Faculty travel grant instructions - completing the InfoEd application

Access InfoEd and Create a New Proposal

  1. Access InfoEd
  2. Click "Login" on the left side of the screen, and enter your NetID and password when prompted.
    InfoEd screen shot: A black rectangle with the following white text, "Login. "A red arrow points to Login.
  3. Once logged in, click “My Proposals” on the left side of the screen. Select, “Create New Proposal.”
    Note: If “Create New Proposal” is not visible, please contact Erika Waday, at ewaday@unr.edu, to request access.
    Screenshot of My Proposals list
  4. The “New Proposal Questionnaire” screen will appear, presenting the user with a series of questions (Steps 0-7) detailed below.

New Proposal Questionnaire

Steps 0-1, Confirm PI

Confirm that your name is listed as the principal investigator (PI).
InfoEd screen shot: A white background with two column of black text. Column one, row one text states, "New Proposal Questionnaire, Step 0: Confirm you intend for the PI of this proposal to be." Row two text states, "Step 1: Create "New" Proposal." Below row two is a button labeled, "Continue," and a red arrow points to it. The second column text states, "Investigator, Pat," and directly to the right, blue text states, "Change." Below "Change" is a drop-down pick list with the option, "Create a New Proposal," selected.
Next, select “Setup Proposal Manually,” and click “Continue.”
Screenshot of the New Proposal Questionnaire, Step 1 Continued

Step 2, Select Proposal Type

Select “New/Original,” and click “Continue.”
InfoEd Screen shot: A white background consisiting of text, a drop-down pick list, and a button. Black text states, "Step 2: Please select a proposal type." Below the text is a button labeled, "Continue," and a red arrow points to it. To the right of the text is a drop-down pick list with the option, "New/Original," selected.

Step 3, Select Sponsor

In the field provided, enter “UNR Research & Innovation Faculty Travel Grant Program,” and click to select. Click “Continue” to advance.
InfoEd Screen shot: White background consisting of text, a text field, and a clickable button. Black text states, Step 3: Select a sponsor. The text field contains the text, UNR Research & Innovation Faculty Travel Grant Program. The clickable button is labeled, Continue, and a red arrow points to the button.

Step 4

Step automatically skipped.

Step 5, Enter Proposal Title

Enter “FTG20_C3,” and click “Continue.”
InfoEd Screen shot: A white background consisiting of text, a text field, and a button. Black text states, "Step 3: Select a sponsor." Below the text is a button labeled, "Continue," and a red arrow points to it.

Step 6, Project Start and End Dates

The project period will be March 1 to June 30, 2020. Use the calendar icon to select “From” and “To” dates, and then click “Continue.”
InfoEd screen shot: A white background consisiting of two columns. Column one, row one contains the following black text, "Step 6: What are the project start and end dates?" Row two contains a button labeled, "Continue," with a red arrow pointing to it. The second column consists of text, text fields, and a calendar date-pick icon. Second column, row one is a text box labeled, "From." The right side of the text box is a calendar icon to select a date. Second column, row two is a text box labeled, "To." To The right side of the text box is a calendar icon to select a date.

Step 7, Years and/or Budget Periods

Leave the drop-down list set to 1, and click “Continue.”
InfoEd screen shot: A white background consisiting of the following black text: "Step 7: How many years and/or budget periods would you like?" To the left of the text is a drop-down pick list outlined with a red box, and "1" has been selected. In the lower, left corner of the image is a button labled, "Continue," and a red arrow points to it.

Review the information entered in steps 0-7. If all is correct, click “Yes, Create Proposal.” Click, “Step back through responses” to correct.

Step 8, Setup Questions

The “deadline information has been prepopulated. In the Budget Setup Information section, please select, “Research – 2000,” from the Program Type drop-down list. The “Additional Information” section near the bottom of the screen is not applicable. To advance and save screen edits, click, “Save and Continue” at the bottom of the screen.

Supporting Docs Screen

Click “Supporting Docs” on the left navigation. Here, you will upload required supporting documentation (abstract, acceptance letter/invitation, chair/dean letter of support, etc.). To upload documents, click “Add Institution Forms/Supporting Documents” below the “Form Name” section of the screen.
Note: Please do not upload a cover letter or application letter on this screen. You will be able to describe the significance, outcome and impacts of the travel on the Transmittal Form (covered in next section).
Screen shot of InfoEd document upload function. Image is of a black bar with the following white text: "Form/Document Name." Below that is the following clickable blue text on a white background: "Add Institution Forms/Supporting Documents."

The “Upload” screen will appear. Enter document name in the “Name” field, click the “Choose File” button, select file, choose “Miscellaneous” from the “Category” drop-down list, choose “Proposal Documents” from the “Folder” drop-down list, and then click “Upload.” Repeat the above process to upload further documents. When done, click the “Close” button to return to the “Supporting Docs” screen. Uploaded documents appear in the “Form/Document Name” section of the screen (at bottom). Next, check the “Complete” box in the upper right corner of the screen.
Screenshot of the "Upload" screen showing the fields, the "Upload" button, and the "Close" button to return to the "Supporting Docs" screen.

Transmittal Form Screen

Click “Transmittal Form” on the left navigation. This screen is a form. Load form fields by choosing “R&I Travel Grant Application” from the “Select Submission Type” drop-down list.
Screenshot of the "Submission Type" dropdown menu, with "R&I Travel Grant Application" selected.

Address all form fields. Then, check the “Complete” box in the upper right corner of the form.
Screenshot of the "Complete" button

Finalize Screen

Click “Finalize” on the left navigation. The electronic Transmittal form needs to be converted to PDF, so click “Build” in the “Assemble Application” section.
InfoEd screen shot showing the "Build" button. Button is a grey square with the black text, "Build."

Once InfoEd converts the Transmittal Form screen to a PDF, the user will automatically advance to the “Submit for Internal Review” area of the screen (detailed below). The PDF Transmittal Forms will appear in the “Form/Document Name” table as “Assembled Doc.”

Submit for Internal Review

You should now be on the “Submit for Internal Review” section (if not, click on “Submit for Internal Review”). Here, you will route the application for internal approvals and receipt by R&I. Initiate the route by clicking the thumbs up icon to the right of “Submit Final Review.”
InfoEd screen shot of routing function. Image is the following black text on a white background: "Submit Final Reivew." Directly to the right of the text is a thumbs up icon.

The pre-configured “R&I Travel Grant Approval” route path will appear in a pop-up window. Listed will be individuals needing to approve the application. Click “Submit” to activate the route.
Screenshot showing the approval route path and the "Submit" button.

Performing the PI Approval Route Step

With the application now routed for approval, exit the record by clicking the “Done” button in the upper left corner of the screen.
InfoEd screen shot containing a grey box with four horizontal black lines. To the left of the box is the following black text on a white background: "Done." A red arrow points to, "Done."

As principal investigator, you will be the first to approve. You should be back on the main InfoEd screen. From the right screen navigation, click “My Action Items,” and select “Open.”
Screenshot showing the list of "My Action Items" and the "Open" button selected

You should see your application listed in “My Open Action Items.” Click the yellow file folder icon to the left of “Review and Approval.
Screenshot showing the open action items list with the "Review and Approval Needed" folder and the proposal listed underneath.

  1. The Reviewer Dashboard screen will appear in a pop-up window. There are four steps to completing the review and approval. Step 1: Review the application materials via the links in the Form/Document section of the Reviewer Dashboard.
  2. Step 2: Using the drop-down list in the Review Status column, select “Reviewed” for each item in the Form/Document column.
  3. Step 3: Select a reviewer decision. Selecting either “Approved” or “Approved Conditionally” will keep the route active. However, selecting either “Requires rework” or “Rejected” will cause the route to stop. (Note the comment boxes to provide information.) If a route is stopped due to a reviewer decision, the PI must return to the InfoEd record, revise the record as needed and re-submit the application to the internal review route via the Finalize screen of the InfoEd record. The route will begin again at Step 1.
  4. Step 4: Confirm that reviewer decision has been recorded by clicking the blue “Route” tab on the left side of the Reviewer Dashboard. The Active Routing Progress screen will open, and the reviewer decision made should appear in the “Decision” column. Once the reviewer decision has been confirmed, exit the screen by clicking “Close.” Note: the Active Routing Progress screen is visible from the Finalize screen of the InfoEd record. PI’s can view the routing progress at any time by revisiting the Finalize screen.

InfoEd screen shot: A white background with three columns: Column one header is labeled, "Form/Document" and contains two rows of blue text. Row one text states, "Proposal Development Record." Row two text states, "Assembled Doc." Column two header is labled, "Review Status" and consists of two drop-down pick lists in which each has the option, "Reviewed," selected. Column three header text states, "Select a decision," and consists of four stacked buttons labeled as follows: "Approved," "Approved Conditionally," "Requires rework" and "Rejected." On the left side of the image is a blue tab labled, "Route."

Route Steps Explained

Step 1, Applicant Approval

The travel grant applicant approves the application first.

Step 2, Dean Approval* (if applicable)

This step applies only when the applicant is a department chair/director (in which case the area dean approves the application). Step is skipped if not applicable.

Step 3, Chair/Director Approval*

The travel grant applicant’s chair/director approves the application.

Step 4, R&I Receipt

The application will be reviewed for completeness and applicant eligibility. Received applications are forwarded to the review committee for consideration.

Step 5, Application Received Notice

The applicant receives a notification email when the application has been accepted by R&I.

*Note: A chair/director/dean may have a backup approver configured, so more than one name may appear in a route step; however, only one individual needs to approve in order to satisfy the step.

Monitoring the Route

One can monitor the route progress by revisiting the Finalize screen of the proposal record. The “Notified” column lists the date a reviewer is notified to approve the application. Logged reviewer decisions appear in the “Decision” column.
InfoEd screen shot. Image has a light blue header with the following black text: Active "Routing Progress." Below the header is  white screen with black text in three columns. Each column is labeled in black text. Column one is labeled, "Who." Column two is labeled, "Notified." Column three is labeled, "Decision." Column one text states, "Pat Investigator." Column two text states, "21-Feb-2019." Column three text sates, Approved." A red arrow points to the text, "Approved." The upper right corner of the image features a button labled, "Close."

User Support

Please contact (775) 784-8262 or ri-registration@unr.edu for assistance.