PCORI Online User Manual:
Contents
1. Note that only the AO may submit the application to PCORI Please follow up with your AO to ensure that your application was reviewed and submitted R 1306 03160 cat Request POF Prim Applicant Organization Request for 700 000 00 APPLICANT Grantee User Test Once you have completed and reviewed all sections click Submit to AO to PI AND CONTACT INFORMATION submit your application to your Principal Investigator Grantee User Test Administrative Official 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 PCORI Funding Announcements Applicant Resources and Contact Information g Announcements d Contact Information All active opportunities can be found in the PCORI Funding Center To find application templates and any additional instruction for a specific opportunity select the opportunity of interest in the Funding Center and review the applicant resources section of the page 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 que2. AND SUBMIT When all required fields are complete after clicking Save amp Heview you will be taken a screen to review your LOI print and submit your LOI Back to Main Menu Navigate back to the main menu m Click Submit to submit your LOI to PCORI R 1305 00043 Edit Request PDF Print Back to Main Menu ORGANIZATION NAME Request for 1 000 000 00 Once you have completed all sections click APPLICANT Submit PI AND CONTACT INFORMATION Principal Investigator test test Administrative Official Grantee Test Financial Official PI Designee Assistant Ptr tu ou WIH NOT be able to make changes ade Submitting an Application Use the PCORI Online System to submit your Application To complete your application you must have previously submitted a Letter of Intent LOI to PCORI Note that for some PFA types LOls must be approved by PCORI prior to the submission of an application Refer to the PFA for guidance e To login go to pcori fluxx io e Enter the username and password you used to submit your LOI e Ifyou forgot your password click the I forgot my password link Login Now Technical Note Please use Chrome or Safari browsers Username If you are a new user Nesse register by clicking on the Create an AccOwaiNow Password button If you have applied to PCORI in the past you Sign in don t need to create a new user account Please click the Il
3. Enter additional Limit 3000 characters Applications with specific aims exceeding this limit will be rejected Please describe how your research plan Is specifically responsive to the PFA you are applying for B J y E onnel Information Review the Key Personnel information entered at LOI Click the green circle plus sign to add key personnel A popup window will appear Enter key personnel information including name contact information and role Delete key personnel by clicking on the red circle minus sign which will appear as you hover your cursor over the name You cannot edit your entry you must delete and start Over Key Personnel rst Name Last Name Scientific APRNBABC Co Investigator 412 555 5955 applicant organization com Click the green circle to add key personnel Click the red circle to delete key personnel Add a Key Personnel Name First Last Institution T Enter required Project Role x information Degrees Click Create Key Personnel Create Key Personnel Sia Enter the budget summary for all years of the project by clicking on the Budget Summary link The budget entry screen will then appear as a popup Requests for direct costs over the project s cap per year must have been made during the LOI stage Refer to the PFA to which you are applying for additional information You must click S
4. update if necessary Additional application information is required in the Project Information Budget e KEY PERSONNEL Milestones and Templates and Upload sections Your work will be saved during your current session however closing the browser window will cause your work to be lost e BUDGET Once you ve completed all sections click Review and Submit in the left side navigation then click Save and Review You will be taken to a review screen to review print and submit your Application to your Administrative Official for approval tu e MILESTONES Click Save And Review to Once you ve completed all sections of the Application click the Save amp Review review the application before button The system will indicate any incomplete fields submitting to the Administrative Official Incomplete fields will be highlighted in the left navigation panel ee When all required fields are complete after clicking Save amp Review you will be to a review screen to review your Application print and submit your applicatyet Administrative Official for approval and final submission e SAVE AND REVIEW Back to Main Menu Previou 4 Save And Review ative Official Review the summary of your application Click Edit Request if changes are necessary Once complete click the Submit to AO button to submit your application to the Administrative Official you previously designated
5. Click the green circle to p Select files upload documents Add files to the upload queue and click the start button Filename Click Add files then Start upload to attach the request form We Add files 4 Start upload 4 Once you ve completed all LOI sections go to the Review and Submit tab and click Save and Review Any incomplete fields will be highlighted in the left navigation panel If all required fields are complete you will be taken to a summary screen to review your LOI print it or save it to PDF Pl AMD CONTACT INFORMATION PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE To complete all sections of the Letter of Intent LOI use the left side navigational links and the Previous and Next buttons at the bottom of the screen Your work will be saved during your current session however closing the browser window will cause your work to be lost Once you ve completed all sections click Review and Submit in the left side navigation then click Save and Review You will be taken to a review screen to review print and submit your LOI PROJECT INFORMATION KEY PERSONNEL MEET ERA Once you ve completed all sections of the LOI click the Save amp Review button Click Save And Review to system will indicate any incomplete fields review the LOI before submitting Incomplete fields Will be highlighted in the left navigation panel REVIEW
6. ave Spreadsheet or all of your work will be lost Budget Summary Click the Budget Summary link to open the budget summary for entering Back to Main Menu Previous Next Enter budget information in the budget summary popup for each year of the project The system will calculate subtotals and totals You need not enter information into the Actual columns at this time You must click the Save Spreadsheet button to save your work prior to closing the popup Budget Summary Save Spreadsheet r tal fidget Actual Year 1 Year 2 Year 3 Year 4 Year5 Budget Actual Budget Actual Budget Actual Budget Actual Budget Actual Personne Direct Costs i GL Salaries 50 00 Fringe Benefits 0 00 Personnel Direct Costs Subtotal 0 00 0 00 0 00 0 00 0 00 0 00 0 00 li loo 0 00 0 00 Click the Save Other Direct Costs Spr ea d sh e et Consultant Costs 0 00 0 00 OO button to save Equipment 0 00 50 00 _ Br P ee your work Supplies 0 00 50 00 Travel 50 00 0 00 Other Expenses 0 00 0 00 0 00 50 00 0 00 0 00 Other Expenses Subtotal 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Yormation Enter project milestones by clicking on the green circle plus sign A popup window will appear Generally milestones measure concrete specific outcomes such as deliverables Enter milestones information inclu
7. d during your current session however if you close the browser window your work will be lost Pl AND CONTACT INFORMATION PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE To complete all sections of the Application use the left side navigational links and the Previous and Next buttons at the bottom of the screen Please review information previously entered at the LOI phase and update if necessary Additional application information is required in the Project Information Budget Milestones and Templates and Upload sections Your work will be saved during your current session however closing the browser window will cause your work to be lost Once you ve completed all sections click Review and Submit in the left side navigation then click Save and Review You will be taken to a review screen to review print and submit your Application to your Administrative Official for final approval PROJECT INFORMATION KEY PERSONNEL MILESTONES Organization Search by Name DUNS ID or EIN Autocomplete Fluxx Labs Add New a TEMPLATES AND UPLOADS SAVE AND REVIEW J Location Satellite Fluxx Labs headquarters Principal Investigator Grantee User Test Ada New alk Review the Organization Principal Investigator and Administrative Official entered at LOI You may edit if necessary Note that Organization Pl and Administrative Officer information are required for appl
8. ding milestone name description and projected completion date Delete milestones by clicking on the red circle minus sign which will appear as you hover your cursor over the entry You cannot edit your entry you must delete and start Over Click the green circle to add milestones lease confirm that you have added all your Milestones Confirm that all milestones have Milestones 19 2013 Milestone Name been added by Milestone Description mm dd yyyy clicking on the checkbox Click the red circle to delete milestones Add a Milestone festone Name Milestone Name Description Milestone description Enter milestone information All fields are required Projected Completion mim dd yyyy Click Create Date Milestones Create Milestones ocuments All PFA types require additional documents to complete the application For specific instructions refer to the PCORI Application Guidelines found in the PCORI Funding Center for the relevant PFA type Find templates within the PCORI Funding Center Complete the templates convert them to PDF and upload All required forms must be uploaded in order to submit the application UPLOAD DOCUMENTS Select files Click the green circle to Add files to the upload queue and click the start button upload documents Filename Applicant Guidelines 2009 1 pd Budget Deta
9. e after attaining your terminal ik T Indicate if the application is a resubmission If yes you must enter the ID of your prior application Review and edit if necessary additional project information entered at LOI including project title amount requested project length technical abstract if applicable to the PFA type and additional project information questions Indicate if the application is a resubmission roject Information phis a resubmission No Please Enter the ID of Your Prior Application Project Title PROJECT TITLE Amount Requested 700 000 00 Are Direct Costs requested greater than 500K during any year of the project No Please select your estimated project length 18 to 36 Months Enter additional project information Note that some questions displayed at right are not applicable to certain PFA types Refer to the PFA for additional guidance Enter projected start date 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 guidance All fields are required Projected Start Date hypotheses including The comparisons to be evaluated e The outcomes that will be studied Anticipated impact of study results on clinical or patient decision making and on patient outcomes
10. forgot my password link to the left to receive id new password Note that the PCORI forgot my password e View PCORI s Funding Center for application Online System guidelines and templates key dates PCORI Funding Annoucements PFAs and additional SUPPOrts on ly Chrome information and Safari browsers at Contact us at pfa pcori org should you have technical or administrative questions our support team will respond within 48 business hours this time Forgot your password Click I forgot my password to retrieve it Online Portal for Methods and Cycle Ill Training Opportunity Applicant Town Hall Registration now available for all opportunities Please visit our Training Materials page for more information Create an account now To begin your application click the yellow pencil icon next to the contract number The Application includes previous contact and project information from the LOI and requires additional information Requests Apply to PFA LT F Amount Date Program Status Requested Created 10 000 00 6 14 2013 Assessment of Prevention Diagnosis and Draft Withdraw Treatment Options submit to AO Click the yellow pencil icon to begin your application Viewing Records 1 1 of 1 Use the left side navigational links and the Previous and Next buttons at the bottom of the pages to guide you through Application creation and submission Your work will be save
11. ication submission You may now choose a proxy in the system using the PI Designee dropdown Select the designee from the dropdown list if the designee is not in the dropdown list click Add New You will be required to enter information Organization Search bj Jame DUNS ID or EIN Autocomplete Organization Add New Review information previously entered at LOI Location Satellite Location Satellite Principal Investigator Grantee User Test Add New Click Add New to add a new PI Designee a You may now designate a proxy in the system Miministrative Officer cC Add New a FI Designee _ Grantee User Test Acid New uL Review the Principal Investigator information entered at LOI You may edit if necessary Use the Next button at the bottom of the page to continue to the next section 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 Degree AB BG BCH BOCHIR BM ARMAR war i T 7 Information APAN BA Are you interested in becoming a Reviewer No ik If you answered yes and would like to become a PCORI reviewer please follow the following link to complete our extemal reviewer application here How many years of resesz degree 9 9 Years rch experience do you hav
12. il Click Add files then Start upload to attach the request Select the appropriate form document type from the drop down menu Add files Start upload 697 KB Jocumen ts Delete uploaded documents by clicking on the red circle You may edit document type by clicking on the pencil and paper icon UPLOAD DOCUMENTS T Budget Detail By Grantee User Test Added at 2 52 PM on June 14 2013 Click the red circle to A test document pdf delete documents _ m Budget Justification for first year and total project period By Grantee User Test Added at 2 52 PM on June 14 2013 Click the pencil and paper icon to edit the document type Research Plan By Grantee User Test Added at 2 52 PM on June 14 2013 Once you ve completed all Application sections go to the Save and Review tab and click Save and Review Any incomplete fields will be highlighted in the left navigation panel If all required fields are complete you will be taken to a summary screen to review your application print and submit to your Administrative Official for final review and submission to PCORI PI AND CONTACT INFORMATION PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE To complete all sections of the Application use the left side navigational links and PROJECT INFORMATION the Previous and Next buttons at the bottom of the screen Please review information previously entered at the LOI phase and
13. l Abstract If project costs and or period exceed specified limits an uploaded request is required see Special Requests and BruUujicilEsz s d of vam Uploads slide below Click the green circle plus sign to add key personnel A popup window will appear Enter key personnel information including name contact information and role Delete key personnel by clicking on the red circle minus sign which will appear as you hover your cursor over the name You cannot edit your entry you must delete and start over Key Personnel t Name Last Name scientific APRNBABC Co Investigator 812 555 5555 applicant organization com Click the green circle to add key personnel Click the red circle to delete key personnel Add a Key Personnel Name First Last Institution T Enter required Project Role x information Degrees Click Create Key Personnel Create Key Personnel Sia sts and Uploads If costs and or project period exceed specified limits an uploaded request is required Some PFA types require additional project related uploads For specific instructions refer to the PCORI Application Guidelines for the relevant PFA type for specific instruction Find request forms within the Funding Center Fill the form convert it to PDF and upload Special request forms must be submitted before the LOI deadline UPLOAD DOCUMENTS
14. nd click Save and Review Be sure to do this before closing the browser window or your work to be lost 2 Patient Centered Outcomes Research Institute Submitting a Letter of Intent Use PCORI Online System to create and submit your Letter of Intent LOI and Application To apply for PCORI funding you must have or create an account e Go to PCORI Funding Center and click Apply e Ifyou have applied to PCORI in the past you don t need to create an account Just click I forgot my password to receive your new password e Ifyou are applying for PCORI funding for the first time click Create an account now If you are a new user please Login Now register by clicking on the Create an Account Now button Username If you have applied to PCORI in the past you don t need to create a new user account Password Please click the I forgot my password link to the left to receive your new password Sign in View PCORI s Funding Center for application guidelines and templates key dates PCORI Funding Annoucements PFAs and additional information Contact us at pfa pcori org should you have technical or administrative questions our support team will respond within 48 business hours Appling for PCORI Funding for the first time Click Create an account now to register 5 Create an account now Enter all required fields highlighted in bold Note Usernames must contain alphanume
15. rch experience and prior funding Required fields are highlighted in bold Position Title Degree Required fields a 5 EAR APRN are highlighted in BA 1 bold Are you interested in becoming a Reviewer If you answered yes and would like to become a PCORI reviewer please follow the following link complete our external reviewer survey here How many years of research experience do you have after attaining your terminal degree Project Title Enter update project title and estimated amount requested Indicate if additional money beyond specified limits is requested Select estimated project length For broad PFAs you may copy and paste the technical abstract from the Are Direct Costs requested greater than 500k during any year of the projec template available in the Funding g 500k g any year of the proj Center Some PFA types require additional project information via Prease select your es mated ES length upload MER B Note that fouflees amp ans of the st Dae found Objectives Complete additional project related Method PM t my DET Fepared in advance and either questions as required ffi or pasted directly into PCORI Online A template for this purpose is available here p Technical abstracts may not exceed 3000 characters including spaces LOls with technical abstracts exceeding this limit will be rejected Technica
16. re you will have the option to submit or withdraw your LOI PROJECT INFORMATION KEY PERSONNEL a EM PLATES AND UPLOADS Organization Search by Name DUNS ID or EIN Autocomplete REVIEW AND SUBMIT Fluxx Labs Add New N o Location Satellite Fluxx Labs headquarters Principal Investigator Add New on and PI Information Enter the applicant s organization name by typing in the first few characters DUNS number or EIN PCORI Online will autocomplete the organization name if it exists in our system Ifthe applicant s organization does not exist in PCORI Online click Add New You will be required to enter additional organization information name DUNS EIN amp address organization type Select the principal investigator PI and administrative officer from dropdown menus Ifthe Pl or administrative officer is not in the dropdown list click Add New You will be required to enter information Organization Search by Name DUNS ID or EIN Autocomplete Add New Find your organization by typing in the first few characters Select PI and administrative Click Add New to add a new officer from the Ad i paa dropdown M a Q 7 organization Pl or administrative Ada New officer Location Satellite See menus Feta nace Enter information regarding the Pl s resea
17. ric characters only and should not include spaces Click Submit Request You will be sent an email to proceed with your registration Please click on the link to create your password Once you have created your password an email with your username and password will be sent to you for your records CONTACT INFORMATION User Name Full Name First Last Position Title Email Address Enter all required information Click Submit Request To apply for a PCORI Funding Announcement click Apply to PFA Welcome to PCORI Online PCORI Online is the contracts management system where you can submit your Letter of Intent LOI and Application In addition once your application is funded you will be able to manage the contract activation and reporting as well To see all available PFAs click Apply to PFA Please view PCOHI s Funding Center for application guidelines and templates key dates PCOHI Funding Annoucements PFAs and additional information Contact us at pfacopcori org with any technical or administrative questions our support team will respond within 48 business hours Note the full application will open for submission on June 15 9 Applyto PFA Click Apply to PFA to begin your LOI To start the submission of your LOI click Apply to PFA next to the PFA for which you are applying Click the PFA title for additional information A
18. ssessment of Prevention Diagnosis and Treatment Options For projects that address critical decisions that patients their caregivers and clinicians face with too little information Apply to PFA LOI Deadline 6 15 2013 Application Deadline 8 15 2013 Click Apply for PFA to select the intended PFA Improving Healthcare Systems Apply to PFA For projects that address critical decisions that face health care systems the patients and caregivers who rely on them and the clinicians who work within them LOI Deadline 6 15 2013 Application Deadline 8 15 2013 Use the left side navigational links and the Previous and Next buttons at the bottom of the pages to guide you through LOI creation and submission Your work will be saved during your current session however if you close the browser window your work will be lost 4 PI AND CONTAC INFORMATION PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE To complete all sections of the Letter of Intent LOI you must use the left side navigational links There is no need to click the Save amp Review button below until all sections of the LOI have been completed e Your work will be saved during your current session however closing the browser window will cause your work to be lost Once you ve completed all sections and clicked Save amp Review you will be taken to a review screen to review your LOI print and navigate back to the main menu whe
19. stions received through our helodesk and applicant town halls Applicant training materials and information about PCORI s applicant town hall sessions will be posted on PCORI s Training Materials page Once available applicants will receive an email about these opportunities If you have questions please contact us at pfa pcori org
20. xor PCORI Online User Manual Submitting a Letter of Intent and Application Published June 19 2013 Patient centered Outcomes Research Institute Contents About the PCORI Online System Important Notes About the System Submitting a Letter of Intent Submitting an Application PCORI Funding Announcements Applicant Resources and Contact Information pcori Patient Centered Outcomes Research Institute About the PCORI Online System Online System In May 2013 PCOHI launched a new online system to support our funding announcements and the application and review process The PCORI Online System makes it easier for researchers to submit Letters of Intent and Applications and it will facilitate the review process by making it easier for our reviewers to review submissions and submit comments Whether yourre a first timer or a returning applicant you should find the PCORI Online User Manual a helpful guide to preparing and submitting a Letter of Intent LOI and application Have a question Please contact us at pfa pcori org Important Notes About the System PCORI Online is only compatible with Safari and Google Chrome browsers Google Chrome is available here for download To complete all sections of a task LOI or Application use the left side navigational links and the Previous and Next buttons at the bottom of the screen To save your work please go to the Save and Review tab a
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