WISPER

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WISPER

• Electronic Routing of
• Applications and Agreements

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WISPER - Overview

• What is WISPER?
• Why Should I Care?
• How Does WISPER Work?
• Where Can I Get Help?

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WISPER - Overview

• What is WISPER?
• WISPER is an electronic replacement for the
  t-form and other award set up forms
• Create, route sign routing forms electronically
  from ANYWHERE in the world
• Share attachments with collaborators and
  administrators (budget, RFP)
• Track the record from creation through
  negotiation and award set-up. Know when the PI
  signs, when the Division approves and when RSA
  submits!
• Collect award data
• No more walking the t-form across campus.

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WISPER - Overview

• Why should I care?
• The T-form and ESIS database are going away.
• When?
• February 2008
• All current documents in process will convert to
  WISPER so you can start working with any existing
  documents in WISPER from DAY ONE.
• T-forms in process may continue RSA will enter
  them. All new forms should be created in WISPER.

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WISPER How It Works

• How Does WISPER Work?
• Navigation
• Create Records
• Attachments
• Routing
• Approvals
• Signatures
• Tracking

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WISPER Session Overview

• Overview of Hands-On Session
• Environment you can play in. None of the data
  will move forward to go-live.
• Structure for each topic
• Introduction Highlights
• Brief Demo
• Hands On Practice

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WISPER - Navigation
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WISPER Navigation

• Navigation
• Left navigation menu always available but can be
  minimized to free up space

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WISPER Navigation

• Navigation Tips Tricks
• Avoid using the Back button on your Internet
  browser as your work may not be saved.
• Use the Tab key to move between fields. When you
  press Tab to move out of a field, the information
  in that field is validated.

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WISPER Navigation

• Timing Out
• Sessions time out after a period of inactivity
  and you will automatically be logged out of the
  PeopleSoft system. Periodically save your work!

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WISPER Navigation

• Signing Out
• Dont forget to sign out of the PeopleSoft
  system at the end of your workday. This ensures
  that your session and work is secure. To log out
  simply click the Sign out button on the upper
  right corner of your screen.

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WISPER Login Preferences
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WISPER Login

• Introduction
• How do I get into WISPER?
• How to Navigate within WISPER
• Adding/Changing a delegate
• Changing my email preferences
• NOTE Get new personnel, especially faculty,
  set up in the HR system as soon as possible. They
  cannot access the system and cannot be selected
  as a PI until they are in the system!

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WISPER User Preferences

• Delegates
• Can appoint one and only one delegate
• They get emails when you would
• They have same access to records as you
• They see things on their worklist as you do
• Email
• Can turn off or leave on different types of email

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WISPER Login User Prefs

• Demonstration
• Login at
• https//authhubqa.wisconsin.edu/?appSFPRREL2
• Use your PantherID and password
• Select UW WISPER
• User Preferences
• Delegate
• Email preferences

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WISPER Login User Prefs

• Hands On
• Login
• https//authhubqa.wisconsin.edu/?appSFPRREL2
• Update User Preferences
• Delegate
• Email

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WISPER My WISPER Worklist
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WISPER My WISPER Worklist

• Introduction
• Your to do list
• Email notifications send you to this page

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WISPER My WISPER Worklist

• Demonstration
• In Box
• - Records you own Paper on your desk
• - One owner at a time
• - Pass along via Routing function
• Approvals I Need to Complete
• - Someone is asking a specific question on a
  record
• - Stays there until you respond
• Difference between In Box and Approvals?
• Approvals another person owns the record. It
  can be passed from owner to owner independent of
  approval.

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WISPER My WISPER Worklist

• Records for which I am PI
• - Your PantherID is the PI on these records
• - Only records in process in WISPER
• Gone when funding is determined
• Gone when negotiations are completed

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WISPER My WISPER Worklist

• Hands On
• Navigate to MY WISPER
• Imagine what might be in each section

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WISPER Create a Record
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WISPER Create a Record

• Introduction
• Create records from MY WISPER
• Copy record is also available
• Demonstration
• Create page asks for 5 pieces of information
• Short Title
• PI defaulted from PantherID if PI eligible
• Department
• Sponsor (including Not in List option)
• Business Unit (UWMIL) defaulted in
• Click Create button to launch full record

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WISPER Create a Record

• Hands On
• Create New Record
• Complete (or verify) requested information
• Create Record

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WISPER General Page (Tab)

• Introduction
• Much of the information formerly requested
• on T-Form will be entered here
• Print functionality available
• How much do I enter?
• Whatever you can
• Return to record update as you know more
• Demonstration
• Header
• ID assigned for tracking
• Document Status

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WISPER General Page

• Demonstration
• New and Key Fields
• Basic Info
• Outside Activities Report Submitted
  automatically filled in
• Effort Training Completed automatically filled
  in
• Document Type some familiar some not
• Related Record
• Submission Instructions
• Campus Contact immediate access to record
• Paper Copy to SPO (RSA) checkbox

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WISPER General Page

• Compliance
• Fewer compliance questions but if any of the
  first 4 compliance questions is answered Yes,
  protocol details page is launched
• Additional Personnel
• If NIH proposal with multiple PIs, list all here
  with role of PI
• Budget Details
• Direct/FA amounts
• FA Rate
• On/Off Campus selecting Off Campus launches
  request for location information
• Cost Sharing
• Keywords
• Comments

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WISPER General Page

• Hands On
• Continue entering data on
• the record you created
• Pay attention to the new fields lookups for old
  fields
• Document type
• Related Record
• Sponsor lookup

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WISPER - Attachments
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WISPER - Attachments

• Introduction
• Accessible only by those with a role,
• participants, Division and RSA regardless of
  status
• Types of documents recommended to attach
• RFP/RFA/Call for proposal documents
• Narrative (draft or final)
• Budget (draft or final)
• Full proposal file (.pdf, .xfd)
• Protocol approvals
• Draft agreements
• Cost share letters of commitment

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WISPER - Attachments

• Demonstration
• Attachments link
• Upload Attachment Button
• Browse button
• Select file
• Upload button
• Add description
• Add Another Attachment link
• Trash Can icon to delete attachment
• Hands On
• Practice uploading file process

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WISPER Electronic Signatures
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WISPER Electronic Signatures

• Introduction
• PI Signature
• PIs must log in with their own PantherID and
  password
• Link is available only to those listed as PI
• Note for multiple PIs on NIH proposals, link is
  available to all PIs who must sign
• Can sign any time after record is created and
  compliance questions are answered
• Signature Language - Proposal signature attests
  to the content of the application, not the
  content of the WISPER record
• Division Signature similar to signing T-form

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WISPER Electronic Signatures

• Demonstration
• Link at the bottom of the page
• shows up only for PIs
• Signature for Award can be performed now but
  should not be signed unless PI is aware of terms
  of the agreement.

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WISPER - Approvals
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WISPER - Approvals

• Introduction
• Review or confirmation from another user
• without giving up ownership of record
• Tracks situation other than PI or Division
  Signature
• Preconfigured approval types
• Can request multiple requests for approval
• All at once
• Consecutively
• Any participant on a record can request an
  approval
• Record can move forward without responses

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WISPER Approvals

• Requested approver notification
• Record is added to requested approvers MY WISPER
  worklist
• Email sent to requested approver
• Responding to request for approval
• Any participant can respond
• Possible responses
• Submit comments only
• Approve
• Deny

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WISPER - Approvals

• Demonstration
• Add an Approval
• Preconfigured Types of Approvals
• PI (or Campus Contact) requesting approval
• Chair or Center Director Approval
• Budget Review
• Request Backstop (Advance Account)
• Division Requesting Approval
• Dept Credit
• Division to RSA Revised Budget
• Respond to a Request for Approval
• Submit comments only, Approve, Deny

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WISPER - Approvals

• Hands On
• Click Add Approval
• Click drop down
• Review all approval types
• Select Dept Chair Approval
• Search for and select name of your department
  chair
• Click Add Approval
• See how updates are reflected on Approvals page
• See updates to MY WISPER
• See updates on Document History

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WISPER - Routing
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WISPER - Routing

• Introduction
• Transfers Ownership of Record
• from User to User
• Adds record to new owners worklist
• Sends email to new owner
• Demonstration
• Route to Individual
• Route to Division
• Hands On
• Route to your division (school/college)
• Note the document history page

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WISPER Award Acceptance
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WISPER Award Acceptance

• Introduction
• Process begins when RSA receives
• award or notice that award is forthcoming
• Some fields on Projects and Project Details pages
  can be completed at any time, but must be
  completed before RSA can generate an award
• RSA will enter most of the information on the
  Project Details page except for Commitments, Cost
  Share and Protocol Details information (if any)
  which must be entered by campus

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WISPER Division Actions
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WISPER Division Actions

• Introduction
• Division Signatures
• For Proposal
• For Award
• Validation Option
• Situations in which Division forwards to RSA
• For Submission to Sponsor
• Request for Advance Account (Backstop)
• Ready for Award (Account) to be Set Up

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WISPER Division Actions

• After all required project details have been
• entered and PI has provided signature for award
• Advance (Backstop) Account
• PI requests Advance Account via Request Approval
  process
• Division approves and forwards request to RSA by
  clicking button on Division Action page
• Project/Award Finalize
• Division requests the project/award be set up by
  clicking button on Division Action page
• Both buttons puts record and flag on RSA worklist

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WISPER Tracking the Record
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WISPER Tracking the Record

• Introduction
• Search Page
• SPO Action Page
• Where RSA records their actions on a record
• Key for tracking progress in submission to
  Sponsor or Negotiations processes
• Document History

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WISPER Tracking the Record

• Search Page
• 11 Search Criteria
• Can be used singly or in combination
• All use contains the text you type
• Does not use or wildcards
• Security controls for Search
• Prior to Submitted to RSA (in 1-On Campus
  Status) only participants can see record
• If in 2-Forwarded to RSA status or later
• All users can see the record
• Only participants can update the record

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WISPER Tracking the Record

• Demonstration
• Once record is found
• SPO Action Page
• Document Status
• Funding Status
• RSA Owner
• Negotiation Tracking Information
• Document History
• Changes to key fields PI, Sponsor, Project
  Details
• Routing
• Approvals
• Changes in Record Status

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WISPER Tracking the Record

• Hands On
• Find a record using the Search Page
• Review the SPO Action Page
• Review the Document History Page

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WISPER Copy a Record

• Introduction
• Access Copy Functionality from Search Page
• In far right column of each record in search
  results
• Duplicates existing record for
• Resubmission
• Supplement
• Does not copy certain data such as
• Begin and end dates
• Submission instructions
• Compliance questions
• Budget details
• Attachments

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WISPER Email Communication
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WISPER Email Communication

• Email notifications will be sent for
• Completed negotiations on non-PeopleSoft eligible
  documents such as MTA, CDA
• Initial setup and modifications to awards (Regent
  and MIL Notices)
• Email recipient tables kept in WISPER
• Table maintenance will be done by Division

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WISPER Division Differences

• Your School/College may have specific
  instructions on some items. Please check with
  your Deans staff to see if they have
  recommendations for handling the following
  issues
• User Preferences
• Chair/Center Director Approval
• Other Approvals
• Attachments expected for Dean sign off
• When to start Project Details who will enter
  these?

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WISPER Help?

• Consult WISPER help page http//www.graduateschool
  .uwm.edu/research/rsa/grants-management/wisper/
• Reference Manual
• Desk References
• Webcasts
• This presentation
• Email wisper-help_at_uwm.edu
• Call x3332