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Proposals

 

The Proposals group on the Researcher menu has six links related to research proposals.

Figure 86 Researcher Menu – Proposals Group

The six links in the Proposals group on the Researcher menu are summarized in the following table, and after each summary is a cross-reference to more detailed documentation subtopics within this documentation set.  Click the corresponding documentation link to go directly to the area of this document that explains how to use the feature you want to use.   This group is subdivided with a subsection heading, Lists, which essentially refers to links that take you to Lookup screens for particular types of documents.

Table 21 Researcher Menu – Proposals Group Link Descriptions

Link Name

Description (& link to detailed instructions)

Create Proposal

Takes you to the Proposal Development Document screen, a new, blank e-doc with a unique document number.

link.png  For detailed information about the Proposal Development document, see “Proposal Development” on page 194.

 

link.png  For general information about creating a new document, see “Initiating a Document” on page 117 in Common E-Doc Operations.

Proposals Enroute

Takes you to the Document Lookup screen, where the Type field is automatically populated to allow you to further refine criteria and search specifically for existing Proposal Development documents.

link.png  For general information about using the Document Search screen, see “Searching for a Document” on page 124 in Common E-Doc Operations.

All My Proposals

Takes you to the Document Lookup screen, where the Type and Initiator fields are automatically populated to allow you to further refine criteria and search specifically for existing Proposal Development documents that you have initiated.

link.png  For general information about using the Document Search screen, see “Searching for a Document” on page 124 in Common E-Doc Operations.

Lists

Search Proposals

Takes you to the Development Proposal Lookup screen, which contains a search criteria section that allows you to refine criteria by making selections and entries of known information about the Proposal Development document(s) to narrow the results retrieved.  From the results table, you are then able to edit, view, copy or go directly to medusa information about each proposal.

link.png  For general information about using the Document Search screen, see “Searching for a Document” on page 124 in Common E-Doc Operations.

Search Proposal Log

Takes you to the Proposal Log Lookup screen, which contains a search criteria section that allows you to refine criteria by making selections and entries of known information to narrow down the results retrieved.  From the results table, you are then able to edit, view, copy or go directly to medusa information about each Proposal Log document.

link.png  For general information about using the Document Search screen, see “Searching for a Document” on page 124 in Common E-Doc Operations.

 

link.png  For more information about Proposal Log documents, see “Proposal Log” on page 385.

Search Institutional Proposals

Takes you to the Institutional Proposal Lookup screen, which contains a search criteria section that allows you to refine criteria by making selections and entries of known information about the Institutional Proposal document(s) to narrow the results retrieved.  From the results table, you are then able to edit, view, copy or go directly to medusa information about each proposal.

link.png  For general information about using the Document Search screen, see “Searching for a Document” on page 124 in Common E-Doc Operations.