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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.

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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.

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Figure 6. Progress Report – Cover Page

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2. PAMS will load the Progress Report – Accomplishments page (Figure 8). 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.

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Figure 8. Progress Report – Accomplishments

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2. PAMS will load the Progress Report – Products page. Refer to the following sections for steps on how to add each applicable product type.

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Figure 11. Progress Report – Products

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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.

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Figure 12. Progress Report – Add New Publication – Type

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Refer to the table below to complete the required fields to add a Journal Article to your progress report.

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Figure 13. Progress Report – Add New Publication – Journal Article

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Refer to the table below to complete the required fields to add a Book to your progress report.

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Figure 14. Progress Report – Add New Publication – Book

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Refer to the table below to complete the required fields to add a Book Chapter to your progress report.

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Figure 15. Progress Report – Add New Publication – Book Chapter

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Refer to the table below to complete the required fields to add a Thesis/Dissertation to your progress report.

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Figure 16. Progress Report – Add New Publication – Thesis/Dissertation

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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 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 Adding a New Publication – Conference Paper/Presentation

Refer to the table below to complete the required fields to add a Conference Paper/Presentation to your progress report.

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Figure 17. Progress Report – Add New Publication – Conference Paper/Presentation

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Refer to the table below to complete the required fields to add a website to your progress report.

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Figure 18. Progress Report – Add New Publication – Website

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Refer to the table below to complete the required fields to add an Other Publication to your progress report.

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Figure 19. Progress Report – Add New Publication – Other Publication

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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.

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Figure 20. Progress Report – Add New Intellectual Property

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Refer to the table below to complete the required fields to add a Patent to your progress report.

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Figure 21. Progress Report – Add New Intellectual Property – Patent

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Refer to the table below to complete the required fields to add an Invention to your progress report.

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Figure 22. Progress Report – Add New Intellectual Property – Invention

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Refer to the table below to complete the required fields to add a License to your progress report.

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Figure 23. Progress Report – Add new Intellectual Property – License

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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 to your progress report.

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Figure 24. Progress Report – Add New Technology or Technique

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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 to your progress report.

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Figure 25. Progress Report – Add Other Product

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2. PAMS will load the Progress Report – Participants page (Figure 29). Refer to the following sections for steps on how to add each applicable Participant type.

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Figure 29. Progress Report – Participants

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2. PAMS will load the Progress Report – Add New Participant – List page (Figure 30). 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.

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Figure 30. 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 31).

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Figure 31. Progress Report – Add New Participant – List, Add Participant

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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.

If “Yes”, click the Add New Country link above the Country header, and use the dropdown to select the country of the international collaborator.

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.

If “Yes”, click the Add New Country link above the Country header, and use the dropdown to select the country to which the participant travelled.

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Figure 32. Progress Report – Add New Participant

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2. PAMS will load the Progress Report – Add New Partner page (Figure 34). Refer to the table below to complete the required fields to add a new partner to the progress report.

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Figure 34. Progress Report – Add New Partner

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2. PAMS will load the Progress Report – Add Other Collaborator page (Figure 35). Refer to the table below to complete the required fields to add an Other Collaborator to the progress report.

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Figure 35. Progress Report – Add Other Collaborator

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Textboxes that are left blank are marked as “Nothing to Report”.

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Figure 39. Progress Report – Impact

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  • Textboxes that are left blank are marked as “Nothing to Report”.
  • The Carryover Amount section is required and cannot be left blank.

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Figure 44. Progress Report – Changes-Problems

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Figure 46. 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 45).

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 47).

  • You will not be able to update the email address for registered users. Upon submission of the progress report, PAMS will send an automatic email to the contributors you listed who are not registered in PAMS, inviting them to register.
  • You can view a contributor’s information by selecting View in the Actions/Views dropdown on the Progress Report – Demographic Participant Information for Significant Contributors page. The information will load in a popup window on top of the main window. Click the Close Window button in the bottom right corner when you are finished.

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Figure 47. Progress Report – Demographic Participant Information for Significant Contributors

3. PAMS will load the Progress Report – Update Demographic Participant Information for Significant Contributors page (Figure 48). Enter the user’s email address.

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Figure 48. 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 49).

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Figure 49. 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 47).

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 50).

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Figure 50. 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 47).

2. PAMS will load the Progress Report – Attachments page. To add attachments, click Attach File in the Special Reporting Requirements header (Figure 51).

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Figure 51. Progress Report – Attachments

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2. To review a section, click View in the Views dropdown menu in the Options column.

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Figure 57. Progress Report – Review, View

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3. Click the Preview Progress Report PDF button in the bottom right corner of the page to preview the progress report before submitting (Figure 58). This is your last opportunity to review the progress report before submitting it to DOE.

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Figure 58. Progress Report – Submit

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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)

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. You will not be able to make any changes to the progress report once it has been submittedthe 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.

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 59).

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