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ORIS- SIMS: Related Docs

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3.0 - Updated on 02-05-2024 by Wendy Peck (wly2)

2.0 - Updated on 11-21-2023 by Kara Marshall (qum160)

1.0 - Authored on 07-15-2021 by Francesco Palmeri (fjp5102)

Article Intended For

All university faculty, staff, researchers using Penn State Research Information Systems

Introduction

Overview of the Related Documents tab.

Article Body

On the Related Documents tab, you will need to upload the required documents. Note that Cover Page, Statement of Work, and Budget/Justification are all required. A single PDF can be uploaded that satisfies all of these required document types.

Files can be either uploaded or imported.  If no files are available for import, they will need to be uploaded.

Upload Files

Click the upload button to access the upload dialog.

Click browse to access the File Explorer on your computer and you can then select a document and click Upload to add it to the request.

Once you have a document uploaded, you will need to select which document types this file represents. You can make this selection by clicking on the icon for the appropriate document type. The Document type will have a green outline and check mark once it has been selected.

You can upload multiple documents and make multiple selections for each as necessary, only one cover page, scope of work, or budget can be marked.


Import Proposal Document

If there are files available to import, you will be able to access them by clicking "Import Proposal Document"

Click the check box for each file you wish to import, and click the "Import" button.


For more information, please contact simsadmin@psu.edu