Requested Technology Control Plans (TCP) Changes

Overview

After routing the TCP to the Export Control Office (ECO), they will review it and determine if changes are needed. If a change is needed, the PI/Project Team will need to respond to the requested changes. This procedure contains instructions for making or declining changes requested by the ECO or IT Manager(s) and Unit Reviewers.

The PI and Project Team memebers will receive an email requesting changes.

  • The TCP may be in one of the following states:
    • IT Manager Review – Personnel Making Changes
    • Unit Review – Personnel Making Changes
    • ECO Review – Personnel Making Changes
  • After changes are made or declined and all Research Personnel and IT Manager(s) have signed, then the TCP is automatically routed to the Unit Reviewer

Navigation

Role: PI & Project Team


Step-by-Step Process

  1. Click the link in the email to access the TCP.
    Note: If you are not authenticated to the eRPM system, you may need to log in using your uniqname and password.
    OR
    If already logged in eRPM, verify the PI & Project Team role is selected.

    screenshot of Home Workspace displaying steps 1-3

  2. Click the UFAs tab.
  3. Click the name in the UFAs with Required Action list.
  4. Under Recent Activity, you can see the comments for Requested TCP Changes.

If you agree with the requested changes, continue to step 5.

If you disagree with the requested changes, go to step 10.

  1. Click Edit UFA Worksheet to open the TCP.

    screenshot of UFA Workspace displaying steps 5, 7, and 10

  2. Edit the TCP to make the necessary changes. See Complete and Route TCPs for instructions.
  3. Click Personnel Submit Changes from the Activities menu.
  4. Enter the Reason for Change.

    screenshot of Personnel Submit Changes window displaying steps 8-9

  5. Click OK.
    Note: The TCP state becomes ECO Review Changes. All changes must be reviewed by the ECO to determine if they warrant re-signature by Research Personnel or IT Manager(s).

If you disagree with the requested changes:

  1. Click Personnel Decline Changes from the Activities menu.
    Note: Error checking will run. Any errors/warnings found must be fixed before you can complete the activity.
  2. Enter the Reason for declining requested change(s).

    screenshot of Personnel Decline Changes window displaying steps 11-12

  3. Click OK.
    Note: If personnel decline changes, the TCP State returns to IT Manager Review, Unit Review, or ECO Review.