Version 7.0

May 15, 2023

The eResearch Proposal Management system (eRPM) was updated with several enhancements to version 7.0 on May 15, 2023.

Proposal Approval Form (PAF), Clinical Trial Routing Form (CTRF) Enhancements

New, Required Question

On the Sponsor Information page, a new, required question displays for PAFs that are in "Proposal Preparation" or another editable state.

  • Project Team members will have to: (1) Edit PAF Worksheet, (2) Select the Sponsor Role (Prime or Direct), (3) Indicate if the sponsor is a U.S. Federal Government entity, and (4) enter and select the sponsor.

  • A search/lookup box is available to search by code (ID), acronym (Short Name), or Official Name.

  • If the Project Team cannot find a U.S. Federal Entity, there is a checkbox to indicate that it cannot be found, then a text box to enter a description.  ORSP will verify the official sponsor codes when the PAF routes to them as part of their PAF Administrative Review and AWD/MOD processing.

  • If a PAF is in-process (has not been routed or was sent back for changes), a smartform validation error will display that reads: “Please update the sponsor(s) to indicate if this is a US Federal Government entity.”
    You will need to answer the subsequent Yes/No question and enter in a sponsor code, if applicable.

Other PAF changes

  • Resolved an issue where the column with the PAF link was not working in the Project Team and Reviewer inboxes.
  • Changed the available selection choices for CTSU questions to M-CTSU and O-CTSU, to reflect the consolidation from seven to two offices.

Unfunded Agreements (UFA)

  • Resolved an issue where the Central Office Name was cleared when the category type was changed on UFAs and UFAs were getting stuck in the state of Project Team Making Changes.

Awards (AWD), Award Modifications (MOD), and Award Change Requests (ACR) Enhancements

  • Added sortable ID, Start Date, and End Date columns to the SUBKs tab on the Award workspace.

  • Added a link to conditionally display Supporting Documents on the Mod/ACR tab on Award and ACR workspaces. It has a toggle, which remembers if you have previously expanded or collapsed the view, and it only displays if there is a document in the set of AWD documents.

​For Central Offices

Conflict of Interest Office (COI)

  • Added ORSP Conflict of Interest response (Yes or No) to the View Disclosure Information page of Awards (which is similar to PAF).

Export Controls Office

  • Enabled TCPs Ready for Finalization lister on the Export Control Home workspace, Review Inbox tab, for the Export Control Director Role to view which UFAs to sign.

  • Updated the states that appear in the ECO’s In Progress tab on the Export Control workspace.

Office of Contract Administration (OCA)

  • Updated SUBK closing reminder emails text sent to subrecipients, per Office of Contract Administration (OCA) request.

Innovation Partnerships and Office of Research and Sponsored Projects (ORSP)

  • Resolved an issue where the Central Office Name was cleared when the category type was changed on UFAs, and UFAs were getting stuck in the state of "Project Team Making Changes".

Office of Research and Sponsored Projects (ORSP)

  • PAF and CTRF: Project Teams are required to add sponsor codes to the PAF if the Direct or Prime sponsor is a U.S. Federal Government entity. (see screenshot above)

    • Once the Research Administrator selects the U.S. Federal Government entity sponsor code and the PAF routes to ORSP, the ORSP staff will validate the selection, and correct if necessary.

    • If a PAF is in-process (has not been routed or was sent back for changes, or was edited by ORSP), a validation error will indicate that the new question is required. (see screenshot above)

  • AWD/ACR: Added a conditionally displayed link to the Supporting Documents view on the Mod/ACR tab (see screenshot above).

  • Added a new Sponsor Program Type, External Contract Services, for PRs to indicate if an external party is doing the contract negotiation for U-M.