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 will describe the process of how to change a Primary PI on a Proposal IAF.
Article Body
1.If IAF has not been revised or returned
-
- "Revise" IAF or ask assigned CPO staff to return IAF
- If the IAF was submitted as a proposal, please follow these steps
- If IAF has been been matched to a Negotiation Manager LOG#
- Contact assigned CPO staff and ask them to remove the OSP# from the LOG#
- From the "Home" tab in the IAF, press the
button to the far right of the row
- From the "Home" tab, search
- Press the
button
- Edit the IAF "Basic Info" tab
- Change the "Primary PI" - note that the primary PI cannot be entered on the "Personnel" tab
- Press the
button - note that a new approvals will be required (including the approval of the primary PI that was removed)
- Contact assigned CPO that edits are complete and workflow started, if step 2 was completed so OSP# and LOG# link can be re-established
For more information, please contact simsadmin@psu.edu