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Completing an Application

Introduction

To complete an application, principal investigators, their collaborators, and assistants may enter the project details into the form fields. This includes the project details, budget, and goals.

Each page of the application form has a progress indicator that indicates the form's status in the workflow. As sections of the application are completed, the sidebar will update with a check box.

It is helpful to note your application ID number To quickly return to an application you've started, simply search using the application ID number from the Application screen search field

Project Details

Application DetailsSummary

Details about the application, including the unique ID, name of the competition and due date are available on the initial page.

BasicForm InformationPreparation

Enter the title of the project, the type of grant being requested, and whether a Reviewer Non-Disclosure Agreement is required. Dependindg on the competition there may be fewer or addtional fields. Starred fields are required.

Principal Investigator

Each application may only have one principal investigator (PI). Enter a few letters of their first or last name into the search field and click the correct person from the results to populate their information.

Repeat the same steps for the PI's college and department, keeping in mind there may be multiple options across campuses.

Before moving on, double-check that the correct college, department, and campus have been selected for the PI. These selections will determine how the form is routed for signatures later in the process; they must be correct for the application to be considered.

Co-Investigators

If the application will have co-investigators, click the "Add New Co-Investigators" button to populate them.

This will open a modal window to add each co-investigator. The co-investigator form works identical to the PI lookup form.

Before moving on, check to make sure the information is correct for each co-investigator. To view or edit a co-investigator, click the pencil icon (icon of a pencil) next to their name. To remove a co-investigator, click the "X" icon (icon of an X mark) next to their name.

Abstract and Narrative

Some competitions require a separate field for Abstracts, you may paste your text but not images into this field. Other competitions require the Abstract and Narrative to be uploaded as a single file. Read your competition guidelines carefully to determine how to structure your proposal.

Budget

Project Goals

Route Setup