Training and Reference Materials

PAF Online Course - Details how to complete all pages of Proposal Approval Form (PAF) in eResearch Proposal Management. Take at your own pace. No registration required. Just click on course name.

eRPM Proposal Preparation and Unit Review - Instructor-led Classes
Hands-on sessions that comprehensively cover PAF creation, the review process, the review routing table, making changes when a PAF is out for review, managing Proposal Data when the proposal is being reviewed, how to review/approve, and PAN/PAC notifications. Register via Training Workshops on the University of Michigan Research home page.

Reference Materials

Procedure Documents and Demonstrations

Click on the blue arrow next to the role title to display reference materials

Expand/Collapse UM PI Sign PAF Conflict of Interest Statement
Procedure More info

UM PI Sign PAF/Conflict of Interest Statement

The UM PI Signing the PAF is separate from a Unit reviewing & approving the PAF.

eRPM does not send the PI an email notification when he/she needs to sign the PAF.

Many units will not approve a PAF unless the UM PI has signed the PAF/Conflict of Interest statement.

Expand/Collapse PI & Project Team (Proposal Preparation)
Procedure Description
Principal Investigator/ Project Team
Quick Reference Card pdf
Job Aid to keep at your desk that covers all Proposal Preparation topics through Route for Approval.

Rest of the documents below include more detail and screen shots.
PAF Online Course
How to complete all pages of Proposal Approval Form (PAF) in eResearch. Chunked in sections that match the sections of the PAF.
Note Tool - eRPM Proposal Preparation & Unit Review pdf
Note taking tool for instructor-led class & link to all resources included in the class.
Complete PI & Project Team & Unit Review Guide pdf
Complete version of training materials for the PI & Project Team and Unit Reviewer roles used in instructor-led classes.
All Procedures from Complete PI & Project Team Guide - Listed in Alphabetical Order

eResearch Account - Create eRPM account pdf
Use if cannot find person in eResearch, e.g., for people who have never logged into eRPM before.
Step required for non-UM personnel to obtain access to eResearch.
Basics - Create a PAF pdf Steps to create a PAF (i.e., first page), navigation, find errors, and route for approval.

All detail to answer individual questions of the PAF included in onscreen & additional help.
Cancel PAF pdf Primary Research Administrator & UM PI may Cancel a PAF.
Changes Changes are made and tracked after a PAF is routed for approval.
  • Primary Research Administrator & UM PI can make & submit changes to a PAF Worksheet.
  • All changes made are tracked in a Change Log.
Clone PAF pdf Steps to make a copy of an existing PAF.
Email Notifications sent from eRPM pdf Email notifications are mainly sent to the UM PI & Primary Research Administrator, PAF Email Notification Contact or the PAN/PAC Email Notification Contact.

Reviewer Access to eRPM is set up separately from email notifications.
ePAF to eRPM PAF Map pdf Describes where fields on current paper ePAF are in new eRPM PAF.
Find PAFs (All PAFs) pdf View all PAFs you have access to in eRPM. Steps to search for PAFs.

Finalize Sponsor Proposal Documents pdf

 Process to prepare proposal for DRDA submission or Log Project Team submission to sponsor.

Grants.gov in eRPM pdf
  1. PAF worksheet – Grants.gov submissions
    • Complete the Grants.gov specific questions
    • Determine if your FOA is supported (all required forms are supported)
    • Give Project Team & Research Administrators access to Read and/or Edit Grants.gov forms.
  2. Copy PAF Info to Grants.gov form set.
  3. Complete Grants.gov forms.
  4. Validate (Required fields validation)
  5. Submission Pre‐Check (Grants.gov validation)
  6. Generate PDF Version for review.
  7. Finalize Grants.gov for DRDA Submission
Hardship Requests pdf Describes the steps needed to request a hardship.
Home Workspace for PI & Project Team pdf Describes the PI & Project Home Workspace (i.e., allows you to create PAFs, view and track proposals and award information).

Login to eResearch Proposal Management pdf
Sign in to use eResearch Proposal Management.
Log Project Team Submission to Sponsor pdf Steps to record project team submission in eResearch. Requires proposal finalization first. Allows you to upload final copy of proposal in eResearch.
Manage Data pdf
- Change Primary Research Administrator
- Manage Administrative Personnel
- Submission Instructions

Steps to change some PAF information without editing the PAF worksheet after PAF is routed for approval.

This data can be managed by:
- Anyone with edit rights to the PAF Worksheet

PAF Workspace pdf View information regarding the PAF; current State of PAF/proposal; complete activities related to the PAF/proposal.

PANs/PACs (Award Notification Overview/Updates)

PAN Sample pdf
PAC Sample pdf

 Learn more about PANs/PACs.

Post a Comment for the Entire Project Team pdf

Steps for any project team member to permanently post a comment to PAF Workspace & if desired send via e-mail.

If used to request action, remember to select an email recipient.

Related PAFs pdf

Steps to relate two PAFs together. PAF relationships used for reporting purposes.

Route PAF for Approval -
Watch Demonstration adobeflashicon

UM PI or Primary Research Administrator can route a PAF for approval.

  • Moves from Proposal Preparation to Unit Review state.
  • Builds routing table
  • Sends email to:
    • UM PI & Primary Research Administrator to confirm routed for approval
    • PAF Email Notification Contact for Pending Department (Department whose turn it is to review PAF)
PAF Summary - View and Print PAF
(Display PAF Summary) pdf

Steps to view & print all information and documents from PAF Worksheet in one place.
From the PAF Summary:
- UM PI can sign PAF/Conflict of Interest
- Reviewers can review & request changes
- Reviewers Who Can Sign can approve
Working with Documents pdf Steps to work with documents in PAF: attach, upload new version, view version history, delete, manage document security.

 

Expand/Collapse Reviewers (Unit Review)
Procedure (Click on title to open) More Info
Reviewer Quick Reference Card pdf
Job Aid to keep at your desk to remind you how to complete Review steps.

Rest of the documents below include more detail and screen shots.
Complete Reviewer Guide pdf
Complete version of training materials for the Reviewer role used in Instructor-led classes.
All Procedures from Complete Reviewer Guide - Listed in Alphabetical Order

Assign an Ad Hoc Reviewer pdf

Steps to send a PAF to a person for review and comment who is not part of the routing table for this PAF. (eRPM calculates routing table based on information entered on PAF).

Ad Hoc Reviewer can be anyone who has an eResearch Account.
Changes  
  • Steps to confirm awareness that a PAF has changed since submitting unit approval.
  • Steps to make and request changes to a PAF Worksheet.
  • All changes made are tracked in a Change Log.

Create an eResearch Account pdf
Use if cannot find person in eResearch, e.g., for people who have never logged into eRPM before.
  • Step required for non-UM personnel to obtain access to eResearch.
Email Notifications sent from eRPM pdf Email notifications are mainly sent to the UM PI & Primary Research Administrator, PAF Email Notification Contact or the PAN/PAC Email Notification Contact.

Reviewer Access to eRPM is set up separately from email notifications.

Hardship Requests pdf

Describes how to review and approve, cancel, or deny a hardship request.

Home Workspace for Reviewers pdf

Describes the Reviewer Home Workspace (i.e., allows you to view PAFs ready for your review, view and track proposals and award information).

Login to eResearch Proposal Management pdf
Sign in to use eResearch Proposal Management.
Manage Data pdf
- Change Primary Research Administrator
- Manage Administrative Personnel
- Submission Instructions

Steps to change some PAF information without editing the PAF worksheet after PAF is routed for approval.

This data can be managed by:
- Reviewers from the Administrative Home for the PAF/proposal

Manage Department Information pdf
Steps to change Reviewers, Approvers, Public Contacts, Email Notification Contacts
PAF Summary - View and Print PAF
(Display PAF Summary) pdf

Steps to view & print all information and documents from PAF Worksheet in one place.
From the PAF Summary:
- UM PI can sign PAF/Conflict of Interest
- Reviewers can review & request changes
- Reviewers Who Can Sign can approve

PANs/PACs (Award Notification Overview/Updates)

PAN Sample pdf
PAC Sample pdf

 Learn more about PANs/PACs.

Post a Comment for the Entire Project Team pdf

Steps for any project team member to permanently post a comment to PAF Workspace & if desired send via e-mail.

If used to request action, remember to select an email recipient.

Suspend Approval Prior to Submission to Sponsor pdf

Steps to "pull back" approval prior to submission to sponsor.

Unit Review and Approval pdf

To sign (approve) PAF, you must have Reviewer Who Can Sign access in eRPM. Contact your Research Unit Liaision with questions.

Pilot Reviewer Training Presentation pdf

Presentation used during eRPM Pilot to train reviewers.

Expand/Collapse Unit Liaisons
Procedure (Click on title to open) More Info

Create an eResearch Account pdf
Use if cannot find person in eResearch, e.g., for people who have never logged into eRPM before.
Login to eResearch Proposal Management pdf  
Manage Department Information pdf
Manage Reviewers, Reviewers Who Can Sign (approvers), contact for propoals questions, PAF email notification contact, and PAN/PAC email notification contact for assigned departments
Unit Liaison Home Workspace
Launchpad for eResearch Proposal Management. It allows you to manage department information.

Expand/Collapse DRDA
Procedure (Click on title to open) More Info
DRDA Reference Card pdf
Job Aid to keep at your desk to remind you how to complete DRDA Staff and PR processes and activities.
DRDA Hardship Reference Card pdf
Job Aid to keep at your desk to remind you how to complete DRDA Hardship processes and activities.