Unlinking Funded Awards:

Unlinking an IP record used as a Funding Proposal in an Award record is performed from the IP record from the Institutional Proposal Actions Tab > Funded Awards panel.

 

      To unlink the award, click the box in the Actions column in the row of the award to be unlinked, or click the ‘select all’ option in the bottom of the panel if there is only one item listed.

      Click the “unlock selected” button located at the bottom of the panel.

      Respond affirmatively to the confirmation message.

      If there was only one funded award linked to this IP record, the record’s status will revert to “pending” from “funded.”

 

 

Ad Hoc Recipients

The Ad Hoc Recipients sections is common to many e-docs.

Figure 188 Institutional Proposal Document, Institutional Proposal Actions Page, Ad Hoc Recipients Section Layout

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For more information, see “Ad Hoc Recipients” in Common E-Doc Sections.

Print

The Print section of the Institutional Proposal Actions page allows you to print proposal notices and generate and print current and pending reports for specified investigator.

Figure 189 Institutional Proposal Document, Institutional Proposal Actions Page, Print Section - Example

 

Table 84 Institutional Proposal Document, Institutional Proposal Actions Page, Print Section - Field Descriptions

Field

Description

Print Notice

Print

Click the print button to generate the PDF for the Proposal Notice.  This contains the current details of the Institutional Proposal document that can be saved and is suitable for printing to a local printer.

Print Reports

Person

Click the lookupsearchicon icon to search for and return the value to populate the box automatically, or if known, type the value in the box to specify any investigator.

Initiate report

Click the initiate report button to retrieve results and generate a Current or Pending Support report for the investigator.

Print

Click the print button to generate the PDF (which you can then save and print locally).

Route Log

The Route Log section is common to many KC e-docs.

Figure 190 Institutional Proposal Document, Institutional Proposal Actions Page, Route Log Section Example

 

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For more information, see “Route Log” in Common E-Doc Sections.