EPEX : Emory Proposal Express

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EPEX Emory Proposal Express
and
eCOI for Proposals
Emory University Department of Pediatrics Septembe
r 17, 2009
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OSP site has information on the EPEX system on
how to get access to EPEX
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Key components of EPEX
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Required attachments for EPEX
SOM also requires full proposal, budget
justification, subcontract routing material,
SOM blue sheet
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• Navigate to EPEX through the Peoplesoft URL
• from Emory Finance home page

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• Select Emory Proposal Express

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• To start a new proposal, select Add

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• All fields with an asterisk must be completed

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• At least 1 key word is needed use drop-down
  list

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• Projects enter effort, FA, and attachments

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• Always return to proposal page as homebase

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• After Projects, go to Budgets

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• Enter FA type base, then View/Enter Budgets

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• Enter high-level budget information

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• Navigate back to home base Proposal Express

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• To see routing approval path, Preview
  Workflow

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• PI, Division Chief, Chair, Dept, SOM, OSP

Add Division Chief and Chair Designee
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• Navigate back to home base, then Save Route
  

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eCOI for a new proposal
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• Log into eCOI, select Add a new proposal

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• Only high-level information is required

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• Be sure to add all personnel w/ biosketch or in
• budget, including non-Emory people

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• System sends email to all named Emory personnel
• You can check for completion under Manage my
• proposals

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• Tools for using EPEX will be included as a link
  from the DOP website under Faculty Resources
• Included will be
• Peoplesoft Job Aids for simple, complex,
• continuation, and supplemental proposals
• Instructions for accessing your proposal
• approval inbox and electronically signing and
• certifying your proposal
• 1-page What is EPEX? summary including list
  of
• required attachments for SOM and OSP
• Overview of setting up a proposal in eCOI

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How to access your Approval Inbox and
electronically sign your proposal

• Go to Emory Finance Web
• Log into Peoplesoft using your Emory NetId and
  password
• Click the Smart Solutions link

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• Click the Smart Workflow link

• Click the Transaction Approval link

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• Click the Approval Inbox link

NOTE You can set your Approval Inbox as a
Favorite to save some time next time you need
to access it. Click the Add to Favorites link.
Next time you log in to Peoplesoft, you can
click on the My Favorites link in the menu box
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• Click the arrow on the Search Type drop-down
  list
• Select Grants Proposal

Click on the yellow Search button
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Click on the proposal to be approved. Unless you
are actively routing more than one proposal, you
will only see one proposal in the list.
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Check the answers to the questions
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• To review the draft science, biosketches, etc.,
  that have been uploaded into the EPEX proposal,
  select the blue Go to Projects button at the
  bottom of the list of questions

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If you go to the Projects page, the Attachments
section is where your grant manager has uploaded
all necessary routing documents, including the
science or sponsor-formatted proposal. They can
be viewed by clicking on the arrow to the left of
Attachments.
To get back to the Proposal summary page to
certify, use the blue Go to Proposal link.
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Approve
To certify, click on the yellow Approve button
at the bottom of the page . You can then exit
Peoplesoft. The proposal will automatically route
as needed.
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Questions?