Article Intended For
This space contains documentation for how-to's and IAF support documentation for all university faculty, staff, and researchers with permission to use and/or access IAF.
Introduction
Welcome to the SIMS Internal Approval Form (IAF) Support Page
Support email: simsadmin@psu.edu and iaf@psu.edu
Application Link: http://www.sims.psu.edu/IAF OR https://secureepiaf.sims.psu.edu
SIMS IAF is a web-based workflow application used to collect information and obtain appropriate university approvals for sponsored research.
Article Body
SIMS IAF User Guide Documentation
- Accessing the IAF
- IAF Roles
- IAF Workflow Types
- IAF Processing State and Actions
- IAF Process Map
- Navigating the IAF
- Creating a New IAF
- Starting Workflow for an IAF
- Workflow Approvals in IAF
- Submitting Approvals in IAF
- Recalling an IAF
- Revising a Submitted IAF
- Requesting an IAF Change
- Deleting an IAF
- Returning an Award IAF to a Proposal IAF
- Proposal IAF Standard Workflow Process
- Award IAF Standard Workflow Process
- IAF Change Rules
- AIAF Standard Workflow Process
- Compliance Checks
- Compliance Checks - Checklist
- Compliance Checks - Personal Conflict of Interest Notices
- Compliance Checks - Conflict of Interest Approvals
- Compliance Checks - Export Review Notices
- Compliance Checks - Export Control Approvals
- Compliance Checks - Protocol Approvals
- Compliance Checks - Other Notifications
- Role Administration
- Building an Approval Workflow
- User Delegation
- IAF Approvals
- Creating an Internal Order Number
- AURA Field Mapping (Archive)
- SIMBA Field Mapping
- IAF Data Entry - Summary
- IAF Data Entry - Basic Info tab
- IAF Data Entry - Refreshing a Budget
- IAF Data Entry - Budget tab
- IAF Data Entry - Waivers tab
- IAF Data Entry - Personnel tab
- IAF Data Entry - Research Info tab
- IAF Data Entry - Export tab
- IAF Data Entry - Investigators tab
- IAF Data Entry - Animal Biosafety tab
- IAF Data Entry - Human Subjects tab
- IAF Data Entry - Radiation Lab Safety tab
- IAF Data Entry - Add or Import Study
- IAF Data Entry - Attachments Tab
- IAF Data Entry - Account Setup tab
- IAF Approval Assurance Statements
- IAF Email Schedule
- IAF Email Schedule - Account Creation (SIMBA)
- IAF Email Schedule - Compliance Emails
- IAF Email Schedule - Other Notifications
- IAF Email Schedule - Workflow Emails
SIMS IAF How-to's
- SIMS IAF: How to change a Primary PI on a Proposal IAF
- SIMS IAF: How to request a SIMS person addition
- SIMS IAF: How to request SIMS person profile change
- SIMS IAF How to request a SIMS sponsor addition
- SIMS IAF: How to delete an IAF
- SIMS IAF: How to return an Award IAF to Proposal IAF
- SIMS IAF: How to find a unit AOR
- SIMS IAF: How to find a Compliance Approver
- SIMS IAF: How to request an advanced fund for an already submitted proposal
- SIMS IAF: How to delete an IAF Approval
- SIMS IAF: How to allow an investigator to change disclosure information on a PIAF
- SIMS IAF: How to add a new Department Head
- SIMS IAF: How to add a new Research Dean
- SIMS IAF: How to add a delegate
- SIMS IAF: How to delete a delegate
- SIMS IAF: How to extend a delegation expiration
- SIMS IAF: How to add an "Other" approver
- SIMS IAF: How to update a protocol id after submission to CPO
- SIMS IAF: How to complete an approval as an Investigator
- SIMS IAF: How to remove an IAF from an Unfunded, Withdrawn, or Purged state
- SIMS IAF: How to handle SIMBA Account creation errors
Links
Research SIMS Support homepage