Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Figure 2. SRO/BO/AO Homepage – Institutions

3. PAMS  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

4. PAMS will expand Option 2 (Figure 4). You must complete the required fields in order to execute the search. Refer to the table below to complete the required fields.

Required Fields

Element

Description

Institution Name like

Enter the name of the institution to which you would like to register.

Choose Role

Use the radio buttons to select the role that applies to your position with the institution:

·         SRO/BO/AO (Sponsored Research Officer/Business Officer/Administrative Officer)

·         PI (Principal Investigator)

·         Other (Point of Contact)

5. Click Search in the bottom left corner of the screen to execute your search.

...

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

Image Modified

If the institution you would like to register to does not appear in the search results, click Cannot Find My Institution in the bottom right corner of the page. PAMS will redirect you to the “Create Institution” page and prompt you to create the institution in PAMS.

7. PAMS will display a Success message confirming that you have registered to the institution, for the role you selected, successfully.


Figure 6. Register to Institution – Success, Yes. Please grant me the primary administrator privileges for this institution

Image Modified

If the institution has a designated primary administrator (Admin SRO), PAMS will not display the “Are you the primary administrator for this institution? Do you wish to have access to manage this institution in PAMS?” section, and Steps 9-11 below will not apply to you. Now that you are registered to the institution in PAMS, you can request additional privileges and access.

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

...