Requesting Project Number in Advance of Award via WISPER

Requesting Project Number in Advance of Award via WISPER
University of Wisconsin
Grants Project
Desk Reference
Extension
WISPER – Request Project ID in an Advance of Award
WISPER facilitates the request for Projects to be set up in advance of the award being received and
fully executed. After all of the project tab details have been collected, the PI has signed the
Award Signature and the Division has signed the Award Signature, the items are in place for
this request to occur. This Desk Reference walks through the process for making the request via an
approval request to the division using the “Request advance award setup” approval type and the
Division Action page informing OES
DEPARTMENT OR PI ADVANCE AWARD ACTIONS
I. Login & Select the WISPER record:
1. Navigate to the , authentication hub at https://portal.sfs.wisconsin.edu/login, select your
institution, and then enter your netID and password.
2. Click on UW WISPER and locate the record for which you want to request the advance Project
IDs using your MY WISPER worklist or by the Search page.
II. Complete the Project & Protocol Details requirements under the Projects tab:
1. If Human Subjects are involved, enter the appropriate protocol information.
2. Select Project Type GM_98.
3. Select the appropriate fund (133 or 144).
4. Select either Research On-Campus or Research Off-Campus rate (until further notice, do not
use Wisconsin State Agency Rate).
5. Select F&A Base (usually A, C or G).
6. Enter F&A percentage (current on- or off-campus rate or sponsor rate).
7. Skip Combo Edit (Extension does not utilize this function).
8. Enter Budget Details.
9. Skip Commitment Details (Extension does not currently utilize this function).
10. Enter in appropriate Cost Share details for personnel. (NOTE: If you have 3rd party cost share,
non-payroll cost share or unfunded F&A, enter description in “Comments” tab.)
III. Request Approval to the Division
1. Select the Approvals tab
2. Click the Initiate New Approval Request button
3. Using the drop down box for approval type, select “Request Advance Award” (see figure below).
4. Enter additional justification or information to assist the Division in its review in the Approval
Request text box. Note that each Division may require additional justification, attachments or
information in order to process this request. Please contact your Division if you are unsure of
your Division’s requirements.
5. The Approver Type is automatically selected to be “Division”.
6. Select the Administering Division from the Division drop down box.
7. Click the Add Approval button.
WISPER_DR_Advances_20120215
Page 1 of 3
DIVISION ADVANCE AWARD ACTIONS
I.
Login & Select the WISPER record:
1. Navigate to the authentication hub at https://portal.sfs.wisconsin.edu/login, select your
institution, and then enter your NetID and password.
2. Navigate to your MY WISPER work list.
3. The default view is of “My Worklist”. Select the “Division Worklist” tab. The record pending the
Advance Award will appear in the “Approvals I Need to Complete” section of the worklist. Select
the record.
II.
Review Approval for an Advance Account:
1. Select the Approvals tab and locate the requested approval for the “Request Advance Award
Setup.”
2. Click the Review/Approve hyperlink to take you to the approval detail page.
3. Read the approval details, make comments if necessary, and click the “Approve” button. If you
need additional information, you may Submit Comment Only or Deny at this time to return the
record to the requester and seek additional information.
III. Request Advance set up of OES:
1. Select the Division Action tab.
2. Ensure that the division award signature has been executed.
3. Scroll to the bottom of the page to locate the Validate to Req Adv Account button (see figure
below). Clicking this button will run validations to ensure that all necessary information is
included on the record before making the request of OES.
4. Correct any identified errors and repeat the validation process until the record passes the
Advance Account validation. Because OES does not currently use the following functions in
WISPER, ignore these warnings:
a. Outside Activities Report
b. Effort requirements
c. Commitments
5. Select the Request Advance Account of SPO button (see figure below). A page will open to
verify this request. Click “Process Record” to proceed. The record has been submitted to the
current OES owner for processing. Award and Project information will be reported to you via
email.
6. If OES requires additional information or denies request, you will receive an e-mail notification,
and the WISPER record will be routed back to the Division.
WISPER_DR_Advances_20120215
Page 2 of 3
WISPER_DR_Advances_20120215
Page 3 of 3
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement