**Hands-on Exercise 1: Administer Your Account**

1.  Login to the eRA Commons Demo site at
    <https://commonsdemo.era.nih.gov/commons-demo> using the PI login
    information provided.

2.  Navigate to the Account Administration screen.

    a.  Click on the *Administration* tab in the menu bar, then on the
        *Accounts* tab in the sub-menu bar. You will then see a 3^rd^
        menu bar with *Delegate PI, Delegate PPF Edit, Change Password,*
        and *Verify Support.*

3.  Delegate PI access to a user at your institution.

    a.  Click on the *Delegate PI* tab on the menu bar.

    b.  Select a name from the list on the left.

    c.  Click on the **Assign** button.

    d.  Click **Save** when the confirmation screen is displayed.

    e.  You should return to the previous screen with a message
        indicating that the delegation was successfully completed. The
        selected name should appear on the right under Current PI
        Delegates. This user at your institution now has permission to
        edit your eSNAP prior to its submission to NIH.\
        **[NOTE: The PI delegate cannot access the Status module for
        your applications/grants at NIH.]{.underline}**

4.  Delegate PPF Edit authority to another user at your institution.

    a.  Click on the *Delegate PPF Edit* menu tab.

    b.  Select one of the names on the left under "Current Institution
        Users" by clicking on the name and then click on the **Assign**
        button.

    c.  At the confirmation screen, click on the **Save** button. You
        should return to the previous screen with a message indicating
        that the Delegate was Assigned Successfully. The name now
        appears on the right under Current PPF Edit Delegates. This user
        at your institution now has permission to edit your personal
        profile.

**Hands-on Exercise 2: Maintain Your Personal Profile**

1.  Navigate to the Personal Information page under the Personal Profile
    tab.

2.  Update the Name and email fields.

    a.  Keep in mind that the email address that you enter will receive
        notifications from the Commons Demo.

3.  Navigate to the *Employments* page and edit the existing employment
    record.

    a.  Notice that the "preferred address" column is set to TRUE.

    b.  Click on the **Edit** link to the right of the employment
        listing.

4.  Enter a date in the END DATE field and click the **Submit** button.
    You will return to the Employments List page.

5.  Click the **Add New Employment** button and enter the required
    fields for a new employment record.

    a.  Click the **Find** button next to the "NIH Recognized
        Institution" field to go to the search screen.

    b.  Enter all or part of an Institution name in the appropriate
        field and click the **Search** button.

    c.  Click the **Select** link next to one of the returned
        institutions in the hit list. **Hint: If you did not receive any
        institutions from your search, try University of Miami in the
        name field and search again.**

    d.  When you have returned to the Add New Employment page, enter the
        rest of the required fields. Leave the END DATE field blank. At
        the bottom of the page, under the email address field, click the
        checkbox next to **Is this your preferred employment address?**

    e.  Click the **Submit** button to return to the Employments List
        page. You should notice that the original entry is now FALSE
        under "preferred address" and your new entry is now set to TRUE.

    f.  Click the **Close** button.

6.  Experiment with the *Degrees, Publications, Reviewer Address,* and
    *Residential Address* pages. Add or edit information on any or all
    of these pages.

**Hands-on Exercise 3: Using Status**

1.  Click on the *Status* tab on the menu bar.

2.  When the hit list is displayed, click on the first grant number in
    the list to display the additional information for the grant.

3.  Scroll through the grant information, taking note of the Priority
    Score, Percentile, meeting information, and the Status History.

4.  Take a look at the Summary Statement and NGA for the application.

    a.  Under the Other Relevant Documents heading, click the hyperlinks
        for these 2 documents.

5.  Click on the Status Result tab on the menu bar.

6.  Click on the JIT link to look at the items available to submit
    "Just-in-Time" to NIH.

7.  Return to the Status Results.

8.  Click on the Progress Report hyperlink to display the "pre-printed
    face page" for the non-competing grant.

    a.  Note: This is a non-editable document. This face page replaces
        the "pre-printed face page" that was sent by NIH via the USPS
        each year, four months prior to the start of the budget period.

9.  Click on the browser **BACK** button to return to the Status
    Results.

10. Take a few minutes to look at the other grants in the hit list.

**Hands-on Exercise 4: Creating an eSNAP**

1.  Navigate to the Manage eSNAP screen.

    a.  On the main menu bar, click on the eSNAP tab.

2.  Click on one of the two hyperlink grant numbers.

3.  When the eSNAP menu is displayed, click on the **Initiate** button.

4.  Begin editing the Business elements of the eSNAP.

    a.  Click on Edit Business on the sub-menu bar.

5.  On the Org Info page, enter the required item, Annual % Effort. You
    must choose a number between 1 and 100.

6.  Click on the drop down menu next to the Name field under Signing
    Official (you may have to scroll down to see this box).

7.  Select a name from the drop down menu by clicking on it. Wait a
    moment while the screen refreshes, then you should see the name and
    address information has populated the fields for the Signing
    Official and the Administrative Official.

    a.  Note: You can still change the Admin Official to another name
        from its drop down menu. Also, if you populate the Admin
        Official before selecting a Signing Official, the Admin Official
        information will not be changed.

8.  Click on the **Save** button at the bottom of the screen and wait
    for the screen to refresh.

9.  Click on the **Designate as Complete** button at the bottom of the
    screen and notice after the screen refreshes that the message at the
    bottom shows that the screen has been designated as "Complete".

10. Click on the *Performance Sites* tab on the sub-menu. Add a new
    performance site and click on the **Save and New** button.

11. Designate this screen as complete.

12. Click on the *Key Personnel* tab on the sub-menu and add a person.
    Make sure that you enter all of the required items on the page
    (indicated by an asterisk \*).

13. Update the *Research Subject* and *SNAP Questions and Checklist*
    pages, again making sure that you enter all of the required items
    and **Save** before leaving each page. You can designate each page
    as complete after you have saved the information.

14. Navigate to the *Inclusion Enrollment* page. You will see 2 links on
    the page for enrollment reports.

15. Click on the first link to update the enrollment report in the 4/98
    format. Update one or more of the figures and click on **Save**.
    When you return to the *Inclusion Enrollment* page, notice that the
    first report now indicates that it has been submitted.

16. Click on the second enrollment report link to open the 5/01 format
    of the Inclusion Enrollment report. Update one or more of the
    figures in this report, taking note of the "Must Match" restriction
    on the right of the form.

17. Click on the **Save** button. If there are any errors, read the
    error message, make the required changes, and click **Save** again.

18. Designate the Inclusion Enrollment page as complete.

19. Navigate to the *Upload Science* page.

    a.  Click on the Upload Science tab on the sub-menu bar.

20. Click on the **IMPORT** button for the Progress Report.

21. Click on **BROWSE.** When the "Choose file" window appears, click on
    the CD drive, and click on the file named "Demo Progress Report."

22. Click on the **OPEN** button.

23. Click on the **UPLOAD** button.

24. Now the file name appears in the line next to Progress report, and
    your progress report is part of your eSNAP.

25. At the bottom of the page, select one or more Citations to include
    in the eSNAP by clicking on the checkbox next to the citation.

26. Designate the page as Complete.

27. Click the **SAVE** button.

28. On the eSNAP menu screen, click on the **View eSNAP Report** button.

29. Take a look at the report. This is how it will be submitted to NIH.

30. Close the eSNAP Report window.

31. Click on the **Route** button.

32. Select the SO in the drop down menu for Next Reviewer.

33. Click the **Submit** button.

34. When the "Principal Investigator/Program Director Assurance" window
    is displayed, click on **I Agree**. Note: This is equivalent to your
    signature at the bottom of the paper 2590.

35. Notice that now the status line says "Reviewer Work in Progress" and
    that you no longer have the *Upload Science* and *Edit Business*
    tabs on the sub-menu. Also, there is a new button on the bottom of
    the screen called **Recall**.

36. Click the **Recall** button and notice the changes after the screen
    has refreshed.

**Hands-on Exercise 5: Just In Time Other Support Submission**

1.  From the *Status Result -- PI Status* page, click the JIT link in
    the Action column.

2.  Click on the **Import** button next to the Other Support File label.

3.  Click the **Browse** button and navigate to the CD drive.

4.  Select the file *JIT Other Support Upload.pdf* and click on Open.

5.  Click the **Upload File** button.

    a.  You will return to the Just In Time page where you should see a
        file name and date as well as a Status of Completed next to the
        Other Support File label.

6.  Click the **View Just In Time Report** button to look at the
    uploaded file.

7.  **Remember!!** Only a user with SO authority may submit JIT
    information to NIH. You as the PI will need to alert the SO that the
    information is ready for submission.

**Hands-on Exercise 6: Using Internet Assisted Review (IAR)**

1.  **Access IAR**

    a.  Click IAR in the blue menu bar

2.  **Locate the meeting currently in a Submit Phase and view List of
    Applications**

    a.  For the meeting in Submit Phase, Click on the List of
        Applications link in the Action column

3.  **Submit a critique for an assigned application**

    a.  Locate an application assigned to you

        i.  The default view for List of Applications is your
            assignments. The green dot next to the "List Assigned
            Applications" link indicates the current application view.

        ii. You can also refer to the "Assignment Role" column that
            indicates your role on each application.

    b.  Click the Submit link for this application.

    c.  Read the instructions at the top of the page as well as the
        Important Reminders.

    d.  Click the Browse button.

    e.  Navigate and locate an MS Word document to upload (filename
        sample critique.doc). Double-click on the filename or
        single-click the filename and click Open button.

    f.  Type 35 in the score entry box.

    g.  Click Submit button.

    h.  Verify the information you submitted and click Submit button.

    i.  Click Back to List of Applications link at the top of the page.

    j.  Notice that in addition to Submit, the View link as well as
        Delete is now active for this application. The information you
        entered has appeared (score 3.5, date and time for critique
        submission).

4.  **View the critique you submitted.**

    a.  Click the View link. After submission, critiques are converted
        to Adobe PDF format and a header is added. If this process has
        not completed, you will still be able to view the critique in
        the same format it was submitted (MS Word or Text document).

5.  **Delete the critique you submitted.**

    a.  Click the Delete link.

    b.  Choose Critique Only radio button and click Submit.

    c.  Click Continue.

    d.  Click Back to List of Applications link

6.  **View all applications in the meeting**

    a.  Click List All Applications link.

7.  **View the List of Applications for the meeting in Read Phase**

    a.  Click Back to List of Meetings link.

    b.  For the meeting in Read Phase, Click on the List of Applications
        link in the Action column

8.  **View all applications in the meeting**

    a.  Click List All Applications link. Notice that the green dot is
        now with List All Applications link to indicate the current
        view.

9.  **Submit your late critique so that you can read the other critiques
    submitted for your assigned application.**

    a.  Notice that you are blocked from reading critiques on the
        application where you were assigned but have not yet submitted.
        Only a Submit link is available to you. The statement "You must
        submit your critique before you can read others" appears with
        the *blocked* application.

    b.  Click the Submit link in the Action column on the *blocked*
        application.

    c.  Click the Browse button.

    d.  Navigate and locate an MS Word document to upload (filename
        sample critique.doc). Double-click on the filename or
        single-click the filename and click Open button.

    e.  Click the radio button to select UN/NC as a score.

    f.  Click Submit button.

    g.  Verify the information you submitted and click Submit button.

    h.  Click Back to List of Applications link at the top of the page.

    i.  Notice that critiques submitted by other reviewers for this
        application are now visible to you.

10. **View the Score Matrix**

    a.  Click View Score Matrix link.

    b.  Notice the application with an "x" in the Lower Half column has
        been designated as Lower Half by your SRA.

11. **View the SRA/GTA contact information for your meeting**

    a.  Click Back to List of Applications link.

    b.  Click the SRA/GTA link at the bottom of the List of
        Applications. It is located within the "Contact
        [SRA/GTA](https://commonsdemo.era.nih.gov/iar/displaySraGta.do)
        if you identify any conflicts or assignment discrepancies with
        IAR." statement.