ORSP Online Application User Guide

Transcription

1 ORSP Online Application User Guide For submission of the following Internal Awards: Adjunct Faculty Opportunity Fund Provost Faculty Opportunities Fund Career Development Committee Funds (CDC) PI Travel Fund Publication, Reprint, Fee Charges, Poster Reimbursement Request R&PD Course Release R&PD Main Round R&PD Scholarship of Engagement Sabbatical Sabbatical Subvention

2 Table of Contents Welcome Login Information Faculty Landing Personal Landing Page Project Summary Page Starting your application Adding a Co-PI to your application Applicant and Project Status Page Funding History Page Internal Awards Funding History Page External Awards Budget Request Page Documentation Page Preview Page Submitting your Application Congratulations Submitting your Final Report for your Funded Project How to Combine Files into a Single PDF Document

3 Welcome to the new Online Application Submission System! The Office of Research and Sponsored Programs is pleased to offer this streamlined and self contained application process to help Principal Investigators navigate Stockton University s Internal Awards Programs with ease and confidence. The following pages are a step by step guide to using the system. Should you encounter any problems along the way, contact the ORSP at extension To begin, simply access the Online Application System and login using your existing Stockton GO Portal Username and Password.

4 FACULTY PERSONAL LANDING PAGE Once you are logged in, you will come to your personal landing page where you will see a drop down menu of any Open Application Calls you may want to apply for, as well as any applications you have previously initiated. Choose a new Open Call Application to submit to, or click on your in-process application to continue. * You may submit only one application per round.

5 PROJECT SUMMARY PAGE Once you have chosen the Application Call you are applying to, you will be brought to the first page of the application where your name, school, rank and tenure status will automatically be filled in for you. Proceed to fill in your Title of Project, Start/End Date and Short Summary of your Project keeping in mind character limitations. Click Save Project Summary. * Program Narrative, CV, and Dean s Authorization requirements can be uploaded at the end of the application on the Documentation page in a combined PDF Formatted document. Data will automatically populate based on your Portal credentials. Program: Criminal Justice Add Co-PI Once you are satisfied with the information you have entered, click Save Project Summary to be brought to the Applicant/ Project Status page.

6 ADDING A CO-PI To add a Co-Principal Investigator to your project, return to the Project Summary Page and click Add Co-PI or visit the Co-PI link in the Navigation Box. To add a Co-PI you will be taken to the below: Screen #1 where you will need to enter the CoPI s Z# and click Add Co-PI Screen #2 the Co-PI s information will be automatically populated for you to review, click Add Co-PI to continue Screen #3 you will receive a confirmation in Red that the Co-PI has been added. (Should you need to change or delete the Co-PI at any time simply return to the Co-PI page in the Navigation box. To delete the Co-PI, click on the x next to their name.) Once you are satisfied with the information, return to the Project Summary page found in the Application Navigation box on the left. Click Save Project Summary to be brought to the Applicant/ Project Status page. Screen #1 Screen #2 To return to the Project Summary page Screen #3

7 APPLICANT AND PROJECT STATUS PAGE For # s 1-4 check all that apply. You will not be able to continue with the application until all items have been answered either yes or no. When complete click Save Applicant and Project Status to continue to the Funding History page.

8 FUNDING HISTORY PAGE *Past Internal Awards Fill in data for EACH Internal Grant award you have received. Each grant should be filled in individually, clicking Add Internal Award after each submission. Once you have inputted your first Internal Award, click Add Internal Award You will see Internal Grant Added in RED at the top of the page and a text box with your entry. You will then be able to add any additional Internal Awards by following the same process.

9 FUNDING HISTORY PAGE *Past External Awards Once you have entered any past Internal Awards you have received, scroll down the Funding History page to the External Grants section where you can now enter each external award you have been granted following the same process. When you have completed adding all of your awards, both internal and external, you must explain your intentions for grant-seeking. If you have no intention, indicate by simply adding n/a in the text box. Click Save Funding History to be brought to the Budget Page.

10 BUDGET REQUEST PAGE *Note: The Stipend for Summer and Adjunct Replacement Costs will automatically populate in the Request column by using the Calculator provided. You cannot manually insert these lines. The Totals will also automatically populate. All other amounts should be entered in manually using numbers only. DO NOT use commas. Click the calculator to be redirected to the calculator section on the bottom of the page. This section will expand for your written text. For Stipend for Summer, indicate how many credits total being requested for the specified ranks for the PI and any Co-PIs. Hit Calculate For Stipend for Adjunct Replacement Costs indicate how many credits and hit Calculate *Click Return to Budget Request to be redirected to the top of the page.

11 When the budget numbers and the Budget Justication has been completed, click Save Budget Justification to be redirected to the Documentation page.

12 DOCUMENTATION PAGE Here you can: Download the form for your Dean s signature, which is required on ALL internal applications. Noting any page maximum requirements, upload your Narrative, CV and signed Dean s approval as a single merged PDF document. *Visit the How to page for instructions on creating a single PDF document. Page requirements! Click to download the Dean s signature page shown below Your Dean can simply electronically sign the page so that you can upload it with your documentation, or you can print it out, have them manually sign it and then scan and upload that copy into your combined PDF.

13 * Your required documentation MUST be merged into one combined PDF prior to uploading it to your application. To Upload your combined PDF file, choose browse to find the file on your computer, double click the file and you will see the name of the file populate on the screen. Label the file the name as you d like it to appear for the Committee. Click Add File Confirmation that the document has been added to your application. You will also see the file under Uploaded Documentation. Should you need to change the file, simply click the x which will delete the file, and then re-upload the revised version. YOU WILL ONLY BE PERMITTED TO UPLOAD ONE DOCUMENT PER APPLICATION. When you have uploaded your document and completed the application, click the Preview button to look over your application before submitting.

14 PREVIEW PAGE If after previewing you d like to make changes, simply click the home button to return to your main funding applications page where you can then click on your application and navigate to the page you would like to revise. *The Preview allows you to see your application in scroll down mode in its entirety. Before final submit you must click the Assurance to Comply - a pop up window will open for you to view the assurance in microsoft word. Once you have reviewed the assurance, click I Agree

15 Once you ve clicked Agree you will receive confirmation in RED at the top of your page that your Assurance to Comply was recorded. You may now click the Home button to return to the application and any page you d like to revise, OR scroll down and click Go! to submit your final application. *The Go! submit button is no longer available after the Deadline of 5:00 on the end date. Applications will no longer be able to be submitted at that time. Clicking Go! will return you to your home page where you will receive the confirmation message in red that your Final Submit has been Recorded. You CANNOT revise your application once you hit submit, so please be sure you have checked and double checked your application before submitting. Should you need to make a change prior to the deadline, contact the ORSP at grants@stockton.edu to have your application changed back to in progress status, at which time you may make your change(s) and resubmit. If the Deadline for application has passed, you will be unable to submit after agreeing to your Assurance to Comply. You will receive an error message in lieu of the GO! button.

16 Congratulations you re finished! You will receive the below confirmation when your application has been successfully submitteed: Dear Marissa, Thank you, your application has been received. Please note that any application submitted without ALL of the required documentation (3 page maximum program narrative, 2 page maximum CV, and Dean s signature acknowledgement) will be ineligible for committee review. You may view your submitted application at any time by logging back into your Online Application portal. When logging onto the system in the future, you will see your submitted application. You may click on it to review in Preview mode, but once submitted you cannot make any changes. Any applications initiated, but not submitted will also be visible. Should you have any questions during your submission or afterwards, please contact the Office of Research and Sponsored Programs at extension Manage your applications from your Faculty portal. In Progress Applications - Revise or submit your applications by clicking on the application title and completing the document. You also have the option to Delete the application if you are no longer interested in submitting. Simply click on the Delete Application button. You will be asked if you are sure you would like to Delete, to be sure you would like to proceed with the action. Funded Applications - For funded awards which require a Final Report be filed, there will be a Manage Final Report button where you may record your report information by the appropropriate filing deadline. Should you want to add to your final report, after the initial filing, the button will remain active for you to do so for 6 months after the initial filing.

17 HOW DO I? Saving a Word Document, Excel, Power Point, OneNote, Publisher and more to a PDF file: First, you must save your documents as PDF files. To do so, click Export or Save As PDF. For additional step by step instruction see the Microsoft Save or convert to PDF page. To combine multiple files into one single PDF document: 1. Within Acrobat, click File then Create then select Combine Files into a single PDF. (DO NOT choose the option PDF PORTFOLIO) 2. Add Files using drag and drop or the drop down Add Files to select the files you want to include in your PDF. 3. Reorder the files and pages within the window by dragging to arrange. 4. When finished arranging files, click Combine Files. 5. Click the Save button. *As another option, the printed documents can be scanned into one PDF document and then uploaded, however keep in mind with this method, some level of clarity will be lost. The below video tutorial will show you how to Electronically sign a PDF document with Adobe Reader: