INTERNAL USER GUIDE
Contents
1. 7 Fora System Help guide to completing your application then click on System Help How to Submit an Application using Grant Tracker After you have completed the form the next step is to submit The Leverhulme Trust Grant Tracker system does not replace our current internal authorisation process Please remember that an InfoEd proposal must be completed and fully approved before a Grant Tracker application can be authorised by Research Services On the home screen of Grant Tracker https grants leverhulme ac uk Login aspx click on My Applications which will bring up a list of all of your current applications The Leverhulme Trust Grant Application System CC Grant Tracker Mr Nicholas Leech Welcome to the Leverhulme Trust Grant Application System Mr Nicholas Leech Please enter details of your CV Manage My Details Please ensure that your details including your CV are up to date as these are required for the submission of an application You will not be able to edit this information directly from an application form To edit your details go to Manage My Details and complete the basic information and update your CV Contact Us New Grant Application To apply for funding go to open grant schemes sat gant eC NEP Tan AF eae SS ae are aaa a sede COT OT Sa a f J Then select the correct application that you wish to apply for by pressing the Update Details symbol on its right hand side E The Leverhulme Trust G2. Cle A nite le srl en So tn sn Lie i sree D ren mo I ae Lin ete A tm eal Ae E ihn ty ne tO moO Bees sell A afin anit ofl Btn i SoBe anthem d siti Applicant Guide July 2012
3. Imperial College London INTERNAL USER GUIDE A Guide to The Leverhulme Trust s Grant Application System Grant Tracker A Quick Guide for Applicants applying for funding and grants The Leverhulme Trust website http www leverhulme ac uk 2 The Leverhulme Trust CC Ge nt Trac ker Applicant Guide July 2012 Contents Page A Introduction cece eee 3 B How To Register with Grant Tracker _ 3 C How to Complete an Application using Grant Tracker eens 4 D How to Submit an Application using Grant Tracker eee e ee ees 7 E Help ence eee 9 NOTE Applicants must allow a minimum of 5 working days for Research Services to check and authorise the application before the submission deadline Applicant Guide July 2012 Introduction The Leverhulme Trust s Grant Application System enables applicants to apply for research funding and grants online Text Size A A Sitemap Contact The Leverhulme Trust 3 HOME ABOUT US NEWS FUNDING GRANT HOLDERS USEFUL LINKS STAY UPDATED CONTACT t Print Home gt About us gt About the Trust Print About the Trust e History of the Trust About the Leverhulme Trust e Types of awards e The Trust Board scholarships for research and education A list of available grant schemes can be found on the Leverhulme website using the following link http www leverhulme ac uk funding funding cfm You will not be able to use the syst
4. approval On completion of the Final Approval the application is submitted A confirmation email is sent to the Lead Applicant and an application reference number is issued All grant applications are listed on the My Applications section of the system Reference Title Last Updated Visiting Professorship 06 05 2010 10 09 59 Pre Submission The Status of an application will be one of the following at any one time Pre Submission You are yet to submit the application for signatory approval and can edit Awaiting Signatory Approval You have submitted your application for signatory approval Modifying A signatory has rejected your application for modifications to be made Submitted Your application has been signed off by signatories and submitted to the Trust If your query is not answered in these notes or you are experiencing any technical problems you can email The Leverhulme Trust by selecting the Contact Us link within the Grant Application System The Trust will endeavour to answer all queries within 2 working days For more information refer to the Trust Contacts web page Remember however that there are help buttons available throughout the Grant Application System such as the ones displayed below System Help Host Department Validate Form Next gt Help 4 __see Close ZA tmnt en Balle aol attention nse ain AB 2 te 0 alle Site nu Senta te aA roid tre AD An D te nthe Alten me apr com
5. atting Problems Logout Grant Type Visiting Professorships 2 View Print System Help y Funding Round Visiting Professorships Total Requested 0 00 Closing Date 14 May 2010 at 16 00 Validate the application To validate the application click Validate and then Validate Form within the application form Created On 29 April 2010 Last Updated 29 April 2010 3 Validate Last Validated Submitted On Submit the application The application form cannot be submitted until it has been validated to ensure that all required fields have been entered and the data mests our submission requirements 4 Delete the application lf you are sure you wish to delete the application form please click on the Delete button Please note once an application has been deleted it cannot be recovered 5 Delete C E ee ee r T T T i A Aaaa amdan aih a A anm eee idam adhd i dibacana saih ibd a aa a Md oh 4 ma da Ama haa a aa aD ada dk ah ahal aiba ah th a da h oua bu o Md ahil ee ahah aa a om hi ma M Ma The boxes on the right hand side of this screen enable you to Edit the application on return visits View Print the application as a PDF This creates a form with your latest edits for your review or to create a paper copy The watermark is cleared after a successful submission Validate your application for submission When you are happy with your application you press here which
6. e The Leverhulme Trust Grant Application System CC Grant Tracker A Tester Open Grant Schemes The table below shows all the open grant schemes currently accepting applications New Application Click More info to view additional information about each funding round Click Apply to access the online application form for the type of grant youlyish to apply for Note Please save your application often as the session will timeout after 60 minutes of inactivity Grant Type Funding Round Closing Date Visiting Professorships Visiting Professorships are awarded in response to bids from UK isiti i Way Ms More info institutions seeking to invite an eminent researcher from overseas VSS Frolsssorships 1EMay 2010 00PM for between 3 and 10 months Different schemes will have different project specific fields to complete You must complete ALL sections before submission The Leverhulme Trust Grant Application System Ref 20247 Early Career Fellowship CC Grant Tracker Research and Publications Scheme Information For further information and guidance please see the Help section on this page Applicant Details ar tetas Title of research proposal Education Details Further Applicant Details 80 character s left Research and Publications Fields of study institutional Approval Click to select Main sub field of study Details Duration and Timing Abstract Referees X alB Zz U OE e Previous and Current Appl
7. em unless you have a system username and password e If you do not have an account go to Section B How to register e lf you have an account go to Section C How to complete and submit an application How to Register using Grant Tracker Go to the Grant Tracker log in page https grants leverhulme ac uk Login aspx The following screen will appear The Leverhulme Trust Grant Application System CC Grant Tracker The Leverhulme Hust Welcome to the Leverhulme Trust Grant Application System please login below For reminders of upcoming deadlines and other news about the Trust follow us on twitter https twitter com LeverhulmeTrust Existing Users New Users Please log in to access your account Please register with us to create your account using your institutional email address if you have one Email re Please note that all new users require validation by the Leverhulme Trust Password prior to receiving access to the system We will endeavour to complete this validation process as soon as possible within standard working hours Forgotten Password following completion of your initial registration I Log me in automatically next time Register Login CC Grant Tracker V3 0 0 CC Technology Ltd 2010 a ee ee ee ea ee on neo or ws ng LM ee ee aa Click on Register as shown above and then follow the onscreen instructions July 2012 Applicant Guide Enter your College email address then confirm y
8. er your user name and password The home screen is your starting point to create applications update your details including applicants CV s Please note that you cannot edit your CV details from within any application screen This is also your starting point as a grant holder to managing your grants and if relevant as a reviewer to participate in the refereeing process Once you have successfully logged onto Grant Tracker Click on open grant schemes The Leverhulme Trust Grant Application System CC Grant Tracker Welcome to the Leverhulme Trust Grant Application System Please enter details of your CV nsure that your details including are up to date as these are required for the submi Manage My Det Please ens your C F r ppi tion You will not be able to edit this information directly from an application form To edit your details goto Mea your C ssion of an applica ils and complete the basic information and update Applicant Guide July 2012 A list of all current awards that you can apply for will be listed with a short description of the scheme and notes Scroll down the page to find the scheme you wish to apply for select the scheme by clicking on Apply button The More info link returns more information about the grant System Help is also available NB There may be eligibility criteria which limits the grant schemes that you can apply for If in doubt please refer to the Scheme Notes on the Trust s websit
9. ications Research Budget Details of current and past research XZf Brul x Q Applicant Guide July 2012 6 Applicant Guide er SLB LB RG PLE LOO LE ll atta yl ee Ee ee le eel rr ee jay Detailed statement of proposed research 2 pages of A4 maximum TO Bose Document must be Attach uploaded Please ensure that your documents have been saved in Word format Major publications 1 page of A4 maximum Browse Document must be _Attach_ uploaded Please ensure that your documents have been saved in Word format A Prev Next Help CC Grant Tracker V3 0 0 CC Technology Ltd 2010 he OO Ln Ml a crater te tee sterner MS ten seen shen ty satel The sections of the application form are listed as a menu down the left hand side of the screen To complete the application all of these must be completed You can either complete your application in sequence or choose the section you want to complete from the left hand Navigation menu Depending on the application form you are completing you may see more or less items in the menu Co Applicants must individually accept their inclusion You will be asked to select an Institutional Approver Some schemes may also ask you to select a Head of Department and Finance Officer Whenever prompted select Cindy Lai as the Institutional Approver Head of Departmetnt Finance Officer and present the following email addres
10. our email address in the fields as shown Click on Next to continue Register Please enter your email address below denotes a mandatory field for registration This is the email address that will be used for all correspondence and which you will use for future access to the system You will be able to change this in the future if required If you are a grant holder or have contributed to an application or review your details may have been pre registered for you In this case a message will inform you that an account exists for the email address you have supplied If this is correct you must accept the Terms and Conditions before proceeding If you are a new user complete the registration form that follows Mandatory fields are marked with a red dot Once finished check the box that confirms that you accept the trust s terms amp conditions and then press on the submit button Once completed an email will be sent to the email address that you have registered This verifies your email address and provides a unique initial password and a link to follow Once you have accessed the system you can change details and choose a new password N B When you enter your email address and password enter them directly and do not cut and paste this information Remember the password is case sensitive How to Complete an Application using Grant Tracker Once registered log into Grant Tracker https grants leverhulme ac uk Login aspx and ent
11. rant Application System CC Grant Tracker Mr Nicholas Leech My Applications Home New Application You have 3 grant applications awaiting submission To start a new grant application click here My Applications N lication eee To view more details or to update an application please select it from the _New Application ne grid below Contact Us Reference Title Last Updated Status 20375 New Application 16 02 2012 14 58 16 Pre Submission New Application 16 02 2012 12 31 20 Pre Submission CC Grant Tracker V3 0 0 CC Technology Ltd 2010 The following screen will appear Applicant Guide July 2012 The Leverhulme Trust Grant Application System CC Grant Tracker A Tester Title Visiting Professorship Awaiting Visiting Professor Edit the application ome l Reference 4174 Please click on the Edit button if you wish to make My Applications any changes to your application Visiting Professorships 1 gt Bea Ref 4174 Lead Applicant Ms A Tester Details Institution The Test University of Leverhulme PDF the application Print Signatories nstitutional Aporover Please click on the View Print button to generate this The Test University of Leverhulme Research Finance application form as a PDF file Office Please note if your browser blocks the file Visiting Professor download please follow the instructions to allow the Manage My Details None file to be downloaded Contact Us PDF Form
12. s as the contact in all cases RGCOADMIN IMPERIAL AC UK The system will prevent you and other applications accessing your application form at the same time There is a help button at the top and bottom right of each page which returns information about that page You may move from page to page using the previous and next buttons or jump through the form using the menu on the left hand side Remember to save your work You will be prompted to save your work if you leave the screen You can save your work as many times as you wish until it has been submitted This system will not automatically save your application form When Uploading documents please add your name and document title e g CV or publication list at the top of each page For Word documents please use the font Arial size 11 e Click Browse to select the file from your computer then select Open and Attach Once the file has been attached a tick will appear in the Document Uploaded tick box and you will see the file name in the text box e lf anincorrect file has been uploaded click Delete confirm that you want to delete the file and then repeat the steps to upload a new file e Word documents will be embedded into the PDF of your application form and appear under the specific heading in the PDF e g Programme Detailed Description When you have finished completing your form and after you have saved your work you should press on the Close button July 2012
13. will then send you into your application where you will have to validate once more before you can submit Submit your application form for approval this button is only enabled once the validation has been successfully completed Delete the application if you wish to but please note that this is a final action Menu items on the left hand side of this screen Applicant Guide Change history shows the changes made to the application form this can be useful for the review of changes made by participants e g a co applicant Journal is a notepad function allowing participants to leave messages and or attachments Sign off Status reports on the progress of the sign off process by each of the signatories After successful validation the Lead Applicant may submit the application to the Leverhulme Trust refer above to point 4 under step 3 A system generated email will be sent to the signatories in turn where there is more than one informing them that there approval is required The lead applicant can follow the July 2012 progress of the application on the Application Summary Page see section 5 below If a signatory usually Research Services rejects the application the Lead Applicant is notified with any feedback the signatory supplies The application can then be re submitted by the Lead Applicant it is then automatically re submitted to the signatory who made the rejection so that they can provide
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