DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

18
DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

description

DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1. ASSIGNING EDITOR ACCESS TO A RESEARCH GRANT PROPOSAL FORM IN JE-S 1. Select User Access Privileges. ADDING A REGISTERED JE-S 1 USER AS AN EDITOR. To give another user access to the document, Select Add Editor. - PowerPoint PPT Presentation

Transcript of DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Page 1: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

DOCUMENT MANAGEMENT FOR A

NEW RESEARCH GRANT PROPOSAL

FORM IN JE-S 1

Page 2: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

ASSIGNING EDITOR ACCESS TO A

RESEARCH GRANT PROPOSAL FORM IN

JE-S 1

Page 3: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Select User Access

Privileges

Page 4: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

ADDING A REGISTERED JE-S 1 USER AS AN EDITOR

Page 5: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

To give another user access to the document, Select Add Editor

Investigators are automatically given

view access

Page 6: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Search for the user in the Research Council

database

Select the access you would like the editor to

have

Select Grant User Access to Document

Page 7: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

ADDING A NON REGISTERED

INDIVIDUAL AS A TEMPORARY

EDITOR

Page 8: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

To give temporary access to a non-registered user

Select Add Temporary User as Editor

Investigators are automatically given

view access

Page 9: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Enter the person’s e-mail address

Select the access you would like the editor to

have

Select Grant User Access to Document

Page 10: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

When a person is granted temporary user access, an e-mail message is

automatically sent to them disclosing their Je-S 1 password. The temporary user can then gain access to the Je-S

1 system by using this password together with their e-mail address as

the User Id

Page 11: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Selecting Edit, allows you to change the access

privileges that you originally allocated

Select the new privilege from list

Select update privilege

Page 12: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

HIDING A DOCUMENT

If an application is postponed, or the Owner is uncertain whether it will proceed in the future,

there is an option to hide the document. A hidden document is only visible to the Owner and may be restored to full status within a given period of time.

Page 13: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Select Hide Document

Select Hide Document, and a confirmation message will be displayed

before the document is hidden

Page 14: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

DELETING A DOCUMENT

If a decision is made not to proceed with the application, the Owner can

delete the document before submission

Page 15: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Select Delete Document

Select Delete Document, and a confirmation message will be displayed

before deletion

Page 16: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

TRANSFER DOCUMENT OWNERSHIP

The Owner may transfer Owner status to another Je-S 1 user at any time before submission.

NOTE:   The Owner must be either the Principal Applicant or a Co-Applicant before the document is advanced to the next stage in the approval process

and the Owner must remain such a user thereafter

Page 17: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

Select Transfer

Document Ownership

Select the user from the Research Council

database

Select Transfer Ownership and message is received displaying

new owner

Page 18: DOCUMENT MANAGEMENT FOR A NEW RESEARCH GRANT PROPOSAL FORM IN JE-S 1

The Je-S 1 Helpdesk can be contacted by:

E-Mail:[email protected]

Telephone: 01793 444164