μICRo grant instructions

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Access InfoEd and Create a New Proposal

  1. Access the InfoEd platform. Click the, “Login,” button on the left side of the screen, and when prompted, enter your NetID and password.

    InfoEd screen shot: A black rectangle with the following white text: "Login." A red arrow points to Login.

  2. Once logged into InfoEd, click, “My Proposals,” (left side of screen), and select, “Create New Proposal.” (Note: If “Create New Proposal” is not visible, please contact Erika Waday at ewaday@unr.edu.)

    InfoEd screen shot: A column of  four rows of text. Row one text states, 'My Proposals,' (text is black on a sand color background. Row two states the following in blue text: 'Show/List.' Row three states the following in blue text: 'Search For.' Row four states the following in blue text: 'Create New Proposal.' A red box outlines the, 'Create New Proposal,' text.

  3. The New Proposal Questionnaire screen will appear in a pop-up window, presenting the user with a series of questions. Instructions for completing the questions are below.

New Proposal Questionnaire Screen Questions

  1. Steps 0 - 1: Confirm the PI (principal investigator) name listed is correct. If correct, click, “Continue.” button. If incorrect, click, “Change,” to select the correct PI. Once the PI has been changed, click “Continue.”

    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." The word, Change, is outlined in a red box. Below "Change" is a drop-down pick list with the option, "Create a New Proposal," selected.

  2. Step 1 Continued: Select, “Setup Proposal Manually,” and click “Continue.”

    Image is a white background consisiting of two columns of text. Column one, row one contains the following black text, Step 1: Continued. Row two contains a button with the text, Continue. A red arrow points to Continue. The second column is a drop-down pick list with the selection, Setup Proposal Manually, highlighted blue.

  3. Step 2: Confirm that “New/Original” is selected as the Proposal Type, 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.

  4. Step 3: In the field provided, begin entering, “UNR Research & Innovation mICRo Grant Program.” As matches appear, click on UNR Research & Innovation mICRo Grant Program to select, 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. To the right of the text is a text field containing the text, "UNR Research & Innovatoin mICRo Grant Program."

  5. Step 4 is skipped as InfoEd will automatically assign the proposal number.
  6. Step 5: In the field provided, enter the proposal’s title, and click “Continue.”

    InfoEd screen shot: A white background consisiting of a text field outlined by a black box. Text field is labeled, "Step 5: Proposal's Title." In the lower left corner of the image is a button labled, "Continue," and a red arrow points to it.

  7. Step 6: The project period will be July 1, 2020 thru June 20, 2021. Click the calendar icon on the right of each date field to select dates, and 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.

  8. H. Step 7: Confirm that “1” is selected as the number of years/budget periods, 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.

  9. Review the information entered in steps 0-7. If correct, click “Create Proposal.” To make revisions, click “Step back through responses” or “Back” (upper right of screen). When done, click “Continue” to advance to the end of the questionnaire. Once at the end of the questionnaire, click “Create Proposal.”

    InfoEd screen shot: A white background consisiting of the following black text, "New Proposal Questionnaire." To the left of the text is a button labled, "Back," and a red arrow points to it. At the bottom of the image are two side-by-side buttons labeled, "Step back through responses," and "Create Proposal" with a red arrow pointing to both.



    InfoEd will then create the proposal record, and the “Setup Questions” screen will appear. On the “Setup Questions” screen, note the proposal number in the upper right corner of the screen. The proposal number is the InfoEd proposal identifier. Once on the “Setup Questions” screen, follow the on-screen instructions.

    InfoEd screen shot: containing the following black text on a white background: Proposal 1900594. A red arrow points to 1900594.

Personnel

Access the Personnel screen by clicking “Personnel” on the left navigation. (Note: You will access the remaining proposal screens via the left side navigation.) On this screen, additional participating UNR key personnel will be added to the proposal record.

InfoEd screen shot of proposal screen navigation: A black rectangle with the following white text: Personnel.

To add an individual, begin entering a last name in the “Name (Last, First)” field, and click on the desired person. Next, make a selection from the “Role” drop-down list, and click the “Save” button.” The individual you added should now appear in the “Key” personnel table. Repeat above process to add further personnel.

InfoEd screen shot featuring text, a text field, a drop-down pick list and a button. Text field is labeled, "Name (Last, First). Pick list is labeled, "Role," and option, "Co-PD/PI," is selected. The button is labeled, "Save."

When done adding key personnel, check the “Completed” box in the upper right of the screen.

Application Materials

Access the Application Materials screen by clicking “Application Materials” on the left navigation. On this screen, application materials will be uploaded. To upload materials, follow the on-screen instructions.

Transmittal Form

Access the Transmittal Form screen by clicking “Transmittal Form” on the left navigation. This screen consists of an internal form that requires completion.

Form fields will not initially be visible until a submission type is selected. Using the down-down pick list, select “R&I mICRo Grant Application” to load the form fields. When done completing the form, check the “Completed” box in the upper right of the screen.

InfoEd screen shot. Image contains the following black text on a white background: "Select Submission Type," in black. To the right of the text is a drop-down pick list with the option, "d. R&I mICRo Grant Application," selected.

Finalize

Access the Finalize screen by clicking “Finalize” on the left navigation. On this screen a PDF of the Transmittal Form will be generated, and the application will be submitted to the internal review (Final Review) route. Follow the on-screen instructions in red text.

Once the Transmittal form is converted to PDF, InfoEd will advance to the “Submit for Internal Review” section of the screen. The Form/Document Name table will contain the uploaded application materials and the PDF Transmittal Form (“Assembled Doc”).

Click the “Submit Final Review” thumbs up icon.

InfoEd screen shot: Black text stating, "Submit Final Review." To the right of text is the image of a hand with thumb up. A red arrow points to the icon.

The pre-configured internal review route path will appear listing the route steps. You must click “Submit” to start the route.

InfoEd Screen shot: A button labeled, "Submit." A red arrow points to, "Submit."

After clicking “Submit,” exit the record by clicking “Done” in the upper left 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."

Internal Review and Approval Actions

  1. The internal review route is comprised of five steps and will automatically advance to the next applicable step once the current step has been satisfied.
    1. Step 1, Investigator Approvals: In this step, all University participating key personnel will review the application.
    2. Step 2, Chair/Director Approvals: In this step, the chair(s)/director(s) representing the key personnel in Step 1 will review the application.
    3. Step 3, Dean/VP Approvals: In this step, the dean(s)/VP(s) representing the key personnel in Step 1 will review the application.
    4. Step 4, R&I Receipt: In this step, a representative from the Research & Innovation office will review the application for eligibility and completeness.
    5. Step 5, Application Received Notice: In this step, the key personnel in Step 1 will receive an email indicating that their application was received by the Research & Innovation office.
  2. As the application progresses through the internal review route, individuals included in the route will receive an email requesting that they review and approve the application. The email will contain a link to the Reviewer Dashboard where the review and approval is to be completed. Instructions for the Reviewer Dashboard are below.
  3. There are four steps to completing the review and approval in the Reviewer Dashboard.
      1. 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."



    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 Research & Innovation for user assistance at ri-registration@unr.edu.