1 Introduction
Institutions seeking funding from the Department of Energy’s (DOE) Office of Science (SC), or with active funding, will have a variety of preproposals, Letters of Intent (LOIs), proposals, and awards. Throughout the lifecycle of any of these resources, a user within the organization may require access to assist with a submission or related activities. The Admin Sponsored Research Officer (SRO) at the institution has permissions to Manage Peer Access, granting users at the institution permissions to view, edit, delete, submit, or manage peer access themselves.
The purpose of this document is to provide step-by-step instructions for users to follow to Manage Peer Access for users registered to their institution.
2 Prerequisites
Before a user can Manage Peer Access, the following criteria must be met:
- The user has an active, external PAMS account.
- The user is an Admin SRO at the institution with the Manage Users, Submit to DOE, and Manage Institution Profile Permissions
OR
the user submitted the resource (preproposal, LOI, proposal).
3 Managing Peer Access
Most often, peer access is managed by resource. Use the following steps to Manage Peer Access for preproposals, Letters of Intent (LOI), proposals, and awards.
...
2. PAMS will load the homepage (Figure 2). From here, you must decide which resource you would like to manage. To manage preproposals, continue to the next section. To manage LOIs, skip ahead to Section 3.2 Manage Letters of Intent (LOI). To manage proposals, skip ahead to Section 3.3 Manage Proposals. To manage awards, skip ahead to Section 3.4 Manage Awards.
3.1 Managing My Preproposals
1. To manage preproposals, click View My Preproposals under the “Common Actions” section on the right side of the page (Figure 2).
...
Figure 6. Manage Peer Access – User List, Success
3.2 Managing My Letters of Intent (LOI)
1. To manage LOIs, click View My Letters of Intent under the “Common Actions” section on the right side of the page (Figure 7).
...
Figure 11. Manage Peer Access, Success
3.1 Managing My Proposals
1. To manage proposals, click View My Proposals under the “Common Actions” section on the right side of the page (Figure 12).
...
Figure 16. Manage Peer Access – Success
3.4 Managing My Awards
1. To manage awards, click View My Awards under the “Common Actions” section on the right side of the page (Figure 17).
...
Figure 21. Awards – Success
3.5 Institution – Manage Users
If you do not want to manage users’ peer access by resource, you can also manage users at the institution level. Use the following steps to manage users from the Institution Tab.
...
3. PAMS will navigate to the “Manage Users” page. There are five Manage Users options: By Letter of Intent, By Preproposal, By Proposal, By Award, and By Users. To perform one of these Manage Users actions, click the magnifying glass for the resource of choice (Figure 24).
Figure 24. Manage Users
3.5.1 By Letter of Intent
Upon selecting By Letter of Intent on the “Manage Users” page, PAMS will load search parameters.
...
3. Refer to Section 3.2 Managing My Letters of Intent, steps 3-6 above.
3.5.2 By Preproposal
Upon selecting By Preproposal on the “Manage Users” page, PAMS will load search parameters.
...
3. Refer to Section 3.1 Managing My Preproposals, steps 3-6 above.
3.5.3 By Proposal
Upon selecting By Proposal on the “Manage Users” page, PAMS will load search parameters.
...
- Refer to Section 3.3 Managing My Proposals, steps 3-6 above.
3.5.4 By Award
Upon selecting By Award on the “Manage Users” page, PAMS will load search parameters.
...