eRPM Home Login What's New Getting Started Training FAQs Sandbox Unit Liaisons Contact Us

PAF Online Course

Complete this course to learn how to create the PAF (Proposal Approval Form) in eResearch Proposal Management. It covers all 6 sections of the PAF, how a PI signs a PAF, and how to route a PAF for approval.

Time to complete: 1-3 hours (depending on how quickly you read and if you complete the optional exercises).

Click the modules names below to complete each section/chapter of this course.

Learn More About this Course - Click the arrow to learn more.

Complete at your own pace
Feel free to complete this course all at once or break it up into smaller chunks.
Course modules
Notice that course is broken out into smaller modules below. You will find
- Estimated time to complete the module
- Description of each module
- Resources - directions, handouts, job aids that support each module.
- Optional practice exercises
Simulations - not live system
This course is presented using simulations of the system.


Modules	Topics	Resource	Optional Exercise
Course Introduction - 3 minutes	Course objectives
eRPM Overview - 7 minutes	What is Proposal Management	eResearch Proposal Management website UM Proposal & Award Data (formerly PRISM) website
Create PAF Basics - 8 minutes	- Login - Navigation (workspaces) - Create PAF - PAF Help - Jump To list	Login Home Workspace Directions (205 KB) Demonstration (356 KB) PAF Workspace Directions (311 KB) Create a PAF: Basics Directions (431 KB) Map ePAF to eRPM PAF Directions (435 KB)	Create PAF
General Information Section - 7 minutes	PAF General Information section.	See resources from Create PAF Basics above.	General Information Section
People Section - 10 minutes	- Add key personnel - Add appointments - Assign edit rights - Add administrative personnel	See resources from Create PAF Basics above. UM PI Policy Key Personnel Additional Help	People Section
Budget Section - 10 minutes	- PAF Budget section - Attach documents	See resources from Create PAF Basics above. Working with Documents Directions (683 KB)	Budget Section
Space Section - 5 minutes	- PAF Space section - Find system names for space	See resources from Create PAF Basics above. Space Additional Help Working with Documents Directions (683 KB)	Space Section
Supporting Information Section - 5 minutes	- Research Activity (yes/no) questions - Supporting information - Routing Instructions	See resources from Create PAF Basics above. Working with Documents Directions (683 KB)	Supporting Information Section
Final Proposal Section & Check for Errors - 5 minutes	- Final proposal section - Using document versions - Hide/Show Errors - Fix errors	See resources from Create PAF Basics above. Working with Documents Directions (683 KB) Create a PAF: Basics (Includes how to use Hide/Show Errors.) Directions (431 KB)	Final Proposal & Check for Errors
Post a Comment for Entire Project Team to Request PI to Sign PAF - 5 minutes	- Request PI to sign PAF/COI - Log comments on PAF - Send email of logged comments	Post a Comment Directions (469 KB)	Post a Comment for the Entire Project Team to Request PI to SIgn PAF/Conflict of Interest Statement
PI Sign PAF - 5 minutes	- Display PAF Summary - PI Sign PAF/Conflict of Interest	PI Sign PAF Directions (1284 KB) View and Print PAF Summary Directions (361 KB)	PI Sign PAF/Conflict of Interest Statement Can only be completed by PIs.
Route for Approval & Track Proposal - 5 minutes	- Route for Approval - Track proposal in system (workspace)	PI PT Quick Reference Card Directions (328 KB)	Route Proposal for Approval & Track Proposal


Optional
Grants.gov in eRPM (See resource no module yet)	PAF worksheet – Grants.gov submissions Complete the Grants.gov specific questions Determine if your FOA is supported (all required forms are supported) Copy PAF Info to Grants.gov form set. Complete Grants.gov forms. Validate Grants.gov form set. Submission Pre-Check. Generate PDF Version. Finalize Grants.gov forms for DRDA submission.	PowerPoint Overview Detailed Directions Grants.gov from eRPM (1602 KB)