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Research Administration Day May 28, 2014 Grants 3.0 Overview and Changes

Research Administration Day May 28, 2014 Grants 3.0 Overview and Changes. Agenda Key Changes – Department Researcher Home Page and Lifecycle Express Pages New Research Project Request Amendment Request - End Date Extension Other Changes: Over Expenditure Authorization Request Other

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Research Administration Day May 28, 2014 Grants 3.0 Overview and Changes

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  1. Research Administration Day May 28, 2014 Grants 3.0 Overview and Changes

  2. Agenda • Key Changes – Department • Researcher Home Page and Lifecycle • Express Pages • New Research Project Request • Amendment Request - End Date Extension • Other Changes: • Over Expenditure Authorization Request • Other • Questions Agenda

  3. Key Changes – Departments • Transition Research Request Forms on-line • Significant improvements to the Researcher Home Page • Inquiry enhancements including Lifecycle Inquiry • Initiate new Requests on-line • Ability to view and save the Financial Overview Report as a PDF file • Advice Notice e-mails for new Projects and Amendments includes link to RHP, no longer features Advice Notice Attachment • Automated e-mail notifications (e.g. Advice Notice, 80% Threshold Alert, Over-Expenditure Alert) Key Changes - Departments

  4. RHP – Key Changes

  5. RHP – Details Tab

  6. RHP– Over Expenditure Tab

  7. RHP– Project Lifecycle

  8. PDF Format! RHP – Key Changes

  9. Create New Request

  10. Intellectual Credit

  11. Submit New Request

  12. Submit New Request

  13. ! Since on-line Approval is not implemented in Grants 3.0, signed hard copies of the Request Forms including any required attachments must still be sent to RSO for RSO to action the file. RSO actions after signed Forms are received

  14. RHP – Lifecycle

  15. RHP – Details Tab

  16. RHP – Admin View and Search

  17. RHP – Admin View and Search

  18. Request for New Research Project

  19. Request for New Research Project

  20. Amendment • Create and Submit Amendment • Print Report, Obtain Signatures and forward to RSO Amendment Processing

  21. Amendment Processing

  22. Amendment Processing

  23. Mandatory Optional Amendment Processing

  24. Amendment Processing

  25. Amendment Processing

  26. Amendment Processing

  27. Over Expenditure Authorization Request

  28. Over Expenditure Authorization Request

  29. Over Expenditure Authorization Request

  30. Questions?

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