1 Introduction

PAMS gives users the opportunity submit and manage proposals and awards processed by the Department of Energy (DOE) Office of Science (SC) in a centralized location.  Before a user can submit or access proposal and award data in PAMS, the user must be registered to an Institution.

The purpose of this document is to provide step-by-step instructions for users to follow to register to an Institution in PAMS.

2 Prerequisites

Before a user with an existing PAMS account can register to an Institution, the following criterion must be met:

• The user has an active, external PAMS account.

3 Registering to an Institution

Use the following steps to register to an Institution in PAMS.

1. Log in to your external PAMS account at (Figure 1): https://pamspublic.science.energy.gov/webpamsepsexternal/login.aspx

Figure 1. PAMS External Login

2. Select the Institutions tab. (Figure 2)

Figure 2. SRO/BO/AO Homepage – Institutions

3. PAMS will load the “Register to Institution” page. Select Option 2: I know my institution and I am here to register to the institution. (Figure 3)

Figure 3. Register to Institution, Option 2

3.1 Registering as a PI or Other

Use the following steps to register to an Institution as a PI (Principal Investigator) or Other (Point of Contact).

Figure 4. Register to Institution – Institution Name, Choose Role, Search

Refer to the table below to complete the required fields.

Required Fields

1. Click Search in the bottom left corner of the screen to execute your search. (Figure 4)

2. PAMS will reload the page and display a list of search results. Browse the list or use the advanced search above the grid to find the Institution to which you would like to register in PAMS. Once you have found the Institution, select Add me to this institution from the Actions menu in the Options column for that Institution. (Figure 5)

Figure 5. Register to Institution – Add me to this institution

3. PAMS will navigate to the Identify Institution Affiliation page, which will display your Primary Institution affiliation and the Institution to which you are registering. Use the radio buttons in the grid to determine your affiliation with the Institution to which you are registering. When you are finished, click Save and Continue in the bottom right corner. (Figure 6)

Figure 6. Identify Institution Affiliation

4. PAMS will return to the Institutions – List page and display a green success message confirming that you have registered to the Institution successfully. (Figure 7)

Figure 7. Institutions – List, Success

3.2 Registering as an SRO/BO/AO

Use the following steps to register to an Institution as an SRO/BO/AO. (Figure 4)

Refer to the table below to complete the required fields.

Required Fields

1. Click Search in the bottom left corner of the screen to execute your search. (Figure 4)

2. PAMS will reload the page and display a list of search results. Browse the list or use the advanced search above the grid to find the Institution to which you would like to register in PAMS. Once you have found the Institution, select Add me to this institution from the Actions menu in the Options column. (Figure 5)

3. PAMS will navigate to the Register to Institution page and display a green success message confirming that you have registered to the Institution as an SRO/BO/AO. If you selected SRO/BO/AO and the Institution does not presently have a primary administrator identified, PAMS will ask you if you are the primary administrator for the Institution and whether you would like access to manage the Institution in PAMS. (Figure 8)

        a. If you are the primary administrator, select “Yes. Please grant me the primary administrator privileges for this institution”.

        b. If you are not the primary administrator for the Institution, select “No. I want to send an invitation to the appropriate administrator to register with PAMS.” or “No.”

Figure 8. Register to Institution – Success, Yes. Please grant me the primary administrator privileges for this institution

4. Once you have made a selection, click Continue in the bottom right corner of the page. (Figure 8)

5. PAMS will prompt you to confirm your role as the primary administrator again. Select “I am the designated primary administrator to manage this institution in PAMS. I certify that all the information provided by me on this form is true and correct.” and click Save and Continue in the bottom right corner of the page. (Figure 9)

Figure 9. Register to Institution – I am the designed primary administrator manage this institution in PAMS. I certify that all the information provided by me on this form is true and correct.

6. Refer to section 3.1 Registering as a PI or Other steps 3-4 for guidance on completing your institutional affiliation.

3.3 Create Institution

If the Institution to which you would like to register does not exist in PAMS, you will need to create the Institution. Use the following steps to create an Institution in PAMS.

1. If the Institution does not appear in the search results on the Register to Institution page, click Cannot Find My Institution in the bottom right corner. (Figure 10)

Figure 10. Register to Institution, Cannot Find My Institution

2. PAMS will navigate to the Create Institution page (Figures 11-14). Refer to the table below for guidance on completing the required fields.

Figure 11. Create Institution, Institution Information

Figure 12. Create Institution, Mailing Address

Figure 13. Create Institution, Physical Location Address

Figure 14. Create Institution, Affiliation Status of New Institution

Required Fields

3. Once you have completed the required fields, click Create Institution in the bottom right corner. (Figure 14)

4. PAMS will return to the Institutions – List page and display a green success message. (Figure 15)

Figure 15. Institutions – List, Success

4 Identify Institution Affiliation

Use the following steps to add an institutional affiliation at any time.

1. Refer to section 3 Register to an Institution for guidance on navigating to the Institutions – List page.

2. Browse the list or use the filters or advanced search above the grid to locate the Institution for which you would like to identify your institutional affiliation. Once you have found the Institution, click Identify Institution Affiliation in the Actions/Views menu in the Options column for that Institution. (Figure 16)

Figure 16. Institutions – List page, Identify Institution Affiliation

3. PAMS will navigate to the Identify Institution Affiliation page, which displays all Institutions to which you are affiliated in PAMS. Use the radio buttons in the grid to determine your affiliation with the Institution(s). When you are finished, click Save and Continue in the bottom right corner. (Figure 17)

Figure 17. Identify Institution Affiliation

4. PAMS will return to the Institutions – List page and display a green success message confirming that your institutional affiliations were saved successfully. (Figure 18)

Figure 18. Institutions – List, Success