DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1.

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Presentation transcript:

DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

ASSIGNING EDITOR ACCESS TO A RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Select User Access Privileges

ADDING A REGISTERED JE-S 1 USER AS AN EDITOR

To give another user access to the document, Select Add Editor Investigators are automatically given view access

Search for the user in the Research Council database Select the access you would like the editor to have Select Grant User Access to Document

ADDING A NON REGISTERED INDIVIDUAL AS A TEMPORARY EDITOR

To give temporary access to a non-registered user Select Add Temporary User as Editor Investigators are automatically given view access

Enter the person’s address Select the access you would like the editor to have Select Grant User Access to Document

When a person is granted temporary user access, an message is automatically sent to them disclosing their Je-S 1 password. The temporary user can then gain access to the Je-S 1 system by using this password together with their address as the User Id

Selecting Edit, allows you to change the access privileges that you originally allocated Select the new privilege from list Select update privilege

HIDING A DOCUMENT If an application is postponed, or the Owner is uncertain whether it will proceed in the future, there is an option to hide the document. A hidden document is only visible to the Owner and may be restored to full status within a given period of time.

Select Hide Document Select Hide Document, and a confirmation message will be displayed before the document is hidden

DELETING A DOCUMENT If a decision is made not to proceed with the application, the Owner can delete the document before submission

Select Delete Document Select Delete Document, and a confirmation message will be displayed before deletion

TRANSFER DOCUMENT OWNERSHIP The Owner may transfer Owner status to another Je-S 1 user at any time before submission. NOTE: The Owner must be either the Principal Applicant or a Co-Applicant before the document is advanced to the next stage in the approval process and the Owner must remain such a user thereafter

Select Transfer Document Ownership Select the user from the Research Council database Select Transfer Ownership and message is received displaying new owner

The Je-S 1 Helpdesk can be contacted by: Telephone: