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.
Notes:
- 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 procedures reflect the implementation of Award Management, however the PAF eLearning course does not.
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
Step-by-Step Procedure Documents and Demonstrations
Award Management Training
Webinar videos and job-aids
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 |
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| 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 | 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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| Update Research Activity | Steps to update/complete the Research Activity questions in PAF Section 5. |
| 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 |
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| 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 | |
| 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 |
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| 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, and how to make and submit changes. |
| 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, and how to make and submit changes. |
| 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 |
| Assign Export Control Reviewer | Job Aid for assigning an Export Control Reviewer to a project. |
| 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. |
| HIPAA Review of UFA | Job Aid for UMMS Data Office to complete a HIPAA review of an UFA. |
| UMHS Compliance Review UFA | Reference document for UHMS role Home workspace and UFA workspace activities. |
Central Offices | Procedure (Click on title to open) | More Info |
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| Multi-Record Search | Tips and instructions for using the Multi-Record Search tool |