Logging in to grantsera

Transcription

1 Logging in to grantsera OFFICE OF GRANTS AND SPONSORED RESEARCH COASTAL CAROLINA UNIVERSITY

2 What is grantsera? grantsera is an Electronic Research Administration system Professional Profile module stores resume information Handles all aspects of writing, revising and approving a proposal in electronic form

3 Type into your web browser. Make sure the pop-up blockers are disabled in your web browser.

4 Logging in to grantsera Most faculty and staff are already registered in the grantsera system. To log in: Enter YOUR address Enter password. (First time users use: abc) Click Login

5 Registering for grantsera If you are unable to log in, you must Register to be a grantsera user. Click Register here You do NOT need to register if you can log in with your address and the password: abc

6 Registration Form Skip this slide if you could log in with your and the password: abc To register, fill in the appropriate boxes. Click the Register button at the bottom. Your Purpose could be to submit, review, or approve proposals

7 grantsera Registration Process Skip this slide if you could log in to grantsera with your and the password: abc After you submit the Registration Form: An will be sent to the Grants & Sponsored Research Office with your registration information The Grants & Sponsored Research Office will set-up your grantsera account You will receive an with your login information and the role which you have been assigned: - Principal Investigator (PI) - Authorizing Official (AO) - Other Official (OO)

8 My Home Principal Investigator A Principal Investigator s Home page will look similar to this, with or without proposals.

9 My Home Authorizing Official An Authorizing Official s Home page will look similar to this, with or without proposals. Authorizing Officials should complete the tutorial Routing & Approval (for the Authorizing Official) located on after completing this Logging in to grantsera tutorial.

10 Profile Management Click on Profile Management>Edit Profile to begin editing your profile.

11 Click the categories listed on the menu bar to update your personal information. This allows you to store all the pertinent information you might need when you submit a grant, all in one place. Profile Management - Edit Profile

12 Change Password or Account Info Use this link to change your password or to choose a new Challenge Question. Remember to Save. The button will always be located in the upper-right hand corner of your screen. Click Save

13 Institution & Contact Info Your basic contact information has already been uploaded. Check fields and update your profile with the correct Title, College, Address, Phone number, etc.

14 Institution & Contact Info Continued Do NOT un-check the Active Box. This must be active for the system to operate. You will receive s notifying you about the status of your proposals. Keep this box checked and active

15 Research Interests Use this link to add Research Interests and Key Words for Grant Searches. Remember to Click Save. Describe major research interests and expertise Select Keywords

16 Research Interests Continued PLEASE NOTE: Use the Research Interests link to describe any interests or key words that would apply to your field of interest, and update this page as often as you would like. This will allow you to receive more targeted s about research opportunities in the future. It also replaces any paper surveys about your research interests previously used by the Office of Grants & Sponsored Research. Describe major research interests and expertise Use these buttons to move selected keywords to your keywords box

17 Optional Profile Management Pages The following pages in your Profile are optional: Benefits Education Personal Data Honors Received Papers Presented Patents/Copyrights/Licenses Previous Employment Professional Association Publications Bio-Sketch You may find it very helpful to keep this information in the database as you fill out future proposals, but it is not necessary. See the following slides for details

18 Benefits (Optional) Use this link to add Benefit information (which some proposals require). Remember to Click Save.

19 Education (Optional) Use this link to add Education information. Remember to Click Save.

20 Personal Data (Optional) Use this link to enter Personal Contact Data, as you see fit. Remember to Click Save.

21 Honors Received (Optional) Use this link to Enter Honors Received and the date you received them. Upload attachments as needed. Remember to Click Save.

22 Papers Presented (Optional) Use this link to enter Title, Place/Location, and Date of Papers presented. Upload attachments as needed. Remember to Click Save.

23 Patents/Copyrights/Licenses (Optional) Use this link to enter Patent/Copyright/License information. Upload attachments as needed. Remember to Click Save.

24 Previous Employment (Optional) Use this link to enter Employment information. Upload attachments as needed. Remember to Click Save.

25 Professional Association (Optional) Use this link to enter Names of Associations you belong to. Upload certificates or attachments as needed. Remember to Click Save.

26 Publications (Optional) Use this link to enter Title, Publisher, and date of any Publications. Attach Publications. Remember to Click Save.

27 Bio-Sketch (Optional) Use this link to upload CV or other Bio-Sketch information. Attach files as needed. Remember to Click Save.

28 Assign Assistants (Optional) Use this link to Assign Assistants by using the drop-down menu. Click Save. By assigning assistants, you give that individual access to your proposals. This would be helpful if you wanted them to upload information to your proposal(s) and/or receive notifications on your proposal status.

29 Log off To log off, click the Log Off button located in the upper right hand corner of the page

30 You are logged out! You will see this screen when you have logged out successfully.

31 Questions? If you have any questions about logging in or changing/adding information to your grantsera account, or would like to schedule a one-on-one training session, please contact: Karen Fletcher kfletch1@coastal.edu