Research Administration Day May 28, 2014Grants 3.0 Overview and Changes

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Agenda• Key Changes – Department• Researcher Home Page and Lifecycle• Express Pages - New Research Project Request - Amendment Request - End Date Extension

• Other Changes:- Over Expenditure Authorization Request- Other

• Questions

Agenda

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Key Changes – Departments

• Transition Research Request Forms on-line• Significant improvements to the Researcher Home Page- Inquiry enhancements including Lifecycle Inquiry- Initiate new Requests on-line- Ability to view and save the Financial Overview Report as a PDF

file• Advice Notice e-mails for new Projects and Amendments includes

link to RHP, no longer features Advice Notice Attachment• Automated e-mail notifications (e.g. Advice Notice, 80%

Threshold Alert, Over-Expenditure Alert)

Key Changes - Departments

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RHP – Key Changes

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RHP – Details Tab

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RHP– Over Expenditure Tab

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RHP– Project Lifecycle

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RHP – Key Changes

PDF Format!

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Create New Request

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Intellectual Credit

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Submit New Request

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Submit New Request

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RSO actions after signed Forms are received

Since on-line Approval is not implemented in Grants 3.0, signed hard copies of the Request Forms including any required attachments must still be sent to RSO for RSO to action the file.

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RHP – Lifecycle

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RHP – Details Tab

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RHP – Admin View and Search

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RHP – Admin View and Search

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Request for New Research Project

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Request for New Research Project

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Amendment1. Create and Submit Amendment2. Print Report, Obtain Signatures and forward to RSO

Amendment Processing

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Amendment Processing

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Amendment Processing

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Amendment Processing

Mandatory

Optional

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Amendment Processing

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Amendment Processing

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Amendment Processing

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Over Expenditure Authorization Request

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Over Expenditure Authorization Request

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Over Expenditure Authorization Request

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Questions?