Page 1 - Tips and Tricks: Grants
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Tips and Tricks: Grants


        Tips and Tricks: Grants



        Overview

         EPEX – Front Page                                      Spending
         EPEX – Project Page                                    Access

         EPEX – Budget Page                                     Award Setup

         EPEX – Workflow                                        eNOA


        EPEX – Front Page

        I logged into Compass but can't find EPEX...
               Navigation: Grants>Proposals>Emory Proposal Express

        How do I know which fields are required and which fields are not?
               Anything with an *asterisk* next to it is a required field. There are a few required fields in EPEX not
               marked with an *. They are: the questions in the Miscellaneous Information section.

        What do I do if my PI is not in the list of available PIs?
               If the PI is a new employee and does not have an EMPLID, contact your HR Rep as she/he needs a WOC
               appointment. If the HR Rep is unable to resolve the issue, contact Mary Dial.
               If the PI just needs to be made PI eligible in the system, complete the PI Eligibility form on the EPEX web
               page. This will setup the User with PI Eligibility, Grants Access, and Cayuse Access. Please complete the
               PI Eligible Form from the OSP Website: http://osp.emory.edu/documents/PIEligibleAccess.pdf

        When is it necessary to submit the PI eligibility form?
               The PI eligibility form should be submitted for all NEW faculty hires who are NOT transferring grants
               into Emory but will be submitting grants/contracts, all STUDENTS and Postdocs who will be PIs on
               Fellowships, and for all STAFF who will be in a principle investigator-type role on a grant or contract.
               The form is located on the main EPEX page of the OSP website:
               http://osp.emory.edu/documents/PIEligibleAccess.pdf

        Who should be listed as the PI on Fellowships?
               The Fellow should be listed as the PI. The Mentor (faculty person mentoring/sponsoring the Fellow)
               should be listed as Mentor/Sponsor. The Mentor/Sponor designation will trigger workflow.

        How do I change the PI after I've saved the proposal?
               PLEASE CHECK THAT YOU'VE SELECTED THE CORRECT PI BEFORE SAVING. If you save the wrong PI in
               EPEX, your workflow will be incorrect and you will need to start over from the beginning.






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