eGrants User Guide
Contents
1. 2 This will open the application and display the following information PROJECT lt lt App Details Next gt Information for applicants Question specific guidelines to help you to answer the questions on the form can be found by clicking on the information buttons j throughout the form Additional guidelines to assist you with completing your form can be found by clicking on the information button to the right Please confirm that you have read this information for applicants lt lt App Details Next gt eGrants User Guide PA lt lt App Details Next gt Information for applicants ref A8108 16199 Tick to confirm o lt lt App Details Next gt 12 Last updated 20 05 2014 3 Please read the Information for Applicants and Tick to confirm that you have read and understood the guideline information Please note If you have been given a 6 digit ME reference number by the Wellcome Trust e g 062345 you must enter this in the Previous Correspondence page at the beginning of your application form This is particularly important for resubmitted multi part applications as the ME reference number entered will prevent any delays when processing the application 4 Fields should now be editable and ready for completion 5 To return to the Application Details page for your form click lt lt App Details Key points to note when editing the application form2. Type amp The type of the application i e Investigator Award amp the Organisation administering organisation Edit View Allows you to view edit the application Allows you to remove your application form from eGrants If the remove option is selected you will be prompted to confirm your choice as this option will permanently delete your application from eGrants Display Submitted Application Forms When this box is unchecked forms submitted to the Wellcome Trust including those on which you are a secondary applicant are not displayed To view submitted application forms simply check the box as shown below Display submitted forms below eGrants User Guide PA 6 Last updated 20 05 2014 Sample Application Forms oample Application Forms are model forms and are for information only and should not be completed or submitted to the Wellcome Trust To view download Sample Applications Forms PDF 1 Press the Sample Application Forms button on the Applications tab 2 Select the appropriate Funding Area from the drop down list then select the relevant form available You can also view Sample Application Forms at any point by clicking the Sample Application Forms link in the Information box Create a New Application Form To create a new application form click the Create a New Application Form button in the Applications page to display the following New Application Form Please select
3. e Collaborators information If a Secondary Applicant refuses the nomination 1 You will be notified via an automated email from eGrants 2 he status of Rejected appears against their name 3 he Secondary Applicant s details cannot be accessed If a Secondary Applicant does not respond to nominations 1 The status Pending will remain against their name 2 heir details cannot be accessed or included in the application If a Secondary Applicant is unable to access the online application form their details can be entered manually by the Principal Applicant This option should only be used when the Secondary Applicant has no means of accessing the Internet eGrants User Guide PA 21 Last updated 20 05 2014 To enter Secondary Applicant details manually 1 Click on the appropriate Secondary Applicant link on the left side of the form i e Sponsors 2 Click added manually at the bottom of the page where the following message will appear WARNING Please only use this option if it is impossible for the secondary applicant Coapplicant Sponsor Supervisor Research Sponsor Mentor Collaborator to fill in a homepage If you do so please note that it is the Principal Applicant s responsibility to ensure that all secondary applicants are aware they have been named in the application Additionally the Coapplicant Sponsor Supervisor Research Sponsor must be made aware of the Wellcome Trust s data protection statem
4. e Parts of the form are completed automatically using details entered in the Your Details section e g personal details To amend this please see the Your Details section of this document e To page through the application form either click the heading links in the left hand menu of the form or click the lt Previous Next gt inks e Certain questions are greyed out and will become available for editing depending on answers to related questions e Total values in tables are calculated automatically e he form contains validation to prevent the entry of incorrect data e g dates percentage values e Word counters are displayed for all answers requiring text excluding characters e Mandatory questions are indicated by a red asterisk e To Email Print from within the form itself in either Edit or View click the Email Print tab on the top right hand corner Depending on the form you are completing you may be required to nominate Secondary Applicants to your application To complete this step please see Nominating Secondary Applicants For those completing applications for Engaging Science or Medical History and Humanities Ethics and Society or Innovations formerly Technology Transfer please refer to the relevant scheme webpage for definitions of Secondary Applicants eGrants User Guide PA 13 Last updated 20 05 2014 View Applications The option to View this Application allows for View Only a
5. Investigator Awards in Medical History and Humanities eGrants User Guide PA 25 Last updated 20 05 2014 eGrants Support Wellcome Trust Gibbs Building 215 Euston Road London NW1 2BE UK T 44 0 20 7611 8383 E eGrants Support wellcome ac uk eGrants User Guide PA 26 Last updated 20 05 2014
6. an application form from the relevant Funding Area and select the relevant Scheme Type and Scheme Name from the drop down lists below Please make sure to enter the Application Title in the space provided and register the Administering Organisation for your form Funding Area Please Select Scheme Type Scheme Name Please additionally enter the following for this application Application Title Max title length 233 characters Administering Organisation Find Organisation o Create Application Cancel To create a new application form 1 Select the relevant Funding Area from the first drop down list 2 Select the relevant Scheme Type from the second drop down list 3 Select the relevant Scheme Name from the third drop down list eGrants User Guide PA 7 Last updated 20 05 2014 e This will display the available application forms If you are unsure which form to select please refer to the scheme webpage by clicking More info next to the application form or where this isn t available visit our website e Once you have selected the relevant form please enter the Application Title in the space provided and the Administering Organisation for your application e f you are not affiliated with an organisation please choose No Organisation This option only applies to individuals making an application to the Engaging Science schemes and some of our Public Health and Tropical Medicine sche
7. right of the screen You may find it helpful to save your form regularly especially where you have entered large amounts of text and or close to completion eGrants User Guide PA 16 Last updated 20 05 2014 Delegates You may give access to other eGrants users at any organisation who you wish to edit complete the application form To add a delegate to your application form e Click the Updsate link next to Delegates e Click Find User or enter the eGrants Unique Reference Number if known e Click Add Delegate To Remove a Delegate 1 Click Update liext to the Delegate heading 2 Select the Delegate name and then click the Remove button For Heads of Departments Only If you have Head of Department status you have additional delegate options e Log onto your account e Edit complete all application forms e Receive Emails To add a delegate 1 Click the Delegate tab on the top right hand side of the page to see the following User Delegations i Name Department Logon i Receives Emails i No Delegates have been assigned To add a new Delegate Search for User Find User or enter Reference Number here gt Add Delegate eGrants User Guide PA 17 Last updated 20 05 2014 2 Click Find User select the relevant organisation from the drop down list or enter the Delegates eGrants Unique Reference Number in the space provided they must provide
8. the stage at which you are in the application process See Completing the Application for further details App Form Ref The eGrants Application Form Reference number for the application auto generated when an application form is created Type The type of application being completed i e Investigator Award in Biomedical Science Title The title of the application form which can be changed at any stage prior to submission To change the application title e Click the Updatejlink next to the title e Enter new title in the space provided e Click Save Applicant The Principal Applicant s title full name and current organisation Your Role This displays your role involvement with the application Delegates Displays delegates you have given access to your application form To add a Delegate to this form e Click the Updatejlink next to Delegates e Click Find User or enter the eGrants Unique Reference Number if known e Click Add Delegate This will only give delegate access to this form it will not give access to any other form or your account Refer to the Delegates section for further information eGrants User Guide PA 9 Last updated 20 05 2014 Form Version This shows the version number of your application form Please note The Trust updates eGrants application forms on a regular basis please make sure you are using the most up to date form If in doubt contact e
9. time of the note are added automatically below the note text Notes can also be accessed from the Applications section in your account To open notes from here click on View this Application and click on Notes in the top right corner NB notes cannot be deleted Key The following guidance is displayed at the bottom left of each application form page to indicate the following Ke z e The green tick denotes all mandatory fields have been w Completed Page Incomplete Page completed I edk e The red line denotes questions are incomplete or there A locked are some unread pages e he padlock denotes the section of the form is locked for editing this only applies to multipart forms eGrants User Guide PA 19 Last updated 20 05 2014 Nominating Secondary Applicants oecondary Applicants are Collaborators Coapplicants Sponsors Supervisors Research Sponsors and Mentors that can be invited by the Principal Applicant to take part in the completion of the application form Secondary applicants must be registered with eGrants Please refer to the Wellcome Trust glossary and the relevant funding scheme webpage for definitions and responsibilities of Secondary Applicants To nominate a Secondary Applicant 1 Click Edit this Application to open the application 2 Click on the appropriate Secondary Applicant link on the left side of the form e g Sponsors 3 Select Yes to the question D
10. FAQ Registered Administering e Sample Application Forms iNiecIIITGI f Sample Application Forms d Email and Download Queue Email amp Download Queue e Grant Conditions Sani ondis Policies and Positions e Policies and Positions Feedback e Feedback Please note the email download queue and the feedback options are only available once you have registered with eGrants Registering a Full Account Individuals expected to be involved in an application as a Principal Applicant are required to register a Full Account Please refer to the eGrants User Guide on how to complete this step Once you have registered a full account and logged into eGrants the following options will be available at the top right hand of the screen e Your Details e Password An additional Delegates tab page will be present if you have Head of Department status Further information about delegates can be found in here Below these options you will see the following box Login name Registered Head of Department Unique Reference No Account Type John Smith 05 11 2012 NO 1234 Full System Messages FOR INFORMATION e Login name e Registered date e Head of Department status e Unique Reference No e Account Type e System Messages for eGrants announcements eGrants User Guide PA 4 Last updated 20 05 2014 Your Details The information displayed on the Your Details tab is the information you provided at the point of reg
11. Grants Support please quote the Application Form Reference number and the date the form was created Created The date when the application form was created Last Updated The date when the application form was last updated Note s This displays Notes that have been created see the Notes section on how to update this Application History To show the application form history click View Application History Status Form Status This refers to the status of the application form i e In progress Submitted Please see the eGrants User Guide for further information about application statuses Release Status This refers to the status of any Secondary Applicant responses i e whether they have rejected accepted their role in the application For further information please contact eGrants Support Cover Letter To add a cover letter optional e Click Update next to the Cover Letter heading e Click Upload New Remove Existing Covering Letter to upload a document OR e Type the text in the space provided e Click Submit Text Please note Entering new cover letter text in the textbox will automatically overwrite any previously entered text uploaded file It is advisable to write your cover letter offline and enter the text upload file once you are satisfied eGrants User Guide PA 10 Last updated 20 05 2014 Head of Department This displays the Head of Department or equivalent r
12. Q om eGrz App Form Ref 29802 Small Arts Award Title Draft ttle Update Applicant Mr Jo Bloggs Your Role Prnopal Applicant Del t N Update For Created 10 12 2013 15 01 08 Last Updated 11 12 2013 09 39 45 Note N Applic Hist Status In Progress Release Status Pending Decision Cover Letter None Update Head of Department Bypassed Administering Organisation Name of Organisabon Update eGrants User Guide PA 23 Last updated 20 05 2014 3 You will then be prompted to confirm the following Message from webpage E 2 Are your CV details up to date 4 Please check the information in the Your Details page is up to date then press OK to submit your application 5 An automated email will be sent from eGrants to confirm the submission of your application Approval of Application Forms In general application forms require a certain level of approval from one or both of the following e Head of Department or equivalent e Organisation Administration Department The level of approval required for application forms is predefined by the Organisation Administration Department and will have one of the following approval stages 1 Stage Approval Requires approval from the Organisation Administration Department only This bypasses approval from the Head of Department or equivalent 2 Stage Approval Requires approval from the Head of Department or equivalent and the Organisation A
13. ccess to the application form To view the application form 1 Click View this Application on the Application Details page 2 This will open the application for viewing To return to the Application Details page for your form click lt lt App Details Email Print this Application The option to Email Print this Application allows you to generate a PDF for emailing and or printing your application on the Application Details page to display the following page Email Print Application IMPORTANT INFORMATION Emailing and or printing the application form PDF may take longer during busier periods The Additional Information of the application form will not be included in the PDF generated below It will be included in the application submission to the Trust To email print your application form you need to generate a PDF 1 Select the relevant form parts where applicable from the drop down menu 2 Enter email address optional 3 Click Generate PDF App Form Ref Include these part s The entire form M Email address optional Generate PDF Current PDFs being generated 4 Auto refresh Currently no PDFs are being generated Recent PDFs Currently no PDFs are being displayed For further help please contact eGrants Support welicome ac uk or 0207 611 8700 Security Information System Requirements Download Free Adobe Reader Cookies Please note only applicants compl
14. dministration Department If you have selected No Organisation when creating your application please refer to Submission to the Wellcome Trust below Head of Department or equivalent Approval Once the application form has been completed the nominated Head of Department or equivalent will either Approve or Reject the application It will either be submitted to the Organisation Administration Department for approval or it will be returned to the Principal Applicant for amendment eGrants User Guide PA 24 Last updated 20 05 2014 Organisation Administration Department Approval Once the application form has been submitted to the Organisation Administration Department administrators can make changes to the application Once complete they can either submit the form directly to the Wellcome Trust or return it to the Principal Applicant for amendment Submission to the Wellcome Trust Applications submitted to the Wellcome Trust are automatically routed to the Trust s workflow system for processing Once received the Wellcome Trust will send an acknowledgement email to confirm receipt of your application form within 5 10 working days Please refer to the submission process outlined in the additional quidance document if you are completing applications for the following schemes e Investigator Awards in Biomedical Science e Senior Research Fellowships in Biomedical Science e Principle Research Fellowship in Biomedical Science e
15. ent and undertakings that will appear once you have completed the form as individuals involved in the application process are asked to agree to these Mentors must be made aware of the Wellcome Trust s data protection statement and be able to confirm that the information provided in the application on their behalf is accurate and complete Collaborators are not required to sign up to the data protection statement and undertakings but must be in a position to confirm their willingness to collaborate in the research project Go Back Continue 3 Press Continue and complete all relevant fields 4 Clicks Next to save the information entered and continue completing your application If Collaborators are unable to respond to your nomination due to limited access to the internet a Collaborator Word form may be completed Please contact eGrants support for further information or refer to the eGrants FAQs to download the form Please note For those completing applications for Engaging Science you should not use the Collaborator Word form Further information can be found on the scheme webpage or by contacting Engaging Science on 0207 611 8806 pe wellcome ac uk To remove a Secondary Applicant 1 Click Remove next to the Secondary Applicants name 2 Click OK on the warning to confirm your choice Further information on Secondary Applicants responsibilities can be found in the relevant User Guides in the eG
16. esponsible for approving the application form To assign a Head of Department or equivalent e Click Update next to unassigned e Select the relevant name from list e Press Select If the name you require is not on the list contact the Organisation Administration Department who is listed on your form administering organisation If you do not require a Head of Department this option will be displayed as Bypassed Please refer to Submitting Application Forms for further details of the Head of Department approval process Administering Organisation This displays the organisation that will administer the award To change the Administering Organisation e Click Update next to the organisation name e Re select the organisation from the drop down list e Click Save If you are not affiliated with an organisation select No Organisation and click Save If your organisation is not on the list please contact eGrants Support to have it registered Submit Button Once all relevant parts of the application form have been completed the Submit button will appear at the top of the Application Details page for example Help Return to list of Applications Application Details icies and Posiona Your application form is complete and ready for submission Submt Grectly to The Welcome Trust yutomated emall notification from eGrants at each stage of the submission process Appl
17. eting multi part forms are able to see the drop down menu eGrants User Guide PA 14 Last updated 20 05 2014 Select the relevant form parts where applicable from the drop down menu Enter one email address in the space provided optional Click the Generate PDF button Your application will automatically be entered into a queue under Current PDFs being generated as shown below Email Print Application Refresh Current PDFs being generated Auto refresh PDFs being generated are displayed below ime T Position Submited Details Status ETA Options 1 11 12 App Form Ref 1234 3 min s Cancel Title 5th November IA App Type Sir Henry Wellcome Postdoctoral Fellowship Email To Download Only Recent PDFs Currently no PDFs are being displayed 5 Once the PDF of your application form has been generated your request will now be displayed in the Recent PDFs with the following options available Email Print Application Refresh Current PDFs being generated Auto refresh Currently no PDFs are being generated Recent PDFs You will need to generate a new PDF to email print the most up to date version of your application Date Time Application Title Options 19 12 2012 11 13 Research Project View Print Generate new PDF Delete Please note e Emailing and or printing the application form PDF may take longer during busier periods e g deadline day e The Additional Information of the appl
18. ication Options Edit this Application View this Application Email Print this Application App Form Ref 29802 Small Arts Award Title Draft btle Update Applicant Mr Jo Bloggs Your Role Prnopal Applicant Del None Update F 4 Created 10 12 2013 15 01 08 Last Updates 11 12 2013 09 39 43 Note Nor Appl Hist Wie Status In Progress Release Status Pending Deasion Cover Letter None Update Head of Department Bypassed Administering Organisation Name of Organisabon Update eGrants User Guide PA 11 Last updated 20 05 2014 Support Material Please use the following support materials for reference when completing eGrants application forms Wellcome Trust website eGrants Support Help section and User Guides Frequently Asked Questions The guideline icons i displayed throughout the entirety of eGrants If you are completing applications for Engaging Science or Innovations formerly Technology Transfer please refer to the relevant funding sections on the external website for further advice and support Edit Applications Application forms on eGrants can only be edited while the form Status is In Progress To check the status of your application form please refer to the Application Details page of your application form The option to Edit this Application allows you to edit and complete the application To edit the application 1 Edit this Application n the Application Details page
19. ication form will not be included in the PDF generated It will be included in the application submission to the Trust eGrants User Guide PA 15 Last updated 20 05 2014 Options View Print Click View Print to open and print the application form PDF Generate PDF Click Generate new PDF if you wish to email print the most up to date version of the application form You will need to select this option if you have made any changes to the form after the Date Time shown Click Delete to delete the application form the Recent PDFs list To View Print PDFs you will require Adobe Reader to view print PDFs If you do not already have this installed on your computer click the Download Free Adobe Header or contact your organisation s IT department Password Your password can be changed at any time through the Change Password page Passwords must be between 5 and 20 characters long Uploading documents oome sections of the application form allow you to upload documents containing text figures images Attached documents can be removed at any time prior to the submission of the application Please adhere to word limits where specified Uploaded documents must NOT be password protected Uploaded documents must be in portrait format Please use Arial font size 11 in all uploaded documents Saving a form Applications can be saved at any point in the application process by clicking Save on the top
20. istration and is automatically copied over to application forms It is therefore important that your details are checked and if necessary updated before creating and or submitting a new application To update your details Click the Your Details tab Click Edit Details Amend your details Click Save a d 29 ut You may also verify register an ORCID id via this page Refer to the eGrants User Guide for further information Once an application has been submitted to the Wellcome Trust the relevant Trust Staff should be informed of any subsequent changes of your details that may be pertinent to the submitted application e g contact details Please note the CV Details section does not need to be completed by applicants applying for Engaging Science awards i e Small Arts or People Awards For further information please contact pegrants wellcome ac uk eGrants User Guide PA 5 Last updated 20 05 2014 Applications The Applications page displays all applications you are involved with either as a Principal Applicant Secondary Applicant and Delegate or as a Head of Department or equivalent To create an application form follow the instructions in section Create a New Application Form Once an application form has been created the most recent application will be listed at the top with the following categories Suus Teta te pionen te npe Your role in the application i e Principal Applicant
21. mes If you have any queries about the No Organisation option please contact eGrants Support e Once you have completed all the relevant fields click the Create Application button which will create an Application Details page for your application form Please note only individuals with a Full Account are able to create new application forms If you have a Partial Account and wish to upgrade your account refer to the eGrants User Guide on how to complete this step Application Details Each application form created on eGrants has an Application Details page which displays the following information Application Options Edit this Application View this Application Email Print this Application App Form Ref 12345 Type Sir Henry Wellcome Postdoctoral Fellowship Title Research Project Update Applicant Professor John Smith Your Role Principal Applicant Delegates None Update Form Version 5 Created 22 01 2013 12 43 46 Last Updated 22 01 2013 12 43 46 Note s None Application History View Application History Status In Progress Release Status Pending Decision Cover Letter None Update Head of Department Unassigned Update Administering Organisation Name of organisation Update eGrants User Guide PA 8 Last updated 20 05 2014 Application Options Options available for the application e Edit this application e View this application e Email print this application These options will vary depending on
22. ng Secondary Applicants ccccceccceeeceeeeceeeeeeeeseeeeseeeseeeseeeseueeseeesaeeess 20 Secondary Applicant Responses sesssssssssssseseneennn nennen enne nnne 21 SUMMING AD DIGATONS E E E oo o 0I 23 ADDIOVal Ol JADDIICAUOD d OP TIS aczcond ntcins bt E cabe nit Webcasts suba v 24 Head of Department or equivalent Approval cccccseccseeeceeeceeeeseeeeeeeeseeesaeeeaeeees 24 Organisation Administration Department Approval c ccccceeccsseeceeeeseeeeeeeeneeeeees 25 Submission to the Wellcome Trust cccccecccceeeeceeeeeeeeeceeceseeeeseueeeseeeeseeessaeeesees 25 eGrants User Guide PA 2 Last updated 20 05 2014 Background e he eGrants system enables applicants to apply for grants online The system provides a workflow to guide applicants through the necessary steps towards final submission to the Wellcome Trust e Principal Applicants are responsible for creating editing and nominating Secondary Applicants for all application forms e his document is intended as a How To reference for the main functionality that Principal Applicants are likely to use e You may find it helpful to read this document in conjunction with the eGrants User Guide and the eGrants Frequently Asked Questions e f you are involved in an application in a different role please refer to the relevant user guide in the eGrants Help section Principal Applicants for the Sir Henry Dale Fellowships sho
23. oes this form require any i e Sponsor where the following information will be displayed To add a new Sponsor Search for User Finduser or Enter Reference Number here gt Add Sponsor 4 Click Find User which will open the following options Step 1 Select Organisation Enter Surname Step 2 Select user 12345678901234567890 Mrs 1234567890123456789 Select User 5 Select the relevant organisation from the drop down list step 1 or enter the surname in the space provided step 2 and click Update List 6 Press Select User this will return you to the previous pop up then select Add Sponsor to confirm your choice 7 An automated email will be sent to the user to notify them on how to confirm your nomination eGrants User Guide PA 20 Last updated 20 05 2014 Secondary Applicant Responses If a Secondary Applicant agrees to the nomination You will be notified via an automated email from eGrants The Secondary Applicant s details are automatically included in the form The status of Accepted appears against their name D qo Ie Clicking on their name underlined accesses their details Please ensure the Secondary Applicant has completed all mandatory questions before proceeding with the application Collaborators have restricted access and can only view e Principal Applicant s contact details e Project title e Hesearch project summaries details
24. rants Help section eGrants User Guide PA 22 Last updated 20 05 2014 Submitting Applications Once all mandatory questions in the application form have been completed and all individuals involved in the application have accepted their role the application form can be submitted for approval where required On the final page of the form click Next Step where one of the following messages will appear Completing the form Submitting completed forms This message will state the form or form This message will state the form or part is not yet complete and will provide form part is complete and ready for guidelines on how to complete the submission application form These messages provide guidance on finalising the application and the next steps required to submit the form for approval These messages can be viewed at any time while the form is In Progress by clicking on the Completing the form link at the bottom left of the form To submit the application for approval 1 Click lt lt App Details to return to the Application Details page 2 Click the Submit button i e Submit to Directly to The Wellcome Trust Help Return to list of Applications Grants FAQ egered Adenigt 0 nedpons Application Details pie Apphcation mal A Oownload Q ve Grant Con ditions Policies an 4 Positions Your application form is complete and ready for submission Subeit Grectly to The Welcome Trust lated ema a
25. uld use this document for guidance through the eGrants application process Although the branding of the eGrants website for the Sir Henry Dale Fellowships is slightly different the functionality is as described in this user guide Guidance notes for completing full applications for the Sir Henry Dale Fellowships can be found on the scheme webpage For some preliminary applications and some joint applications it may not be possible to use eGrants Please refer to the relevant scheme pages on the Wellcome Trust website for guidance on how to apply An additional information document is available for the following schemes which can be found in the eGrants Help section e Investigator Awards in Biomedical Science e Senior Research Fellowships in Biomedical Science e Principle Research Fellowship in Biomedical Science e Investigator Awards in Medical History and Humanities Principal Applicants for Engaging Science Applications should use this document for guidance through the eGrants application process Additional guidance notes can also be found here eGrants User Guide PA 3 Last updated 20 05 2014 Further information can be found in the Information box on the left hand side of the screen This is displayed throughout all pages of eGrants which acts as a key point of reference to provide support during the application process e Help e eGrants FAQ Information Help e Registered Administering Organisations eGrants
26. welicome us eGrants User Guide Principal Applicants uu eGrants User Guide PA 1 Last updated 20 05 2014 Contents BACK GLOUNG BHRIMUTTPENN TS NEED ERE PEE TE 3 Fegistering Full ACCOUN sss eoruin Edw d n eoru ubivis E E 4 VOU C Vell OPER prr Tp rb 5 APPlCAUONS aneso E EEAS 6 Display Submitted Application Forms ccccccccseececeeceseeeeceeesseeeeseeeseaeeeseeesseeesees 6 Sample Application FOFRTIS iod eoo ee Ets ee oe denk ec acum vo Mace e oT Eds sE dus 7 Create a New ADDIICatIOF FON d oce cc a not e rete edt Ios etiatn nd 7 Applicaton Detal Sessie i gud edat Reda ocu deed Seg Na ei edu fibula du ficu 8 ADDICION CODHOPIS xevisssuiisht steals iuh ede E E 9 SUPPOR Malteflalasscec Scene gael oa euact inane Duce eed der tatus oes ado ertet ede tuia i ee Pene Duct ieuai rats 12 olprvoelrer ioni E 12 VIEW ADDICTIONS casnsieiiid usua ido uu ced cop bubes Gab bu ote b abes Gap uius Casi d I ua cou caue oO AR coii 14 Emalil Print Ihis ADDIICallOr ssisesas us gau surda Ente xke tnt eu ep ER ERE EE nt kk ia Vd ve Ya pud 14 ciere MENTRE 16 Uploading GOCUIMECMIS x aie Gratiot OO T STE 16 SWN STON 0A epee tee eer eee tr eee es ener ene ee ee ene 16 Delegates senas TOT I IN UNES 17 For Heads of Departments Only ccccceeccececeeceeeeceeeeeeeeceeeeseeeeeeeeseeeseueeseeesaeeess 17 pcc nee 19 KOV orsus tui EAMDEM Maia E E ona En E Uncud ei Ista EN baa C ORCI 19 Nominati
27. you with the number 3 In the next pop up click the Select User button to confirm your choice and return to click Add Delegate 4 Once selected the Delegate s name is displayed in the User Delegations list alongside permission options User Delegations i Name Department Receives Emails o John Smith Science Department Remove To add a new Delegate Update Search for User Find User or enter Reference Number here gt Add Delegate e Logon if ticked the delegate user is able to log on as you e Receive Emails if ticked the delegate user receives the same eGrants emails as you i e notifications of applications to approve Please note you may select more than one Delegate user and vary their functionality as outlined above To Remove a Delegate 3 Click Update lext to the Delegate heading 4 Select the Delegate name and then click the Remove button For further information on the responsibilities of Heads of Departments or equivalent can be found here eGrants User Guide PA 18 Last updated 20 05 2014 Notes Notes can be added to applications without being included in the contents of the application itself All individuals involved in the application can use notes to communicate with each other To add a note e Once inside the form click Notes in the top right corner e Type your note in the pop up e Click Add Note e The name of the person date and
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