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

2. 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

3. 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 s for new Projects and Amendments includes link to RHP, no longer features Advice Notice Attachment
Automated notifications (e.g. Advice Notice, 80% Threshold Alert, Over-Expenditure Alert)
Key Changes - Departments

4. RHP – Key Changes

5. RHP – Details Tab

6. RHP– Over Expenditure Tab

7. RHP– Project Lifecycle

8. PDF Format!
RHP – Key Changes

9. Create New Request

10. Intellectual Credit

11. Submit New Request

12. Submit New Request

13. 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

14. RHP – Lifecycle

15. RHP – Details Tab

16. RHP – Admin View and Search

17. RHP – Admin View and Search

18. Request for New Research Project

19. Request for New Research Project

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

21. Amendment Processing

22. Amendment Processing

23. Mandatory
Optional
Amendment Processing

24. Amendment Processing

25. Amendment Processing

26. Amendment Processing

27. Over Expenditure Authorization Request

28. Over Expenditure Authorization Request

29. Over Expenditure Authorization Request

30. Questions?