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1. PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE Eugene Washington PCORI Engagement Awards Initiative Notices Online Application System User Manual Submit an Application for an EAIN Online Application System Submit an Application for an EAIN De pcori Contents MEO CUCO cee E E E E E EE A E ee 3 Sen L LOE 9 eE E 4 Step 2 Prepare Your EAIN Application cccccccsscccccsssccccesececeesececceecccceeneceseuecessenecesseueeeessusecetseneess 9 Ry PSO Sacco rt aw cca enc teases eee sed eas eastine asa eceae poets ss coos eseaeee seetesnaee 12 ACAMEE N S occas getiea teens E E E E sonabhsq esate E N AE 14 Save and Return to Your EAIN Application Navigating the Dashboard c ccccccceeessceeeseeeneseeees 15 Step 3 Review and Submit Your EAIN Application ccccccccsseccccesseceesesececeeececeeesecesaeecessenecesseees 17 Resources and Contact Information ccccccsesssecccccccsesesseeccccceesaeeeseecceeessauausseeeeeseesauaeaseeeeeeeesaaaagssss 18 Online Application System Submit an Application for an EAIN De pcori Introduction Applicants who would like to apply for an Engagement Award Initiative Notice EAIN should follow the instructions below If you experience technical difficulties using the PCORI Engagement Awards Initiative Notice Online Application System please contact us at ea pcori org or 202 370 9312 Please note the following before you begin e R
2. Save located at the bottom and the top of the form to save your work in order to move to the next tab of the application Saving your work will prompt you to enter required information enter dummy information if you are not ready to complete required fields e Incomplete fields will be highlighted in red The system will note incomplete fields one at a time Authorizations certify that am authorized by my organization to submit this m application to PCORI Oom Cancel Key Personnel e Click New to enter a new Key Personnel e Limit your entries to five Key Personnel excluding the Project Lead A Details 3 Key Personnel 3 Attachments O Review amp Submit Continue Key Personnel New To add a new Key Personnel click the New button Limit your Key Personnel entries to 5 not including the Project Lead You may edit your Key Personnel entries by clicking on the paper and pencil icon below Click the magnifying glass icon to view your Key Personnel entry Click the X icon to delete your entry To continue to the next tab of the application click Continue First Name LastName Institution or Org Primary Affiliation Patient or Stakeholder or Partner Patient or Stakeholder Relevant Experience a e Enter Key Personnel fields A red bar indicates required fields Online Application System Submit an Application for an EAIN e pcori Click the Save button
3. Thank you for providing your contact information Check your email inbox and you will have information with instructions to log in to your online portal to submit your application to request funding through the Eugene Washington PCORI Engagement Awards program Online Application System Submit an Application for an EAIN X pcori Email Link Activation e Click on the link in the email you received which will look similar to Mon 7 21 2014 11 29 AM Engagement lt ea pcori org gt Welcome to Engagement Awards Application To Hi Welcome to Engagement Awards Application To get started go to https pcori force com engagement login c 97JmYeev6 2BFxB400nAIMS5qgxfxRtrHAN4dexX4cluVzSHVGo1 GSiPgyND1h9PLWFJ 2FiwhHaDnM8HNsHr4QJGIASisv3AKeA5mj2mhWPPL2UAVA 3D 3D amp c 97JMYeev6 2BFxB400OnAIM5qgxfxRtrHAN4dex4cluVzSHvGo1IGSiPgyND1h9PLWFJ 2FiwhHaDnMS8HNsHr4QIGIASisv3AKeA5mj2mhWPPL2UAVA 3D 3D Thanks PCORI Username Log In for previous users e Click on the link in the email you received It will direct you to the login portal for the PCORI Engagement Awards Initiative Notice Online Application System e Log in using your previously created username and password e Click Forgot your password to retrieve a lost password Your username is required X pcori ETSLARCH INSTT PCORI employee Log in here User Name Password E Remember User Name Forgot your password Not a member Online Application System Subm
4. a list of all unsubmitted LOIs To access a full proposal if your LOI has been selected to continue to full proposal you may access the full proposal for entry by clicking on the Grantee Dashboard link You will see a list of all unsubmitted full proposals Complete as much information as you have You can return to the portal when you get more information You must click Save to save your entry prior to exiting the system To begin a proposal in response for meeting and conference support you may complete the full proposal by clicking on the Grantee Dashboard link You will see a list of all unsubmitted full proposals including the one that has the project name you submitted earlier Complete as much information as you have You can return to the portal when you get more information You must click Save save your entry prior to exiting the system To begin a proposal in response to an EAIN you may complete the full proposal by clicking on the Grantee Dashboard link You will see a list of all unsubmitted full proposals including the one that has the project name you submitted earlier Complete as much information as you have You can return to the portal when you get more information You must click Save save your entry prior to exiting the system Grantee Links Grantee Dashboard Create LOI Please contact us at ea PCORI org should you have questions or need assistance Online Application Sy
5. before submission You will not be able to make any changes after it is successfully submitted e To submit your application to PCORI click on the Review and Submit tab e You will be taken to a summary screen From this screen you can review your submission and print your application Note that once the application is submitted to PCORI you will no longer be able to make changes e Incomplete fields will be highlighted in red The system will note incomplete fields one at a time e To make changes to your application click the Details tab to be taken back to the edit view e To submit your application to PCORI click Submit Details Key Personnel Attachments Review E3 Z i Q amp Submit Please review your Application entry in detail Should you need to make changes click on the Details tab and then the Edit button Click the Submit button when all fields are complete Any missing fields will be noted at the top of the form in red text Note that you will not be able to make changes to your Application after submission to PCORI Contact the Engagement Team at ea PCORI org should you have questions Submit Prime Organization amp Project Lead Information Online Application System Submit an Application for an EAIN cor Resources and Contact Information e Please refer to the Application Resources section in the Engagement Award Initiative Notice you are responding to for required te
6. better than previous solutions Describe how the solution is achieved designed and implemented or is atleast achievable 1000 character limit If yes explain the proposed solution Zz e To identify your application as a response to an EAIN in the Project Information section under the details tab please select Yes in the Are you responding to an initiative e Then select the appropriate choice w Project Information Choose one based on the organization s priorities and PCORI s Engagement Award program guidelines Engagement Type Award for Application hd If your proposal spans more than one Engagement Award type please explain Are you responding to an initiative announcement If Yes which initiative EAIN Supporting Dissemination and Implementation Activities of tha PCORI Pilot Projects Learning Network PPPLN l Is this a previously existing project that has z F been funded by others EAIN Supporting Dissemination and Implementation Activities of the PCORI Pilot Projects Learning Network PPPLN EAIN Patient Centered Outcomes Research Clinical Comparative Effectiveness Research Meeting and Conference Support If yes describe funders and explain Online Application System Submit an Application for an EAIN De pcori Authorizations e Certify that you are authorized by your organization to submit the application to PCORI e Click
7. emember to save your work before closing the browser window or your work will be lost To save your work click Save at the bottom or top of the application form You will be prompted to enter required information enter dummy information if you are not ready to complete required fields Incomplete fields will be highlighted in red The system will note incomplete fields one at a time e The system will time out after two hours of inactivity Remember to click Save on a frequent basis or you will be logged out and any work that is not saved will be lost Online Application System Submit an Application for an EAIN Step 1 Log in e Select the Engagement Award Initiative Notice Online Application link from the respective EAIN Applicant Resources Section ue S ncori Overview Published Summary lt Applicant Resources Key Dates Online Application System Submit an Application for an EAIN pcori You will be directed to the following page All fields are required Lg DCO r Patient Centered Outcomes Research Institute Contact Information First Name Last Name Organization Email Phone Street City State Zip Country Project Name e After filling in all the fields click the Submit button and you will be directed to check your email for further instructions amp DCO r Patient Centered Outcomes Research Institute Contact Information
8. g your Application To upload required documents click the Save button then select the Attachment tab Click the Select file button to attach your required files Applications with missing required information will not be considered Once you are ready click the Review amp Submit tab Make sure all fields are filled out then click Submit to submit your Application Incomplete fields will be noted upon submission Contact the Engagement Team at ea pcori org should you have questions save Cancel Organization amp Project Lead Information e In the Project Summary section additional instructions appear above some questions e For PPPLN EAIN please see supplemental application instructions in the PPPLN Dissemination and Implementation EAIN Application Template of the funding announcement Online Application System Submit an Application for an EAIN N pcori e For larger textboxes character limits including spaces are noted in instructions e For PPPLN EAIN please prepare applications in word and copy paste into online application form follow word limits prescribed in PPPLN EAIN Project Name State the problem or question the project Is designed to address 1 000 Character Limit Background EA Are you proposing a solution to this problem If yes explain the proposed solution Explain why is it believed that this solution will work and be
9. hments by clicking on Select File and following the prompts e Note that the system will rename your file as follows document type year original document name e Required templates are posted in the Application Resources section on Eugene Washington PCORI Engagement Awards When finished uploading all required documents click Continue to proceed Details B Key Personnel 3 Attachments O Review amp Submit Required templates can be found in the Application Resources section on the Eugene Washington PCORI Engagement Awards page Please submit a financial statement document Please note that the file will be automatically renamed REQUIRED Select File Please submit a operating expense budget document Please note that the file will be automatically renamed REQUIRED Select File Please submit a Board of Directors document Please note that the file will be automatically renamed REQUIRED Select File Please submit a Workplan document Please note that the file will be automatically renamed REQUIRED Online Application System Submit an Application for an EAIN e pcori Save and Return to Your EAIN Application Navigating the Dashboard You can save and return to continue working on your application at any time e To save your work click Save at the bottom or the top of the EAIN Application form Please be sure to do this before closing the b
10. i org should you have questions Organization amp Project Lead Information e Once you have successfully saved you may leave the system and come back to your work e From the Foundation Connect tab see Step 2 above click on the Grantee Dashboard link Engagement Awards Application E Megan Saynisch Logged in as Megan Saynisch msaynisch yahoo com gt cea Patient Centered Outcomes Research Institute iambic Search Home Chatter LOls MZT ty Bei Grantee Dashboard Online Application System Submit an Application for an EAIN De pcori e You will be taken to the Open Items tab on your Dashboard where you can view applications in progress e You may click on the History tab to view submitted LOIs and applications e Click on the My Submissions link in the top right navigation to be taken to your Dashboard from the EAIN Application screen e Click on the pencil and paper Edit icon to be taken back to your incomplete EAIN application Open Items History Project Name Type Project Start Date Status Last Modified By All v All v All v All v test Application 04 08 2014 Application Started Online Application System Submit an Application for an EAIN De pcori Step 3 Review and Submit Your EAIN Application Once you ve completed all sections on each tab you are ready to submit your EAIN application e Review your application completely
11. ion Connect Welcome to the Eugene Washington PCORI Engagement Awards Online Application System y From this site you will be able to create and submit Letters of Inquiry LOls for the Eugene Washington PCORI Engagement Awards New users will see this page Engagement Awards Application J N Search pcorl Patient Centered Outcomes Research Institute Home Foundation Connect Welcome to the Eugene Washington PCORI Engagement Awards Online Application System From this site you will be able to create and submit Letters of Inquiry LOIs manage and submit full proposals and view submitted LOIs and full proposals for the Eugene Washington PCORI Engagement Awards To get started click on the Foundation Connect link at the top of the navigation bar For Programming and Applicant Guidelines and additional information about the PCORI Engagement Awards please go to http www pcori org funding opportunities eugene washington pcori engagement awards Please contact us at ea PCORI org should you have questions or need assistance e Then click Grantee Dashboard under Grantee Links Home EZE Instructions To Create a new LOI click the Create LOI link Complete as much information as you have You can return to the portal when you get more information You must click Save to save your entry prior to exiting the system To access a saved LOI click the Grantee Dashboard link You will see
12. it an Application for an EAIN De pcori Log In for new users e Click on the link in the email you received It will direct you to the login portal for the PCORI Engagement Awards Initiative Notice Online Application System e Select Not a member You will then be directed to create an account All fields are required peor User Name PCORI employee Log in here Password Remember User Name Forgot your password Not a member Last Name Nickname Email Password Confirm Password submit e Remember to note your username the email you entered and password e Click Submit when you are done Online Application System Submit an Application for an EAIN X e You will receive an email confirmation e Click the link to the login screen of the PCORI Engagement Awards Initiative Notice Online Application System e Enter the user name and password you created to login and begin your application N pcori PESTARCE IMETITUN PCORI employee Log in here User Name Fassword O Remember User Name Forgot your password Not a member Online Application System Submit an Application for an EAIN pcori Step 2 Prepare Your EAIN Application e Click the Foundation Connect link in the top navigation bar Previous Users will see this page Engagement Awards Application pcori Patient Centered Outcomes Research Institute antame eemi Home Chatter LOls Foundat
13. mplates You can access each EAIN from the PCORI Engagement Awards page e Questions Contact us at ea pcori org or 202 370 9312 Online Application System Submit an Application for an EAIN
14. rowser window or your work will be lost e You will be prompted to enter required information enter dummy information if you are not ready to complete required fields e After saving your work you will be taken to a summary screen Details B Key Personnel Attachments Q Review amp Submit Please complete the following fields for the Application Fields mafked with an asterisk are required Help text is located above certain fields with additional information You m y save your work at any time by clicking on the Save button at the top or bottom of the screen Please note that red error message will appear below the top Save button when a conditionally required field is left blank upOn saving To add key personnel click the Save button then s lect the Key Personnel tab Click the New button to add a new key personnel contact Click the Edit button on xhe Details tab if you need to continue editing your Application To upload required documents click the Saye button then select the Attachment tab Click the Select file button to attach your required files Applications with missing required information will not be considered Once you are ready click the Review amp Submit tab Make sure all fields are filled out then click Submit to submit your Application Incomplete fieldswill be noted upon submission Contact the Engagement Teant at ea pcor
15. stem Submit an Application for an EAIN e pcori e You will be taken to your Dashboard where you will see any applications in progress e Click on the paper and pencil Edit icon to begin your application Open Items History Project Name Type Project Start Date Status Last Modified By Edit Vie All All v All v All v TEST PROJECT 3 Proposal Invited Details e You will be taken to the Details tab All fields marked with an asterisk are required e Click Save at the bottom or the top of the screen to save your work as you go Saving your work will prompt you to enter required information enter placeholder text information if you are not ready to complete required fields 3 Key Personnel E Attachments O Review amp Submit Please complete the following fields for the Application Fields marked with an asterisk are required Help text is located above certain fields with additional information You may save your work at any time by clicking on the Save button at the top or bottom of the screen Please note that a red error message will appear below the top Save button when a conditionally required field is left blank upon saving To add key personnel click the Save button then select the Key Personnel tab Click the New button to add a new key personnel contact Click the Edit button on the Details tab if you need to continue editin
16. when finished First Name Last Name Institution Organization ls this persona patient stakeholder partner if yes is this person a patient or a Stakeholder Which of the following patient stakeholder communities reflects this person s primary affiliation How many years of relevant experience does this person have Degrees 2 Cancel e After saving your Key Personnel entry you will be taken back to the Key Personnel main page You may You may delete your Key Personnel entry by clicking on the X icon e When finished entering all necessary Key Personnel click Continue to be taken to the next tab 4b Details g3 Key Personnel 3 Attachments Continue Key Personnel First Name gt Last Name First Name Last Name Continue O Review amp Submit To add a new Key Personnel click the New button Limit your Key Personnel entries to 5 not including the Project Lead You may edit your Key Personnel entries by clicking on the paper and pencil icon below Click the magnifying glass icon to view your Key Personnel entry Click the X icon to delete your entry To continue to the next tab of the application click Continue Institution New Patient or Stakeholder or Partner Patient or Stakeholde Relevant Experience No 0 2 years Q x Online Application System Submit an Application for an EAIN e pcori Attachments e Upload required attac
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