1 Introduction
The Department of Energy’s (DOE) Office of Science (SC) Portfolio Analysis and Management System (PAMS) is SC’s web-based system for managing proposals and subsequent financial assistance awards (grant and cooperative agreements).
Once you’ve created your PAMS account, the need may arise for you to update your account information such as a change to your institution or contact information. You can view or update your profile information at any time
The purpose of this document is to provide step-by-step instructions for users to follow to access and update the information on their PAMS profile.
2 Prerequisites
Before a user can update his or her profile information, the following criterion must be met:
- The user has an active external PAMS account.
3 Accessing Your Profile
Use the following steps to access your PAMS profile
1. Log in to the PAMS External website at: https://pamspublic.science.energy.gov/webpamsepsexternal/login.aspx (Figure 1).
Figure 1. PAMS External Login
2. PAMS will load the homepage. Click your username at the top right of the screen, and select View/Update Profile from the menu (Figure 2). PAMS will load the View/Update Profile page.
Figure 2. PAMS Homepage – View/Update Profile
4 Updating Your Profile Information
The “View/Update Profile” page consists of three tabs: Profile Information, Background Information, and Resume/CV. (Figure 3)
Use the steps below to update each tab of the “View/Update Profile” page.
Figure 3. View/Update Profile
4.1 Profile Information
The Profile Information tab contains basic information, including your name, address, and contact information. Refer to the table below for guidance on updating the required fields on the Profile Information tab.
Required Fields
Element | Description |
First Name | Enter your first name. |
Last Name | Enter your last name. |
Gender | Use the radio buttons, and select the appropriate option. |
Ethnicity | Click the dropdown, and select the appropriate option. |
Race | Select all options that apply. |
Citizenship | Click the dropdown, and make the appropriate selection. |
Disability | Select all options that apply. |
Email Address | Enter an email address. You may enter up to three (3) email addresses. NOTE: You must select one of the email addresses as your preferred email address using the radio buttons to the right of the Email Address fields. |
Mailing Address (Required) | Enter a mailing address. To do so, 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 location 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. 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. 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. NOTE: This field is only required if the “City” field is not completed. |
1. Once you have finished making any necessary updates to the Profile Information tab of the “View/Update Profile” page, click the Choose Action dropdown in the bottom right corner of the page, select the appropriate option (Save, Save and Return Home, Save and Continue), and click Go (Figure 3). PAMS will reload the page with a Success message confirming that your user profile was updated successfully (Figure 4).
Figure 4. View/Update Profile – Profile Information – Success
4.2 Background Information
The Background Information tab contains information on your specialties and education. Use the steps below to edit your background information.
Figure 5. View/Update Profile – Background Information
4.2.1 Specialty Selection
The Specialty Selection section highlights your professional specialties (Figure 5). Use the steps below to manage your specialties in PAMS.
1. To add a specialty to your profile, highlight a specialty in the left Specialty box and click the right arrow to move it into the right box.
2. To remove a specialty from your profile, highlight the specialty in the right Specialty box and click the left arrow to move it into the left box.
| To select multiple specialties at a time, hold the CTRL key on your keyboard while making selections. |
3. To add keywords to your profile, enter keywords in the Keyword field.
4. Once you have finished making any necessary updates, click the Choose Action dropdown in the bottom right corner of the page, select the appropriate option (Save, Save and Return Home, Save and Continue), and click Go (Figure 5). PAMS will reload the page with a Success message confirming that your user profile was updated successfully (Figure 6).
Figure 6. View/Update Profile – Background Information – Success
4.2.1 Degree Information
The Degree Information section showcases information about your degrees, including: Field of Study, Award Year, and Institution. Use the steps below to manage your degrees in PAMS.
4.2.2.1 Adding a Degree
1. To enter a new degree, click the green plus symbol in the Degree Information header (Figure 7).
Figure 7. Background Information – Degree Information – Add
2. PAMS will reload the Degree Information section with a blank, editable row (Figure 8).
Figure 8. Background Information – Degree Information – Add – Save
3. Use the dropdown in the Degree column to select the appropriate degree. If the degree you would like to add is not listed in the dropdown, enter the degree in the field below the dropdown.
4. Enter the Field of Study in the field in the Field of Study column.
5. Enter the year in which you received the degree in the field in the Award Year column.
6. Enter the institution from which you received the degree in the field in the Institution column.
7. Once you have completed all of the fields to add a new degree, click Save in the Options PAMS will reload the page, and display the newly added degree in the Degree Information section (Figure 9).
Figure 9. Background Information – Degree Information – New Degree
8. Once you have finished making any necessary updates, click the Choose Action dropdown in the bottom right corner of the page, select the appropriate option (Save, Save and Return Home, Save and Continue), and click Go (Figure 5). PAMS will reload the page with a Success message confirming that your user profile was updated successfully (Figure 6).
4.2.2.2 Deleting a Degree
1. To delete a degree, select Delete from the Options menu for the degree (Figure 10). PAMS will reload the page, and the deleted degree will no longer display in the Degree Information section.
Figure 10. Background Information – Degree Information – Delete
2. Once you have finished making any necessary updates, click the Choose Action dropdown in the bottom right corner of the page, select the appropriate option (Save, Save and Return Home, Save and Continue), and click Go (Figure 5). PAMS will reload the page with a Success message confirming that your user profile was updated successfully (Figure 6).
4.2.2.3 Updating a Degree
1. To update a degree, select Update from the Options menu for the degree you would like to update (Figure 11).
Figure 11. Background Information – Degree Information – Update
2. PAMS will reload an editable version of the Degree Information section. Make any necessary edits, and click Save. (Figure 12) PAMS will reload the page, and display the updated degree in the Degree Information section (Figure 5).
Figure 12. Background Information – Degree Information – Save
3. Once you have finished making any necessary updates, click the Choose Action dropdown in the bottom right corner of the page, select the appropriate option (Save, Save and Return Home, Save and Continue), and click Go (Figure 5). PAMS will reload the page with a Success message confirming that your user profile was updated successfully (Figure 6).
4.3 Resume/CV
The Resume/CV tab contains your resume/CV. Use the steps below to manage your resume/CV.
4.3.1 Adding a Resume/CV
1. To add a resume or CV, click Attach File on the right in the Resume/CV header (Figure 13).
Figure 13. View/Update Profile – Resume/CV – Attach File
2. PAMS will expand the Resume/CV section. Click Browse, and select the file you would like to attach. (Figure 14)
Figure 14. View/Update Profile – Resume/CV – Browse
| You may enter a description of 500 characters or less in the Description field before uploading the attachment. |
3. Click Upload to upload the attachment.
4. PAMS will reload the Resume/CV tab with your attachment in the Resume/CV section (Figure 15).
Figure 15. View/Update Profile – Resume/CV – Attachment
5. Once you have uploaded the attachment, click the Choose Action dropdown in the bottom right corner of the page, select the appropriate option (Save, Save and Return Home), and click Go (Figure 15). PAMS will reload the page with a Success message confirming that your user profile was updated successfully (Figure 16).
Figure 16. View/Update Profile – Resume/CV – Success
| You can update the Description at any time by clicking Update Description in the Options column. |
4.3.2 Deleting a Resume/CV
1. To delete a resume/CV, click Delete in the menu in the Options column (Figure 17).
Figure 17. View/Update Profile – Resume/CV – Delete
2. PAMS will display a confirmation overlay. If you are sure you want to delete the attachment, click Confirm. (Figure 18) PAMS will reload the page without the attachment. (Figure 13)
Figure 18. View/Update Profile – Resume/CV – Delete – Confirmation
3. Once you have deleted the attachment, click the Choose Action dropdown in the bottom right corner of the page, select the appropriate option (Save, Save and Return Home), and click Go (Figure 15). PAMS will reload the page with a Success message confirming that your user profile was updated successfully (Figure 16).