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1. PAMS will send an email notification to the PI indicating that the task has been created (Figure 1). Follow the Portfolio Analysis and Management System (PAMS) link provided in the email. OR Log in to the PAMS external website at http://pamspublic.science.energy.gov.
Figure 1. PAMS Email Notifications – Existing PI, Progress Report Task
2. Once you are logged in to PAMS, navigate to the Tasks tab > Pending Tasks – List page (Figure 2).
Figure 2. Tasks – Pending Tasks – List Page, Start Progress Report
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Sections that are complete will display “Complete” with a green checkmark in the Status column. Sections that are not complete will display “Not Started” or “In Progress” with a green checkmark with a red slash through it in the Status column.
Figure 5. Progress Report – Status Page
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| The Recipient Award Identification Number is a number issued by the recipient and used for internal processing or reporting. |
Figure 6. Progress Report – Cover Page
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3. Once you have completed the Cover Page section, click Save and Continue in Mark as Complete in the bottom right corner of the page (Figure 6).
| You can save your work without leaving the page at any time by clicking the Save button in the bottom right corner of the page, or leave the page without saving your progress by clicking the Go to Previous Section button in the bottom left corner. | For any page with a Choose Action dropdown:
Click Go to Previous Section in the bottom left corner of the page to return to the previous section without saving your progress. |
4. PAMS will redirect you to the next section and 4. PAMS will redirect you to the next section and display a Success message confirming that the Cover Page was saved marked as complete successfully (Figure 7).
Figure 7. Cover Page Success Message
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The Accomplishments section of the progress report records the project’s performance over the duration of the award. This performance is tracked with a list of five six questions pertaining to project goals, accomplishments, training and development opportunities, dissemination of results, and goals and intentions for the next reporting period. Use the following steps to complete the Accomplishments section of the progress report.
1. Navigate to the Accomplishments section by clicking Accomplishments in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or Save and Continue on the Cover Page (Figure 6).2. PAMS will load the Progress Report – Accomplishments page (Figure 8). Fill in each Fill in each textbox as appropriate. If applicable, you can select the “Nothing to Report” or “No Change” radio buttons and leave the accompanying textbox empty.
Figure 8. Progress Report – Accomplishments
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32. Once you have completed the required fields, select Save and Continueselect Mark as Complete from the Choose Action dropdown and click Go (Figure 8).
3. PAMS will load a Success message confirming that the Accomplishments section has been marked as complete successfully (Figure 9).
Figure 9. Progress Report – Accomplishments – Choose Action
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For any page with a Choose Action dropdown:
- Select Save from the Choose Action dropdown to save your progress at any time without leaving the page.
- Select Save and Continue from the Choose Action dropdown to save your work and continue on to the next section.
- Select Mark as Complete from the Choose Action dropdown to mark the section as complete and continue on to the next section. All sections must be marked as complete before you can submit the progress report.
- Click Go to Previous Section in the bottom left corner of the page to return to the previous section without saving your progress.
4. PAMS will load a Success message confirming that the Accomplishments section has been marked as complete successfully (Figure 10).
Figure 10. Progress Report – Accomplishments Success Message
3.5 Completing the Products Section
The Products section of the progress report inventories all products created during the course of the project. There are four Product categories: Publications, Intellectual Property, Technologies or Techniques, and Other Products. Use the following steps to complete the Products section of the progress report.
1. Navigate to the products section by clicking Products in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or selecting Save and Continue from the dropdown menu on the Progress Report – Accomplishments page (Figure 9).
2. PAMS will load the Progress Report – Products page. Refer to the following sections for steps on how to add each applicable product type.
Figure 11. Progress Report – Products
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Any products added to previous progress reports for this award or to the Products – List page between reports will display on this page. You do not need to add them again. For guidance on editing existing products, refer to section 3.5.5 Editing Existing Products. The Revision Type Column provides the status of each Product (“New” denotes a newly added Product, “Updated” denotes an existing Product that has been updated, and “No Change” denotes an existing Product with no changes in the Progress Report).
Success Message
3.5 Completing the Products Section
The Products section of the progress report inventories all products created during the course of the project. There are twelve Product types:
- Publication – Journal Article
- Publication – Book
- Publication – Book Chapter
- Publication – Thesis/Dissertation
- Publication – Conference Paper/Presentation
- Publication – Website
- Publication – Other Publication
- Intellectual Property – Patent
- Intellectual Property – Invention
- Intellectual Property – License
- Technologies or Techniques
- Other Products
Figure 10. Progress Report – Products
3.5.1 Adding Products
1. To add or update Products, click the Add/Update Products link above the Publications section on the Progress Report – Products page. PAMS will navigate to the Products – Add/Update Products page, which displays a list of Products associated with the Award (Figure 11).
Figure 11. Products – Add/Update Products
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2. To add a new Product, select a Product Type from the “Add Product(s)” dropdown above the grid, and click the Go button.
3. PAMS will navigate to a Product Type-specific entry page. Once you have completed the required fields, click the Save and Continue button in the bottom right corner. PAMS will return to the Products – Add/Update Products page and display a green success message. Refer to the following sections for guidance on adding each Product Type.
| You can add multiple Products of the same type by clicking “Add Product” below the Resources header on the Product Type-specific page. PAMS will reload the page with a new Product section at the top. When you are finished, click Save and Continue in the bottom right corner. |
3.5.1.1 Publication – Journal Article
3.5.1 Adding a New Publication
There are seven types of Publications: Journal Article, Book, Book Chapter, Thesis/Dissertation, Conference Paper/Presentation, Website, and Other Publication. Use the following steps to add a Publication to your progress report.
1. Click the Add New Publication link under the Publications header on the Progress Report – Products page (Figure 11).
2. PAMS will load the Progress Report – Add New Publication page. Select a Publication type from the dropdown, and click Populate Form (Figure 12). PAMS will load a Publication type-specific form.
Figure 12. Progress Report – Add New Publication – Type
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Click Save and Continue in the bottom right corner of the page after adding each item to save the item to the Publications section, or click Cancel in the bottom left corner of the page to cancel the item and return to the Progress Report – Products page.
3.5.1.1 Adding a New Publication – Journal Article
Refer to the table below to complete the required fields to add a Journal Article to your progress report.
Figure 13. Progress Report – Add New Publication – Journal Article
Required Fields
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Element
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Description
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Type
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This field contains the Publication type you selected and determines the Publication form you are filling out.
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Article Title
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Enter the title of the article.
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Author(s)
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Enter the name(s) of the author(s) of the article.
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Journal
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Enter the name of the journal in which the article is published or to be published.
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Journal Peer Reviewed?
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Select the “Yes” or “No” radio button to indicate whether the article was peer reviewed.
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Publication Status
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Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown.
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Acknowledgement of DOE Support?
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Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher.
3.5.1.2 Adding a New Publication – Book
Refer to the table below to complete the required fields to add a Book to your progress report.
Figure 14. Progress Report – Add New Publication – Book
Required Fields
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Element
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Description
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Type
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This field contains the Publication type you selected and determines the Publication form you are filling out.
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Book Title
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Enter the title of the book.
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Author(s)
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Enter the name(s) of the author(s) of the book.
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Publication Status
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Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown.
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Book Publisher
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Enter the name of the book’s publisher.
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Book Peer Reviewed?
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Select the “Yes” or “No” radio button to indicate whether the book was peer reviewed.
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Acknowledgement of DOE Support?
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Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher.
3.5.1.3 Adding a New Publication – Book Chapter
Refer to the table below to complete the required fields to add a Book Chapter to your progress report.
Figure 15. Progress Report – Add New Publication – Book Chapter
Required Fields
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Element
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Description
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Type
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This field contains the Publication type you selected and determines the Publication form you are filling out.
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Chapter Title
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Enter the title of the book chapter.
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Author(s)
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Enter the name(s) of the author(s) of the book chapter.
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Book Title
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Enter the title of the book.
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Publication Status
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Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown.
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Book Publisher
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Enter the name of the book’s publisher.
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Chapter Peer Reviewed?
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Select the “Yes” or “No” radio button to indicate whether the chapter was peer reviewed.
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Acknowledgement of DOE Support?
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Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher.
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Refer to the table below to complete the required fields to add a Thesis/Dissertation Journal Article to your progress report.
Figure 1612. Progress Report – Add New Publication – Thesis/DissertationAward Publication(s), Journal Article
Required Fields
Element | Description |
Article Title | Enter the title of the article. |
Author(s) | Enter the name(s) of the author(s) of the article. |
Journal | Enter the name of the journal in which the article is published or to be published. |
Journal Peer Reviewed? | Select the “Yes” or “No” radio button to indicate whether the article was peer reviewed. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown |
Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
Title | Enter the title of the thesis/dissertation. |
Author(s) | Enter the name(s) of the author(s) of the thesis/dissertation. |
Institution | Enter the name of the institution to which the thesis/dissertation was presented. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
3.5.1.
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2 Publication –
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Book
Refer to the table below to complete the required fields to add a Conference Paper/Presentation Book to your progress report.
Figure 17. Progress Report – Add New Publication – Conference Paper/Presentation13. Add New Award Publication(s), Book
Required Fields
Element | Description |
Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
Paper Book Title | Enter the title of the conference paper/presentationbook. |
Author(s) | Enter the name(s) of the author(s) of the conference paper/presentation. |
Conference Name | Enter the name of the conference for which the conference paper/presentation was written. |
Conference Location | Enter the city and country in which the conference was held. |
Conference Date | Enter the date on which the conference beganof the book. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
3.5.1.6 Adding a New Publication – Website
Refer to the table below to complete the required fields to add a website to your progress report.
Figure 18. Progress Report – Add New Publication – Website
Required Fields
in the box to the right of the dropdown. | |
Book Publisher | Enter the name of the book’s publisher. |
Book Peer Reviewed? | Select the “Yes” or “No” radio button to indicate whether the book was peer reviewed. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher |
Element | Description |
Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
Title | Enter the title of the website. |
URL | Enter the web address. |
3.5.1.
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3 Publication – Book Chapter
Refer to the table below to complete the required fields to add an Other Publication a Book Chapter to your progress report.
Figure 19. Progress Report – Add New Publication – Other Publication14. Add New Award Publication(s), Book Chapter
Required Fields
Element | Description |
Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
Chapter Title | Enter the name title of the publicationbook chapter. |
Author(s) | Enter the name(s) of the author(s) of the publicationbook chapter. |
DescriptionBook Title | Enter a description the title of the publicationbook. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdownspecify in the box to the right of the dropdown. |
Book Publisher | Enter the name of the book’s publisher. |
Chapter Peer Reviewed? | Select the “Yes” or “No” radio button to indicate whether the chapter was peer reviewed. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
3.5
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.1.4 Publication – Thesis/Dissertation
Refer to the table below to complete the required fields to add a Thesis/Dissertation to your progress report.
Figure 15. Add New Award Publication(s), Thesis/Dissertation
Required Fields
Element | Description |
Title | Enter the title of the thesis/dissertation. |
Author(s) | Enter the name(s) of the author(s) of the thesis/dissertation. |
Institution | Enter the name of the institution to which the thesis/dissertation was presented. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
3.5.1.5 Publication – Conference Paper/Presentation
There are three types of Intellectual Property: Patent, Invention, and License. Use the following steps to add an Intellectual Property to your progress report.
1. Click the Add New Intellectual Property link under the Intellectual Property header on the Progress Report – Products page (Figure 11).
2. PAMS will load the Progress Report – Add New Intellectual Property page. Select an Intellectual Property type from the dropdown, and click Populate Form (Figure 20). PAMS will load an Intellectual Property type-specific form.
Figure 20. Progress Report – Add New Intellectual Property
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Click Save and Continue in the bottom right corner of the page after adding each item to save the item to the Publications section, or click Cancel in the bottom left corner of the page to cancel the item and return to the Progress Report – Products page.
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Refer to the table below to complete the required fields to add a Patent Conference Paper/Presentation to your progress report.
Figure 21. Progress Report – Add New Intellectual Property – Patent16. Add New Award Publication(s), Conference Paper/Presentation
Required Fields
Element | Description |
Paper Title | Enter the title of the conference paper/presentation. |
Author(s) | Enter the name(s) of the author(s) of the conference paper/presentation. |
Conference Name | Enter the name of the conference for which the conference paper/presentation was written. |
Conference Location | Enter the city and country in which the conference was held. |
Conference Date | Enter the date on which the conference began. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher |
Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
Patent Title | Enter the name of the patent. |
Patent Abstract | Enter an abstract describing the patent. |
Patent Number | Enter the number of the patent. |
Country | Use the dropdown to select the country in which the patent resides. |
Applicable Status | Use the dropdown to select one of the following to describe the status of the patent application: Submitted, Pending, or Granted. |
3.5.
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1.6 Publication – Website
Refer to the table below to complete the required fields to add an Invention a website to your progress report.
Figure 22. Progress Report – Add New Intellectual Property – Invention17. Add New Award Publication(s), Website
Required Fields
Element | Description | |||
This field contains the Publication type you selected and determines the Publication form you are filling out. | Invention Title | Enter the name of the invention. | Inventors | Enter the name(s) title of the inventor(s)website. |
Invention DescriptionURL | Enter a description of the inventionweb address. |
3.5.
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1.7 Publication – Other Publication
Refer to the table below to complete the required fields to add a License an Other Publication to your progress report.
Figure 2318. Progress Report – Add new Intellectual Property – LicenseNew Publication – Other Publication
Required Fields
Element | Description |
Title | Enter the name of the publication. |
Author(s) | Enter the name(s) of the author(s) of the publication. |
Description | Enter a description of the publication. |
Publication Status | Click the dropdown and |
Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
License Title | Enter the name of the license. |
License Status | Use the dropdown to select one of the following to describe indicate the status of the license: None, Pending, or Licensed. |
3.5.3 Adding a New Technology or Technique
There is only one type of Technology or Technique. Use the following steps to add a Technology or Technique to your progress report.
1. Click the Add New Technology or Technique link under the Technologies or Techniques header on the Progress Report – Products page (Figure 11).
publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown. | |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
3.5.1.8 Intellectual Property – Patent
2. PAMS will load the Progress Report – Add New Technology or Technique page (Figure 24). Refer to the table below to complete the required fields to add a technology or technique Patent to your progress report.
Figure 2419. Progress Report – Add New Technology or TechniqueAward Intellectual Properties, Patent
Required Fields
Element | Description | Description | |
Patent Title | Enter the name of the patent. | ||
Patent Abstract | Enter an abstract describing the patent. | ||
Patent NumberDescription | Enter the name and a description number of the technology or technique produced. |
3.5.4 Adding an Other Product
All products that do not fall into any of the previous categories are recorded under Other Product. These products include: Audio or Video, Databases, Data and Research Material, Education Aids or Curricula, Evaluation Instruments, Instruments or Equipment, Models, Physical Collections, Protocols, Software or NetWare, Survey Instruments, and Other. Use the following steps to add an Other Product to your progress report.
1. Click the Add Other Product link under the Other Products header on the Progress Report – Products page (Figure 11).
patent. | |
Country/Transnational Patent Office | Use the dropdown to select the country in which the patent resides. |
Applicable Status | Use the dropdown to select one of the following to describe the status of the patent application: Submitted, Pending, or Granted. |
3.5.1.9 Intellectual Property – Invention
2. PAMS will load the Progress Report – Add Other Product page (Figure 25). Refer to the table below to complete the required fields to add an Other Product Invention to your progress report.
Figure 25. Progress Report – Add Other Product20. Add New Award Intellectual Properties, Invention
Required Fields
Element | Description | |
Product TypeInvention Title | Use the dropdown to select one of the following to describe the product type: Audio or Video, Databases, Data and Research Material, Education Aids or Curricula, Evaluation Instruments, Instruments or Equipment, Models, Physical Collections, Protocols, Software or NetWare, Survey Instrument, or Other. If Other, specify in the box to the right of the dropdown. | Enter the name of the invention. |
Inventors | Enter the name(s) of the inventor(s). | |
Invention Description | Enter a description of the product and how it is being sharedinvention. |
3.5
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.1.10 Intellectual Property – License
Refer to the table below to complete the required fields to add a License to your progress report.
Figure 21. Add New Award Intellectual Properties, License
Required Fields
Element | Description |
License Title | Enter the name of the license. |
License Status | Use the dropdown to select one of the following to describe the status of the license: None, Pending, or Licensed. |
3.5.
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1. Navigate to the Progress Report – Products page by clicking Products in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or selecting Save and Continue from the dropdown menu on the Progress Report – Accomplishments page (Figure 9).
2. Click Update in the Actions/Views dropdown for the product you would like to update. PAMS will redirect you to the product’s page (refer to the Product pages above).
3. Click Save and Continue to save any changes when you are finished, or click Cancel to cancel any changes.
3.5.5.2 Deleting an Existing Product
1. Navigate to the Progress Report – Products page by clicking Products in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or selecting Save and Continue from the dropdown menu on the Progress Report – Accomplishments page (Figure 9).
2. Click Delete in the Action/Views dropdown for the product you would like to delete (Figure 11).
3. PAMS will display a Confirmation message asking if you are sure you want to delete the product (Figure 26). Read the message carefully. If you are sure you want to delete the product, click Confirm. If you do not want to delete the product, click Cancel.
Figure 26. Progress Report – Products – Delete Product Confirmation Message
4. PAMS will load a Success message confirming that the product was deleted successfully (Figure 27).
Figure 27. Progress Report – Products – Delete Product Success Message
3.5.6 Marking the Products Section as Complete
Use the following steps to mark the Products section of the progress report as complete.
1. Once you have completed the Products section, click Mark as Complete in the bottom right corner of the page (Figure 11).
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1.11 Technology or Technique
Refer to the table below to complete the required fields to add a technology or technique to your progress report.
Figure 22. Add New Award Technologies or Technique(s)
Required Fields
Element | Description |
Description | Enter the name and a description of the technology or technique produced. |
3.5.1.12 Other Product
All products that do not fall into any of the previous categories are recorded under Other Product. These products include: Audio or Video, Databases, Data and Research Material, Education Aids or Curricula, Evaluation Instruments, Instruments or Equipment, Models, Physical Collections, Protocols, Software or NetWare, Survey Instruments, and Other.
Refer to the table below to complete the required fields to add an Other Product to your progress report.
Figure 23. Add New Other Award Product(s)
Required Fields
Element | Description |
Product Type | Use the dropdown to select one of the following to describe the product type: Audio or Video, Databases, Data and Research Material, Education Aids or Curricula, Evaluation Instruments, Instruments or Equipment, Models, Physical Collections, Protocols, Software or NetWare, Survey Instrument, or Other. If Other, specify in the box to the right of the dropdown. |
Description | Enter a description of the product and how it is being shared. |
3.5.2 Adding Products to the Report
1. Review the list of Products on the Products – Add/Update Products page to ensure the correct Products are selected for inclusion on the progress report. When you are ready, click Save and Continue in the bottom right corner. (Figure 11) PAMS will return to the Progress Report – Products page and display a green success message confirming that the Products list has been updated successfully.
| You can remove Products on the Progress Report – Products page by selecting the Remove from Report action in the Action menu for the Product. |
3.5.3 Marking the Products Section as Complete
Use the following steps to mark the Products section of the progress report as complete.
1. Once you have completed the Products section, click Mark as Complete in the bottom right corner of the page (Figure 10)
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2. PAMS will redirect you to the next section and display a Success message confirming that the Products page was marked as complete successfully (Figure 2824).
Figure 2824. Progress Report – Products – Success Message
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1. Navigate to the Participants section by clicking Participants in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or Save and Continue on the Progress Report – Products page (Figure 1110).
2. PAMS will load the Progress Report – Participants page (Figure 2925). Refer to the following sections for steps on how to add each applicable Participant type.
Figure 2925. Progress Report – Participants
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1. Click the Add New Participant link under the Participants header on the Progress Report – Participants page (Figure 2925).
2. PAMS will load the Progress Report – Add New Participant – List page (Figure 3026). Use the Last Name like, First Name Like, and Email like fields to search for the registered PAMS user(s) you would like to add to the progress report. Click Search to see the list of results.
Figure 3026. Progress Report – Add New Participant – List
3. Browse the list. When you have found the user you would like to add, click Add Participant in the Options column (Figure 3127).
Figure 3127. Progress Report – Add New Participant – List, Add Participant
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4. PAMS will load the Progress Report – Add New Participant page (Figure 3228). Refer to the table below to complete the required fields to add a new participant to the progress report.
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Element | Description |
First Name | The first name of the person you are reporting as a participant will already be entered. You will not be able to edit this field. |
Last Name | The last name of the person you are reporting as a participant will already be entered. You will not be able to edit this field. |
Project Role | Use the dropdown to select the role the participant filled on the project. If Other, specify the project role in the box to the right of the dropdown. |
Person Months Worked | Enter the number of months the person worked on the project. Round the number to the nearest whole number. |
Contribution to the Project | Enter a description of the person’s contribution to the project. |
International Collaboration? | Select the “Yes” or “No” radio button to indicate whether the participant collaborated with any individuals in a foreign country as a part of this project during the reporting period. |
International Travel? | Select the “Yes” or “No” radio button to indicate whether the participant travelled to a foreign country as a part of this project during the reporting period. |
Figure 3228. Progress Report – Add New Participant
5. Once you have completed the page, select Mark as Complete from the Choose Action dropdown and click Go to save your work and return to the Progress Report – Participants page (Figure 3329).
Figure 3329. Progress Report – Add New Participant – Choose Action
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1. Click the Add New Partner link under the Partners header on the Progress Report – Participants page (Figure 2925).
2. PAMS will load the Progress Report – Add New Partner page (Figure 3430). Refer to the table below to complete the required fields to add a new partner to the progress report.
Figure 3430. Progress Report – Add New Partner
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1. Click the Add Other Collaborator link under the Other Collaborators header on the Progress Report – Participants page (Figure 2925).
2. PAMS will load the Progress Report – Add Other Collaborator page (Figure 3531). Refer to the table below to complete the required fields to add an Other Collaborator to the progress report.
Figure 3531. Progress Report – Add Other Collaborator
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1. Navigate to the Progress Report – Participants page by clicking Participants in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or Mark as Complete on the Progress Report – Products page (Figure 1110).
2. Click Update in the Actions/Views dropdown for the participant you would like to update (Figure 2925). PAMS will redirect you to the participant’s page (refer to the Participant pages above).
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1. Navigate to the Progress Report – Participants page by clicking Participants in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or Mark as Complete on the Progress Report – Products page (Figure 1110).
2. Click Delete in the Action/Views dropdown for the participant you would like to delete (Figure 2925).
3. PAMS will display a Confirmation message asking if you are sure you want to delete the participant (Figure 3632). Read the message carefully. If you are sure you want to delete the participant, click Confirm. If you do not want to delete the participant, click Cancel.
Figure 3632. Progress Report – Participant – Delete Participant Confirmation Message
4. PAMS will load a Success message confirming that the participant was deleted successfully (Figure 3733).
Figure 3733. Progress Report – Participant – Delete Participant Success Message
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1. Once you have completed the Participants section, click Mark as Complete in the bottom right corner of the page (Figure 2925).
2. PAMS will redirect you to the next section and display a Success message confirming that the Products page was marked as complete successfully (Figure 3834).
Figure 3834. Progress Report – Participant Success Message
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The Impact section of the progress report enables you to describe the impact of the project and to report spending in foreign countries. Impact is tracked with a list of five seven questions pertaining to the development of the project’s principal disciplines, other disciplines, human resources, resources that form infrastructure, technology transfer, and society as a whole. Use the following steps to complete the Impact section of the progress report.
1. Navigate to the Impact section by clicking Impact in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or Mark as Complete on the Progress Report – Participants page (Figure 2925).
2. PAMS will load the Progress Report – Impact page (Figure 3935). Fill in each textbox as appropriate.
| Textboxes that are left blank are marked as “Nothing to Report”. |
Figure 3935. Progress Report – Impact
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1. Click Add New Foreign Spending above the Foreign Spending header on the Progress Report – Impact page (Figure 4036).
Figure 4036. Progress Report – Impact – Foreign Spending
2. PAMS will add an empty row to the Foreign Spending section. Click the Country dropdown to select the country in which the funds were spent (Figure 4137).
3. Enter the dollar amount of the award’s funds spent in the foreign country.
Figure 4137. Progress Report – Impact – Foreign Spending, Information
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1. Once you have completed the Impact section, select Mark as Complete from the Choose Action dropdown and click Go (Figure 4238).
Figure 4238. Progress Report – Impact – Choose Action
2. PAMS will redirect you to the next section and display a Success message confirming that the Products page was marked as complete successfully (Figure 4339).
Figure 4339. Progress Report – Impact – Success Message
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1. Navigate to the Changes-Problems section by clicking Changes-Problems in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or by selecting Mark as Complete on the Progress Reports – Impact page (Figure 4235).
2. PAMS will load the Progress Report – Changes-Problems page (Figure 4440). Fill in each textbox as appropriate.
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Figure 4440. Progress Report – Changes-Problems
3. Once you have completed the Changes-Impact section, select Mark as Complete from the Choose Action dropdown in the bottom right corner of the page and click Go (Figure 4541).
Figure 4541. Progress Report – Changes-Problems – Choose Action
4. PAMS will redirect you to the next section and display a Success message confirming that the Changes-Problems page was marked as complete successfully (Figure 4642).
Figure 4642. Progress Report – Changes-Problems Success Message
3.9 Completing the
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Participant Information for Significant Contributors Section
This page displays the significant contributors entered in the Participants section of the Progress Report – Participants page. To complete this page, email addresses must be provided for all contributors. Use the following steps to complete the Demographic Participant Information for Significant Contributors section of the progress report.
1. Navigate to the Demographic Participant Information for Significant Contributors section by clicking Demographic Information Participant Information in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or by selecting Mark as Complete on the Progress Reports – Changes-Problems page (Figure 4540).
2. PAMS will load the Progress Report – Demographic Participant Information for Significant Contributors page. Ensure that each user has an email address listed. If an email address is missing, click Update in the Actions/Views dropdown in the Options column (Figure 4743).
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Figure 4743. Progress Report – Demographic Participant Information for Significant Contributors
3. PAMS will load the Progress Report – Update Demographic Participant Information for Significant Contributors page (Figure 4844). Enter the user’s email address.
Figure 4844. Progress Report – Update Demographic Participant Information for Significant Contributors
4. When you are finished, click Save and Continue in the bottom right corner of the page to save your changes, or click Cancel in the bottom left corner to return to the Progress Report – Demographic Participant Information for Significant Contributors page without saving any changes.
5. PAMS will display a Success message confirming that the information was saved successfully (Figure 4945).
Figure 4945. Progress Report – Update Demographic Participant Information for Significant Contributors Success Message
6. Once you have completed the Demographic Participant Information for Significant Contributors section, click Mark as Complete in the bottom right corner of the page (Figure 4743).
7. PAMS will redirect you to the next section and display a Success message confirming that the Demographic Participant Information for Significant Contributors page was marked as complete successfully (Figure 5046).
Figure 5046. Progress Report – Demographic Participant Information for Significant Other Success Message
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1. Navigate to the Attachments section by clicking Attachments in the left navigation menu, Update in the Options column on the Progress Report – Status page (Figure 5), or Mark as Complete on the Progress Reports – Demographic Participant Information for Significant Contributors page (Figure 4743).
2. PAMS will load the Progress Report – Attachments page. To add attachments, click Attach File in the Special Reporting Requirements header (Figure 5147).
Figure 5147. Progress Report – Attachments
3. Click Browse, and select the files you would like to attach to the progress report (Figure 5147).
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4. Once you have selected the files you would like to attach, click Upload (Figure 5147).
| To edit the Attachment Description or delete the attachment, click the Actions dropdown in the Options column and select the appropriate action. |
5. Once you have completed the Progress Report – Attachments page, or if you are skipping this page, click Mark as Complete in the bottom right corner of the page (Figure 5147).
6. PAMS will redirect you to the next section and display a Success message confirming that the Progress Report – Attachments page was marked as complete successfully (Figure 5248).
Figure 5248. Progress Report – Attachments Success Message
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1. Select Update Description in the Actions menu in the Options column (Figure 5349).
Figure 5349. Progress Report – Attachments – Update Description
2. Click Save when you are finished to save any changes, or click Cancel to cancel any changes (Figure 5450).
Figure 5450. Progress Report – Attachments – Update Description Save/Cancel
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1. Select Delete in the Actions menu in the Options column (Figure 5551).
Figure 5551. Progress Report – Attachments – Delete
2. PAMS will display a Confirmation message asking if you are sure you want to delete the attachment (Figure 56).If you are sure you want to delete the attachment, click Confirm. If you do not want to delete the attachment, click Cancel. PAMS will reload the Progress Report – Attachments page, and the attachment will no longer display in the Special Reporting Requirements section.
Figure 5652. Progress Report – Attachments – Delete Attachment Confirmation Message
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1. Navigate to the Review page by clicking Review in the left navigation menu (Figure 5). PAMS will load the Progress Report – Review page, which displays a summary of the progress report’s eight sections (Figure 5753).
2. To review a section, click View in the Views dropdown menu in the Options column.
Figure 5753. Progress Report – Review, View
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4. If you would like to return to a previous section and make updates, click the section’s link in the left navigation menu (Figure 5753). (Refer to the appropriate module above for guidance on completing each section of the progress report.)
5. When you are finished reviewing the progress report on the Progress Report – Review page, click the Continue button in the bottom right corner of the page (Figure 5753).
4.2 Submitting a Progress Report
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1. Navigate to the submission page by clicking Continue on the Progress Report – Review page, or Submit in the left navigation menu (Figure 5753).
2. PAMS will load the Progress Report – Submit page, which displays a summary of the progress report sections with their completion status (Figure 5854). Each section should display “Complete” with a green checkmark in the status column. If a section is incomplete (marked as “In Progress” or “Not Started” with a green checkmark with a red slash), click the Update button for the section. (Refer to the appropriate module above for guidance on completing the section successfully.)
3. Click the Preview Public Progress Report PDF button or Preview DOE Progress Report buttons in the bottom right corner of the page to preview preview the public and DOE versions of the progress report before submitting (Figure 5854). This is your last opportunity to review the progress report before submitting it to DOE.
Figure 5854. Progress Report – Submit
4. PAMS will generate a preview PDF of the progress report in a popup on top of the main window. This may take a few moments. Once the PDF has generated, review it carefully. When you are finished reviewing, click the X in the top right corner of the popup to close the window.
5. If you would like to edit a section, click Update in the Options column for that section. If you are ready to submit the progress report, click Submit in the bottom right corner of the page. (Figure 58)like to edit a section, click Update in the Options column for that section. If you are ready to submit the progress report, click Submit in the bottom right corner of the page. (Figure 54)
| If you have the Submit to DOE privilege, PAMS will provide a Submit button at the bottom of the page. Clicking the Submit button will submit the Progress Report to DOE Office of Science, and you will no longer be able to edit the Progress Report. If you do not have the Submit to DOE privilege, PAMS will provide a Submit for Countersignature button. Clicking the Submit for Countersignature button will submit the Progress Report to your Institution's countersigner(s), and you will no longer be able to edit the Progress Report |
| Clicking Submit will submit the progress report to DOE. You will not be able to make any changes to the progress report once it has been submitted. |
6. PAMS will redirect you to the Progress Report – List page and display a Success message confirming that the progress report was submitted successfully (Figure 5955).
Figure 5955. Progress Report – List, Success Message