SRMS User Guide

8/14/2019 SRMS User Guide

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Sponsored Research ManagementSystem

GCSR Office, Oakland University

User Manual

Steven BialeckiAndrew LaMontagneScott Wolfenbarger


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I. Required For Using Our Site ................................................................ 2i. Browsers.......................................................................................... 2ii. Browser Settings.............................................................................. 2

II. Know Browser Compatibility............................................................... 2i. Browsers That Work......................................................................... 2ii. Browsers That Don't Work ............................................................... 3

III. Logging In .......................................................................................... 3IV. Logging Out ........................................................................................ 3V. Registering ......................................................................................... 4

i. Oakland University Members............................................................4ii. Non-Oakland University Members .................................................... 5

VI. Home Screen....................................................................................... 6VII. Create Screen ..................................................................................... 7

VIII. View Applications Screen.................................................................... 8IX. Edit User ............................................................................................. 9X. SRA Application .................................................................................. 9

XI. Budget Proposal Tab ......................................................................... 11XII. Budget Summary Tab........................................................................ 12

XIII. Routing History................................................................................. 13

XIV. Attachments ..................................................................................... 14XV. Help Tab ........................................................................................... 15

XVI. Admin Section................................................................................... 16i. Organizations tab........................................................................... 16ii. Schools Tab.................................................................................... 17iii. Sponsors Tab ................................................................................. 18iv. Email Templates Tab ...................................................................... 19v. Titles Tab ....................................................................................... 20vi. Users Tab....................................................................................... 21

Required For Using Our Site

Javascript enabled in browser Browser listed below

Browsers

The latest version of Firefox (recommended) Google Chrome Opera

Browser Settings

JavaScript must be turned on in browser

Know Browser Compatibility

Browsers That Work

Firefox 3.5


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Google Chrome Opera

Browsers That Don't Work

Firefox 2.0 Internet Explorer

Logging In

To Log in type in your email address and password and press submit.If you don't have an account see the section on registering to find out what to do.For OU members you only have to type the first part of your email, but typing the entireemail will not affect the system.For non-OU members, you must type in your entire email address.

Logging Out

To log out, click the log out button shown below


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Registering

Oakland University Members

For OU members click the "Click to register" link. You should be directed to the registrationpage shown below.From here you can fill in various information about yourself, which will later be used to pre-populate the forms you create.The most important field is your email, because it must be a valid Oakland University Emailaccount.After registration, an email will be sent to you with a confirmation link.


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Non-Oakland University Members

For non-OU Members you must have an account set up for you by one of our admins.To do this, click on the link labeled "Guest User"You will be presented with a window like the one belowFill in the email address you'd like to use and hit submit.

One of our admins will set up an account for you. You will receive and email when thisprocess is complete (this could take up to 24 hours so please be patient).


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Home Screen

Below is the home screen that describes the main functionality of the system. Also recentimportant events can be viewed at the bottom of the page.


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Create Screen

The create page has a list of different type of forms you can create.

This is where each you would create a new SRA Form. Other forms will be added in thefuture.Clicking the create button to the right will present you with a brand new form.


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View Applications Screen

This is where you can see all the applications you are involved in.In addition you can view the status of those applications, when they were created, by whomthey were created, and a few other important details about the applicationclicking on the app num of the application will allow you to view that application.


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Edit User

This is where you can edit your account information. All fields can be changed except email

address.

SRA Application

This is the top portion of the SRA application. The form contains many fields that areimportant to getting your form approved, but not all fields are required. The required fieldsare: Name of administrative contact in your unit, Project Title, Sponsor, Objectives/Goals/Specific Aims, Needs/Significance/Impact, Research Methods and Expected Results/Outcomes.


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This is the bottom of the SRA Form. The form can be saved at anytime, while the requiredfields need to be entered before the form can be submitted. Print to PDF will show a PDFVersion of the form. The latest version of Adobe Acrobat Reader is recommended for properfunctionality (9.2 or above). Save and Continue will bring up the Budget Proposal Form.Save and Exit will log you out of the system. Withdraw will remove your application from

the system, this cant be done until the application has been previously submitted.


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Budget Proposal Tab

This is the Budget Proposal form. The purpose of this tab to provide users with a set ofpages for planning their budget. It contains ten sub-tabs (peach colored), A-G4, whichcorrespond to the headings on the Budget Summary Tab. Each tab Must be saved whenyou are done working on it, or data will be lost.Once saved, entered data can be viewed onthe Budget Summary Tab. Data that needs to be entered is blue in color. Items that are

light peach in color are fields that are automatically calculated.


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Budget Summary Tab

This tab is for displaying totals from the Budget Proposal Form.It gives a overview of thebudget for the proposed project. It is not editable.


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Routing History

We present the routing history of an application in a couple different ways. One way,should below, is through the routing history tab.From this tab you can see what the status is of the application, who approved or denied andwhen, and when the application was submitted.

for the sra application, we also show the routing history on the application itself. To viewthis, scroll to the bottom of the application, or just view the image below


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Attachments

Every Application has a tab to add attachments. In order to add an attachment simply click

the attach file button. This drops down a window. From here you can click browse on findthe file on your computer you'd like to attach. click submit completes the process and yournew attachment will be displayed like the one in the image below


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Help Tab

The help gives users a way to send the admins a message if they are having any problems,or have questions on how to use the system.


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Admin Section

The admin section currently has 5 elements of interest. From here, an admin can add/edit/

remove departments, schools, sponsors, users, titles, and email templates.

Organizations tab

Below is a view of the organization page. All of these organization will be selectable for newusers when registering, and current users who are editing their profile.


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Schools Tab

Below is the school tab of the admin section. From here you can add and edit schools,which are selectable from the registration and edit profile windows.


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Sponsors Tab

Below is the sponsors tab. These current populate the auto completer on the SRA form.auto completer is used on the sponsors field


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Email Templates Tab

Below is the Email Templates Tab. Our system will send email to users, and these emailscan be customized to the admins liking.


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Titles Tab

The titles tab allows the admin to add new titles, as well as manage how much access eachtitle will have.


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Users Tab

Below is the Users tab. The tab contains all the users in the system, and also gives adminsa way to add new users if necessary.

If the admin receives an email from a non-ou member who wants access to the system, thisis the tab that will be used to set up the account.


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Documents

SRMS User Guide