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

Key Changes – Department Researcher Home Page and Lifecycle 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

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

RHP – Key Changes

RHP – Details Tab

RHP– Over Expenditure Tab

RHP– Project Lifecycle

PDF Format! RHP – Key Changes

Create New Request

Intellectual Credit

Submit New Request

Submit New Request

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. ! RSO actions after signed Forms are received

RHP – Lifecycle

RHP – Details Tab

RHP – Admin View and Search

RHP – Admin View and Search

Request for New Research Project

Request for New Research Project

Amendment Create and Submit Amendment Print Report, Obtain Signatures and forward to RSO Amendment Processing

Amendment Processing

Amendment Processing

Mandatory Optional Amendment Processing

Amendment Processing

Amendment Processing

Amendment Processing

Over Expenditure Authorization Request

Over Expenditure Authorization Request

Over Expenditure Authorization Request

Questions?