1 Introduction
The Portfolio Analysis and Management System (PAMS) allows Department of Energy (DOE), Office of Science (SC) applicants and awardees to access and manage their Submissions and Awards in a single system. To create or access PAMS or Grants.gov Submissions (Letters of Intent (LOIs), Preproposals, or Proposals) or to access or request modifications to Award information, a user must have an external user account.
As a PAMS user, you should never have multiple PAMS accounts, and you should never share your username or password with other users or allow them to access your account.
The purpose of this document is to provide step-by-step instructions for users to follow to create and update an external PAMS account.
2 Prerequisites
Before a user can create an external PAMS account, the following criteria must be met:
- The user has a valid email address
- The user has access to the PAMS Public website (https://pamspublic.science.energy.gov/webpamsepsexternal/login.aspx)
3 Creating an External Account
Use the following steps to create an external PAMS account.
3.1 Creating an External Account Without a Registration Code
Use the following steps to create an external PAMS account without a registration code.
1. Navigate to the PAMS external homepage at: https://pamspublic.science.energy.gov/webpamsepsexternal/login.aspx
2. Click the Create New PAMS Account link in the navigation menu on the right. (Figure 1)
Figure 1. PAMS External Homepage - Create New PAMS Account
| If you received an email inviting you to register to PAMS, skip to section 3.2 Creating an External Account With a Registration Code and follow the instructions in the invitation email. |
3. PAMS will load the Having Trouble Logging In? page, which displays a list of seven subsections that provide further guidance for logging into PAMS. Select No, I have never had an account. (Figure 2)
Figure 2. Having Trouble Logging In? – No, I have never had an account
4. Upon clicking No, I have never had an account, PAMS will expand the subheader. Read the section carefully. To create an external account, click Create an Account. To cancel account creation, click Cancel. (Figure 3)
Figure 3. Having Trouble Logging In? – No, I have never had an account, Cancel, Create Account
5. Upon clicking Create an Account, PAMS will navigate the user to the “Create Account” page. (Figure 4)
Refer to the table below for guidance on completing the required fields.
Figure 4. Create Account
Required Fields
Element | Description |
First Name | Enter your first name. |
Last Name | Enter your last name. |
Username | Enter the username you wish to use. (Do not use spaced when creating your username) |
Password | Enter a password. Passwords must be at least eight characters in length and contain the following: · At least one lowercase letter (a-z) · At least one uppercase letter (A-Z) · At least one number (0-9) · At least one of these five special characters: ~ ! @ # * Your new password cannot be identical to any of your previous 6 passwords. |
Retype Password | Retype your password. |
Security Question | Select a security question. Should you forget your password at any time, this security question will allow you to obtain a new password. |
Security Answer | Provide an answer for the security question. |
Enter an email address. This email address must be a unique email and you will not be able to create an account if the email is associated to another PAMS account. |
6. Upon completing the required fields, click Save and Continue in the bottom right corner of the page. (Figure 4)
7. PAMS will load the Create Account page, which displays the following sections: Personal Information, Demographic Information, Contact Information Mailing Address, Physical Address, Degree Information
Refer to the tables below for guidance on completing the required fields in each section.
3.1.1 Personal Information
PAMS will prepopulate the Personal Information section with the information you provided on the previous page. (Figure 5)
Figure 5. Create Account – Personal Information
3.2.1 Demographic Information
Figure 6. Create Account, Demographics Information
Required Fields
| Element | Description |
|---|---|
Gender | Select "Male", "Female", or "Do Not Wish to Provide" to designate your Gender. |
Ethnicity | Select "Hispanic or Latino", "Not Hispanic or Latino", or "Do Not Wish to Provide" to designate your Ethnicity. |
Race | Select all that apply to designate your Race:
NOTE: You cannot select "Do Not Wish to Provide" with any other selection within the Race selection box. |
Citizenship | Select "U.S. Citizen", "Permanent Resident", "Other Non-US Citizen", or "Do Not Wish to Provide" to designate your Citizenship. |
Disability | Select all that apply to designate any Disability:
NOTE: You cannot select "None" or "Do Not Wish to Provide" with any other selection within the Disability selection box. |
3.1.3 Contact Information
Figure 7. Create Account – Contact Information
| Element | Description |
|---|---|
| Email Address | Enter an email address. You may enter up to two (2) additional email addresses. NOTE: You must select a preferred email address by selecting the "Preferred" radio button next to the appropriate email address. |
| Phone Number | Enter a phone number by selecting one of the following options from the Select Type dropdown (Work, Cell, Work 2, Other) and entering the phone number in the subsequent text fields. You can add up to three (3) domestic phone numbers and one (1) international phone number. International phone numbers must be entered int he fourth "Phone Number" field. NOTE: You must select a preferred phone number by selecting the "Preferred" radio button next to the appropriate phone number. |
3.1.4 Mailing Address
Figure 8. Create Account – Mailing Address
Required Fields
Element | Description |
Mailing Address (Required) | Enter a mailing address. (Figure 8) To do so, click the radio button to select one of the following: · Address · PO Box Only · Rural Route To enter an Address: · In the Street Number field, enter the number of the street only. · Enter the Street Name only, not the number. · If applicable, in the Select One dropdown, select one of the following options: APT, BSMT, BLDG, DEPT, FL, FRNT, HNGR, KEY, LBBY, LOT, LOWR, OFC, #, PH, PIER, REAR, RM, SIDE, SLIP, SPC, STOP, STE, TRLR, UNIT, or UPPR.: · Enter the Number which corresponds to the item you selected in the dropdown, if applicable. For example, APT 3, BLDG 5A, etc. To enter a PO Box Only: · Enter the Box Number if you selected PO Box. To enter a Rural Route: · In the Select One dropdown, select one the following options: Rural Route, Highway Contract Route, US Route, State Route, or Road. · Enter the route number, in the Number Field. · If applicable, enter the box number in the Box field. |
City | Enter the city in which the address is located. (Figure 8) NOTE: This field is only required if the “Zip Code” field is left blank. |
State | Use the State dropdown to select the state in which the address is located. (Figure 8) NOTE: This field is only required if the “City” field is completed. |
Zip Code | Enter the zip code in which the address is located. If necessary, use the Lookup link to help determine the appropriate zip code of the address. (Figure 8) NOTE: This field is only required if the “City” field is not completed. |
3.1.5 Physical Address
Figure 9. Create Account – Physical Address
| The Physical Address section is optional; however, if you choose to enter information in this section, some fields will become required. Refer to section 3.1.4 Mailing Address for guidance on completing the fields. |
3.1.6 Degree Information
Figure 10. Create Account - Degree Information
1. Choose the appropriate radio button from the options provided. (Figure 10)
2. Click the Add Degree button above the grid. PAMS will reload the page with editable fields in the grid.
3. Click the Degree dropdown and select the appropriate degree type. If the degree you wish to add is not listed in the dropdown, you may specify another type in the (If other, please specify) field below the dropdown.
4. Enter the field of study for the degree in the Field of Study field.
5. Enter the year in which the degree was awarded in the Award Year field.
6. Enter the institution at which the degree was completed in the Institution field.
7. When you are ready to add the degree, click Add. PAMS will reload the page with the degree listed in the grid.
Figure 11. Create Account - Degree information, Designate as Terminal Degree
| Upon saving a degree, PAMS will add a Terminal Degree column to the table. By default, this column is set to "No" for each newly added degree. To designate a degree as a Terminal Degree, click Designate as Terminal Degree in the Actions menu in the options column. (Figure 11) You may only have one terminal degree. |
3.1.7 Completing Account Creation
1. Once you have completed the required fields, click Create Account in the bottom right corner of the page. (Figure 10)
2. PAMS will navigate you to the Agreement page. Review the Notice to Users, Privacy Notice, and Rules of Behavior carefully. If you agree, click Accept in the bottom right corner of the page to proceed. If you disagree, click Decline in the bottom left corner of the page. You will not be able to Log into PAMS until you have signed the User Agreement. (Figure 12)
Figure 12. Agreement
3. Upon accepting the User Agreement, PAMS will navigate to the Register to Institution page, where you will be prompted to register to an institution in PAMS. For guidance on registering to an institution, refer to Register to an Institution. (Figure 11)
3.2 Creating an External Account With a Registration Code
In some cases, an existing PAMS user may assign an unregistered user to a Proposal or Presubmission in PAMS. PAMS will send an email to the unregistered user notifying them that they have been assigned to a resource in PAMS and provide a login link and registration code to create an account.
Use the following steps to create an external PAMS account with a registration code.
1. Click the I do not have a PAMS account link in the email. (Figure 13)
Figure 13. DOE Request to Update Your PAMS User Profile, Registration Code
2. The link will navigate you to the Verify Registration Code page in PAMS. Enter the registration code located below the I do not have a PAMS account link in the email, and click Verify in the bottom right corner of the page. (Figure 14)
Figure 14. Verify Registration Code
3. PAMS will navigate to the Create Account page. For guidance on creating an account, refer to section 3.1 Creating an External Account Without a Registration Code, steps 5-14.
4. Upon clicking Accept in the bottom right corner of the Agreement page, PAMS will navigate you to the PAMS homepage. (Figure 15)
Figure 15. PAMS Homepage
4 Updating a User Profile
Once you have created an account, you can update your profile at any time. Use the following steps to update your user profile.
1. From any page in PAMS, click View/Update Profile in the context menu under your username in the top right corner of the screen. (Figure 16)
Figure 16. PAMS Homepage, View/Update Profile
2. PAMS will navigate to the View/Update Profile page, which consists of three tabs: Profile Information, Background Information, Resume/CV
Figure 17. View/Update Profile page
Refer to the tables below for guidance on completing the required fields in each section.
4.1 Profile Information
For guidance on completing the fields in the Profile Information section, refer to the following sections above:
- 1.1 Personal Information
- 1.2 Demographic Information
- 1.3 Contact Information
- 1.4 Mailing Address
- 1.5 Physical Address
- 1.6 Degree Information
1. Once you have made any necessary updates, select Save and Continue in the Choose Action dropdown in the bottom right corner of the page, and click Go.
4.2 Background Information
The Background Information tab contains information on your specialties. Use the following steps to edit your background information. (Figure 18)
Figure 18. View/Update Profile, Background Information
1. Use the multi-select Specialties box to select one or more specialties.
2. Enter any keywords you would like associated with you in PAMS in the Keywords field.
3. Once you have made any necessary updates, select Save and Continue in the Choose Action dropdown in the bottom right corner of the page, and click Go.
4.3 Resume/CV
The Resume/CV tab contains your resume/CV. Use the following steps to manage your resume or CV.
Figure 19. View/Update Profile, Resume/CV – Attach File
1. Click the Attach File button in the Resume/CV section header to expand the section and attach a resume or CV. (Figure 19) If there is already a file attached, click the Update Description context menu and choose Update Description to update the file description or Delete to delete the existing file and attach a new one. (Figure 20)
Figure 20. View/Update Profile, Resume/CV – Update Description
2. Once you have made any necessary updates, select Save and Return Home in the Choose Action dropdown in the bottom right corner of the page, and click Go. PAMS will return to the PAMS Homepage.
