Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher...

18
Getting started with the Researcher Portal Before you can log in and start creating your files, your researcher profile needs to be validated. All regular faculty are already entered in the system. Students and external researcher must self-register. For all ECUAD users, your username is your ECUAD email, but you must create a password. A link to the Researcher Portal and detailed instructions can be found here: http:// www.connect.ecuad.ca/research/ids/faq If you need assistance, please email [email protected] .

Transcript of Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher...

Page 1: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Getting started with the Researcher Portal

• Before you can log in and start creating your files, your researcher profile needs to be validated.

• All regular faculty are already entered in the system. Students and external researcher must self-register.

• For all ECUAD users, your username is your ECUAD email, but you must create a password.

• A link to the Researcher Portal and detailed instructions can be found here: http://www.connect.ecuad.ca/research/ids/faq

• If you need assistance, please email [email protected].

Page 2: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Registration

Once you register, you will receive an email like this:Dear XXXXX,Please click on the following link to confirm your registration on Researcher Portal as Investigator: https://ecuad.researchservicesoffice.com/ROMEO.Researcher/Researcher/[email protected] will be asked to enter a new password.Your User Name: [email protected] the following as your Confirmation Code: a61e3c8a-fc64-4784-80fb-ce8017b32051

Presenter
Presentation Notes
In order to be able to log in, you need to have your profile validated. You will receive an email similar to this one so you can create your password.
Page 3: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Creating your password

Presenter
Presentation Notes
You need to enter the confirmation code provided in the registration email so you can create a password. Click confirm once your have entered the password you want to use. Please keep a record of your password!
Page 4: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Signing in the researcher portal

Presenter
Presentation Notes
For ECU faculty, staff and students, your Username is your ECU email and your Password is the one you have created in the previous step
Page 5: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Starting a new project file – “APPLY NEW”

Presenter
Presentation Notes
Once you signed in you can start to create a new file for your project. Click ‘APPLY NEW’
Page 6: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Choose a form

Presenter
Presentation Notes
When you click ‘APPLY NEW’ you reach this window and you need to choose the ‘form’ you need to complete. We have added descriptions to clarify each form.
Page 7: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Research Project Information Form

Presenter
Presentation Notes
All forms have the same ‘look’: a ‘folder’ pattern. Each tab is a new ‘folder’ where you upload new information. IMPORTANT: Click ‘Save’ often as you work!
Page 8: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

The Principal Investigator must be the Supervisor

Presenter
Presentation Notes
To change the PI to your supervisor, click the Change PI button.
Page 9: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Changing the PI

Presenter
Presentation Notes
All regular faculty is entered in the system. Search for your supervisor and then hit ‘Select’. Your supervisor’s detail will be entered in the system.
Page 10: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Complete the application

• Enter the information needed in each tab• Save every time you finish one tab• Always save and log out after you are finished. Your application will

be saved as a draft and you can continue doing edits or filling other tabs at a later time

• The system has in-built security measures and will log you out after a certain time of inactivity. If you have not saved your application, your edits will not be saved.

Page 11: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Attach documents

Presenter
Presentation Notes
If you need to attach documents to the file, use this tab to add the documents
Page 12: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Submitting the application

• Only the PI (your supervisor) can submit the application.• Once you have completed your application. Save the file, close it and

log out.• Email your supervisor requesting a review of the application.• Your supervisor might ask you to do revisions. You will be able to

work on the file and edit as often as needed.• Once the application is complete your supervisor can submit

Presenter
Presentation Notes
You can work with the file and edit as much as you want before submitting, but remember to ‘Save’ often. The application will be saved under ‘Applications Draft’.
Page 13: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

After project submission

• Once a project is submitted, the Research + Industry Office receives the project and reviews it.

• A project can have a committee review.• Reviewers are assigned by the Research + Industry Office and receive an

email communication informing them of the files they need to review.• Reviewers log in to the Researcher Portal and can review the files.• A project can be approved or sent back to the researcher for revisions.• You will receive an email informing you that you need to make revisions.

Page 14: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

After project approval

• A project will be active in ROMEO for the term originally approved.• After a project is approved, extra documentation, new required forms

(eg. Project completion form), etc can be added as ‘Events’ using the appropriate Event Form.

Page 15: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Submitting an Event Form

• Log in to the Researcher Portal and find the file for which you need to submit extra documentation.

• The file will be under “Applications Post-Review”

Page 16: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Submitting an Event Form

• Click on the file you want to open and then click on the Events button next to the file you would like to submit an Event form

Page 17: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Submitting an Event Form

Page 18: Getting started with the Researcher Portal · 2018. 4. 27. · Getting started with the Researcher Portal • Before you can log in and start creating your files, your researcher

Submitting an Event Form

• Choose a form from the list provided as per your needs.• Fill it in, save it and hit ‘submit’ when complete. Please make sure

that your supervisor has reviewed any documentation that you are submitting.

• A new window opens with a box for comments. Add any comments relating to your submission and hit ‘submit’ again. If you don’t follow this last step your Event Form will be saved as a draft but not submitted.