Notes and Attachments

Figure 190 Protocol Document, Notes & Attachments Page
Figure 267 Institutional Proposal Document, Institutional Proposal Page, Notes and Attachments Section Layout

OSP administrators are provided the ability to attach notes for an Institutional Proposal in the Notes and Attachments section of the Institutional Proposal page. The Note Topic and Note Text are both required fields for each note added to the proposal. The system will automatically generate the Posted Timestamp and Author of each note upon adding the note to the proposal by clicking the add button button.

Various proposal attachments can also be uploaded and attached to the Institutional Proposal document in the Notes section. Attachments can be of various recognized types (e.g., OSP Award Action Sheet, grants.gov submission package, and subcontractor certification, budget and scope of work). Any type of document format or file format is supported. Any user with viewing access to the proposal document can view attachments and notes.

Notes Field

Description

Posted Timestamp

Read only. The time and date the note was posted will be automatically generated by the system after clicking the add button button.

Author

Read only. The full name of the person who entered the note is automatically displayed by the system and cannot be edited manually.

Note Text

Required. The textual information about the note.

Note Topic

Required. The text that briefly identifies the main topic the note is about.

Restricted?

This area indicates if the note is viewable or restricted to users with the right to view restricted notes. The note creator is always able to view the note even if not granted the right to view restricted notes. By default, this is unchecked. Click within the checkbox checkbox  to select the item. Click within it again to clear the mark and deselect the item.

  • OSP staff are the only users who the authority to create and view restricted notes. Other users therefore will not be presented with a checkmark option in the Restricted? column.

Attached File

Click the browse button to locate and select the file to upload to the proposal.

Actions

Click the add add button button to add the note and attachment to the proposal. Once a note has been added to a protocol, the update view update view button and delete delete button buttons will display in the Actions column.

Table 90 Institutional Proposal Document, Institutional Proposal Page, Notes and Attachments Section – Notes Section Field Descriptions

Add Notes

Briefly define the nature of the note within the Note Topic field. Click within the text box for the Note Text field and type to enter text as necessary or click on the add note add note button icon to view/edit/paste text in a new browser window and click the continue button continue button to add the text to the Award. After the text has been entered and saved, click the green arrow icon to read it in its entirety in the larger pop-up window and then click the close button to close the window and return. Click the add button to add the row entry as a numbered line item row. Click the update view button to cause the display to reflect any changes that have been made.