PCORI Online User Manual: Submitting an Application
Contents
1. X pcori PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE PCORI Online User Manual Submitting an Application Improving Methods for Conducting PCOR Revised 3 18 2015 1 x pcori Table of Contents PTO EP CORT i O sasir E E 3 Lor nto PCORT TONINO eria EE EEE E E E eee 4 Locate Your Appia O Dise eaaa 5 Create Your PPP CACO Dionne EPA ENEE 5 Save Yo r A pp CAC O sascccscscesccsssdavstecscntasensccesccanccticuesteeatesaos tans ARAA AANA EOAR A RAAHAA RENAA UALER ESES 6 Pre Screen Questionnaire ismanami onaniaa a Aaaa ana aaaea ia KAEKA aaa ai 7 Principal Investigator and Contact Information s sssssnssnsunsunnununnunnunnunnunnnnunnunnnnnnnnnnnnnnnnnnnnnnnnnne 8 Orpana On Orma O ea E E 9 Review Additional PI Information sssssusnnnnnnnnnunnnnnnnnnunnunnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 10 Project nior OT eerie E me veaeuces dcevceesseenvecsseeusctancexseeseseneseuneneseetes 11 Key Personiel oa EEEE E 11 MUSTONEN E E E ce suiccuneesucutueostumesscexseaseseiscusessesueuesstveees 14 Templates and Upload S rierien aaa entice ta ee ea ea ai aeaa aaa 14 SIVE ANA REVIO W aia S 16 SUED PRUE CO Fa O esia a a Saaai oaa aiaei aiai ai 17 Resources and Contact Information ssssussnnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 18 PCORI Online User Manual Submitting an Application pcori About PCORI Online PCORI Online supports PCORI Funding Announcements PFAs2. application submission and PCORI s review process Before you begin please note the following e To apply to a PCORI funding announcement you must have an account in the system If you do not have an account follow the Create an Account instructions If you have an account and have forgotten your password click Reset or create password to receive your new password via email e The PCORI Online is compatible only with Safari and 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 it will be lost e lf you run into technical difficulties using PCORI Online please contact us at pfa pcori org PCORI Online User Manual Submitting an Application N pcori Log Into PCORI Online You must use PCORI Online to submit your application To complete your application you must have previously submitted a Letter of Intent LOI to PCORI Note that all 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 lf you forgot your password click on Reset or create password cori Welcome to PCORI Online Logi
3. By Grantee User Test Added at 2 52 PM on June 14 2013 PCORI Online User Manual Submitting an Application 15 X 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 button The system will indicate any incomplete fields 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 Please follow up with your AO to ensure the application is submitted Back to Main Menu Previous Click Save And Review to review the LOI before submitting Incomplete fields will be highlighted in the left navigation panel PCORI Online User Manual Submitting an Application 16 N pcori Submit to AO Review the summary of your application Click Edit Request if changes are necessary Once complete click the Submit to AO button to submit your app
4. Investigator PI and Administrative Officer AO information are required for application submission The PI and the AO cannot be the same person Organization Search by Name DUNS ID or EIN Autocomplete Patient Ceatefed ed Outtemes Research Institut Add New Review information previously fe ation Satellite entered at LOI Patient Centered Outcomes Research Ir 5 Principal Investigator Add New Click Add New to add a Pl Administrative Officer or PI Designee that is not in the dropdown list Administrative Official Add New P Designee ancial Officer Add New ak PCORI Online User Manual Submitting an Application pcori Organization Information N Please review the information that was entered with the submission of your LOI You may edit the information if needed Organization Information Street Address 1 1828 L Street Street Address 2 Suite 900 City Washington State District of Columbia alk Country United States of America alk Zip Code 20036 Congressional District 3 ak Scroll up for directions on how to find your Congressional District To which of the PCORI national research priorities or targeted funding Announcements are you applying Improving Methods for Conducting PEOR T Which Methods panel are you applying for Methods pabenistakenoiger panel 7 For the purpose of this project with which group does the PI or pr
5. guidance All fields are required PRE SCREEN QUESTIONAIRE PI AND CONTACT INFORMATION PROJECT INFORMATION KEY PERSONNEL MILESTONES TEMPLATES AND UPLOADS SAVE AND REVIEW Key Personnel PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE Complete the questions below pertaining to your proposal PLEASE ENTER NUMBER VALUES ONLY IN THE FIELDS RELATED TO COSTS Pl Work Telephone 955 555 55555 Project Title Improving Methods Test Is this a resubmission No Total direct costs Prime and Subcontracts Total indirect costs Prime and Subcontracts e To add key personnel click on the plus sign enter key personnel information and click Create Key Personnel e To remove key personnel click on the minus sign that appears when you scroll the cursor over a name 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 PCORI Online User Manual Submitting an Application 11 pcori Key Personnel st Name Last Name rientific APRNBABC Co Investigator 2 555 5555 applicant organization com Click the green circle to add key personnel Click the red circle to delete key personnel Add a Key Personnel Full Name First Las Institution B Required information is in bold Position Project Role Other specify v For the purposes of tj
6. of practice guidelines or cost effectiveness analysis In addition all proposals must contain a valid j comparator If usual care is a comparator the choice to use usual care must be PROJECTET ONS ov ustified and the component of usual care that will be used or measured in the esearch must be clearly described Please review the program specific PFA within PCORI s Funding Center to obtain more information on studies that PCORI funds All KEY PERSONNEL ipplica are required to complete this fo prior to proceeding to the Letter of ntent MILESTONES Do any of the snecific aims of your research propose TEMPLATES AND UPLOADS Creation of a decision aid or tool for shared decision making between patients SAVE AND REVIEW and health service providers No v Development of a a novel clinical intervention that has not yet been tested answer no if your research is proposing to tailor or adapt a tested intervention to a specific population or condition PCORI Online User Manual Submitting an Application pcori Save Your Application While working on your application you can 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 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 e SAVE AND REVIEW When all required field
7. 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 on the 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 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 delete an uploaded file click on the minus sign select files Add files to the upload queue and click the start button Filename Status Test paf A Research Plan Application Only 2M 0 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 f Start uploag UPLOAD DOCUMENTS test document pdf Ze Budget Detail By Grantee User Test Added at 2 52 PM on June 14 2013 test document pdf ze 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 Ze People and Places By Grantee User Test Added at 2 52 PM on June 14 2013 test document pdf Ze Research Plan
8. ate as entered in the Project Information portion of your Application entry PI AND CONTACT INFORMATION Click the green circle to Insert your key project specific milestones by clicking the green plus sign All fiek required In addition enter each project At least one milestone entry per year is required milestone You may delete entries by clicking on the red delete symbol that will appear aS ya hover your cursor over the entry PROJECT INFORMATION KEY PERSONNEL You cannot edit your entry you must delete and start over O Please confirm that you have added all your Milestones MILESTONES l Milestones 5 TEMPLATES AND UPLOADS Back to Main Menu Previous Next powered by FLUXX Enter milestone information including milestone name description and projected completion date You can delete milestones by clicking on the minus sign in the top right corner which will appear as you scroll the cursor over the entry You cannot edit your entry you must delete and start over Add a Milestone x Enter milestone information All fields are required lt gt Year Milestone Name Description Click Update Milestones after entering your information Projected Completion ed Date MM DD YYYY Update Milestones PCORI Online User Manual Submitting an Application 14 N pcori Templates and Uploads All PFAs require additional documents to complete the application For specific instructions
9. est NOTE PLEASE CONFIRM THAT YOU HAVE ADDED AN ADMINISTRATIVE OFFICIAL AO AND PRINCIPAL INVESTIGATOR PI 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 fluxxiabs com Organization Information Fa A LALN PCORI Online User Manual Submitting an Application 17 ncori Once the AO has reviewed the application they must click Submit in order to submit the application to PCORI Resources and Contact Information e All active opportunities can be found in the PCORI Funding Center e To find application templates and any additional instructions 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
10. lication to the AO 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 f Submit tc Fluxx Labs Request for 700 000 00 APPLICANT Grantee User Test 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 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 It is your responsibility to ensure that your AO submits the application to PCORI before the deadline If changes to the application are required the AO can release the application back to the 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 Edit Request PDF Print Printable Fluxx Request for 1 500 000 00 PI AND CONTACT INFORMATION APPLICANT Grantee T
11. lines or cost effectiveness analysis In addition all proposals must contain a valid comparator If usual care is a comparator the choice to use usual care must be justified and the component of usual care that will be used or measured in the research must be clearly described Please review the program specific PFA within PCOR m Funding Center e obtain more information on studies that PCORI funds All li lete thi e TEMPLATES AND UPLOADS e SAVE AND REVIEW Do any of the specific aims of your research propose Creation of a decision aid or tool No kd Development of a new intervention that has not yet been tested answer no if your research is proposing to tailor or adapt a tested intervention to a specific population or condition No r Creation of practice guidelines No 7 Conducting a formal costs eae isor directi comparing the oe etween two or more alternative approaches to pre v If you answered Yes to any of the above questions your LOI may be deemed non responsive if submitted We strongly encourage you to reassess your proposal and to review the objectives of your PFA within PCORI s Funding Center Back to Main Menu Next PCORI Online User Manual Submitting an Application N pcori Principal Investigator 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 Principal
12. n Now 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 Sign in If you are a reviewer or have applied to PCORI in the past you do not need to create a new user Niet or create passwort account Please click the Reset or create meset or create password password link to the left to receive your new password NS Current Announcements Forgot your password Click this button to retrieve it PCORI Online User Manual Submitting an Application N 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 Amount Date Frogram Status Requested Created Improving Methods for Application In Progress Withdraw Submit to Conducting PCOR AQ 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 PRE SCREEN QUESTIONAIRE PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE PRE SCREEN QUESTIONAIRE PI AND CONTACT INFORMATION PCORI does not fund the development of decision aids or tools the development of a new non established intervention or pilot studies the creation
13. oject lead identify primarily PabentConsumer T Have you interacted with PCORI in the past in the following ways Select all that apply Joined POOR mail lst Visited POOR website Participated in applicant taining VWeaithed a POORI webinar afended a POOR sponsored event in pa ATended an event where PORI was fes z Applied to be a reviewer of POOR esea PCORI Online User Manual Submitting an Application pcori Review Additional PI Information Review the PI 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 Patient Consumer Have you interacted with PCORI in the past in the following ways Select all that apply Joined a PCOR email list Applied to be a reviewer of POOR
14. researc Visited PCOR website Served as a PCORI merit reviewer Participated in applicant training Watched a PCOR webinar Attended a PECORI sponsored event in pe Attended an event where POOR was feat Met with POOR staff Amn lion for BOB roo ooreh fier inc 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 MDB AB MPH APRN BA BC BCH BCHIR RRA 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 Pl or project lead 6 10 Total dollar amount direct costs for largest grant contract for which you were the PI 51 1 to 5 million 7 PCORI Online User Manual Submitting an Application 10 pcori Project Information Enter the projected start and end dates of the project by clicking on the calendar icon Enter additional project information questions Refer to the PFA and the Application Guidelines found on the PCORI Funding Center for additional
15. s 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 Please follow up with your AO to ensure the application is submitted Back to Main Menu Previous Save And Review my You must click this Save and Review button to save your work To return to a saved draft application click on the yellow pencil icon on the landing page Amount Date Program Status Requested Created In Progress Withdiaw Submit to 1 010 000 00 1 20 2015 Improving Methods for Applicatiq Conducting PCOR AO Status of the application is In Progress until all Click on the yellow pencil icon required fields are completed and the application to return to your application is submitted to the Administrative Official PCORI Online User Manual Submitting an Application 6 bocor Pre Screen Questionnaire Please review the responses you provided in your LOI All questions with asterisks are required This disclaimer will appear regardless of the answers you provide e KEY PERSONNEL PRE SCREEN QUESTIONAIRE PCORI does not fund the development of decision aids or tools the development Oi new non established intervention or pilot studies the creation of practice guide
16. sessions will be posted on PCORI s Applicant Training page Once available applicants will receive an email about these opportunities If you have questions please contact us at pfa pcori org PCORI Online User Manual Submitting an Application 18
17. which one of the follow or stakeholder communit this person s primary affiliati Degrees Click Update Key Personnel Update Key Personnel 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 click Next to continue to the next section of the application PCORI Online User Manual Submitting an Application 12 pcor ase confirm that you have added all your Key Personnel Key Personnel Name your primary patient partner s 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 N A 7 After finishing these steps click Next to continue to the next section of the application PCORI Online User Manual Submitting an Application 13 N pcori Milestones Enter project milestones by clicking on the plus sign in the bottom right corner Generally milestones measure concrete specific outcomes such as deliverables ee PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE QUESTIONAIRE 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 project s projected start d
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