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March 19, 2013 Research Administrators Workgroup

March 19, 2013 Research Administrators Workgroup. Agenda. Introductions Announcements / Updates InfoEd PD Updates (Raquel Espinosa ) Sequestration ( Raquel Espinosa ) Q & A – All. Announcements/Updates. Research Applications InfoEd PD Routing Improvements DRAW Presentation March 2013.

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March 19, 2013 Research Administrators Workgroup

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  1. March 19, 2013Research Administrators Workgroup

  2. Agenda Introductions Announcements / Updates InfoEd PD Updates (Raquel Espinosa) Sequestration (Raquel Espinosa) Q & A – All

  3. Announcements/Updates

  4. Research Applications InfoEd PD Routing Improvements DRAW Presentation March 2013

  5. Routing Improvements: Objective • Help Desk support tickets and End User Survey feedback has shown that the Proposal Routing process is an area which can be improved in the following areas: • Routing initiation, tracking and intuitiveness • Answering the question “Where is my proposal” • Providing consistent, more informative & personal email communication throughout the routing process • Increasing the transparency of all of the proposal variables important for the review and approval process

  6. Routing Improvements: Details • More Intuitive • Action Items with detailed information • Buttons instead of icons– goodbye to the “thumbs up” • Routing submission screen includes usernames and email addresses. • No longer the extra step to agree to the PI assurance or bypass the screen • Reviewer Dashboard layout is updated with a cleaner look i.e. PI assurance before the routing decision • Routing History updated and is now sorted with the last submitted route information at the top of the page • Routing Comments now listed on one page and are sorted with the last submitted route information at the top of the page

  7. Routing Improvements: Details • More Transparent • Email Notes: Users can now send a personal message to the next reviewer that is not saved as a permanent part of the proposal record • Specific Confirmation email for each route (i.e. Draft and Final) • Approval emails will now include the current proposal step (i.e. Department Admin, Chief, etc) • Decline emails will now include who declined the proposal, what their role is • Decline and Confirmation emails will also now be sent to the person who submitted the proposal to routing • Reviewer Comments to be summarized on each email notification

  8. Routing Improvements: Release Date • Friday March 22th • InfoEd will be down for approximately 1 hour starting at 6pm • User Manual updates to be released at same time • Questions/Concerns: esubmissions@partners.org

  9. QUESTIONS? Contact: Raquel Espinosa respinosa@partners.org 617-855-2868

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