eGrants Application
Test System https://sith.tcnj.edu/webteam/egrants/
Challenges- PIs will need enter similar information into a Sponsor system
- New PIs will need gain a basic understanding of grant process and terminology to use the system
- Usability and documentation will need to be solid, since this is a DIY approach to the grant proposal process
UX Redesign- Evaluate work flow and tasks of current solution
- Evaluate sponsor interfaces (labeling, workflow). NSF, NIH, grants.gov
- Interview power users of ERSPA system and identify areas for improvement
- Present early prototype and revised work flow to powers users and administrators
- Present early prototype to a group a new researchers who are not familiar with current system
- Develop late prototype with developers (interactive design) based on effects in prototype.js
- Deploy user testing (5 users) on most difficult tasks
- Revise late prototype and begin coding test system
Workflow
- PI completes Profile which includes: Phone, Office/Department(s), Chair/Manager(s), Dean/VP(s) (Also includes second Office/Department)
- PI completes Early Notification Wizard which includes: 1. Grant Info, 2. Grant Personnel, 3. Facilities, 4. Equipment, 5. Notification Routing (Confirmation)
- OAGSR, Chair, Dean, IT, Facilities and Grant Personnel receive notification.
- PI creates one or more budgets via the Budget Wizard.
- PI selects final budget and submits it for approval by OAGSR (admin).
- OAGSR, Chair and Dean receive notification regarding the budget submission.
- OAGSR (admin) reviews and approves budget.
- PI fills out and submits Proposal via the Proposal Wizard. This wizard will to include an opportunity to review/update information from the Early Notification Wizard.
- Budget and Proposal are frozen to the PI.
- Chair and OAGSR receive notification about the submitted Proposal.
- Chair approves Proposal.
- Dean receives notification regarding the Proposal.
- Dean approves proposal.
- OAGSR receives notification regarding the Proposal.
- OAGSR approves final proposal.
- PI receives notification regarding OAGSR approval.
- Once the Funding Agency responds back regarding the Proposal, OAGSR marks wether the Proposal was funded or not funded.
- PI revises proposal and budget for Post-Award phase. ???
- PI’s can delete or archive info if they don’t apply for a grant
- IRB-change language to “When do you expect to get approval?”
- Consider adding a section called “Revise the Budget”
Screens for PI Tasks
http://www.tcnj.edu/~webtest2/apps/erspa/pi/pi.html
- Complete Early Notification Wizard
- Complete Budget Wizard
- Complete Proposal Wizard
- View Status of Proposals
- Amend Proposal, Renew Proposal
Notes
- Before
PI uses eGrants application she must be familiar with the proposal and
approvals process. We will include a sample tutorial and worksheet
available from the eGrants Welocme page.
- PI completes Profile which includes: Phone, Office/Department(s), Chair/Manager(s), Dean/VP(s) (Also includes second Office/Department)
- PI completes Early Notification wizard.
- PI completes Budget wizard.
- PI completes Proposal wizard.
- PI will be notified by email when proposal is approved or if revisions are needed.
- After
proposal is approved, PI can amend proposal, or renew proposal. (we
need to keep the original proposal in the database, so amend or renew
creates a new version of the proposal)
- PI submits grant proposal to granting agency; PI may be able to use pre-formatted excel worksheet
- We will need to add detailed internal documentation for difficult concept (Why is this important?)
- We may create a support Wiki for the system, so PIs can communicate about the system.
Admin Tasks
- TBD. MWI will meet with OAGSR when PI side is complete to develop admin screens.
- Admin Dashboard: http://www.tcnj.edu/~webtest2/apps/erspa/admin/admin.html
Notes
- Grants Office will review Profile to verify reporting structure
- Grants Office, Chair(s), Dean (s), Facilities Office (if needed), and IT Support Specialist(s) (if needed) will receive an email with the link to the Early Notification Summary
- Grants Office will review Proposal and suggest revisions if needed; verify Budget data including: Personnel, Effort, Fringe, MTDC and suggest revisions; and review supporting materials and suggest revisions; approve or deny proposal
- Grants Office will verify that the Research Compliance requirements are met
- Chair/Manager will review Proposal and suggest revisions; approve or deny proposal
- Dean/VP will review Proposal and suggest revisions; approve or deny proposal
- Grants Office will notify PI of proposal status
Prototype Bugs on 7/2/2008
- Icon images do not appear on any screen
- Early Notification Wizard formatting bugs on all radio buttons on Firefox 3 Mac
- Grant Application Due Date needs calendar icon and javacscipt pop up calendar
- Grant Personnel is not tied to database
- Send Proposal links are not linking back to previous pages
- These fields need to be indicated as required with "*":
- Error on SponsorType: Please choose a value
- Error on CostSharing: Please choose a value
- Error on InterdisciplinaryCollaborationYesNo: Please choose a value
- Error on InterinstitutionalCollaborationYesNo: Please choose a value
- Error on AdditionalFacilitiesRequiredYesNo: Please choose a value
- Error on AdditionalEquipmentRequiredYesNo: Please choose a value
- Budget Info: Calendar popup does not work
- Faculty Weighted Hours (50%) needs to be dynamic based on FWH value
- Salary calculation is not working
Sponsor Forms & Budget Templates
