Sie sind auf Seite 1von 22

Sponsored Research Management

System
GCSR Office, Oakland University

User Manual

Steven Bialecki
Andrew LaMontagne
Scott Wolfenbarger
I. Required For Using Our Site ................................................................ 2
i. Browsers.......................................................................................... 2
ii. Browser Settings.............................................................................. 2
II. Know Browser Compatibility ............................................................... 2
i. Browsers That Work......................................................................... 2
ii. Browsers That Don't Work ............................................................... 3
III. Logging In .......................................................................................... 3
IV. Logging Out ........................................................................................ 3
V. Registering ......................................................................................... 4
i. Oakland University Members............................................................ 4
ii. Non-Oakland University Members .................................................... 5
VI. Home Screen....................................................................................... 6
VII. Create Screen ..................................................................................... 7
VIII. View Applications Screen .................................................................... 8
IX. Edit User ............................................................................................. 9
X. SRA Application .................................................................................. 9
XI. Budget Proposal Tab ......................................................................... 11
XII. Budget Summary Tab........................................................................ 12
XIII. Routing History ................................................................................. 13
XIV. Attachments ..................................................................................... 14
XV. Help Tab ........................................................................................... 15
XVI. Admin Section................................................................................... 16
i. Organizations tab........................................................................... 16
ii. Schools Tab .................................................................................... 17
iii. Sponsors Tab ................................................................................. 18
iv. Email Templates Tab ...................................................................... 19
v. Titles Tab ....................................................................................... 20
vi. 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
• 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 entire
email 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
Registering

Oakland University Members

For OU members click the "Click to register" link. You should be directed to the registration
page 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 Email
account.
After registration, an email will be sent to you with a confirmation link.
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 below
Fill 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 this
process is complete (this could take up to 24 hours so please be patient).
Home Screen
Below is the home screen that describes the main functionality of the system. Also recent
important events can be viewed at the bottom of the page.
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 the
future.
Clicking the create button to the right will present you with a brand new form.
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 whom
they were created, and a few other important details about the application
clicking on the app num of the application will allow you to view that application.
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 are
important to getting your form approved, but not all fields are required. The required fields
are: Name of administrative contact in your unit, Project Title, Sponsor, Objectives/Goals/
Specific Aims, Needs/Significance/Impact, Research Methods and Expected Results/
Outcomes.
This is the bottom of the SRA Form. The form can be saved at anytime, while the required
fields need to be entered before the form can be submitted. Print to PDF will show a PDF
Version of the form. The latest version of Adobe Acrobat Reader is recommended for proper
functionality (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.
Budget Proposal Tab
This is the Budget Proposal form. The purpose of this tab to provide users with a set of
pages for planning their budget. It contains ten sub-tabs (peach colored), A-G4, which
correspond to the headings on the Budget Summary Tab. Each tab Must be saved when
you are done working on it, or data will be lost.Once saved, entered data can be viewed on
the 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.
Budget Summary Tab

This tab is for displaying totals from the Budget Proposal Form.It gives a overview of the
budget for the proposed project. It is not editable.
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 and
when, and when the application was submitted.

for the sra application, we also show the routing history on the application itself. To view
this, scroll to the bottom of the application, or just view the image below
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 find
the file on your computer you'd like to attach. click submit completes the process and your
new attachment will be displayed like the one in the image below
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.
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 new
users when registering, and current users who are editing their profile.
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.
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
Email Templates Tab

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

The titles tab allows the admin to add new titles, as well as manage how much access each
title will have.
Users Tab

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

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