epex : emory proposal express · next time you log in to peoplesoft, you can click on the ... •...
TRANSCRIPT
![Page 1: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/1.jpg)
EPEX : Emory Proposal Express
eCOI for Proposals
and
Emory University Department of PediatricsSeptember 17, 2009
![Page 2: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/2.jpg)
OSP site has information on the EPEX system & on how to get access to EPEX
![Page 3: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/3.jpg)
Key components of EPEX
![Page 4: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/4.jpg)
Required attachments for EPEX
SOM also requires full proposal, budget & justification, subcontract routing material, & SOM blue sheet
![Page 5: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/5.jpg)
• Navigate to EPEX through the Peoplesoft URLfrom Emory Finance home page
![Page 6: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/6.jpg)
• Select Emory Proposal Express
![Page 7: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/7.jpg)
• To start a new proposal, select “Add”
![Page 8: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/8.jpg)
• All fields with an asterisk must be completed
![Page 9: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/9.jpg)
• At least 1 key word is needed: use drop-down list
![Page 10: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/10.jpg)
• Projects: enter % effort, F&A, and attachments
![Page 11: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/11.jpg)
• Always return to proposal page as “homebase”
![Page 12: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/12.jpg)
• After “Projects”, go to “Budgets”
![Page 13: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/13.jpg)
• Enter F&A type & base, then “View/Enter Budgets”
![Page 14: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/14.jpg)
• Enter high-level budget information
![Page 15: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/15.jpg)
• Navigate back to “home base” – Proposal Express
![Page 16: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/16.jpg)
• To see routing & approval path, “Preview Workflow”
![Page 17: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/17.jpg)
• PI, Division Chief, Chair, Dept, SOM, OSP
Add Division Chief and Chair Designee
![Page 18: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/18.jpg)
• Navigate back to home base, then “Save & Route”
![Page 19: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/19.jpg)
eCOI for a new proposal
![Page 20: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/20.jpg)
• Log into eCOI, select “Add a new proposal”
![Page 21: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/21.jpg)
• Only high-level information is required
![Page 22: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/22.jpg)
• Be sure to add all personnel w/ biosketch or inbudget, including non-Emory people
![Page 23: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/23.jpg)
• System sends email to all named Emory personnel• You can check for completion under “Manage my
proposals
![Page 24: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/24.jpg)
Tools for using EPEX will be included as a link from the DOP website under “Faculty Resources”
Included will be:
• Peoplesoft Job Aids for simple, complex, continuation, and supplemental proposals
• Instructions for accessing your proposalapproval inbox and electronically signing andcertifying your proposal
• 1-page “What is EPEX?” summary including list of required attachments for SOM and OSP
• Overview of setting up a proposal in eCOI
![Page 25: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/25.jpg)
• Go to Emory Finance Web• Log into Peoplesoft using your Emory NetId and password • Click the “Smart Solutions” link
How to access your Approval Inbox and electronically sign your proposal
![Page 26: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/26.jpg)
• Click the “Smart Workflow” link
• Click the “Transaction Approval” link
![Page 27: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/27.jpg)
•Click the “Approval Inbox” link
NOTE: You can set your Approval Inbox as a “Favorite” to save some time next time you need to access it. Click the “Add to Favorites” link. Next time you log in to Peoplesoft, you can click on the “My Favorites”link in the menu box
![Page 28: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/28.jpg)
• Click the arrow on the “Search Type:” drop-down list• Select “Grants Proposal”
Click on the yellow “Search” button
![Page 29: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/29.jpg)
Click on the proposal to be approved. Unless you are actively routing more than one proposal, you will only see one proposal in the list.
![Page 30: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/30.jpg)
Check the answers to the questions
![Page 31: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/31.jpg)
•To review the draft science, biosketches, etc., that have been uploaded into the EPEX proposal, select the blue “Go to Projects” button at the bottom of the list of questions
![Page 32: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/32.jpg)
If you go to the Projects page, the “Attachments” section is where your grant manager has uploaded all necessary routing documents, including the science or sponsor-formatted proposal. They can be viewed by clicking on the arrow to the left of “Attachments”.
To get back to the Proposal summary page to certify, use the blue “Go to Proposal” link.
![Page 33: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/33.jpg)
To certify, click on the yellow “Approve” button at the bottom of the page . You can then exit Peoplesoft. The proposal will automatically route as needed.
Approve
![Page 34: EPEX : Emory Proposal Express · Next time you log in to Peoplesoft, you can click on the ... • Select “Grants Proposal” Click on the yellow “Search” button. Click on the](https://reader034.vdocuments.us/reader034/viewer/2022051814/6039efb66df43e69040ba452/html5/thumbnails/34.jpg)
Questions?