Proposal Management Support for Reviewers

Unit Review

All Procedures

  • Assign an Ad Hoc Reviewer 
    Steps to send a PAF or UFA to a person for review and comment who is not part of the routing table for this PAF/UFA. (eRPM calculates routing table based on information entered on PAF/UFA). Ad Hoc Reviewer can be anyone who has an eResearch Account.
  • Create an eResearch Account
    Use if cannot find person in eResearch, e.g., for people who have never logged into eRPM before.
  • Email Notifications sent from eRPM​
    Email notifications are mainly sent to the U-M PI & Primary Research Administrator, or PAF Email Notification Contact. Reviewer Access to eRPM is set up separately from email notifications.
  • Hardship Requests
    Describes how to review and approve, cancel, or deny a hardship request.
  • Home Workspace for Reviewers
    Describes the Reviewer Home Workspace (i.e., allows you to view PAFs ready for your review, view and track proposals and award information).
  • Log into eResearch Proposal Management
    Sign in to use eResearch Proposal Management.
  • Manage Data
    Steps to change some PAF information without editing the PAF worksheet after PAF is routed for approval. This data can be managed by reviewers from the Administrative Home for the PAF/proposal.
    • Change Primary Research Administrator
    • Manage Administrative Personnel
    • Submission Instructions
  • Manage Department Information
    Steps to change Reviewers, Approvers, Public Contacts, Email Notification Contacts
  • Manage Unit Data
    Only the Unit Data Manager can use the Manage Unit Data pages. Departments define the information to capture for any project where the department is an approving department. Contact your Research Unit Liaison with questions.
  • PAF Summary - View and Print PAF (Display PAF Summary)
    Steps to view & print all information and documents from PAF Worksheet in one place.
  • PAF Workspace Status Map
    Shows examples and descriptions of PAF Workspace Status Map stops.
  • Post a Comment for the Entire Project Team
    • Sample email
      Steps for any project team member to permanently post a comment to PAF Workspace & if desired send via email. If used to request action, remember to select an email recipient.
  • Remove Approval
    Steps to remove unit approval if changes are made to a PAF after unit approval or if other circumstances change prior to submission to sponsor.
  • Suspend Approval Prior to Submission to Sponsor
    Steps to withhold approval prior to submission to sponsor.
  • Unit Review and Approval
    To sign (approve) PAF, you must have Reviewer Who Can Sign access in eRPM. Contact your Research Unit Liaison with questions.

Changes      

Technology Control Plan

Agreement Acceptance Request

Steps to approve/decline an Agreement Acceptance Request and how to request changes.