PCORI Online User Manual: Submitting an Application
Contents
1. Please describe your project direct costs for the total project Less than 1 5 million Please select your estimated project length 18 36 months Note that all sections of the Technical Abstract must be addressed The Technical Abstract may be prepared in advance and either entered or pasted directly into PCORI Online A template for this purpose is available here Technical Abstracts may not exceed 6000 characters including spaces LOls with Technical Abstracts exceeding this limit will be rejected Technical Abstract Character limit is 6000 including spaces BACKGROUND The basis of the African American Community seems to have engaged in multiple e z u ay i P um Path p strong span A Submitting an Application Improving Methods for Conducting PCOR 10 X Key Personnel e To add key personnel click the green plus sign enter key personnel information and click Create Key Personnel e To remove key personnel click the red minus sign that will appear when you hover your cursor over aname e Note After you click Create Key Personnel you cannot go back to edit any information If there is an error you must remove the entry and create a new one Key Personne st Name Last Name scientific APRNBABC Co Investigator 12 555 5555 applicant organization com Click the green circle to add key personnel Click the red circle to delete key personnel Add a Key Person2. It is your responsibility to ensure that your AO submits the application to PCORI before the deadline Submitting an Application Improving Methods for Conducting PCOR 17 X If changes to the application are required the AO may release the application back to the Principal Investigator PI In order to do so the AO must click the Send Back to PI button The AO will need to notify the PI that an action is required on their part Once the AO has reviewed the application they must click Submit in order to submit the application to PCORI Edit Request PDF Print Printable Back to Main Menu Request for 1 500 000 00 PI AND CONTACT INFORMATION APPLICANT Grantee Test NOTE PLEASE CONFIRM THAT YOU HAVE ADDED AN ADMINISTRATIVE OFFICIAL AQ AND PRINCIPAL INVESTIGATOR Pl AND THAT YOUR AO AND PI ARE NOT THE SAME PERSON IF THEY ARE PLEASE RE EDIT YOUR REQUEST TO ADD THE CORRECT PEOPLE AND EMAIL ADDRESSES ASSOCIATED WITH EACH CLICK EDIT ON THE APPLICATION AND RE ADD THE INDIVIDUAL Principal Investigator Grantee Test Email danielle fluxxiabs com Administrative Official Test Testing Email achin theinnovationnet com PI Designee Assistant Grantee Test Email danielle fluxxlabs com Financial Officer Grantee Test Email danielle fluxxlabs com Organization Information Resources and Contact Information e All active opportunities can be found in the PCORI Funding Center e To find application te
3. cori PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE PCORI Online User Manual Submitting an Application Improving Methods for Conducting PCOR Fall 2014 Cycle pcori Table of Contents About the PCORI Online System sessesessssessssessscecesoecesoecessesessscessscecsscesesoesesoesesoesessecsessesesee 3 Log Into PCORI OMUNO srccaicccechcnnetectticccteticsacucenticretbautetscan sec cneshecacecedincasshosiatacaasiacuet oaii 4 Locate Your Application esessesessecessesessscesssoesescecesoecesoecessecesssoesssoecsscecesoesesoesesosceseecesseceeee 5 Create Your Application sessesessecessscsessscecesoesesoesesoecescecesoscessecessscessecesesoecsececesoecsscesesseseeseo 5 Save Your Application sessssesessecessecessecessscesssoesesoesssoecssoecesoesessecessecesesoeseecesesoesssoesssseceeseo 6 PUAN Contact In ormat sc E E 7 Organization Information ssesessesessecessecessscesssoesescesesoecssoecesoecesoecesseceseecessececesoesseoesssseseeseo 8 Review Additional PI Information cccsscssccescsscssccsccescesccsccsccescessscceccescessonscescescssonsoesees 9 Project Inf rmatiON ssisirscsesiistenis sisien rei isai 10 REV Per Onnel occian irripar aai 11 VINE SCOR CS e E E E E E E 13 Templates and Uploads esessesessesessscessscessssesesoesesoscessecessecesescecsececssoesesoesesoeoesoeseseesesseoeeee 14 Save and REVIN occ cca secs stains te 16 Submit to Administrative Official
4. and click Save and Review Please be sure to do this before closing the browser window or your work will be lost Once you ve completed all sections click Review and Submit in the left side navigation e MILESTONES than alin Cau and Review You will be taken to a review screen to review print and __ cation to your Administrative Official for final approval Fields marked with are required TEMPLATES AND UPLOADS a Begin typing the Organization s name in the field below If the Organization does not appear in the auto populated list you must click Add New to create a new entry A pop up box will appear for you to enter this information all fields in bold are SAVE AND REVIEW required Note if your organization does not have a DUNS number click here You must designate an Administrative Official AO with a valid email address in order to submit your application to PCORI Submitting an Application Improving Methods for Conducting PCOR 5 N pcori Save Your Application While working on your application you are free to save your work at any time To save your work go to the Save and Review tab and click the Save and Review button Please be sure to do this before closing the browser window or your work will be lost After saving your work you may click on the Back to Main Menu button to leave the current application session opring 2014 Cycle Improving Methods for Conducti
5. At least one milestone entry per year is required You may delete entries by clicking on the red delete symbol that will appear as you hover your cursor over the entry You cannot edit your entry you must delete and start over w Please confirm that you have added all your Milestones Milestones Back to Main Menu Previous Next Submitting an Application Improving Methods for Conducting PCOR 13 X pori Add a Milestone x Year Milestone Name Description Enter milestone information All fields are required Click Update Milestones after entering your information Projected Completion La Date MM DD YYYY Update Milestones Templates and Uploads All PFAs require additional documents to complete the application For specific instructions refer to the PCORI Application Guidelines found in the PCORI Funding Center for the relevant PFA type Note that all uploads must be PDFs e To upload a document click the green plus sign Note All uploaded files must be in PDF format e Click Add files and choose the file from your computer e Select the name of the required document that you are uploading from the dropdown list Note Disregard components marked Application Only If you select the wrong component and continue with the upload you can make a correction by clicking the pen and paper icon after the upload is completed See the second screenshot below e Click Start upload e To del
6. Previous 4 Save And Review Click Save And Review to review the LOI before submitting Incomplete fields will be highlighted in the left navigation panel Submitting an Application Improving Methods for Conducting PCOR 16 X pcori Submit to Administrative Official Review the summary of your application Click Edit Request if changes are necessary Once complete click the Submit to AO button to submit your application to the Administrative Official designated on the PI and Project Information tab Note that only the AO may submit the application to PCORI Please contact your AO to ensure that your application was reviewed and submitted R 1306 03160 Edit Request PDF Print Backto Main Menu Submit tc VWitnor Once you have completed and reviewed all sections click Submit to AO to submit your PI AND CONTACT INFORMATION application to your Administrative Official Principal Investigator Grantee User Test Administrative Official Grantee User Test Financial Official PI Designee Assistant Fluxx Labs Request for 700 000 00 APPLICANT Grantee User Test Principal Investigator Information Please respond to questions regarding the Principal Investigator s research experience and prior funding All fields are required Position Title Position Title Please review your Application fully You WILL NOT be able to make changes after you Click Submit to AO
7. ete an uploaded file click the red minus sign Submitting an Application Improving Methods for Conducting PCOR 14 Select files Add files to the upload queue and click the start bution Filename Test pdf f A Research Plan Application Only a B Engagement Template C People and Places Application Only D Budget Form Application Only E Letters of Support Application Only LOI Supporting Documentation Technical Abstract lt A UPLOAD DOCUMENTS test document pdf Budget Detail By Grantee User Test Added at 2 52 PM on June 14 2013 test document pdf ej Budget Justification for first year and total project period By Grantee User Test Added at 2 52 PM on June 14 2013 test_document pdf People and Places By Grantee User Test Added at 2 52 PM on June 14 2013 test document pdf Research Plan By Grantee User Test Added at 2 52 PM on June 14 2013 Submitting an Application Improving Methods for Conducting PCOR 15 pcori Save and Review e Once you ve completed all sections go to the Save and Review tab and click the Save and Review button Any incomplete sections will be highlighted in the left navigation panel with incomplete fields marked in each section e If all required fields are complete you will see a summary screen From this screen you can review print or save your application as a PDF Spring 2014 Cycle PI AND CONTACT Improv
8. il list Applied to be a reviewer of PCORI researc Visited POOR website Served as a PECORI merit reviewer Participated in applicant training Watched a PCOR webinar Attended a POOR sponsored event in pe Attended an event where PCOR was feat Met with PCOR staff Annliana fer DOME ron naeeh Fire imc Principal Investigator Information Please respond to questions regarding the Principal investigator s research experience and prior funding All fields are required Position Title Deputy Director of Urology Degree AAS Mo AB MPH APRN BA BC BCH BCHIR BRA Did the Principle Investigator complete his or her terminal research degree or medical residency within the previous 10 years Yes How many years of research experience does the Pl or project lead have after attaining his or her terminal degree 10 Years How many years of research experience does the Pl or project lead have related to this field of research 10 Approximately how many grants contracts have you had funded as the PI or project lead 6 10 Total dollar amount direct costs for largest grant contract for which you were the PI 1 1 to 5 million Have you received grants contracts from Choose all that apply Submitting an Application Improving Methods for Conducting PCOR pcori Project Information Enter additional project information Enter the projected start and end date of the project by clicking on the calenda
9. ing Methods for Conducting P INFORMATION PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE e PROJECT INFORMATION e KEY PERSONNEL e MILESTONES TEMPLATES AND UPLOADS SAVE AND REVIEW To complete all sections of the Application use the left side navigational links and the Previous and Next buttons at the bottom of the screen Please review information previously entered at the LOI phase and update if necessary Additional application information is required in ALL sections To save your work please go to the Save and Review tab and click Save and Review Please be sure to do this before closing the browser window or your work will be lost Once you ve completed all sections click Review and Submit in the left side navigation then click Save and Review You will be taken to a review screen to review print and submit your Application to your Administrative Official for final approval Fields marked with are required Once you ve completed all sections of the Application click the Save amp Review button The system will indicate any incomplete fields When all required fields are complete after clicking Save amp Review you will be taken to a review screen to review your Application print and submit your application to your the only individual who can make the final submission to PCORI Please follow up with your AO to ensure the application is submitted Back to Main Menu
10. mplates and any additional instruction for a specific opportunity select the opportunity of interest in the Funding Center and review the applicant resources section of the page e PCORI s Applicant FAQs cover common questions that an applicant may have about PCORI and the application process These are updated on a regular basis to reflect questions received through our helpdesk and applicant town halls e Applicant training materials and information about PCORI s applicant town hall sessions will be posted on PCORI s Training Materials page Once available applicants will receive an email about these opportunities e If you have questions please contact us at pfa pcori org Submitting an Application Improving Methods for Conducting PCOR 18
11. mproving Methods for Conducting P PI AND CONTACT INFORMATION e PROJECT INFORMATION KEY PERSONNEL MILESTONES TEMPLATES AND UPLOADS SAVE AND REVIEW PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE To complete all sections of the Application use the left side navigational links and the Previous and Next buttons at the bottom of the screen Please review information previously entered at the LOI phase and update if necessary Additional application information is required in ALL sections To save your work please go to the Save and Review tab and click Save and Review Please be sure to do this before closing the browser window or your work will be lost Once you ve completed all sections click Review and Submit in the left side navigation then click Save and Review You will be taken to a review screen to review print and submit your Application to your Administrative Official for final approval Fields marked with are required Generally milestones measure concrete specific outcomes such as deliverables Milestones should only include activities that are supported by the PCORI contract in question Base the milestone projected completion dates on your projects projected start date as entered in the Project Information portion of your Application entry Insert your key project specific milestones by clicking the green plus sign All fields are required In addition
12. nel x Full Name First Lag Institution Required information is in bold Position Project Role Other specify For the purposes of thi which one of the follo Click Update Key Personnel Email DA Submitting an Application Improving Methods for Conducting PCOR 11 X pori e Please confirm that you have added all Key Personnel by clicking the checkbox You may be asked to complete additional key personnel question s After finishing these steps you may click Next to continue to the next section of the application ase confirm that you have added all your Key Personnel Key Personnel Name your primary patient partneris on this project Name your primary stakeholder partner s on this project Will the patient or stakeholder partners engaged in the study receive financial compensation for their role in this project AAA Submitting an Application Improving Methods for Conducting PCOR 12 bocor Milestones Enter project milestones by clicking on the green circle plus sign A popup window will appear Generally milestones measure concrete specific outcomes such as deliverables Enter milestones information including milestone name description and projected completion date You may delete milestones by clicking on the red circle minus sign which will appear as you hover your cursor over the entry You cannot edit your entry you must delete and start over Spring 2014 Cycle I
13. ng PCOR Pl AND CONTACT INFORMATION PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE To complete all sections of the Application use the left side navigational links and the Previous and Next buttons at the bottom of the screen Please review information previously entered at the LOI phase and update if necessary Additional application information is required in ALL sections To save your work please go to the Save and Review tab and click Save and Review Please be sure to do this before closing the browser window or your work will be lost Once you ve completed all sections click Review and Submit in the left side navigation then click Save and Review You will be taken to a review screen to review print and submit your Application to your Administrative Official for final approval Fields marked with are required PROJECT INFORMATION e KEY PERSONNEL e MILESTONES e TEMPLATES AND UPLOADS Once you ve completed all sections of the Application click the Save amp Review button The system will indicate any incomplete fields e SAVE AND REVIEW When all required fields are complete after clicking Save amp Review you will be taken to a review screen to review your Application print and submit your application to your Administrative Official AQ for approval and final submission The organization s AO is the only individual who can make the final submission to PCORI Plea
14. r icon Enter additional project information questions Refer to the PFA and the Application Guidelines found on the PCORI Funding Center for additional guidance All fields are required Spring 2014 Cycle Improving Methods for Conducting PCOR PI AND CONTACT INFORMATION PROJECT INFORMATION KEY PERSONNEL MILESTONES TEMPLATES AND UPLOADS SAVE AND REVIEW PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE To complete all sections of the Application use the left side navigational links and the Previous and Next buttons at the bottom of the screen Please review information previously entered at the LOI phase and update if necessary Additional application information is required in ALL sections To save your work please go to the Save and Review tab and click Save and Review Please be sure to do this before closing the browser window or your work will be lost Once you ve completed all sections click Review and Submit in the left side navigation then click Save and Review You will be taken to a review screen to review print and submit your Application to your Administrative Official for final approval Fields marked with are required Is this a resubmission No Total direct costs Prime and Subcontracts 1489255 0 Total indirect costs Prime and Subcontracts 125235 0 Total amount requested 1 614 490 00 Are you requesting a budget greater than what is outlined in the PFA No
15. rantee User Test ar ar antee User Test Submitting an Application Improving Methods for Conducting PCOR N Organization Information Organization Information Street Address 1 1828 L Street Street Address 2 Suite 900 City Washington State District of Columbia ar Country United States of America ar Zip Code Congressional District ms dF Submitting an Application Improving Methods for Conducting PCOR amp pcori Review Additional PI Information Review the Principal Investigator information entered with the LOI You may edit the information if needed Use the Next button at the bottom of the page to continue to the next section To which of the PCORI national research priorities or targeted funding announcements are you applying Improving Methods for Conducting PCOR Please select which Improving Methods for Conducting PCOR announcement you are applying for PROMIS focused 7 FOR GENERAL IMPROVING METHODS ONLY To which merit review panel is this application being submitted for consideration Please see the Improving Methods Application Guidelines for additional information on these review panels General and design specific analytic method For the purpose of this project with which group does the PI or project lead identify primarily Fatient Consumer Have you interacted with PCORI in the past in the following ways Select all that apply Joined a PGOR ema
16. s osessossssosessosessosessosossosossososessosessosessosossosossesosessose 17 Resources and Contact Information ssssssssossssossssossssosessosossosossosossssosessosossososeesoseesosessos 18 Submitting an Application Improving Methods for Conducting PCOR 2 X pcori About the PCORI Online System The PCORI Online System pcori fluxx io supports PCORI Funding Announcements PFAs application submission and PCORI s review process Before you begin please note the following Frequently Asked Questions e To apply for PCORI funding you must have an account in the system If you do not have one create one using the instructions below If you have applied to PCORI in the past your account has been retained You do not need to create a new account but you will need to request a new password Just click Reset or create password to receive your new password or enter your username and password in the sign in boxes e The PCORI Online System is only compatible with Safari and Google Chrome browsers e To complete all sections of your application use the left side tabs or the Previous and Next buttons at the bottom of the window o To save your work click the Save and Review tab and then the Save and Review button Be sure to save your work before closing the browser window or your work will be lost e lf you run into technical difficulties using the PCORI Online System please contact us at pfa pcori org Submit
17. se follow up with your AO to ensure the application is submitted Back to Main Menu Previous Save And Review You must click this Save and Review button for your work to be saved To return to a saved draft application click on the yellow pencil icon on the landing page 9C14 1403 11849 1 614 490 00 3 4 2014 Improving Methods for Conducting PCOR Application In Living with Fibriods in the Sa American ommuni Click on the yellow pencil icon to return to your application Status of the application is In Progress until all required fields are completed and the application is submitted to the Administrative Official Submitting an Application Improving Methods for Conducting PCOR 6 X pcori PI and Contact Information Please review the information that was entered with the submission of your LOI You may edit the information if needed Note that Organization PI and Administrative Officer information are required for application submission The PI and the Administrative Officer cannot be the same person Name DUNS ID or EIN Autocomplete Add New fnization Search N eae l Review information previously entered at LOI Location Satellite Fluxx Labs headquarters Principal Investigator Grantee User Test Add New Click Add New to add a PI Administrative Officer or PI Designee that is not in the dropdown list Add L Add New Administrative Officer G
18. ser Manual now contains step by step instructions on how to submit your LOI For any administrative or technical questions while submitting your LOI please email us at pfa pcori org or call us at 202 627 1885 Create an account now N pcori Locate Your Application To begin your application click the yellow pencil icon next to the request number The application includes previous contact and project information from the LOI and requires additional information 014 1403 11849 amp 1 614 400 00 3 4 2014 Improving Methods for Conducting PCOR Application In Progress Withdraw Living with Fibriods in the African American Community Click the yellow pencil icon to begin your application Create Your Application Use the left side navigational links and the Previous and Next buttons at the bottom of the pages to guide you through the application creation and submission process Spring 2014 Cycle Improving Methods for Conducting PCOR e PLAND CONTACT xep INFORMATION PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE i To complete all sections of the Application use the left side navigational links and the e PROJECT INFORMATION Previous and Next buttons at the bottom of the screen Please review information previously entered at the LOI phase and update if necessary Additional application information is required in ALL sections e KEY PERSONNEL To save your work please go to the Save and Review tab
19. ting an Application Improving Methods for Conducting PCOR 3 N pcori Log Into PCORI Online Use the PCORI Online System to submit your application To complete your application you must have previously submitted a Letter of Intent LOI to PCORI Note that for some PFA types LOIs must be approved by PCORI prior to the submission of an application Refer to the PFA for further guidance e To login go to pcori fluxx io e Enter the username and password you used to submit your LOI e f you forgot your password click the Reset or create password link pcor x Welcome to PCORI Online Login Now Sign in Reset or create password Submitting an Application Improving Methods for Conducting PCOR Technical Note Please use Chrome or Safari browsers If you are a new user please register by clicking on the Create an Account Now button lf you are a reviewer or have applied to PCORI in the past you do not need to create a new user account Please click the Reset or create password link to the left to receive your new password Current Announcements Funding Opportunities Spring 2014 Cycle The PCORI Online system is now open for submission of an LOI To view all available opportunities please visit our Funding Center Application Resources View PCORI s Funding Center for application guidelines and templates key dates PCORI Funding Annoucements PFAs and additional information The PCORI Online U
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