Institutional Proposal
- This function of WVU+kc is only available to Office of Sponsored Programs staff.
The Institutional Proposal document is the master record for a proposal. Administrators enter and maintain proposal, sponsor, and award information in the Institutional Proposal document. OSP administrators create an Institutional Proposal document by promoting a Proposal Log document. After a proposal is funded, an OSP administrator links the Award document to the Institutional Proposal document(s). WVU+kc populates the Award document with information from the linked Institutional Proposal(s). OSP administrators may then modify the proposal information in the Award record.
Figure 258 Institutional Proposal Document Layout
Page |
Description |
|---|---|
Key proposal information. Some of the data will be entered by WVU+kc from the Proposal Log document. |
|
List of project personnel. |
|
Special review required for regulatory compliance. |
|
Institutional Proposal data validation, print, and route log. |
|
A hierarchical view of WVU+kc e-docs and a point-of-entry to those e-docs. Medusa shows the relationship between the Institutional Proposal and Award(s) and allows the user to navigate between them. |
Table 81 Institutional Proposal Document – Page Descriptions
Permissions
Your WVU+kc user role determines a user’s permissions to create, modify, view, or print and Institutional Proposal document.
Table 82 Institutional Proposal Permissions
Access
OSP administrators will be able to create Institutional Proposal documents the following ways:- Unit menu » Pre-Award menu group » Institutional Proposal
- Central Admin menu » Pre-Award menu group » Institutional Proposal
- Researcher menu » Proposals menu group » Search Institutional Proposals link
- Unit menu » Pre-Award menu group » Institutional Proposal
- Central Admin menu » Pre-Award menu group » Institutional Proposal
- Action List screen » Document Id column » Document ID link
- Doc Search screen » Search Results table » Document ID column » link
Document Header
Figure 259 Institutional Proposal Document Header
The Document Header is common to all WVU+kc documents. It displays information about the Institutional Proposal document.
Field |
Description |
|---|---|
Doc Nbr |
The unique identifier for the Institutional Proposal document. |
Initiator |
The user name of the person who created the Institutional Proposal document. |
Status |
The state of the document as it relates to the completion of the Institutional Proposal document. The document is automatically set to Initiated when an Institutional Proposal document is created. This is not related to submission status. |
Created |
The time and date the Institutional Proposal document was created. |
Table 83 Institutional Proposal Document Header Definitions
- For more information about the document header area, see Header Area in the E-Doc Fundamentals section.