Published December 2, 2024, via Research News
The Research Management System (RMS) upgrade is scheduled to begin at 5 p.m. on Friday, December 13, 2024.
Users will not be allowed to access RMS after 4 p.m. on Friday, December 13, 2024. All RMS activity required for applications that are due December 13-15 must be completed by 4 p.m. on December 13.
On Monday, December 16, you will be able to access the upgraded version of RMS.
Important information about S2S submissions that are due December 13-15:
- These must be submitted to the agency and error free before 4 p.m. on Friday, December 13.
- Proposals not submitted and/or error free will not be able to be submitted until Monday, December 16, at which time the agency would consider them late.
- Please route for Partial and Full reviews before 5 p.m. on Tuesday, December 10.
- Please route for Final review before 5 p.m. on Thursday, December 12.
Upgrade Notable Changes:
- Record Creation Process – The 7 Steps to New eForm
- When creating a new PD record, instead of the 7 Steps, there will be a new eForm called “WU Initial Setup” form.
- WU forms/tabs will display as the following:
- WU Initial Setup
- Setups Questions
- WU Additional Setup
- Check/text boxes will be aligned to the left and the font size will be increased.
- Help texts and page instructions will be updated.
- WU tabs (ex: WU Additional Setup tab, WU Full Review Docs tab)
- The attachment file name will be displayed in the field.
- Budget tab – Aesthetic Changes
- Proposal Development (PD) > Budget Summary – Budget table at top of page
- PD > Subproject – Screen when adding a Subproject
- Proposal Tracking (PT) > Award Increment – Budget table
- Budget tab – Subprojects
- If a Subproject has duplicate Subawards to the same institution, you will retain access to that Subproject.
- Budget tab – F&A Issue
- Top/Bottom F&A tables should match.
- Budget tab – F&A Issue
- Manual F&A exclusions will display correctly in all budget periods.
- Subaward Institution – UEI
- The UEI will show within the dropdown field when searching for a Subaward.
- PT – Attachments
- New drag and drop functionality for uploading attachments.
- PT – Award Increment Creation
- Time-out server errors should be resolved.
- SF424 – FORMS-I updates will be incorporated with the upgrade.
Possible Issues and Work-Arounds:
- The Copy Record functionality, to create parent records, is not available. As a workaround, create a child record which can be migrated to/from the parent record as needed, or create a new parent record.
- In the Budget tab, when creating a Budget Version, users may be redirected to PT instead of PD. If you experience this, close PT and go back to PD > Budget tab.
- In the Budget tab, for S2S applications, when you click “Build PDF”, the PDF will open, but the Budget tab will remain spinning. To stop this, reload/refresh the Budget tab.
- In the Budget Detail tab, when entering more than “1” in the # of Personnel field for non-key, the Person Months calculation is incorrect. As a workaround, use Effort to calculate personnel costs.
Training Materials:
- STAR 120: Hot Topic
- Attend an informational session over the upcoming RMS upgrade on December 11, 2024, from 1 – 2 p.m. Register here.
- Training Videos in Learn@Work: The four videos will remain unchanged:
- Navigation and Portal Configurations
- 7 steps and WashU Set-up
- PT/AT intro
- Statuses and workflow
If you have any questions please contact Teri Medley.