Page 1 - EPEX Reference Guide

EPEX Reference Guide

FAQs

Are Key Words required in EPEX
It is not required, however OSP strongly suggests that it because OSP uses it for verification in how
much funding we have for certain areas (i.e. Winship getting the Cancer Center designation).

When a proposal is submitted in EPEX, does it go directly to the sponsor?
No. EPEX is the internal routing system that Emory uses to manage proposals. Agencies requiring
electronic submission of applications are to be submitted to their sites. It is important to read the
proposal guidelines to find out where to submit (e.g., DOD, CDMRP, Fastlane, Cayuse 424, Grants.gov,
etc.).As per OSP policy, ALL electronic applications must be approved by OSP (routed through EPEX)
before submitting to the sponsor even if the sponsor doesn’t require institutional signature.

What should I do if my PI isn’t listed in the PI field in EPEX?
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 PI just needs to be made PI eligible in the system, complete the PI Eligible Access Form on the
EPEX web page found at http://fgc.emory.edu/documents/epex/PIEligibleAccess.pdf.

What if the correct department is not listed for my PI?
You should first verify that you have chosen the correct PI as there are many people with the same or
similar names.

If you have the correct person, this field is brought into Compass by an active sync with HR. If there is
no department, the person may not currently be an active employee. Or, if there is a department(s)
listed, but just not the one you are looking for, contact the departmental HR Rep to have a Without
Compensation (WOC) Record setup.

What do I do if the Sponsor is not in the lookup?
Use the Sponsor ID: 00003839 Sponsor Not in Lookup and provide the URL for the agency being used in
the “Link to RFP” field so that the Sponsor information may be entered later.

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