Article Intended For
All university faculty, staff, and researchers with permission to use and/or access Penn State Research Information System - Internal Approval Form (IAF)
Introduction
This description describes the process of how to return an Award IAF to Proposal IAF.
Article Body
If an edit is required for an Award IAF, it may be required to return the IAF back to a Proposal IAF in order to change specific information.
The following fields are locked when a Proposal IAF transitions to an Award IAF:
PI Name, Submitting Department, Administering Department, Sponsor, Prime Sponsor, Type of Submission, Personnel, Waivers
Below are the steps needed to return an Award IAF to a Proposal IAF so edits can be made:
- If IAF has NOT been revised or returned from CPO
- Revise the IAF or ask the assigned CPO staff to use the Return to College for Revision activity in Negotiation Manager
- If IAF has been matched to a Negotiation Manager log record
- Contact assigned CPO staff and ask them to remove the OSP# reference from the Negotiation Manager log record (the Return to Proposal button will NOT appear until this is completed)
- From the Home menu in the IAF, press the
button to the far right of the row of the Action Required tab
- Note that this action returns the IAF data back to the Proposal stage
- From the Home tab, search for the OSP#
- Press the
button
- Note that the IAF Process Map should now show Proposal Pre-Workflow/Recalled
- Complete the needed IAF edits
- Press the
button
- If step 2 was needed, contact assigned CPO staff so the OSP# can be re-entered on the Negotiation Manager log record
For more information, please contact simsadmin@psu.edu