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PAMS gives users the opportunity submit and manage proposals and awards processed by the Department of Energy (DOE) Office of Science (SC) in a centralized location. Before a user can submit or access proposal and award data in PAMS, the user must be registered to an institutionInstitution.
The purpose of this document is to provide step-by-step instructions for users to follow to register to an institution Institution in PAMS.
2 Prerequisites
Before a user with an existing PAMS account can register to an institutionInstitution, the following criterion must be met:
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Use the following steps to register to an institution Institution in PAMS.
1. Log in to your external PAMS account at (Figure 1): https://pamspublic.science.energy.gov/webpamsepsexternal/login.aspx
Figure 1. PAMS External Login
2. Select the Institutions tab. (Figure 2).
Figure 2. SRO/BO/AO Homepage – Institutions
3. 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
3.1 Registering as a PI or Other
Use the following steps to register to an Institution as a PI (Principal Investigator) or Other (Point of Contact).
Figure 4. Register to Institution – Institution Name, Choose Role, Search
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.
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Element | Description |
Institution Name like | Enter the name of the institution Institution to which you would like to register. |
Choose Role | Use Select one of the following 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) |
51. Click Click Search in the bottom left corner of the screen to execute your search. 
(Figure 4)
2. Register to Institution – Institution Name, Choose Role, Search6. PAMS will return reload the page and display a list of search results. Browse the list or use the advanced search above the grid to find the institution Institution to which you would like to register to in PAMS. Once you have found the institutionInstitution, select Add me to this institution from the Actions menu in the Options column for that Institution. (Figure 5)
Figure 5. Register to Institution – Add me to this institution
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3. PAMS will navigate to the Identify Institution Affiliation page, which will display your Primary Institution affiliation and the Institution to which you are registering. Use the radio buttons in the grid to determine your affiliation with the Institution to which you are registering. When you are finished, click Save and Continue in the bottom right corner. (Figure 6)
Figure 6. Identify Institution Affiliation
4. PAMS will return to the Institutions – List page and display a green success 7. PAMS will display a Success message confirming that you have registered to the institution, for the role you selected, Institution successfully. (Figure 7)
Figure 6. Register to Institution – Success, Yes. Please grant me the primary administrator privileges for this institution
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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.
Figure 7. Institutions – List, Success
3.2 Registering as an SRO/BO/AO
Use the following steps to register to an Institution as an SRO/BO/AO. (Figure 4)
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 | Select the following radio buttons: · SRO/BO/AO (Sponsored Research Officer/Business Officer/Administrative Officer) |
1. Click Search in the bottom left corner of the screen to execute your search. (Figure 4)
2. PAMS will reload the page and display a list of search results. Browse the list or use the advanced search above the grid to find the Institution to which you would like to register in PAMS. Once you have found the Institution, select Add me to this institution from the Actions menu in the Options column. (Figure 5)
3. PAMS will navigate to the Register to Institution page and display a green success message confirming that you have registered to the Institution as an SRO/BO/AO. 8. If you selected SRO/BO/AO and the institution Institution does not presently have a primary administrator identified, PAMS will ask you if you are the primary administrator for the institution Institution and whether you would like access to manage the institution Institution in PAMS. (Figure 8)
a. If you are the primary administrator, select “Yes. Please grant me the primary administrator privileges for this institution”.
b. If you are not the primary administrator for the institutionInstitution, select “No. I want to send an invitation to the appropriate administrator to register with PAMS.” or “No.”
Figure 8. Register to Institution – Success, Yes. Please grant me the primary administrator privileges for this institution
49. Once you have made a selection, click click Continue in the bottom right corner of the page. (Figure 68).
105. PAMS will prompt you to confirm your role , as the primary administrator , again. Select “I am the designated primary administrator to manage this institution in PAMS. I certify that all the information provided by me on this form is true and correct.” and click click Save and Continue in the bottom right corner of the page. (Figure 79)
Figure 79. Register to Institution – I am the designed primary administrator manage this institution in PAMS. I certify that all the information provided by me on this form is true and correct.
6. Refer to section 3.1 Registering as a PI or Other steps 3-4 for guidance on completing your institutional affiliation.
3.3 Create Institution
If the Institution to which you would like to register does not exist in PAMS, you will need to create the Institution. Use the following steps to create an Institution in PAMS.
1. If the Institution does not appear in the search results on the Register to Institution page, click Cannot Find My Institution in the bottom right corner. (Figure 10)
Figure 10. Register to Institution, Cannot Find My Institution
2. PAMS will navigate to the Create Institution page (Figures 11-14). PAMS will return you to the “Institutions – List” page, and display a Success message confirming that you have been registered to the institution as an Administrator successfully (Figure 8). Additionally, PAMS will display the institution you have just registered to in the grid.
Refer to the table below for guidance on completing the required fields.
Figure 11. Create Institution, Institution Information
Figure 12. Create Institution, Mailing Address
Figure 13. Create Institution, Physical Location Address
Figure 14. Create Institution, Affiliation Status of New Institution
Required Fields
| Element | Description |
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| Institution Name | Enter the name of the Institution. |
| Institution Type | Click the dropdown and select an Institution type. |
| Mailing Address |
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| Physical Location Address |
Domestic Address
International Address
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| Institution Affiliation | Select the appropriate radio button:
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3. Once you have completed the required fields, click Create Institution in the bottom right corner. (Figure 14)
4. PAMS will return to the Institutions – List page and display a green success message. (Figure 15)
Figure 15. Institutions – List, Success
4 Identify Institution Affiliation
Use the following steps to add an institutional affiliation at any time.
1. Refer to section 3 Register to an Institution for guidance on navigating to the Institutions – List page.
2. Browse the list or use the filters or advanced search above the grid to locate the Institution for which you would like to identify your institutional affiliation. Once you have found the Institution, click Identify Institution Affiliation in the Actions/Views menu in the Options column for that Institution. (Figure 16)
Figure 16. Institutions – List page, Identify Institution Affiliation
3. PAMS will navigate to the Identify Institution Affiliation page, which displays all Institutions to which you are affiliated in PAMS. Use the radio buttons in the grid to determine your affiliation with the Institution(s). When you are finished, click Save and Continue in the bottom right corner. (Figure 17)
Figure 17. Identify Institution Affiliation
4. PAMS will return to the Institutions – List page and display a green success message confirming that your institutional affiliations were saved successfully. (Figure 18)
Figure 18. Institutions Figure 8. Institution – List, Success