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Quicktour PDF - University of Oregon

1. nt types of help are always 3 Tabs Each tab represents a proposal section 4 containing elds for you to enter Hiting a tab wil show that screen 2004 Unive AFR PAAnain data entry area for each tab March 8 2004 Office of Research Services and March 8 2004 Administration University ot Oregon Screen Icons Th tals agit betere the grapari can be rates 1B Yew nes morgage ordre ey Parsona ematon tot person Sent smal 1o person 2 Click for context sensitive heip Envelope Open an e mail ink to the person Magnilying Glass Open person s information profile Red Dot this eld is required before you wil be able to finalize Person wil popup a list ot delegates for the approver Note Nates added by parson who approved or declined to approva the proposal 2004 University of Oragon 12 Office of Research Services and March 8 2004 Administration University of Oregon Pulldowns You may only select trom the choices listed in the pull down boxes Ifyou need to enter something that is not available contact ORSA In the special cases of Funding Agency and Key Personne it the choice is not listed you may select the See Below or Not Listed option and enter the information in the taxt box provided 2004 University of Oragon 13 Office of Research Services and March 8 2004 Administration University ot Oregon Uploading files You can upload files rom your workstat
2. Office of Research Services and March 8 2004 Administration University ot Oregon Templates You can create templates containing information that tends to rapeat over numerous proposals When it s time to start a new proposal add it using the data in the template to avoid having to reenter the information by hand You can create as many templates as you ike Templates can not be shared between diferent users 2004 University of Oragon 10 Office of Research Services and Administration University of Oregon Proposal Screen Areas 1 Headr area Identifies the Proposal Number PI and title of the proposal 2 Utility Buttons Hovering the mouse over the buttons on the screen will pop up an explanation box on most browsers i javascript is enabled These buttons willbe diferent depending on your rale in the proposal Check Proposal checks to confirm that required ids are files in Approve Give your approval that the proposal is OK to submit Your password is required to approve or decline to approve a proposal Notes Create and read notes to yoursel or ether people about he proposal PrinView Create one lang page tor t be viewed or printed Copy Create a new proposal based on this proposal Delete Marks the proposal as deleted Users wl no longer be able to access the proposal It you need it back contact ORSA Heip Section Several di avaiable Ext Back to main E PCS menu proposal that can
3. Office of Research Services and March 8 2004 Administration University of Oregon E PCS Quick tour A screen by screen overview guide to the Electronic Proposal Clearance System Une mae This sideshow is an overview ol the teatures and capabilites ofthe Electronic Proposal Clearance System i addresses entering and customizing the system navigation and explores some of the basic functions 1t does not address content issues For help with content issues please refer to the full User Manual 2004 University of Oragon 1 Office of Research Services and March 8 2004 Administration University of Oregon Quicktour instructions Close this window to exit the tour you will be returned to the E PCS system This Quicktour is not comprehensive Read the User Manual for complete information Click a subject in the left pane to advance from slide to slide or use the D arrows below This side show was optimized for Netscape version 4 or higher I you are able to use Internet Explorer version 6 or higher you will be able to resize Ihe rames 2004 University of Oragon 2 Office of Research Services and March 8 2004 Administration University ot Oregon Login Screen Production System yur rare ren in pals eean Te passeard oral etna mamas Enter your user name and password M this is your first ime logging in use the User Name and Password sent to you by ORSA if you need
4. approvers You may nat change anything else not the save buttons wil not be on the sereen 1 you must change an proposal ater finalizing it you wil have to use the Revise Repiace option of the Copy Proposal lunction You wil have to go through the approval process again 2004 University of Oragon 16 Office of Research Services and March 8 2004 Administration University of Oregon Copy Replace Revise Spec he appeston peal ne tepid vader ld rede eplaad propa it ikea th erg propos Copying wil duplicate all of the information on a proposal except approvals and key personnel to a naw record You wil have to spect the application type of the copied proposal so it can be corectly Inked to the existing proposal Prior to finalizing a proposal it can only be copied Ater itis finalized it can be Copied Replaced or Revised Replacements and revisions ara cross linked with their original records meaning that thare wil be a cickable Iink created so you can quickly navigate between the records 2004 University of Oragon 17 Office of Research Services and March 8 2004 Administration University ot Oregon Approving a Proposal re nuenmary page iets hey porte at Seppo Tre spre may a ciek any ab t i you are the PI CoPI unit head or other person with approval responsibilty you wil receive an e mail from Research Services indicating that a proposal is ready for your review A h
5. help with a frst ime login use the second lnk ofthe heip section 1 you have forgotten your password click on the Forgot Password lnk 1 you have forgattan both your user name and password please contact ORSA s Technical support 6 5131 The Take the E PCS Quicktou link in the help box leads to this sideshow Using the practice system you can simulate any of the roles within E PCS Depending on your role some buttons and fields may or may not be avallabile Using the practice system you can simulate the proposal process from creation to final approval 2004 University of Oragon 3 Office of Research Services and March 8 2004 Administration University ot Oregon Logging Out Aways log out E ater you are done You can log out from any screen within E PCS For security reasons tis important to remember to log out betore shutting down your browser If you do not lag out Somebody can sit down at your computer start up your browser and possibly be able to log into your session Itis always a good idea to lag aut irom any secure connection such as banking appications and E PCS and then shut down and restart your browser before suring to other pages 2004 University of Oragon 4 Office of Research Services and March 8 2004 Administration University of Oregon Main Menu a faut exe The main E POS menu From here you can access your proposals run repo
6. ion or network disk drive Macintosh and other non windows users should append fle type names o fles being uploaded Once you ve uploaded a fle you can view it by clicking the View Iink 1 you wish to change the uploaded file you must make changes in your local copy and then upload the new version I available we recommend that you upload PDF documents so that they can be Viewed on a variety of computer platforms 2004 University of Oragon 14 Office of Research Services and March 8 2004 Administration University ot Oregon Checking a Proposal You may Check a proposal at any time The check procedure will reveal it any required iels are not lled in In addition some simple data checking is perlormed to validate your data example a start dale must be prior to an end date Errors wil prevent the proposal trom finalizing Wamings are tor your information and wil not stop finalization You can leave the window open while you make corrections and recheck as necessary Checking a proposal can take up to a minute to respond please be patient 2004 University of Oragon 15 Office of Research Services and March 8 2004 Administration University of Oregon Finalizing a Proposal Seog tes Ae azoaty practer 1e Pie ured enar Wa oe Ta passara ai e Ire lenin Oran ta propor tale ean not be eas Ater a proposal has been finalized the oniy thing that can be changed are the
7. iy be able to see proposals that you are affliated with Proposals wil romain avaliable indefinitely i you tind that you have too many proposals on your menu use the search criteria to reduce the number of visible choices Proposals that were created before the E PCS system became available can be accessed by clicking the View Oid PPS Information Iink The exact date wil be specified on the web site 2004 University of Oragon 7 Office of Research Services and March 8 2004 Administration University ot Oregon Searching for a proposal 1 yours of proposals gets too tong you can tner a via several rin ower t uas cremat z aans In pageear natane You can specity a variety of criteria to search f r proposals in progress The proposal number the P s name how recenly it was created or whether itis in progress or finalized 2004 University of Oragon Office of Research Services and March 8 2004 Administration University ot Oregon Add New Proposal yeu area gat erg tore Stearic Principal Investigators may add new proposals only with themselves as the PI Grant administrators can choose which Pl wil be leading the project You must also select the unit that is submitting the proposal and what type ot pplication this is new renewal continuation etc M a unit or PI is not listed in the pull down choices stop and call ORSA immediately 2004 University of Oragon 8
8. ot ink to the proposal is included in the e mail Atter you ara satisfied as to the contents of the proposal click the Approve button You wil be required to then enter your password prior to Approving or Declining the proposal The PI and DGA will receive inmediate ntiicaton i the approval is cine 2004 University of Oragon fice of Research Services and March 8 2004 Administration University of Oregon End of Quicktour E POS has many more features not covered in the Guicktour Please check al of he inks and butions in he practice system to see what they do yu have any adgitional questions at are not sod hero or in the User Manual please contact ur office for help Seraan prints are helpt so we can soe what you were Taing wren oxporenced pesem 541 946 5191 6 5191 Reasearch Services orsa uoregon edu 2004 University of Oragon
9. rts change your user name and e mail preferences change your password or logout The second row shows that we are recording your user name your computer s IP address and the last ime you logged In The very last ine tells you how to contact our office if you have trouble and is available on every screen ofthe system 2004 University of Oragon 5 Office of Research Services and March 8 2004 Administration University ot Oregon User Maintenance Ya parsona Som On the User Maintanance screen you can change your User Name yes it can have spaces and E PCS specific system Inlormation all o the other intormation is derived tram your Human Resources entry in Banner I itis not correct it must be changed in Banner 1 you do nat anticipate using the system trom off campus please leave the Restrict access setting as Yes The other checkboxes enable you to control how much e mail you wil receive as your proposal gaes through the approval process Pls and DGAs wil aways be otifed immediately if anyone deciines to approve a proposal they are invoived in Information can not be changed in the practice system 2004 University of Oragon 6 Office of Research Services and March 8 2004 Administration University of Oregon Proposal Menu Here you can add new proposals and templates and edt proposals currently in progress The proposal numbers are the links to your proposals You wil on

Quicktour PDF - University of Oregon

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