Additional Help
2.3 UM Key Personnel
Requirements of this section:
- A UM Principal Investigator must be identified for each Proposal Approval Form.
- Completion of the UM Key Personnel section and assignment of the UM Role determines the electronic routing path for the PAF and proposal approval process. The UM Role titles are not used outside the eResearch Proposal Management system.
- Adding Key Personnel has 3 main steps:
- Add the person (see directions below)
- Select edit rights to PAF and/or Grants.gov for the person
- Add Appointments for the person (see directions below)
UM Key Personnel, for purposes of the UM Proposal Approval Form:
- Principal Investigator/Project Director and other University of Michigan employees who contribute to the development or execution of a project in a substantive way, whether or not they receive compensation or devote specific effort levels to the activity.
- Typically includes tenure track faculty, research faculty, and individuals with Clinical professorial appointments (i.e., only those project team members who individually meet Principal Investigator eligibility requirements; see: http://www.drda.umich.edu/proposals/principal_investigator.html
DIRECTIONS:

Add Key Personnel - First Time
- Type the key personnel last name or uniqname and click Find.
TIPS: Search by last name or uniqname, verify exact user name if you cannot find a person, do not use special characters.
- Select the correct person from the list.
TIP: If you cannot find the correct person, click "User not found?" for more options.
For directions on how to create a person in eResearch, see:
Create an eResearch Proposal Management Account - Step-by-Step Procedure
Non-UM Users will need to Obtain a Friends Account
- Select the UM role.
UM roles include:
- UM Principal Investigator
- Sponsor Principal Investigator
- Participating Investigator With Specified Effort
- Participating Investigator Without Specified Effort.
Note: See the Principal Investigator Eligibility document for definitions of these roles.
Important!
Your role selections will determine:
1. Default Administrative Home for PAF
---- Department of the appointment selected for the
UM Principal Investigator is the default Administrative Home.
2. Departments that need to approve the PAF
---- When PAF routed for approval, department of the appointment selected for the UM Principal Investigator, Sponsor Principal Investigator, or Participating Investigator With Specified Effort will be sent PAF to approve.
TIP:
All Key Personnel listed on the PAF will be listed in the SF424 R&R Senior/Key Person(s) section, when the Grants.gov forms are created or updated.
The SF424 Project Director/Principal Investigator is mapped from one of the following from the PAF:
- Sponsor PI
OR
- If there is no Sponsor PI, the UM PI is used
OR
- If there is no Sponsor PI and there are multiple UM PIs, the Contact PI is used
- If applicable, type the Sponsor Role.
Note: Several of the UM Roles listed above differ from titles used in sponsored project activities. More typical examples of Sponsor Roles are Co-Investigator, Senior Scientist, Collaborating Investigator, Other Significant Contributor (NIH-defined role), etc.
Use this field to capture the project role as defined in the proposal for each key person.
- Select what edit rights the person should have.
PAF: Can edit the PAF whenever it is available to edit.
Grants.gov: Can edit Grants.gov forms after generated and before submitted to the sponsor.
Note: If no PAF and/or Grants.gov edit rights are selected for the person, he/she will only be able to view PAF and/or Grants.gov.
- Click Save.
Important! You still need to add appointment information for the person. The appointment information will be used to determine PAF reviewers.
Add More Key Personnel
- Click Add.
- Follow the steps above in "Add Key Personnel - First Time".

Add Appointment
- Before you can add an appointment, you need to add the person. Follow the steps to add key personnel.
- Click Add Appointments.
- The Appointment Details for the person is the PAF is blank because you have not added appointment yet.
The Appointments for the person in the M-Pathways Human Resources (HR) system system appear under the Add Appointments from HR System.
Note: You may not find Summer appointments if they are not active in M-Pathways HR System. Summer appointments are often terminated during the academic year.
- For all appointments you want to add, click Add to PAF. Notice that the appointment is added to the Appointment Details for the person in the PAF section.
- If the proposal involves a future appointment, in the Add Future Appointments section, enter:
Title, Department ID, Department/Unit & click Add to PAF. Notice that the appointment is added to the Appointment Details for the person in the PAF section.
- Click OK to complete adding appointments for the person return to the Key Personnel page.
- Repeat for each person in Key Personnel.

Edit Key Personnel Information
- Click Edit by the person's name.
- Select the correct person from the list.
- Make changes, as needed, to:
- Roles (UM or Sponsor)
- Edit Rights (PAF or Grants.gov)
- Click Save.

Edit Appointments
- Click Add Appointments by the person's name.
- The Appointment Details for the person is the PAF shows the appointments that have been added to the PAF.
Note: The Appointments for the person in the HR system system appear under the Add Appointments from HR System.
Note: You may not find Summer appointments if they are not active in M-Pathways HR System. Summer appointments are often terminated during the academic year.
- For any appointments you want to add, click Add to PAF. Notice that the appointment is added to the Appointment Details for the person in the PAF section.
- To add a future appointment, in the Add Future Appointments section, enter:
Title, Department ID, Department/Unit & click Add to PAF. Notice that the appointment is added to the Appointment Details for the person in the PAF section.
- Click OK to complete your changes to appointments for the person return to the Key Personnel page.

Delete Key Personnel
- Select the person.
- Click Delete.
- Click OK to the warning box.

Delete Appointments
- Click Add Appointments by the person's name.
- Click Remove by the appointment that needs to be removed.
Make sure you really want to delete the appointment because there is no warning before you delete.
This does not remove the appointment from the M-Pathways HR system, only the listing on this PAF.
- Click OK to complete your changes to appointments for the person return to the Key Personnel page.
To see a demonstration on how to use this page, see the
People Section of the PAF online course.