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project ID Project Award Title Award Begin Date Award End Date https qa app emory edu sam sam html SAM KIOSK An Emory Commons Application Erin Alexis 404 727 1555 emalexi emory edu No Mary Jane Doe 12345 Medicine School of Medicine 0000012345 Roche 555 555 00001234 Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1924 If gt 500 characters press Enter to make the text box bigger for printing 07 01 201
41. ox bigger for printing 07 01 2010 06 30 2015 GRANTS TRANSFER INFORMATION Effective date of transfer Name of institution transferring to Contact name at new institution Contact phone number Was a final invention statement completed Will equipment purchased from the grant be transferred to the new institution List the equipment being transferred Are funds available for transfer Estimated balance funds available for transfer 03 01 2013 University of California Los Angeles Sue Smith suesmith ucla edu 555 555 5555 Contact email No Yes Number of characters remaining 1944 If gt 500 characters press Enter to make the text box bigger for printing Yes 247500 COMMENTS Would You Like to Add Additional Comments ATTACHMENTS Do you need to attach documents to this request File Path Name Yes No file selected Browse SIGNATURE INFORMATION PI Signature Date Departmental Signature Date School Signature Date 2012 02 16 09 30 22 000000000 5 17 2014 4 08 PM SAM Kiosk 1 of 2 EMORY UNIVERSITY SAM KIOSK An Emory Commons Application Internal Department Change SUBMITTER INFORMATION Employee First Name Employee Last Name Employee Phone Number Alternate Phone Number Employee Email Would You Like to Pro
42. rate and severable from those activities involving human or animal subjects for which Current approval has not been obtained COMMENTS Im Would You Like to Add ane Yes Additional Comments Comments Number of characters remaining 3965 ATT AC HMENTS agenete Compass Project Department Home SPH Biostatistics Date printing https qa app emory edu sam sam html If gt 500 characters press Enter to make the text box bigger for Page 2 of 3 7 9 2014 SAM Kiosk Do you need to attach documents to this request SIGNATURE INFORMATION RE EET ETP P EE T AEEA AP AT AEE cess peedar ats ET A E TEE PI Signature Departmental _ Signature School Signature 2012 02 16 09 30 22 000000000 https qa app emory edu sam sam html Page 3 of 3 7 9 2014 SAM Kiosk Page 1 of 3 ws EMORY SAM KIOSK UNIVERSITY An Emory Commors Application No cost Extension NCE SUBMITTER INFORMATION cusses sau ID vases eesteessavescksanaseenevssucascyevecucascyercisrcr at EGER DNIEQ CUNEO ERE ORAE RR IRUSIRRESU RAE seucessuneseuyesetuescencceevessevussehea axes voxea ev ascoveseaseacnteseaneaeveescesseavectanessveccavreceutarevsceeretets Employee First Name Employee Last Name Employee Phone Number 852 741 9356 Alternate Phone Number Employe
43. rates restricted funding etc This is subject to the approval of the OGCA Hohe Tidi Where applicable departments koop en balances left from a reseach award these residual balances would be a OGCA transferred from the grant to the PI s discretionary fund Security Access Request T t access to Co ss Cayuse DMG Compass Cayuse p DES ee P Security Access Request T M Labor Data Reports o request access for labor data reports DMG Select the appropriate request type for your current need and click on its row in the list For example to initiate a No cost Extension click on the row for No cost Extension from the list MANA LAUGH UIFRZEIC Verte me ucpea UGN vum SSU XH MANA OCHJOUC VUL dil cd NSW A UpcCUCL WUT VE LItaducu POL NCW UGP UN WhoIs UG m ia HVU VIVA Since the project department and potentially the operating unit will change this will result in the creation of a new Smart Key No cost Extension NCE A No Cost Extension may be requested when a grant is ending and additonal time is needed accomplish project goals OSP Payment Missing or FIT Imma mam in rannantina tant sam find ana rama io naamaani mam hae anannanr nar mmm mb a mainanannlinntianan af amm ca mm At the beginning of the request process you will be asked to indicate the 10 digit Compass Award ID number for that request For PAN requests enter the 10 digit Compass Proposal ID for which a PAN is needed Please note that in future releases of the SAM Kio
44. ry only if YES is indicated for the alternate contact question Employee First Name Employee Last Name Employee Phone Mumber Alternate Phone Number Employee Email Would You Like to Provide an Alternate rm Contact First Name of Department Contact Last Name of Department Contact Email of Alternate Contact Alternate Contact Phone Number Version 1 0 July 2014 Page 14 SAM Kiosk User Manual Campus Users Standard Award Information This section contains information on the award for which the request is submitted The information requested in this section is the same for all request types Please enter information as requested The Compass Award ID will prepopulate based on the number entered in the original pop up box E First Name E Last Name Department ID Department Name School Name Select l Compass Award Mumber Sponsor Name Sponsor Reference Number if available Project Award Title Number of characters remaining 2000 if gt 500 characters press Enter to make the text box bigger for printing Award Begin Date 04 09 2014 Award End Date 04 09 2014 Version 1 0 July 2014 Page 15 SAM Kiosk User Manual Campus Users Request specific Information This section will prompt the user to enter the information required by OSP DMG or OGCA to take action on this request The type of information requested in this section will vary based on reques
45. ser Manual Campus Users Clicking any row under Forms At A Glance or Status At A Glance will take you to the search screen If there are no forms within that status or of that type of form the results area of the screen will remain blank Using the Search feature directly Users may also find forms by navigating directly to the Search screen To do so click on Search in the left menu Main My Dashboard Search My Actions Initiate a Request Quick Links Contact Us Logout Search For Forms Search for forms by specifying the criteria below Form Name Select Form Category Select m COMPASS Award ID Department ID Status Select view All Except Draft and Completed Analyst Name Search Analyst Created From To Emp ID Search Reset Date Sub Date Co Submitted id Form Request Fi PI Award ID Smart Key I XS a P Assigned 1 Status Status Dat ism x From this screen users may search by request type selecting by Form Name Type from the drop down menu Search For Forms Search for forms by specifying the criteria below Form Name COMPASS Award ID Status Analyst Name Created From Emp ID Search Form Select 7 Select Budget Override Unfreeze Proje Budget Revision Re budget Req Carryforward Request Change in Principal Investigator Change in Scope Request Compass Record Maintenance C Effort Change Form Grant Transfer Out of University Internal Department Change No cost Extension
46. sk it is intended to pull award specific information directly from Compass Thus upon entering the Compass Award ID in the SAM the system will be pre populated based on information in Compass However this feature is not yet available and manual entry of all information is required as described below Version 1 0 July 2014 Page 12 SAM Kiosk User Manual Campus Users il PUL GU Pa REY PH SU PA MME PONY UH MAL pe TA IA LE Pet MME T ES ANU a in the Notice of Grant Award NIH considers a reduction of effort of greater than 25 to be a si of COMPASS AWARD NUMBER VERIFICATION rant transi ary forms Please Enter Your Compass Award Number OK rrocess w t Char lew ix sult in th or Department is requesting that we find and apply payment sent by sponsor or correct a misappl Once you enter the Compass Award ID you will be taken to the full request page Each request is broken into 7 different sections as described below Screen shots are for illustrative purposes on the different sections In certain sections they reflect the specific information requested for a No cost Extension Detailed information required will vary from request to request Samples of each type of request are provided as appendices to this manual During the initial request creation process to prevent unintended duplicate requests if a user has created already created that type of request for the Award ID in question a pop up box will appear aler
47. t type In the sample below the information required is for a no cost extension aa a P TES s j Pale PTS TS E TT aja ds TT PT i Fon js ef n o oTa oly sls Bo find S ME ORMAT IO ey Psa L1 FT he i UFTS TS TT neni dois ITT CETT PTS be Pl pur UI New End Date 04 09 2044 Compass Project ID s to be Extended lf there are more than 10 projects please enter on spreadsheet and upload as an attachment Justification Many requests especially those requiring agency prior approval or those where OSP may take a grantee approved action must be supported by a scientific justification Other types of requests may require administrative justification Enter the appropriate justification in this section A justification is required Users may enter up to 4 000 characters for their requests If the justification exceeds the text box size on the screen simply press enter to expand the text box Ti j Pia n Ba PTT aja T EejujueauruusukRurRRRRRRRRRRRSZRSRRREEERRRESSHEREHEERRSIERSEREESERESEERRESERHEREESREHEHEERRHSERRESEESESEESERRHESRRERERIESEESEKEESEEERHEEEIHEREEEESESEEERSEEEREREESERENEERRSIERSRSEETERESEERRHSERHEREESRRISEERRHSERREREESEREEERERSESRRERERIESEESEEERSEEERSEEEIESESERSESEERRHEEERESEETERESEERRHSERSEREESERASEERRHSERHESERSEHESERERHSERRRHENESEHEHSEEHRSSERERSERIRSHHSRHRHSERRSHRHIE Version 1 0 July 2014 Page 16 SA
48. ting the user to the potential duplication The date of the request also shows EE COMPASS AWARD NUMBER VERIFICATION Please Enter Your Compass Award Number 0000012345 A No cost Extension NCE form with the Compass Award Number 000001234 ci submitted by R WIT Test4 Test4 on 04 09 2014 Dio you wish to proceed Continue would open the form 5 oa Continue Cancel a pe po Do NE bd Ae Pe USC L RBiii RhBCidbu RBiLii d lr d d a Ud ED wid NIGEL RUEE Bi ier i rere In some cases it may be appropriate to have multiple requests for a given request type for a given award e g submission of a second no cost extension In these cases simply click Continue to proceed with your request However if you believe your request may be an unintended duplicate e g another user has initiated the same type of request around the same timeframe you may click Cancel to abandon the current request to allow you to determine if it is an unintended duplicate When if you are ready to proceed with the request complete the request by providing information in the sections described below Version 1 0 July 2014 Page 13 SAM Kiosk User Manual Campus Users Form Sections Submitter Information This section contains detailed information on the individual submitting the request Please enter information as requested Please note that an alternate contact is not required Information on the alternate contact becomes mandato
49. ts section of the request Such additional attachments are not required for each form and need only be provided as appropriate to the request TD Au MUTIPIPRlI Do u need to attach documents to this Do you Yes r request File Path Name Signature Information This section shows which signatures will be needed for this particular request This information will vary by request type and by the school of the administrative home of the grant Signatures should be obtained after the form has been completed in its entirety and printed for signature using the Print for Signature button as described above n Ts ufo y Ts en Fo pi STI j e XS FTT j de i Fs Tie FF 2s HOTS LIFE AD rr oe A UPEOCNNUDHINIAKDARHANEHIMAN UMADIONKM OA ANNO NAA Ta seas ORL Te aA Pl Signature Date School Signature Date Version 1 0 July 2014 Page 17 SAM Kiosk User Manual Campus Users A form may be saved at any point during its creation If you save an incomplete form you may return to it later to complete it However an incomplete form may not be printed for signature All required fields must be complete prior to printing a form for signature If a user a
50. ttempts to print an incomplete form for signature a list of missing fields will be provided Missing required input Department ID Missing required input Department Name Missing required input School Name Missing required input Sponsor Name Missing required input Project Award Title Missing required input Justification Missing required input Would You Like to Add Additional Comments Missing required input Do you need to attach documents to this request PI First Name Audrey PI Last Name Hepburn Department ID nn Department Name ey School Name PEE Compass Award Number Sponsor Name Sponsor Reference Number if available Project Award Title Number of characters remaining 2000 gt 50 After completing all fields you may print the form in order to obtain approval signatures using the Print for Signature button at the bottom of the screen Save Prnt Print for Signature Reset Cancel Delete Version 1 0 July 2014 Page 18 SAM Kiosk User Manual Campus Users A confirmation box will appear confirming the intent to print the form for signature along with a reminder that the user should return to the system to upload the signed copy once all required signatures are obtained Confirm After forms are signed open SAM Kiosk and upload to this request After you finish Print for Signature your form is saved Click Cancel to return to the Dashboard Do yo
51. u want to proceed At this point the form will move from Draft status to Waiting for Signature s status Once all required signatures are obtained the Attachments section of the request will now include a required field for the Signed Approval Form This field will appear regardless of whether the original request included an attachment or not z DX r TTACHNENTS EEE EEE EEE eee ee E Signed Approval Form Do you need to attach documents to this No Fe request Upload the Signed Approval Form this area Once the Signed Approval Form has been uploaded the Form may then be Submitted to OSP DMG OGCA by clicking Submit at the bottom of the page Note that the Submit button only become available after the Signed Approval Form has been uploaded Save Print Print for Signature submit Reset Cancel Delete A pop up box will appear confirming your intent to submit EN GPS Ry VENE d 6 oam m a d aJ 4a VY mi c a EZ og Submit You have selected to Submit this request Are you sure you want to Submit a a ee B a Se a a Upon clicking yes another pop up box will appear confirming submission Version 1 0 July 2014 Page 19 SAM Kiosk User Manual Campus Users Message from webpage A The form has been submitted 1 Once submitted to OSP DMG OGCA a user may return to the form at any time using the navigation tools described above to check on its status The request may have
52. vailable Project ID Project Award Title Award Begin Date Award End Date Mary Jane Smith 12345 Medicine School of Medicine 0000012345 HRSA 6UB4HP 12345 00001234 Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1924 If gt 500 characters press Enter to make the text box bigger for printing 07 01 2010 06 30 2015 Does this Carryforward Require Sponsor Approval Please attach the appropriate documents File Path Name Yes Browse No file selected Justification Staffing changes that occurred mid budget period accounts for the residual funds left over this year Sponsor documentation is attached that indicates carryforward approval Number of characters remaining 3826 If gt 500 characters press Enter to make the text box bigger for printing 5 17 2014 2 08 PM SAM Kiosk 2 of 2 https qa app emory edu sam sam html TS Would You Like to Add No Additional Comments ATTACHMENTS Do you need to attach No documents to this request SIGNATURE INFORMATION PI Signature Departmental Signature School Signature Date Date Date 2012 02 16 09 30 22 000000000 5 17 2014 2 08 PM SAM Kiosk wy EMORY SAM KIOSK UNIVERSITY An Emory Commons Application Budget Override Unfreeze Project SUBMITTER INFORMATION Employee First Name
53. vide an Alternate Contact STANDARD AWARD INFORMATION PI First Name PI Last Name Department ID Department Name School Name Compass Award Number Sponsor Name Sponsor Reference Number if available Project ID Project Award Title Award Begin Date Award End Date Erin Alexis 404 727 1555 emalexi emory edu Mary Jane Doe 12345 Medicine School of Medicine 0000012345 NIH 00001234 https qa app emory edu sam sam html Site directed RNA editing a new method to correct disease causing mutations Number of characters remaining 1924 If gt 500 characters press Enter to make the text box bigger for printing 07 01 2010 06 30 2015 F amp A Type F amp A Base F amp A Rate Authorized Amount from Sponsor Total Authorized Budget for Current Period Funds Remaining in Old Project Salary Fringe Supplies Travel Equipment Sub contracts Other Costs Total Direct Costs FRA Total Costs ONRES On Campus Organized Research MTDC Modified Total Direct Costs 55 1246500 334419 120000 28200 40000 4000 15000 0 13877 221077 113342 334419 Funds Moving to New Project Salary Fringe Supplies Travel Equipment Sub contracts Other Costs Total Direct Costs F amp A Total Costs

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