**Generate Next Years Proposals**

Click "Matrix for \<year\>" from Admin Menu

Click the link on all proposals under the current year column.

**Display a Proposal Submitter's Home Page**

Click "Users" from Admin Menu and then "All Users."

Find the user

Click "Login As"

Click "Login as a Proposal Submitter"

**Display a Reviewer's Home Page**

Click "Users" from Admin Menu and then "All Users."

Find the user

Click "Login As"

Click "Login as a ... Reviewer"

**Display All Proposals which have been submitted for the Current Review
Year**

Click "Reports" from Admin Menu

**Display All Proposals which have Been Funded**

Click "Reports" from Admin Menu

**Create a User**

Click "Users" from Admin Menu and then "All Users."

Click "Create User."

Complete "Peer Registration."

If this is a user which has user types other that the one created above:

Click "Users" from Admin Menu and then "All Users."

Find the user you just created

Click "Update"

Add the user type(s) (hold down the CTRL key and click user type to be
added)

**Create a User from suggested Technical Reviewers**

Click "Peers" from Admin Menu and then "Load Technical Reviewers...."

Click "Register" on the person to be registered.

Complete "Peer Registration."

**Change User Information (other than email address)**

Click "Users" from Admin Menu and then "All Users."

Find the user to be changed

Click"Update"

Change any data on this screen

Click "Update"

**Change User's Email Address**

Click "Users" from Admin Menu and then "All Users."

Find the user to be changed

Click "Email"

Enter new email address

Click "Update user"

Note: This changes the email address in the Peer table and the User
table

**Reset User's Password**

Click "Users" from Admin Menu and then "All Users."

Find the user to be changed

Click "Reset Password"

Note -- doing this will require the user to enter a new password at next
login.

**Change User to be Inactive**

Click "Users" from Admin Menu and then "All Users."

Find the user

.

Click "Update."

Hold the Ctrl key down and click "Lock" in User Type drop down

Click "Update user."

Note: By holding the Ctrl down it retains the original user types.
Inactive users can not login.

**Change the Status of a Proposal**

For example, to change the status of a proposal back to "draft":

Click "Proposals for \<year\>" from Admin Menu, then "All Proposals."

Find the proposal (note the FY to make sure you are changing the right
version)

Click "Proposal"

Click "draft" in the "Change Status" drop down

Click "Update Status"

**Change the Start Year or Completion Year of a Proposal**

Click "Proposals for \<year\>" from Admin Menu, then "All Proposals."

Find the proposal (note the FY to make sure you are changing the right
version)

Click "Proposal"

Update year

**Change the Fiscal Year the Proposal Submitters are Under**

Click "Settings" from Admin Menu.

Click "Submitter FY" drop down

Click "Update"

Note: This would normally be done just after the award

**Turn off/on All User Types**

Click "Settings" from Admin Menu.

Click the user type to be changed

Click "Update"

Note -- this will change any individual Proposal Submitter setting (see
below)

**Turn off/on a User (Proposal Submitter only)**

Click "Users" from Admin Menu and then "All Users."

Find the user

.

Click "Update."

Click "Proposal Submitter" drop down

Click "Update user."

**Clear NDA User Flags (to force reviews to resubmit a Non Disclosure
Agreement for the current review year)**

Click "Clear Menu" from Admin Menu.

Click "Clear NDA"

**Delete a Proposal**

Click "Reports" from Admin Menu, then "All Proposals."

Find the proposal (note the FY to make sure you are changing the right
version)

Click "Delete"

**Transfer a Proposal to Another Proposal Submitter**

Click "Reports" from Admin Menu, then "All Proposals."

This link will list all proposals by year. The year is in the top left
corner of each proposal. **The year of the proposal will be the year
it's transferred at**.

Click "Copy/Transfer"

Find the name to be transferred to and click it.

Click "Copy/Transfer

Note: The proposal submitter's name is changed and a copy of the
proposal will be created under the original submitter's name

**Find out which proposals have been transferred**

Click "Reports" from Admin Menu, then "Transferred Proposals"

Note: This screen displays the original proposal submitter, not who the
proposal was transferred to. The last column on this screen displays the
original proposal number. If you want the new submitter's name, look up
the original number from the "All Proposals" link.

**Assign a Reviewer to a Proposal**

Click "Reports" from Admin Menu, then "Submitted Proposals"

Click "Assign Relevancy Reviews" or "Assign Technical Reviewers"

Click reviewers name from the drop down list

Click "Add ... Reviewer"

Click "Continue"

Close this window when the last reviewer has been added

Note: As you add reviewers, you will see them appear in a table on the
screen

**Delete a Reviewer From a Proposal**

Click "Reports" from Admin Menu, then "Submitted Proposals"

Click "Assign Relevancy Reviews" or "Assign Technical Reviewers"

Click "Delete Score Record" on the row the reviewers name appears

Click "Back" button on the browser and refresh

Note: As you delete reviewers, you will see them removed from the table
on the screen

**Display Reviewers Assigned to Proposals for Current Review Year**

Click "Peers" from Admin Menu, then "Relevancy Peers Assigned"

**Find out which proposals have no scores for the current review year**

Click "Repots" from Admin Menu,

Click "Proposals With no Relevancy Scores" or "Proposals With no
Technical Scores"

**Technical Review Analysis (reviewers rated by how many characters they
entered and percent reviews completed)**

Click "Reports" from Admin Menu, then "Technical Review Analysis"

**Find out which proposal submitters have proposals still in draft for
the current review year**

Click "Reports" from Admin Menu, then "Draft Users"

**Find out the count of proposals by Output Area for the current review
year**

Click "Reports" from Admin Menu, then "Proposal Count"

**Find out Total Dollars Requested and Funded by Output Area for the
current review year and previous years**

Click "Reports" from Admin Menu, then "Funding Requested / Approved"

**Mark Products Received by Research Office**

Click "Reports" from Admin Menu, then "All Proposals"

Find the proposal (update the latest version)

Click the Proposal link

Go to the Products Section

Click the "Received" link for the product received

**Display Products Received**

Click "Products Received" from Admin Menu

**Display Charges Against the 18 Digit Cost Accounts**

Click "Reports" from Admin Menu

Click either Progress Reports or Budget Execution (this only lists
proposals for the current Review Year).

**Print Selected Proposals or all Proposals in an Output Areas**

Click "Reports" from Admin Menu

Click "Submitted Project (spreadsheet format)"

**Update Research Inventory**

Click "Research Inventory" from Admin Menu