Training and Reference Materials
Training Courses
eRPM Proposal Approval Form (PAF) - eLearning Course
Online course that demonstrates how to create a Proposal Approval Form (PAF) in the eResearch Proposal Management system (eRPM). The PAF records the U-M review of and approvals for a project proposal. This course is a pre-requisite for the eRPM instructor-led course.
Note: Internet Explorer is the recommended browser for the course.
Click here to access the course in My LINC. In My LINC click Register, then click Submit, then click Start.
eRPM Proposal Preparation and Unit Review - Instructor-led Class
Hands-on session that covers the process of preparing and submitting proposals using the eRPM, including Grants.gov. In this course, you will:
- Review the steps to create and edit a PAF (proposal approval form) in eRPM.
- Obtain system/process knowledge to finalize, validate, and route a proposal for approval; including PAF workflow, review processes, and submission methods.
- Learn how to use eRPM functionality to facilitate the proposal process.
Reference Materials
Procedure Documents and Demonstrations
Award Management
Webinar videos and job-aids
Note: Not all existing eRPM procedures and demonstrations below have been updated to reflect the new process with implementation of Award Management.
Webinar Unfunded Agreements (UFAs) in eRPM Presentation Slides 
Click on the blue arrow next to the title to display reference materials
UM PI - Sign PAF, Sign SUBK, and Sign UFA| Procedure | More info |
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UM PI Sign PAF/Conflict of Interest Statement |
The signing of the PAF by the UM PI is separate from the Unit review & approval of the PAF. Many units will not approve a PAF unless the UM PI has signed the PAF/Conflict of Interest statement. |
| PI Sign SUBK |
Steps for the UM PI to review and approve a draft subcontract agreement associated with a parent PAF. |
| PI Sign UFA |
Steps for the UM PI to review and sign an Unfunded Agreement. |
PI & Project Team (Proposal, Subcontract and Unfunded Agreement Preparation)| Procedure | Description |
|---|---|
| Principal Investigator/ Project Team Quick Reference Card |
Job Aid to that covers all Proposal Preparation topics through Route for Approval. The rest of the documents below include more detail and screen shots. |
| Unfunded Agreements (UFAs) - Principal Investigator/Project Team Quick Reference Card |
Job Aid that covers how to enter an Unfunded Agreement in eRPM. |
| Clone an Unfunded Agreement (UFA) |
Steps to copy data from an existing UFA into a new UFA. |
| All Procedures from Complete PI & Project Team Guide - Listed in Alphabetical Order | |
Accounts: |
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. |
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| Agreement Acceptance AAR Status Map |
Job Aid to show you how to review and sign an Agreement Acceptance Request. |
| Basics - Create a PAF |
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 |
Primary Research Administrator & UM PI may Cancel a PAF. |
| Changes: | Changes are made and tracked after a PAF is routed for approval. |
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| Clone PAF |
Steps to make a copy of an existing PAF. |
| Clinical Trial Routing Forms Quick Reference Card |
Steps to enter a Clinical Trial Routing Form (CTRF) in eRPM. |
| Email Notifications sent from eRPM |
System-generated email notifications are sent on certain state changes and upon the completion of certain events/activities. This document provides details regarding notification triggers and recipients. Reviewer Access to eRPM is set up separately from email notifications. |
| Find PAFs (All PAFs) |
View all PAFs you have access to in eRPM. Steps to search for PAFs. |
| Process to prepare proposal for ORSP submission or Log Project Team submission to sponsor. | |
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| Hardship Requests |
Describes the steps needed to request a hardship. |
| Home Workspace for PI & Project Team
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Describes the PI & Project Home Workspace (i.e., allows you to create PAFs, view and track proposals and award information). |
| Sign in to use eResearch Proposal Management. | |
| Log Project Team Submission to Sponsor |
Steps to record project team submission in eResearch. Requires proposal finalization first. Allows you to upload final copy of proposal in eResearch. |
| Manage Data - 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. |
| PAF Summary - View and Print PAF (Display PAF Summary) |
Steps to view & print all information and documents from PAF Worksheet in one place. |
| PAF Workspace Status Map |
View information regarding the PAF; current State of PAF/proposal; complete activities related to the PAF/proposal. Shows examples and descriptions of Status Map stops. |
| *As of 8/20/2018, PANs/PACs are replaced by an email notification when an Award or Modification is Activated. Historical PAN/PACs are viewable for reference only. | |
Post a Comment for the Entire Project Team |
Steps for any project team member to permanently post a comment to PAF Workspace & if desired send via e-mail. |
Steps to relate two PAFs together. PAF relationships used for reporting purposes. |
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| UM PI or Primary Research Administrator can route a PAF for approval.
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Subcontracts (SUBKs): |
Steps to associate a subcontract with a PAF, enter subcontract details, and upload documentation to submit to the Office of Contract Administration (OCA). Also, steps to closeout a SUBK. |
| Steps to request a SUBK Amendment. | |
| Steps to assign a different administrator and UM PI (other than the PAF Contact PI) and/or a different department (other than the PAF Administrative Home) to "manage"a SUBK (i.e., enter a SUBK, approve a draft agreement, etc.). | |
Technology Control Plan (TCP): |
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TCP Amendments: |
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| Working with Documents |
Steps to work with documents in PAF: attach, upload new version, view version history, delete, manage document security. |
Reviewers (Unit Review)| Procedure (Click on title to open) | More Info |
|---|---|
| Reviewer Quick Reference Card |
Job Aid to remind you how to complete PAF and SUBK review steps. Note: The documents below include more detail and screen shots. |
| Unfunded Agreements (UFAs) - Unit Review Step-by-Step |
Job Aid to show you how to complete UFA Unit Review steps. |
| All Procedures from Complete Reviewer Guide - Listed in Alphabetical Order | |
Steps to send a PAF or UFA to a person for review and comment who is not part of the routing table for this PAF/UFA. (eRPM calculates routing table based on information entered on PAF/UFA). |
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| Changes | |
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Use if cannot find person in eResearch, e.g., for people who have never logged into eRPM before. |
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| Email Notifications sent from eRPM |
Email notifications are mainly sent to the UM PI & Primary Research Administrator, or PAF Email Notification Contact Reviewer Access to eRPM is set up separately from email notifications. |
Describes how to review and approve, cancel, or deny a hardship request. |
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Describes the Reviewer Home Workspace (i.e., allows you to view PAFs ready for your review, view and track proposals and award information). |
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Sign in to use eResearch Proposal Management. |
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| Manage Data - 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. |
Steps to change Reviewers, Approvers, Public Contacts, Email Notification Contacts |
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| Manage Unit Data |
Only the Unit Data Manager can use the Manage Unit Data pages. Departments define the information to capture for any project where the department is an approving department. |
| PAF Summary - View and Print PAF (Display PAF Summary) |
Steps to view & print all information and documents from PAF Worksheet in one place. |
| PAF Workspace Status Map |
Shows examples and descriptions of PAF Workspace Status Map stops. |
| *As of 8/20/2018, PANs/PACs are replaced by an email notification when an Award or Modification is Activated. Historical PAN/PACs are viewable for reference only. | |
Post a Comment for the Entire Project Team |
Steps for any project team member to permanently post a comment to PAF Workspace & if desired send via e-mail. |
Steps to "pull back" approval prior to submission to sponsor. |
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Steps to approve or request changes to a Technology Control Plan (TCP). Steps to approve or request changes to a TCP Amendment. |
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To sign (approve) PAF, you must have Reviewer Who Can Sign access in eRPM. Contact your Research Unit Liaison with questions. |
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Agreement Acceptance Request |
Steps to approve/decline an Agreement Acceptance Request and how to request changes. |
Presentation used during eRPM Pilot to train reviewers. |
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Unit Liaisons | Procedure (Click on title to open) | More Info |
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Use if cannot find person in eResearch, e.g., for people who have never logged into eRPM before. |
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| Login to eResearch Proposal Management |
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| Manage Department Information |
Manage Reviewers, Reviewers Who Can Sign (approvers), contact for proposals questions, PAF email notification contact for assigned departments |
| Unit Liaison Home Workspace | Launchpad for eResearch Proposal Management. It allows you to manage department information. |
ORSP | Procedure (Click on title to open) | More Info |
|---|---|
| ORSP Reference Card |
Job Aid to remind you how to complete ORSP Staff and PR processes and activities. |
| ORSP Hardship Reference Card |
Job Aid to remind you how to complete ORSP Hardship processes and activities. |
| ORSP UFA Reference Card |
Job Aid to remind you how to complete ORSP processes and activities for Unfunded Agreements. |
| Create/Submit FOIA Letter |
Job Aid to remind you how to create and submit FOIA letters for approval. |
| ORSP Request Export Control Review |
Job Aid to remind you how to request an Export Control Review. |
| Unfunded Agreement (UFA) Query |
Job Aid to remind you how to use the UFA Query report. |
| ORSP Agreement Acceptance |
Job Aid to show you how to create an Agreement Acceptance Request and how to approve/decline/request changes. |
| Conflict of Interest Guide |
Job Aid to remind you about key Conflict of Interest information. |
OTT | Procedure (Click on title to open) | More Info |
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| OTT UFA Reference Card |
Job Aid to remind you how to complete OTT processes and activities for Unfunded Agreements. |
| Create/Submit FOIA Letter |
Job Aid to remind you how to create and submit FOIA letters for approval. |
| Unfunded Agreement (UFA) Query |
Job Aid to remind you how to use the UFA Query report. |
Research Compliance/Export Controls | Procedure (Click on title to open) | More Info |
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| Create Export Control Agreement |
Job Aid for creating an Export Control Agreement |
| Complete Export Control Review |
Job Aid for completing an Export Control Review |
| Create Technology Control Plan |
Job Aid for creating, reviewing, and activating a Technology Control Plan |
| Technology Control Plan Amendments |
Job Aid to request, submit, and cancel a TCP Amendment. |
| Review Technology Control Plan Amendment |
Job Aid to review a TCP Amendment, including request changes, send for signature, cancel, and complete. |
| Manage Security Plan |
Job Aid to upload and manage a Security Plan. |