WEBVTT

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Welcome to an overview of the Grants
Module navigation.

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In this training you will see an
introduction to grants,

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how to navigate the system including the
dashboard, funding proposals page,

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awards page and how to manage my profile.

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The Grants module allows you to create,
review,

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submit and track funding proposals,
awards and agreement negotiations that

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support your sponsor projects.

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The Grants module is very easy to use.

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After logging into the system,
you will land on your dashboard,

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which is the starting point for finding
items and performing basic tasks.

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The dashboard is designed to help you
manage your work and deadlines.

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Depending on your role,
you may see different information on your

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dashboard.

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I will now call your attention to a few
sections on your dashboard.

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The 1st is your inbox.

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Items you are working on or items you
need to take action on will appear here.

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The Assignments tab will appear on the
dashboards of Ras and members of OSP.

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This displays items that are assigned to
you.

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The In Process tab shows tiles with the
number of items in various stages of

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their respective workflows.

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You can also view the items that you are
the primary contact for.

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To view the description,
just hover your mouse over the tile.

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On the left side of the screen is the
Create drop down menu.

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This shows the buttons that you have
access to.

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The Recently Viewed section displays the
items you have recently looked at.

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You can also pin items and they will
appear onto the Pin tab.

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To change the way the tables are
displayed on your dashboard,

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use the Personalized table icon.

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If you have any pending tasks,
they will appear in the My Deadline

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section.

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To access the Funding proposal page,
select Grants in the Top navigator and

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Funding Proposal in the Sub navigator.

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Funding proposals that do not appear on
your dashboard can be accessed here.

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On this page you can create a funding
proposal with a Create Funding Proposal

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button.

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Alter the table display by using the gear
icon and search for records in the tabs

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below.

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To open the Funding Proposal workspace,
click the name of the funding proposal

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you would like to open and here we have
the Funding Proposal workspace.

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To access the Awards page,
select Grants in the top navigator and

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Awards in the subnavigator.

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You can use this tab to access award
records that don't appear on your

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dashboard,
like the Funding Proposals page.

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You can edit the table by clicking the
personalized table gear icon and search

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for records using the search bar.

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To open an award workspace,
click on the name of the award you would

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like to open and here we have the Awards
workspace.

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To update information on your profile,
such as address, e-mail or phone number,

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click on the arrow next to your name in
the top right corner,

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then click My Profile.

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Click Edit Details on the left.

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Update the necessary information and when
you're done, click OK.

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This has been an introduction into
navigating the grant system.

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For additional information,
please check out the training page.

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Thank you for watching.