2 Requests for Changes. About Requests for Changes

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1 2 Requests for Changes About Requests for Changes Requests for changes are made when you want to change the details of a project (research expenses or project members) after the project has been adopted. 1

2 Process of Requests for Changes Researcher Research Institution Funding agency Create request for change See 2.1 Resume saved input See 2.2 Submit Approval or Remand for revision Approval Acceptance or Rejection or Remand for revision Check application details See 2.3 Basic Operations Create a new request for change Create a request for change when you want to change the details of a project (research expenses, project members, etc.) after the project has been adopted. "2.1 Creating a New Request for Change" Resume saved input After creating a new request for change, you can save the input details and resume input later. "2.2 Resuming saved input" Check request details You can check the details of a request for change after it is submitted. "2.3 Checking Request Details" 2

3 2.1 Creating a New Request for Change This section explains how to create a new request for change when you need to change the details of a project after it is adopted. Process Operations Screen Operation Top (1) Select "Submitted proposals" > "Projects list" in the Global Menu List of Applications and Approved Projects (2) Search for your project Procedures for Submitted Applications and Approved Projects (3) Select "New" under "Request for modification of approved project" Notes on applications for change (4) Check the notes Application for change of the project (5) Input request details Application (Confirm input content) (6) Check your request for change Application submitted (7) Your request for change has been registered 3

4 (1) Selection in the Global Menu (1) Click here 1 Click "Submitted Projects" > "Project list" in the Global Menu on the top screen. 4

5 (2) Search for your project The [List of Applications and Approved Projects] screen is displayed. (1) Fill out these fields (2) Click here 1 Input search terms. 2 Click the "Search" button. Clicking "Search" without entering search terms displays all current applications and adopted projects. To filter your search by more advanced terms, click the "Display advanced search conditions" button to display the advanced settings. The search results are displayed. 5

Note Downloading search results Click the "Download Search Results" link to output the list of applications and adopted projects in the search

6 (3) Click here 3 Click the "List" button next to the request for change for which you want to resume input. Note Project title Click the Project title link of a research or development project to open the details of that project in another window. Note Downloading search results Click the "Download Search Results" link to output the list of applications and adopted projects in the search results to a CSV file. This file can be downloaded by selecting "Other" > "Processing Results" in the Global Menu. Use this to manage information on published calls for applications outside e-rad. 6

7 (3) Select "New" under "Request for modification of approved project" The [Procedures for Submitted Applications and Approved Projects] screen is displayed. (1) Click here 1 Click the "New" button under "Request for modification of approved project". 7

8 (4) Check the notes The [Notes on applications for change] screen is displayed. (1) Check these details 1 Check the notes. 2 Click the "Agree and apply" button. (2) Click here 8

9 (5) Input request details The [Application for change of the project] screen is displayed. The current project details are displayed at first. (1) Modify the name (2) Select this tab 1 If modifications are required, change the name of the research/development project. 2 Select each tab ([Basic information] and [Research costs / Project members], see (a) and (b)). 9

10 (a) [Basic information] (1) Modify these details 1 Modify the items that need to be changed. 10

11 (b) [Research costs / Project members] (1) Modify these details (2) Click here 1 Modify the items that need to be changed. 2 Click the "Confirm" button. 11

12 (6) Check request details The [Application (Confirm input content)] screen is displayed. (1) Check these details (2) Click here 1 Check the input details. 2 Click the "Apply" button. 12

13 (7) Request registered The [Application submitted] screen is displayed. This completes the procedure for registering a new request for change. Your request for change is submitted to your research institution. It will only be submitted to the funding agency if it is approved by your research institution. The new details are applied to the project after the change is accepted by the funding agency. 13

14 2.2 Resuming Saved Input This section explains how to resume input in a saved request for change. Process Operations Screen Operation Top (1) Select "Submitted proposals" > "Project list" in the Global Menu List of Applications and Approved Projects (2) Search for your project Procedures for Submitted Applications and Approved Projects (3) Select "Resume" under "Request for modification of approved project" Application for change of project (4) Input request details Request Change (Check Input Details) (5) Check the request details you have input Request for Change Completed (6) Your request for change has been registered 14

15 (1) Selection in the Global Menu (1) Click here 1 Click "Submitted proposals" > "Project list" in the Global Menu on the top screen. 15

16 (2) Search for your project The [List of Applications and Approved Projects] screen is displayed. (1) Fill out these fields (2) Click here 1 Input search terms. 2 Click the "Search" button. Clicking "Search" without entering search terms displays all current applications and adopted projects. To filter your search by more advanced terms, click the "Display advanced search conditions" button to display the advanced settings. 16

17 The search results are displayed. (3) Click here 3 Click the "List" button next to the project for which you want to resume input. See "(2) Search for your project" in "2.1 Creating a New Request for Change" for details on navigating research and development projects using names and downloading search results. 17

18 (3) Select "Resume" under "Request for modification of approved project" The [Procedures for Submitted Applications and Approved Projects] screen is displayed. (1) Click here 1 Click the "Resume" button under "Request for modification of approved project". 18

19 (4) Input request details The [Application for change of project] screen is displayed. The rest of this process is the same as "(5) Input request details" onward in "2.1 Creating a New Request for Change" of the Operation Manual for Researchers. 19

20 2.3 Checking Request Details This section explains how to check the details of a request for change after submitting it. Process Operations Screen Operation Top (1) Select "Submitted proposals" > "Project list" in the Global Menu List of Applications and Approved Projects (2) Search for your project Procedures for Submitted Applications and Approved Projects (3) Select "Browse" under "Request for modification of approved project" View Request for Change (4) Check your request for change 20

21 (1) Selection in the Global Menu (1) Click here 1 Click "Submitted proposals" > "Project list" in the Global Menu on the top screen. 21

22 (2) Search for your project The [List of Applications and Approved Projects] screen is displayed. (1) Fill out these fields (2) Click here 1 Input search terms. 2 Click the "Search" button. Clicking "Search" without entering search terms displays all current applications and adopted projects. To filter your search by more advanced terms, click the "Display advanced search conditions" button to display the advanced settings. The search results are displayed. 22

23 (3) Click here 3 Click the "List" button next to the request for change that you want to check. See "(2) Search for your project" in "2.1 Creating a New Request for Change" for details on navigating research and development projects using names and downloading search results. 23

24 (3) Select "Browse" under "Request for modification of approved project" The [Procedures for Submitted Applications and Approved Projects] screen is displayed. (1) Click here 1 Click the "Browse" button under "Request for modification of approved project". 24

25 (4) Checking Request Details The [View Request for Change] screen is displayed. See above for details on checking the application status. (1) Check these details (2) Click here 1 Check the details. 2 Click the "Back" button to close the window. 25

26 Revision History Version Date Overview Version 1.00 March 20, 2018 First edition issued Version 1.01 May 22, 2018 Search problem with PDF Version 1.02 June 6, 2018 Fixed manual link 26

QuickStart Guide. Using Receipt Store Concur Technologies Inc. All rights reserved. Revised: March 7,

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