Version 7.8

For Unit Research Administrators 

PEERRS Courses

• Certain sponsors require U-M to certify that all covered investigators have completed a new Research Security Training course in PEERRS. For more information, see DOE Research Security Training requirements (from February RAP article)

• Enhanced the PEERRS Info display on PAF, AWD, MOD, and SUBKs to include a list of Required Courses, Additional Courses, all Completed courses for a person with their Certification Date. 

  • Added the ability to toggle the Additional Courses display on/off via the "Display All PEERRS Courses" button.

Example of PEERRS Info on PAF workspace, Contacts tab highlighting Additional Courses, and where to check for investigator course completion

ORSP Realignment

Added the ORSP Coordinator and their contact info to display (when assigned) above the Project Representative on PAF/Award workspaces and under the Project Representative on UFA workspaces. This functionality is in support of ORSP’s realignment. 

As part of this change, coordinators will not always be available to select when posting a comment. Instead you will send comments to the Officer on the record, or use "Interested Parties" to add a specific person. If you are requesting an action on a record, for PAFs use Project Team Request ORSP Action, for AWDs use the appropriate Award Change Request.

Ironclad for Contract Lifecycle Management

A new table for Ironclad Workflows information on applicable PAF, UFA, and AWD (MOD/ACR tab) workspaces will display workflow type, workflow status, status of approvers, status of signers, related eRPM projects, and an Ironclad ID link. Please note that the Ironclad link may show Access Denied, as this is limited to the PI(s) and Primary Research Administrator on active workflows.

This table explains the available workflow and approver statutes.

Workflow Status	Description
Review	ORSP is in the process of gathering internal approvals and contract negotiation with the outside entity. The progress of internal approvals displays in the Status of Approvers column.
Review Paused	ORSP has Paused contract negotiation
Sign	Contract Negotiation has concluded, and all internal parties have approved the contract. It is now being routed for Signature. The progress of signers displays in the Status of Signers column.
Archive	Contract Signing has been completed. This is a pre-step before moving the workflow to Completed.
Complete	Workflow has been Archived in Ironclad
Cancelled	Workflow has been Cancelled in Ironclad

PI & Project Team, Reviewer, and Unit Liaison Roles

Updated and revised existing Support Links on Home Workspaces based on recommendations from the Research Administration Advisory Council (RAAC) Communications Subcommittee.

For Central Offices

Innovation Partnerships and ORSP

Removed the Unfunded Agreement (UFA) activity to Send for Compliance Review, as the Data Office for Clinical & Translational Research (DOCTR) office is longer doing reviews in eRPM.

Office of Research and Sponsored Projects (ORSP) 

ORSP Realignment 

• PAF: Renamed the 'Mange Project Representative' activity (used to change the name of the Officer assigned to a record) under the Manage Data menu to Manage ORSP Assignments.

• New ORSP - Coordinator Role (replaces ORSP - Support Staff)

  • Supports internal ORSP requests as well as Coverage functionality

  • Provides ability to Manage ORSP Coordinators to add and remove them from the next-in-line system calculation within User Maintained Data.

  • Updated PR inboxes to reflect the separation of Coordinator and Award Management Office (AMO) actions.

• AWD:  Updated system workflow states, transitions, and activities to support the new Coordinator Team:

  • Assigns the current “Initial Award Processing” state to coordinators instead of PRs.

  • Created a new state for “AMO Review” and activities to move between these states.

  • Created new activities for “Award Setup Complete” and “Return to Coordinator”.

    • Email notifications will not be sent upon completion of these activities; however, they will appear in Activity History. 

• Modified the Edit Staff Notes activity on AWD and MOD to no longer update the inbox display.

• UFA: Enabled next-in-line assignment of Coordinators.

• Added a new Internal ORSP Request activity for communication between ORSP staff members to request action on a record by moving the request directly to an Inbox lister.

Ironclad

• Expanded Ironclad integrations so eRPM now shows the current status of the Ironclad workflows and added support for additional Ironclad workflows.

• Enabled those with the ORSP-IT Role to set up and maintain data for Ironclad data mapping.

• Created additional data mappings from eRPM to be used in prefilled Ironclad Launch Forms (UFA duration, PI email address, PRA email address, etc.)