PAF Online Course

Route for Approval & Track Proposal

Steps
Resources
1

Complete the Route for Approval & Track Proposal module. You may choose to:

  • Complete the exercise as you complete the module
  • Complete the exercise after you complete the module
 
2 Login to the eResearch Proposal Management Sandbox: http://www.umich.edu/~eresinfo/erpm/sandbox.html

Important Points!
- Information entered in the Sandbox is used only for training purposes.
- Information cannot be copied or moved to the eRPM production system.
- No email messages are sent from the Sandbox.

 
3 In your Home Workspace, find the PAF you created for your practice exercises.

Home Workspace
Directions pdf (205 KB)
Demonstration adobeflashicon (356 KB)

4 Open the PAF Workspace & click Edit PAF to continue completing the PAF.

PAF Workspace
Directions pdf (311 KB)



5

If you are a PI or Primary Research Administrator, route the proposal for approval using the Route for Approval activity.

Remember: Only the PI or Primary Research Administrator can route the PAF for approval.

 

PI PT Quick Reference Card
Directions
pdf (328 KB)

6

Notice:

  • How your Route PAF for Approval is logged in the PAF Workspace under Recent Activities
  • State of the PAF changes from "Proposal Preparation" to "Unit Review"
  • You no longer have the option to Edit the PAF Worksheet
PAF Workspace
Directions pdf (311 KB)

View and Print PAF Summary
Directions
pdf
(361 KB)