Office of Sponsored Programs

Instructions for Proposal Submissions

 

If you are a PI:

You will receive an e-mail summary of the information entered on the Blue Sheet. If the information is correct and you approve, hit reply to the e-mail and indicate your approval in the body of the email by simply stating “I approve”. 

 

If you are a unit Financial Manager:

  1.  You will receive an email saying that there are items in your WebNow workflow.
  2. Click on link in email and it will take you to the login to WebNow (use UMS name and password) and then directly to your workflow queue.
  3. Double click on bluesheet that you want to review and it will open in a new window.
  4. Navigate through the different pages using arrows at the bottom of the page.  ITP-navbar
  5. If you need to leave a note, use the notepad annotation ITP-notepad (top right-hand side) to do so.
  6. If you have questions and want to route it back to OSP, click on Route Up button ITP-routeUp and choose the workflow queue SP_SHANNON.
  7. Once approved, click on the Route Forward button ITP-routeForward at the bottom of the page. It will route to your Dean’s workflow queue automatically.

A detailed presentation is available here: Training and Instructions for Financial Managers.

If you would like to save or print a copy of these instructions: Instruction Cheat Sheet for Financial Managers

 

If you are a Dean:

  1. You will receive an email saying that there are items in your WebNow workflow
  2. Click on link in email and it will take you to the login to WebNow (use UMS name and password) and then directly to your workflow queue.
  3. Double click on bluesheet that you want to review and it will open in a new window.
  4. Navigate through the different pages using arrows at the bottom of the page.  ITP-navbar
  5. If you need to leave a note, use the notepad annotation ITP-notepad (top right-hand side) to do so.
  6. If you have questions and want to route it back to the Financial Manager, click on Route Up button ITP-routeUp and choose the workflow queue ending with “FM”
  7. If approved, go to the signature page (usually around page 7) and right-click on the stamp button ITP-stamp (top right-hand side) and choose “SP Approved By”
  8. Click the area above your signature line to place stamp.
  9. Once approved, click on the Route Forward button ITP-routeForward at the bottom of the page. It will route to OSP’s workflow queue automatically.

A detailed presentation is available here: Training and Instructions for Deans.

If you would like to save or print a copy of these instructions: Instruction Cheat Sheet for Deans.