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User Guide - Clemson University

1. 11 INFOED USER MANUAL 2 4 Completing the Internal Documents Tab The Internal Documents tab requires the completion of several forms and allows the upload of the complete proposal package the guidelines and a completed Internal Budget Form as described below Internal Documents Mozilla Firefox TECLE9AE0532F23140AC036 5 d pdinternalDocs asp ProjlD 06F9 17E Dr Sheila T Lischwe VP for Research A Sponsor Code Will Be Entered 2015000188 Components for Initial Application Pre Review Route COI Request e submit Pre Review 15 Summary Budget Personnel Summary Budget Finalize Action Completed Form Remove N A Mandatory N A N A Mandatory Powered By infoEd Copyright 2014 InfoEd International Inc gt Complete eForms and upload documents Answer all questions If there are any Yes responses check the final box This will auto notify the Export Control Officer who will review the application and contact the PI if any additional information is needed To complete an eform for cost share F amp A Waiver or PI Variance select the hyperlink for Add Institution Forms Supporting Documents Under Add Initial Application Components check the box for the form that you need Select Add Complete the eForm If these approvals occur only at time of Final Review insert VPR name after PI in route Enter personnel names and dollar amounts of sal
2. these in order to proceed if presented Click the SAVE icon to confirm your decision and complete your review If you intend to Add Comments you should do so before you set your decision Once you set your decision and save you will not be able make any additional changes i e Adding Comments or changing My Decision after your decision is saved If you have any questions regarding your involvement in this process or what is expected of you please contact InfoEd Sysadmin CA 36 INFOED USER MANUAL Step 2 gt To view Preparer s name click on the Route tab The Preparer is the first person in the route gt To begin the review click on the Review tab This brings up the screen shown below Proposal Initial Application lt lt Comments can see Number 2014000192 No Comments have been recorded Title dh test 2 19 14 5 Sponsor Abbeville County Submitted rot tl bo Current Submission Reviewer Action Form Name Category Submitted Open Un Reviewed Not Reviewed Applicable dh test 2 19 14 5 19 Feb 2014 12 10 33 PM s View o Proposal N Edit Export Control 10 15 2013 18 Feb 2014 12 11 27 PM N edt Supporting Documents Em Cost Share FLA Waiver Pl 19 Feb 2014 12 11 27 PM N rdt o Variance Budget 19 Feb 2014 N A o intemal Budget Add Comments My Decision is To be shared with everyone X Between you and the PI Between Reviewers Only Between you and Admins T
3. Components for Initial Application Preliminary Approval v Submit Pre Review 13 gt Select Submit Refresh Route Route Path Preliminary Approval Add New Person to Review Path Step 11 Approver ApproverTEST Tester be No comments have been recorded yet 20 INFOED USER MANUAL 3 2 Preliminary Review by Approver Upon receiving email notification of an Action Item to review the Approver clicks on the Reviewer Dashboard link from within the email to view the following screen EES R o U T E You have been identified as someone who needs to perform an On line Review The Review Dashboard allows you to See Comments others have made when they reviewed this item e Add Comments to this item e Indicate Your Decision on the Review of this item Seethe Routing Progress that this item has will take Many of the items being reviewed have deadlines so please act accordingly In order to access this information you will need to be logged in If you are unsure of your username password please click here 1 Review the items listed on the Review tab marking each item Reviewed when you have completed your review of it Note that Not Applicable may be an option and if so you may select that instead of Reviewed when appropriate No item can be left Un Reviewed to continue 2 Add any comments to the PI reviewers administrators or all viewers as appropriate and cli
4. INFOED USER MANUAL 2 6 Completing the Summary Personnel Tab Summary Budget Personnel indicates subproject personnel indicates subcontractor personnel Personnel Wizard 2 Key Personnel A Curr Pend Name Role GE Order Organization Department nor q Support me ae ni InvestigatorTEST Tester PD ana Clemson University Test Department EENES PD PI gt For Pl enter percent effort committed to the project calculate percent effort by dividing total salary dollars requested from sponsor and included in cost share by total institutional base salary j gt Biosketch and Current and Pending Support are not required These may be uploaded with the Proposal Application Package To add personnel select Personnel Wizard and follow the instructions in the following table 16 INFOED USER MANUAL If No will this person be a part of a subcontract on this proposal If yes select the person s institution from the picklist If the institution s name does not appear select Not found in this list If Yes search for the individual s name in the picklist Is this person appointed to your institution or will he or she be if he or she has not yet been hired or identified If No indicate whether the person is named or is TBD If named locate the individual by clicking the first letter of his or her last name and enter the name into the text box to expedite searching If TB
5. Y CLEMSON lt SPONSORED PROGRAMS __ INFOED ELECTRONIC RESEARCH ADMINISTRATION infoed clemson edu User Guide August 2015 Version 1 8 Document Revisions Date vb Document Changes 12 06 2013 Initial Draft 01 22 2014 Addenda 02 02 2014 Addenda 02 05 2013 Full Edit 1 09 9 2014 Fall Edt 5 27 2014 ral Edt 08 08 2014 Addenda 11 21 2014 Addenda 8 1 2015 1 8 Full Edit 3 1 1 1 1 2 2 1 2 2 2 3 2 4 2 5 2 6 2 7 3 1 3 2 3 3 3 4 4 0 5 1 5 2 Table of Contents PIVEN OIC CHOI A A q E PE II EE E ET 1 cope ana PIDO S O oscars 1 PIOCESSOVEMNIeW aria lino a 1 Creating a New Proposal in PD unne sannssrnnervenrersnersensrvenversnsersnnsrsenversnsersnneens 2 Notifying OSP Support Center of Intention to Submit ii 2 Completing the New Proposal Questionnaire uuansersnssrnnsersnnerveneseensernnnvens 2 Completing the Set Up QUESTIONS anian ra nn E anaE 7 Completing the Internal Documents Tab coooccncnoccncnncnncncnnonannnoncnncncononacnnnarononcnnonononaso 12 Completing the Approvals PAD nana 14 Completing the Summary Personnel Tab sauns venen sernnverensernenervenrsesnsernnnnn 16 Completing the Summary Budget Tab a 19 Routing PD Record for Final Approval nenorenereenersenserenssenenensnnervenenenns 20 Submission by Preparer PI for Preliminary Review eee eneennen oeren v
6. continue to next step If manual proposal setup enter all or part of sponsor name select from choices provided NOTE If sponsor is not found select the letter A and choose A sponsor code will be entered OSP Support Centers should contact to add the sponsor information gt Enter Project Title In textbox enter the exact title that will be submitted to the sponsor For Grants gov applications a pop up warning box will appear if title exceeds sponsor character limitations or configuration NOTE To change a title at a later time navigate to the Proposal Tracking Summary screen and make the change there gt Enter start and end dates for entire project performance period e g July 1 2013 June 30 2017 gt Verify that budget periods are accurate change if more frequent than annual gt Review entries in previous steps If all are correct select Create Proposal which will create the InfoEd record for this proposal submission INFOED USER MANUAL The OSP Support Center Tasker subsequently receives an email notification generated by InfoEd with the subject line Proposal Number lt PPN gt New proposal As shown below the email informs the Tasker that a Pl has created a proposal to a particular sponsor and prompts the Tasker to assign the proposal to himself or herself and to the appropriate Preparer Proposal Number 2014000512 New proposal Harris Daniel P lt DHAR
7. PI reviewers administrators or all viewers as appropriate and click the SAVE icon a 3 Select a value in the Decision menu You may be prompted to acknowledge specific representations and certifications You must Accept these in order to proceed if presented Click the SAVE icon to confirm your decision and complete your review If you intend to Add Comments you should do so before you set your decision Once you set your decision and save you will not be able make any additional changes i e Adding Comments or changing My Decision after your decision is saved lf you have any questions regarding your involvement in this process or whatis expected of you please contact Mr Daniel P Harris 300 Brackett Hall Clemson SC 29634 5702 Phone 864 656 4488 23 INFOED USER MANUAL gt View the InfoEd Proposal Development record by clicking the View button view all other proposal documents by clicking the Edit button NOTE Cost share commitments are included on the Cost Share eForm allocations credit are included on the Internal Budget form gt Select the radio button in the Reviewed column for each document that is approved not be recorded a Proposal Initial Application EE Comments can see Number 2014000422 No Comments have been recorded Title dh test 1 15 14 Sponsor Abbeville County Submitted Current Submission Reviewer Action Form Name Category Submitted Un Reviewe
8. Reviewed Applicable dh test 1 15 14 15 Jan 2014 11 02 40 AM Proposal e Cost Share F amp A Waiver Pl 15 Jan 2014 11 08 47 AM Variance Export Control 15 Jan 2014 11 08 47 AM Internal Budget 15 Jan 2014 11 04 11 AM niemal Budget Add Comments My Decision is To be shared with everyone Between you and the Pl Between Reviewers Only Between you and Admins gt Click the floppy disk icon in the upper right hand corner to save the data Save your data or it will not be recorded Comments can see No Comments have been recorded NOTE If it is not approved Preparer is instructed to review comments at bottom of Routing Progress screen make corrections and then resubmit for final review NOTE Three conditions require additional actions Insert the name of the OSP Support Cross college Applications Center Manager for the CO Investigator s college after the Principal Investigator step 22 INFOED USER MANUAL Associated Center or Institute Insert the name of the center or institute director after the Department Chair step If these approvals occur only at time of Cost Share F amp A Waiver PI Variance Final Review insert VPR name after Pl in route Email notifications are sent to the PI co PI department chairs and ADRs after each electronically approves the application When all approvals are in the OSP Support Center receives the notification that the application may be submit
9. s intake form or by completing the New Proposal Questionnaire Function in the PD module Notification by Intake Form PI completes intake form and submits to OSP Support Center Tasker receives intake form logs in to InfoEd selects Proposals and chooses Create New Proposal Notification by Completion of New Login to InfoEd infoed clemson edu Proposal Questionnaire Select My Proposals Select Create New Proposal Continue with Section 2 2 2 2 Completing the New Proposal Questionnaire gt Select Change PI by selecting Principal Investigator name from pick list If Principal Investigator starts New Proposal Questionnaire disregard this step Cancel New Proposal Questionnaire Step 0 Confirm you intend for the PI of this proposal to be Tester PreparerTest or _ChangePI now please Step 1 Create a New Proposal or Copy From Existing Do you want to Create a New Proposal Continue to Next Step Copy From Existing Proposal Tester InvestigatorTEST Test Department v Search for a particular entry Filter by Position A Profiles with more than one department are listed with Primary Department first INFOED USER MANUAL gt Select Create a New Proposal or Copy from Existing Proposal Step 1 Create a New Proposal or Copy From Existing Do you want to Create a New Proposal Continue to Next Step Copy From Existing Proposal Create a New Proposa
10. system for the preparation routing institutional approval submission and tracking of all grant and contract requests submitted by Clemson University to external sponsors The system also supports collecting and recording of financial conflict of interest data 1 2 Process Overview The InfoEd PD module enables OSP Support Center staff to create an electronic record containing all the information pertinent to a proposal submission to an external sponsor In addition to completing data fields users complete eForms to identify export control concerns and request approval for cost share F amp A waivers and Pl Variance waivers An Internal Budget Form and proposal application documents and are also uploaded to the PD record Fields completed in the PD module automatically populate fields in the Proposal Tracking module including all documents uploaded Preparer and Pl complete eForms and PI notifies OSP Support OSP Support Center Preparer contacts Pl amp upload guidelines Center assigns Preparer initiates PD Record application package and Internal Budget Form Preparer or PI submits OSP approves for package for OSP routing to PI Co PI preliminary review by Department Chair amp OSP Support Center ADR OSP submits INFOED USER MANUAL 2 Creating a New Proposal in PD 2 1 Notifying OSP Support Center of Intention to Submit Investigators may notify OSP Support Centers of their intention to submit using their Support Center
11. the Pl to begin preparations It prompts the Preparer to log in to InfoEd via a hyperlink to take action Proposal Number 2014000513 New proposal created Harris Daniel P lt DHARRI2 clemson edu gt Tue 6 24 2014 8 46 AM Daniel Harris Instructions InvestigatorTEST Tester has created a proposal to Abbeville County It has been assigned to you Please contact the PI to begin preparations and click I am done Log in The Preparer opens InfoEd from the hyperlink in the email After logging in to InfoEd the Preparer sees the following screen Proposal 2014000134 Test proposal for guide InvestigatorTEST Tester has created a proposal to NASA It has been assigned to you Please contact the PI to begin preparations and click I am done Item Action Item Operating Status PT Proposal Initial Application Under Development 2014000134 Your Action Decision Next Status Assign to gt Select Person lt Y Comments Assignment History amp Assigned Completed Duration Action Who Comments 06 Dec 2013 1 40 49 PM Current New proposal created Dr PreparerTest Tester Jr 06 Dec 2013 1 37 34 PM 06 Dec 2013 1 40 49 PM 3 minutes New proposal created TaskerTest Tester The Preparer then performs the following steps gt Select the folder icon from Item on the dashboard INFOED USER MANUAL gt Select Am Done gt Open InfoEd record from this screen using the document icon P
12. 00422 No Comments have been recorded Title dh test 1 15 14 Sponsor Abbeville County Submitted Current Submission Form Name Category Submitted Open Not Applicable dh test 1 15 14 15 Jan 2014 11 02 40 AM an Proposal ew Cost Share F amp A Waiver Pl 15 Jan 2014 11 06 47 AM Varianos Export Control 15 Jan 2014 11 08 47 AM Internal Budget 15 Jan 2014 11 04 11 AM niemal Budget Add Comments My Decision is To be shared with everyone Between you and the Pl Between Reviewers Only Between you and Admins gt Click the floppy disk icon in the upper right hand corner of the screen to save the data Save your data or it will not be recorded Comments can see No Comments have been recorded gt Enter all comments in the Between Reviewers Only textbox Comments can be viewed by scrolling to the bottom of the Routing Status screen on the Finalize tab gt From the picklist labeled My Decision ls select Approved if Returned to PI is selected an email notification is sent to the Preparer gt Selecting Return for corrections will send a generic email to the PI and applicable college preparers notifying them of the return The Preparer should address the issues in PD and on the Finalize tab select the continue review thumbs up icon The review route will then start again from the beginning step gt Click the floppy disk icon in the upper right hand corner of t
13. D select the department in which the position will reside Choose from Key Other Significant Contributor Non Key Does this person currently work at your institution Personnel Type Consultant Key Consultant Non Key Select Continue Inthe Contact Information screen complete all yellow shaded fields Role Select from picklist If Other is selected enter description in adjacent textbox Contact Information For named individuals their complete addresses phones and emails are required to advance through PD if this information is already in GENIUS it will auto populate Select Save and Close when all fields are completed Additional Personnel Add as needed gt Check the Completed box 17 INFOED USER MANUAL INFOED USER MANUAL 2 7 Completing the Summary Budget Tab Budget Completed Project Budget Summary Start Date al ooms ams 01 Jan 2014 0 00 Sponsor Budget Summary NASA Budget Category Other Costs Institution Budget Summary College of Institutional Budget Summary DO NOT USE gt Check the Completed box in the upper right hand corner gt Select Done 19 INFOED USER MANUAL 3 Routing PD Record for Final Approval 3 1 Submission by Preparer Pl for Preliminary Review gt Select Finalize tab gt Click the thumbs up icon labeled Submit Final Review
14. Investigator Investigator TEST Tester Department Test Department Sponsor Deadline Date Proposal No 2014000192 Proposal Title dh test 2 19 14 5 Reviewer Dashboard Reviewer Dashboard Step 1 gt Click on the Reviewer Dashboard link in the email A window will open displaying the Reviewer Dashboard itself gt Log in with Clemson University username and password You have been identified as someone who needs to perform an On line Review The Review Dashboard allows you to e See Comments others have made when they reviewed this item e Add Comments to this item e Indicate Your Decision on the Review of this item e Seethe Routing Progress that this item has will take Many of the items being reviewed have deadlines so please act accordingly In order to access this information you will need to be logged in If you are unsure of your username password please click here 1 Review the items listed on the Review tab marking each item Reviewed when you have completed your review of it Note that Not Applicable may be an option and if so you may select that instead of Reviewed when appropriate No item can be left Un Reviewed to continue 2 Add any comments to the PI reviewers administrators or all viewers as appropriate and click the SAVE icon 3 Select a value in the Decision menu You may be prompted to acknowledge specific representations and certifications You must Accept
15. RI2 clemson edu gt Tue 6 24 2014 8 38 AM Daniel Harris Instructions InvestigatorTEST Tester of Test Department has created a proposal to Abbeville County If you are the tasker for this proposal please click Assign to Self Then select the appropriate preparer under Assign to and click I am Done Log in The Tasker opens InfoEd from the hyperlink in the email After logging in to InfoEd the Tasker sees the following screen Proposal 2014000134 Test proposal for guide Instructions InvestigatorTEST Tester of Test Department has created a proposal to NASA Action Item Operating Status PT Proposal Initial Application Proposal created Your Action Decision Next Status Assign to Under Development gt Select Person lt 1 Comments gt Select Person lt Tester ApproverTEST College of Test Tester PreparerTest College of Test Tester TaskerTest College of Test Assignment History lt 4 Assigned Completed Duration Action Who Comments 06 Dec 2013 1 37 34 PM Current New proposal created TaskerTest Tester The Tasker then performs the following steps gt Select Assign to Self Assign To Self gt Select the Preparer under Assign To INFOED USER MANUAL gt Select lam Done The Preparer receives an email notification generated by InfoEd with the subject line Proposal Number HHHHHHHHHH New Proposal Created The email requests that the Preparer contact
16. University Effort The percentage of time an investigator commits to a project This cannot exceed 100 percent eForm The Export Controls Form or Cost Share F amp A Waiver Request PI Variance Request that appear on the Internal Documents Panel These forms must be completed before a PD record can be routed for Preliminary or Final Review F amp A Waiver Request Request permission to not include the full amount of indirect costs allowable on a project Final Review Assessment by PI Co Investigators Department Chairs and Associate Deans for Research that proposal is approved to be submitted to sponsor InfoEd Electronic Research Administration The system of record for the preparation routing institutional approval submission and tracking of all grant and contract requests submitted by Clemson University to external sponsors The system also supports collecting and recording of financial conflict of interest data for Clemson University investigators who apply to the Public Health Service InfoEd Proposal Development Module The electronic function allowing for electronic routing of all outgoing sponsored project proposals for institutional review and approval and system to system transmission to sponsors for all Grants gov applications InfoEd Proposal Tracking Module Database of elements to track and maintain information on all sponsored proposal submissions and awards Institutional Approval Permission
17. ary fringe or other budget category included in cost share If necessary enter an explanation in the Description field Export Control Cost Share F amp A Waiver PI Variance Cost Share Select Complete at top right The forms will now route to the appropriate parties for review and approval 12 INFOED USER MANUAL Enter the percent F amp A requested in numerical format only do not enter the sign Enter the justification for the FSA Waiver reduced amount Select Complete in upper right hand corner Answer the questions and upload a CV for the new Pl PI Variance Select Complete in upper right hand corner Upload the completed Internal budget Form link available from the Internal Documents screen detailed budget spreadsheet and budget justification as one PDF document Select the Category of Internal Budget and Folder as Root If there is cost share on the project include the Internal Budget for the cost Internal Budget share as part of the PDF upload using the Create PDF from Multiple Files selection The combined file will be named Portfolio Rename as and upload as directed here Upload the complete proposal application document as one document using the Add Institutional Forms Supporting Documentation hyperlink Upload all relevant sponsor guidelines 13 INFOED USER MANUAL gt Check the Completed box gt From th
18. by representatives of departments colleges and the university via the Office of Sponsored Programs Intake Form Any email form or document utilized by an OSP Support Center to receive notifications from Pls on the intention to submit a grant application Internal Budget The budget spreadsheet listing Clemson University budget categories that is a required document for institutional review and approval of proposal submissions Office of Industrial Contracts OIC Responsible for reviewing all sponsored research proposals to private industry negotiating contract terms and conditions and ensuring that 33 INFOED USER MANUAL agreements are in accord with university policies and procedures as well as federal regulations and requirements OSP Support Center A college based pre award team that assists with application preparation review and submission Preliminary Review Initial review of an application by an OSP Support Center Approver prior to submission for Final Review Preparer OSP Support Center staff member who assists faculty with the assembly of an application PI Variance Approval Request Request to assign as PI an individual with an ineligible PI status as described in the Assignment of PI Policy Principal Investigator PI An eligible CU employee who assumes the responsibility for the scientific programmatic and financial conduct of a sponsored research project Student Projects Ex
19. ck the SAVE icon 3 Selecta value in the Decision menu You may be prompted to acknowledge specific representations and certifications You must Accept these in order to proceed if presented Click the SAVE icon to confirm your decision and complete your review If you intend to Add Comments you should do so before you set your decision Once you set your decision and save you will not be able make any additional changes i e Adding Comments or changing My Decision after your decision is saved If you have any questions regarding your involvement in this process or whatis expected of you please contact Mr Daniel P Harris BJ 300 Brackett Hall Clemson SC 29634 5702 Phone 864 656 4488 gt Select the Review tab gt Open each item on the dashboard Record any areas that need to be corrected in the To be shared with everyone text box gt Select Approved or Return for Corrections from list NOTE If Return for Corrections is selected route will return to Preparer via email notification Once corrections are made Preparer submits to Final Review again as described above 21 INFOED USER MANUAL not be recorded Proposal Initial Application ee Comments can see Number 2014000422 No Comments have been recorded Title dh test 1 15 14 Sponsor Abbeville County Submitted Current Submission Reviewer Action Form Name Category Submitted i Un Reviewed Not
20. ctions are needed Specific concerns corrections should be communicated through the Comments section or sent to the PI and grant administrator directly Once the corrections have been made the route will start again from the beginning 38 INFOED USER MANUAL After a decision is recorded certification text will appear to the user if he or she is the proposal s PI Co Investigator Pl or Co l s Chair or Associate Dean for Research The user must agree in order to approve the review Step 6 gt Accept certification text Step 7 gt Click the Save icon once more to complete review Save your data or it will not be recorded Comments can see No Comments have been recorded gt To verify that your decision was recorded select the Route tab Your name role decision and decision date should appear 39 INFOED USER MANUAL 7 Index 40
21. d Not Reviewed Applicable dh test 1 15 14 15 Jan 2014 11 02 40 AM 1 o Proposal Cost Share F amp A Waiver Pl 15 Jan 2014 11 08 47 AM Variance Export Control 15 Jan 2014 11 06 47 AM Internal Budget 15 Jan 2014 11 04 11 AM intemal Budget Add Comments My Decision is To be shared with everyone ha Between you andthe PI Between Reviewers Only Between you and Admins gt Click the floppy disk icon in the upper right hand corner of the screen to save the data Save your data or it will not be recorded Comments can see No Comments have been recorded gt From the picklist labeled My Decision Is select Approved if not approved email notification is sent to Preparer 24 INFOED USER MANUAL gt A selection of Return for corrections will send a generic email to the Pl and applicable college Preparers notifying them of the return The Preparer should address any issues and on the Finalize tab select the continue review thumbs up icon The review route will then start again from the beginning step Approved Return for corrections gt Read certifications that display Select Accept or Decline gt Click the floppy disk icon in the upper right hand corner of the screen to save the decision gt Approval process complete Close out of screen 3 4 Instructions for Chairs and Associate Deans Approving Proposal Submission NOTE In order to ensur
22. e picklist select the CS F amp A Waiver PI Variance Route if applicable and if the college business practice is to route prior to the Final Review If approvals are only needed at the time of Final review insert VPR name in route after PI All cost share gt Check the Completed box 2 5 Completing the Approvals Tab If the human subjects animals biohazardous materials or radiation safety questions were marked Yes on the Setup Questions follow these instructions gt Select the Approvals tab Setup Questions Internal Documents gt gt Approvals Summary Budget Personnel Summary Budget gt Select Add Approvals gt From the dropdown list select Type Biosafety Human Subjects Animals etc gt Mark Protocol Not Attached gt Select Continue 14 INFOED USER MANUAL Add Edit Approvals Approvals Type Biosafety Protocol Attached Not Attached gt Select Status of new and then select Save Approval Review Type Approval Review Category Exemption No Reference No pO Sequence No jo Approved Approved From Approved To The entry is now complete gt Select Add for additional compliance requirements and repeat previous steps Approvals Optional Protocol ss laa Approved Approve Review Me o N gt Select Save gt Check the Completed box 15
23. e timely processing InfoEd will automatically move the route to a delegate if either the department chair or ADR does not respond within 2 days if the application due date is in 2 days gt Open email notification that a submission requires review and approval Please review the proposal listed below by clicking the Reviewer Dashboard link Investigator PreparerTEST Tester Department COLLEGE of Test Deadline Date Proposal No 2014000422 Proposal Title dh test 1 15 14 Proposal Package Open Submission Package Reviewer Dashboard Reviewer Dashboard gt Click on the Reviewer Dashboard hyperlink in email to get to the following screen 25 INFOED USER MANUAL You have been identified as someone who needs to perform an On line Review The Review Dashboard allows you to See Comments others have made when they reviewed this item Add Comments to this item Indicate Your Decision on the Review of this item See the Routing Progress that this item has will take ZES Many of the items being reviewed have deadlines so please act accordingly In order to access this information you will need to be logged in If you are unsure of your username password please click here 1 Review the items listed on the Review tab marking each item Reviewed when you have completed your review of it Note that Not Applicable may be an option and if so you may select that instead of Reviewed
24. em will default to the S2S template INFOED USER MANUAL gt Provide Deadline Information Deadline Information Yes No Is there a Deadline for this Submission 2 Deadline Type Deadline Date Deadline Time rReceipt Y 31 Dec 2013 Deadline Type Indicate Receipt or Open Deadline Date Provide date in mmddyy format Deadline Time Provide time in 00 00 PM format e g 05 00 PM Eastern Standard Time is the default gt Select General Proposal Properties Select Yes if you will include a cover Cover Letter letter with the application InfoEd will auto create a template Human Subjects selecting Ves will notify the IRB Administrator Selecting Yes will notify IACUC Laboratory Animals SSA ASA Administrator If this proposal is related to a center Associated Departments select Add and choose the applicable center INFOED USER MANUAL gt Complete Approvals Tab after Setup Questions are completed OSP Support Centers are responsible for ensuring compliance data are correct If in doubt mark Yes gt Enter Associated Department and Center Information Centers Programs Mozilla Firefox nfoed uat clemson edu popupsSelectList asp CenterCode Centers Programs Select Center Program from list Ces Or Pick from tree view Clemson University I New Center Program gt This action places the center in the route gt Pro
25. he screen to save the decision 27 INFOED USER MANUAL My Decision is Approved Return for corrections gt Approval process complete Close out of screen 28 INFOED USER MANUAL 4 0 Data Entry in Proposal Tracking Module 29 INFOED USER MANUAL II 30 INFOED USER MANUAL 5 Using InfoEd for URGC and Student Project Agreement Proposals 5 1 University Research Grant Program gt Create and complete an InfoEd PD record for a URGC proposal submission per standard instructions described in this manual with these modifications gt Select Clemson University as the Sponsor gt When entering PT data on the Sponsor tab select URGC from the Instrument drop down field 201 Research Spon Prog Non PSA Activity Description Instr Type e te Agreement CESU Agreement Check Contract Cooperative Agreement Fur Grant Spe Grant Agreement E Memo of Agreement Memo of Understanding Public Serv Asstnshp Agmnt Purchase Order Small Restricted Receipt Sponsored Student Project Agreement Transaction through CAF Transaction through CCIT Transaction through CUF Transaction through CURF Transactions Special Other Spi URGC gt Onthe Summary Panel tab change status to URGC PI Applied for Project Initiation proposals or URGC PC Applied for Project Completion proposals OSP will change the status for those that are funded at the award stage Sta
26. his screen consists of e Elements of the application to review To review each element click View or Edit if your access allows e Comments Enter comments in the block labeled To be shared with everyone Text entered here will be displayed in both the upper right corner of the Reviewer Dashboard and on the Route Status page of the Proposal Development Record e Decision Either Approved or Return for Corrections 37 INFOED USER MANUAL Step 3 gt Click the View button for each element of the proposal gt Select the Reviewed or Not Applicable radio button for each element gt If any element is left as Un reviewed then no decision can be recorded NOTE Percent Credit information appears on the bottom of the Internal Budget gt Comments may be left in the applicable section see Comments bullet above Reviewer Action Reviewed Not Applicable Step 4 gt Click the Save icon in the upper right corner of the dashboard Save your data or it will not be recorded Comments can see No Comments have been recorded Step 5 gt Enter decision My Decision is L Approved Return for Corrections A selection of Approved will send the review to the next step of the route for approval A selection of Return for Corrections will send a preset email to the Pl and grant administrator notifying them that corre
27. l Create a new proposal record Copy from Existing Proposal Create a new proposal record from an existing record Browse for or enter PPN of NOTE It is advised that this option be target proposal and check the box if all selected only if there are very few or relevant attachments are to be copied also no changes in the attachments that carry over to a new proposal gt Select opportunity NOTE For all applications to the National Science Foundation do not use Select from Grants gov Opportunities Use Setup Proposal Manually Step 1 Continued Select from Grants Gov Opportunities Select from all SPIN Opportunities Continue to Next Step Setup Proposal Manually Browse for or enter Funding Opportunity Select from Grants gov Opportunities Announcement FOA Uncheck S2S if opportunity is not S2S enabled Select from all SPIN Opportunities PEOWER for OPROER uncheck S2S if opportunity is not S2S enabled Setup Proposal Manually Select this option if not a Grants gov or SPIN opportunity gt Select proposal type Step 2 Please Select a Proposal Type New Proposal X Continue to Next Step INFOED USER MANUAL gt Select a sponsor Step 3 Selecta Sponsor NASA w Continue to Next Step Search for a particular entry the sponsor name will auto populate If Grants gov opportunity continue to next step If SPIN opportunity the sponsor name will auto populate
28. rincipal Investigators who complete the New Proposal Questionnaire will receive a notification from their OSP Support Center on completing the remainder of the PD Module 2 3 Completing the Set Up Questions gt If the proposal is associated with a center or an institute select the Show button at the top of the page gt Complete the Submission Mechanism Form Information Submission Mechanism Form Information Is this a flow through Project Yes No 2 Yes No e Has your sponsor given a specific reference for this proposal e Is this an un solicited application 2 Choose Yes if Clemson University is applying as a subrecipient to the Prime OM RERICCE MeS Applicant From the Originating Sponsor link search for and select the organization to which the Prime Applicant which will issue CU a subaward is applying Choose No if Clemson University is Flow through Project No applying as the Prime Applicant gt Select Save Specific Reference for Proposal INFOED USER MANUAL Determine whether the solicitation has a specific Funding Opportunity Announcement or Identifying Number Ifit does search Spin Grants gov for the FOA If none can be found place cursor into FOA field and type the identifier not to use the 525 option enter the federal solicitation identifier with asterisks at the beginning and end of the solicitation number Otherwise the syst
29. ted to the sponsor 3 3 Instructions for Pls Routing the Proposal for Institutional Approval and Submission gt Open email notification that a submission requires review and approval gt Select Reviewer Dashboard link in email Please review the proposal listed below by clicking the Reviewer Dashboard link Investigator PreparerTEST Tester Department COLLEGE of Test Deadline Date Proposal No 2014000422 Proposal Title dh test 1 15 14 Proposal Package Open Submission Package Reviewer Dashboard Reviewer Dashboard gt Select Review tab You have been identified as someone who needs to perform an On line Review The Review Dashboard allows you to See Comments others have made when they reviewed this item Add Comments to this item R ee bnr e E e Indicate Your Decision on the Review of this item Y Seethe Routing Progress that this item has will take a Many of the items being reviewed have deadlines so please act accordingly In order to access this information you will need to be logged in If you are unsure of your username password please click here R 1 Review the items listed on the Review tab marking each item Reviewed when you have completed your review of it Note that Not Applicable may be an O option and if so you may select that instead of Reviewed when appropriate No item can be left Un Reviewed to continue U 2 Add any comments to the
30. ternally funded projects completed by a student to fulfill the requirements of a course Subclass The specific designation of Sponsor Type that corresponds to CU s Chart of Accounts This listing is available on the Grants and Contracts Administration website Tasker An OSP Support Center staff member with responsibility to assign a Preparer in his her college to assist with a particular grant application University Research Grant Committee URGC Program A mechanism by which intramural grants are awarded to faculty 34 INFOED USER MANUAL 6 2 List of Acronyms F amp A Facilities and Administrative Cost Waiver PD InfoEd Proposal Development Module PI Principal Investigator PPF Proposal Processing Form PT InfoEd Proposal Tracking Module 35 INFOED USER MANUAL 6 3 InfoEd Reviewer Dashboard Reference Guide Important To complete a review from home or off the Clemson network first establish a VPN connection https cuvpn clemson edu to reach the reviewer dashboard The Reviewer Dashboard allows viewing and approval of the various elements of the proposal submission package The first indication that review and approval are required will be an email similar to the one below From Sysadmin InfoEd lt dharri2 clemson edu gt To Daniel Harris CE Subject Proposal Submitted Your Approval Required Please review the proposal listed below by clicking the Reviewer Dashboard link
31. tus History Status Proposal created m COI Clearance Complete OSP Approved for submission COI Clearance Requested GCA COI Clearance Complete GCA Awarded Disapproved Closed OSP Closed Revised Budget Requested Wrihdrawn Proposal Revision Cost share F amp A Waiver Pl Variance approved Returned for final corrections Student Projects Fully Executed Student Projects Partially Executed URGC PC Applied URGC PC Funded URGC PI Applied URGC PI Funded Transfer 31 Activity Description Instr Type Po q o Ong Agreement CESU Agreement Check Contract Cooperative Agreement Grant Grant Agreement Memo of Agreement Memo of Understanding Public Serv Asstnshp Agmnt Purchase Order Small Restricted Receipt Sponsored Student Project Agreement Transaction through CAF Transaction through CCIT Transaction through CUF Transaction through CURF Transactions Special Other Spi URGC INFOED USER MANUAL 32 INFOED USER MANUAL 6 Appendices 6 1 Glossary of Terms Allocation The percent credit of project costs assigned to personnel on a proposal submission recorded on the InfoEd PT Personnel Tracking Panel All allocations must total to 100 percent among all project personnel Approver An individual within an OSP Support Center who reviews and approves rejects applications submitted for preliminary approval by a Preparer Cost Share Project costs to be paid for by Clemson
32. vervvennnenn 20 Preliminary Review by Approver ii 21 Instructions for PIs Routing the Proposal for Institutional Approval and Submission 23 Instructions for Chairs and Associate Deans Approving Proposal Submission 25 Data Entry in Proposal Tracking Module ii 29 Using InfoEd for URGC and Student Project Agreement Proposals 31 University Research Grant Program u iii 31 Sponsored Student Project Agreements rie 33 o E entstandene 32 6 1 GIONE 33 6 2 Le SOT Vel do nk Aan leale 35 6 3 InfoEd Reviewer Dashboard Reference Guide aanne ven oneven nessen ser vensns neen 36 7 hotel 40 1 Introduction 1 1 Scope and Purpose This User Guide provides instructions for OSP Support Center staff and faculty for preparing a Proposal Development PD record to route and submit applications for internal approvals prior to submission to a sponsor as well as using the system to system functionality with Grants gov for electronic submissions directly to a federal sponsor The PD module replaces the Proposal Processing Form PPF Subsequent versions of this User Guide will include the Proposal Tracking Financial Conflict of Interest Compliance and Reporting modules All instructions included in the User Guide are required actions in order to ensure standard practice among all OSP Support Centers The InfoEd Electronic Research Administration portal is a
33. vide Budget Setup Information Program Type Select from Standard CU Listing On Campus Select if more than 50 of the project will i be conducted on CU property Select if more than 50 of the project will Off Campus be conducted on non Clemson owned property gt OSP Support Centers are responsible for ensuring compliance data are correct If in gt Complete user defined field Biohazards i Selecting Yes will notify IBC 10 INFOED USER MANUAL Administrator Complete Approvals Tab after Setup Questions are completed gt Complete user defined field CCIT Check the box if Clemson s advanced computing resources Palmetto Cluster data storage visualization education services or user support 1 have enabled the submission of this research proposal 2 will be used for purposes of the award during the funding period In the text box add any comments about this application that you wish to share with the Approver or others in the Final Review Setup Questions UDF Will your proposal involve the use of biohazardous materials chemicals or Yes N No Clemson s advanced computing resources Palmetto Cluster data storage visualization education services or user support 1 Have enabled the submission of this research proposal 2 Will be used for purposes of the award during the funding period Preparer Comments 20 000 char gt Check the Completed box
34. when appropriate No item can be left Un Reviewed to continue 2 Add any comments to the PI reviewers administrators or all viewers as appropriate and click the SAVE icon 3 Selecta value in the Decision menu You may be prompted to acknowledge specific representations and certifications You must Accept these in order to proceed if presented Click the SAVE icon to confirm your decision and complete your review AHOOW If you intend to Add Comments you should do so before you set your decision Once you set your decision and save you will not be able make any additional changes i e Adding Comments or changing My Decision after your decision is saved If you have any questions regarding your involvement in this process or what is expected of you please contact Mr Daniel P Harris BI 300 Brackett Hall Clemson SC 29634 5702 Phone 864 656 4488 gt View the InfoEd PD record by clicking the View button view all other proposal documents by clicking the Edit or View button depending on access NOTE Cost share commitments are included on the Cost Share eForm allocations credit percentages are included on the Internal Budget form gt Select the radio button in the Reviewed column for each document that is approved 26 INFOED USER MANUAL Save your data or it will not be recorded Proposal Initial Application _ _o eoeoeoo o ooo Comments can see Number 20140

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