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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.
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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
3. Find the Submit Progress Report task you want to complete, and click the Start Progress Report link in the Options column (Figure 2). If necessary, use the filters in the grid or click the Search link on the right above the grid to find a specific Submit Progress Report task to work on.
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1. If the PI does not have an existing external PAMS account, PAMS will send an email notification to the PI indicating that the task has been created, and provide a registration link and code (Figure 3). Click the I do not have a PAMS account link.
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2. Enter the registration code on the Verify Registration Code page, and click Verify in the bottom right corner of the page (Figure 4).
Figure 4. Verify Registration Code Page
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1. Navigate to the Cover Page by clicking Cover Page in the left navigation menu or by clicking Update in the Options column on the Progress Report – Status page (Figure 5).
2. PAMS will load the Progress Report – Cover Page. On this page, you can add, edit, or delete the Recipient Award Identification Number (Figure 6).
| The Recipient Award Identification Number is a number issued by the recipient and used for internal processing or reporting. |
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3. Once you have completed the Cover Page section, click Mark as Complete in in the bottom right corner of the page (Figure 6).
| 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 display a Success message confirming that the Cover Page was marked as complete successfully (Figure 7).
Figure 7. Cover Page Success Message
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1. 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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2. Once you have completed the required fields, select 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 Success Message
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- 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
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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 buttonclick Add/Update Product in E-Link.
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.
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3.5.1.1 Publication – Journal Article
Refer to the table below to complete the required fields to add a Journal Article to your progress report.
Figure 12. Add New Award Publication(s), Journal Article
Required Fields
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Element
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Description
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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 Publication – Book
Refer to the table below to complete the required fields to add a Book to your progress report.
Figure 13. Add New Award Publication(s), Book
Required Fields
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Element
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Description
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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 Publication – Book Chapter
Refer to the table below to complete the required fields to add a Book Chapter to your progress report.
Figure 14. Add New Award Publication(s), Book Chapter
Required Fields
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Element
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Description
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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.
3.5.1.4 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
Refer to the table below to complete the required fields to add a Conference Paper/Presentation to your progress report.
Figure 16. Add New Award Publication(s), Conference Paper/Presentation
Required Fields
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Element
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Description
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Paper Title
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Enter the title of the conference paper/presentation.
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Author(s)
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Enter the name(s) of the author(s) of the conference paper/presentation.
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Conference Name
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Enter the name of the conference for which the conference paper/presentation was written.
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Conference Location
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Enter the city and country in which the conference was held.
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Conference Date
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Enter the date on which the conference began.
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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.
3.5.1.6 Publication – Website
Refer to the table below to complete the required fields to add a website to your progress report.
Figure 17. Add New Award Publication(s), Website
Required Fields
Element | Description |
Title | Enter the title of the website. |
URL | Enter the web address. |
3.5.1.7 Publication – Other Publication
Refer to the table below to complete the required fields to add an Other Publication to your progress report.
Figure 18. Progress Report – Add New Publication – Other Publication
Required Fields
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Element
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Description
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Title
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Enter the name of the publication.
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Author(s)
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Enter the name(s) of the author(s) of the publication.
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Description
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Enter a description of the publication.
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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.
3.5.1.8 Intellectual Property – Patent
Refer to the table below to complete the required fields to add a Patent to your progress report.
Figure 19. Add New Award Intellectual Properties, Patent
Required Fields
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Element
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Description
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Patent Title
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Enter the name of the patent.
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Patent Abstract
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Enter an abstract describing the patent.
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Patent Number
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Enter the number of the patent.
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Country/Transnational Patent Office
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Use the dropdown to select the country in which the patent resides.
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Applicable Status
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Use the dropdown to select one of the following to describe the status of the patent application: Submitted, Pending, or Granted.
display a Confirmation overlay stating that the user will be redirected to E-Link. Click Confirm.
Figure 12. Products – Add/Update Products, Navigate to E-Link Confirmation
4. PAMS will navigate to E-link. Add/update Products in E-Link as necessary. When you are finished, click the "Return to PAMS" button. E-Link will return you to the Products – Add/Update Products page, where PAMS will display a Note detailing the last Product data sync.
Figure 13. Products – Add/Update Products, Sync
3.5.1.9 Intellectual Property – Invention
Refer to the table below to complete the required fields to add an Invention to your progress report.
Figure 20. Add New Award Intellectual Properties, Invention
Required Fields
Element | Description |
Invention Title | Enter the name of the invention. |
Inventors | Enter the name(s) of the inventor(s). |
Invention Description | Enter a description of the invention. |
3.5.1.10 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
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Element
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Description
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License Title
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Enter the name of the license.
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License Status
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Use the dropdown to select one of the following to describe the status of the license: None, Pending, or Licensed.
3.5.1.11 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
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Element
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Description
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Description
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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
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Element
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Description
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Product Type
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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.
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Description
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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
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1. Once you have completed the Products section, click Mark as Complete in the bottom right corner of the page (Figure 10).
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 24).
Figure 2414. 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 10).
2. PAMS will load the Progress Report – Participants page (Figure 25). Refer to the following sections for steps on how to add each applicable Participant type.
Figure 2515. 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 25).
2. PAMS will load the Progress Report – Add New Participant – List page (Figure 26). 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 2616. 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 27).
Figure 2717. Progress Report – Add New Participant – List, Add Participant
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4. PAMS will load the Progress Report – Add New Participant page (Figure 28). 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 2818. 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 29).
Figure 2919. 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 25).
2. PAMS will load the Progress Report – Add New Partner page (Figure 30). Refer to the table below to complete the required fields to add a new partner to the progress report.
Figure 3020. 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 25)page.
2. PAMS will load the Progress Report – Add Other Collaborator page (Figure 31). Refer to the table below to complete the required fields to add an Other Collaborator to the progress report.
Figure 3121. 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 10).
2. Click Update in the Actions/Views dropdown for the participant you would like to update (Figure 25). 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 10).
2. Click Delete in the Action/Views dropdown for the participant you would like to delete (Figure 25).
3. PAMS will display a Confirmation message asking if you are sure you want to delete the participant (Figure 32). 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 3222. Progress Report – Participant – Delete Participant Confirmation Message
4. PAMS will load a Success message confirming that the participant was deleted successfully (Figure 33).
Figure 3323. 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 25).
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 34).
Figure 3424. Progress Report – Participant Success Message
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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 25).
2. PAMS will load the Progress Report – Impact page (Figure 35). Fill in each textbox as appropriate.
| Textboxes that are left blank are marked as “Nothing to Report”. |
Figure 3525. 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 36).
Figure 3626. 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 37).
3. Enter the dollar amount of the award’s funds spent in the foreign country.
Figure 3727. 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 38).
Figure 3828. 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 39).
Figure 3929. 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 35).
2. PAMS will load the Progress Report – Changes-Problems page (Figure 40). Fill in each textbox as appropriate.
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Figure 4030. 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 41).
Figure 4131. 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 42).
Figure 4232. Progress Report – Changes-Problems Success Message
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1. Navigate to the Participant Information for Significant Contributors section by clicking 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 40).
2. PAMS will load the Progress Report – 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 43).
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Figure 4333. Progress Report – Participant Information for Significant Contributors
3. PAMS will load the Progress Report – Update Participant Information for Significant Contributors page (Figure 44). Enter the user’s email address.
Figure 4434. Progress Report – Update Participant Information for Significant Contributors
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5. PAMS will display a Success message confirming that the information was saved successfully (Figure 45).
Figure 4535. Progress Report – Update Participant Information for Significant Contributors Success Message
6. Once you have completed the Participant Information for Significant Contributors section, click Mark as Complete in the bottom right corner of the page (Figure 43).
7. PAMS will redirect you to the next section and display a Success message confirming that the Participant Information for Significant Contributors page was marked as complete successfully (Figure 46).
Figure 4636. Progress Report – 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 – Participant Information for Significant Contributors page (Figure 43).
2. PAMS will load the Progress Report – Attachments page. To add attachments, click Attach File in the Special Reporting Requirements header (Figure 47).
Figure 4737. Progress Report – Attachments
3. Click Browse, and select the files you would like to attach to the progress report (Figure 47)report.
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4. Once you have selected the files you would like to attach, click Upload (Figure 47).
| 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 47).
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 48).
Figure 4838. Progress Report – Attachments Success Message
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1. Select Update Description in the Actions menu in the Options column (Figure 49).
Figure 4939. Progress Report – Attachments – Update Description
2. Click Save when you are finished to save any changes, or click Cancel to cancel any changes (Figure 50).
Figure 5040. Progress Report – Attachments – Update Description Save/Cancel
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1. Select Delete in the Actions menu in the Options column (Figure 51).
Figure 5141. 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 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 5242. 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 53).
2. To review a section, click View in the Views dropdown menu in the Options column.
Figure 5343. 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 53). (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 53).
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 53).
2. PAMS will load the Progress Report – Submit page, which displays a summary of the progress report sections with their completion status (Figure 54). 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 or Preview DOE Progress Report buttons in the bottom right corner of the page to preview the public and DOE versions of the progress report before submitting (Figure 54). This is your last opportunity to review the progress report before submitting it to DOE.
Figure 5444. 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 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. |
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 55).
Figure 5545. Progress Report – List, Success Message