Adding Key Personnel to a Proposal
How do I add Key Personnel to a Proposal Development record?
- Navigate to the Key Personnel section on the General Tab of a proposal record.
2. Click on EMPLOYEE or NON-EMPLOYEE as appropriate.
Employees are JHU Faculty and Staff. Non-Employees are personnel from other organizations.
3. Enter all or part of the persons last name or JHED ID (for JHU employees).
The elastic search will show in a drop-down names which contain the search terms.
4. Choose the appropriate name.
5. Enter the Role from the drop-down menu. When the information for the person is complete, click the “Update Key Personnel” button to add the named Key Person.
Potential Sidetrack...
If an Employee (JHU personnel) needed does not show, they are not in SAP yet.
In the case of these new (or anticipated) employees, reach out to your HR contact and request a mini master record be created.
If a Non- Employee (non JHU personnel) does not show in the drop-down menu, you can add that new person to the Rolodex/Address Book.
TO ADD A PERSON TO THE ADDRESS BOOK:
a. Click on the “Add to Address Book” link.
b. Complete as many fields as possible in the box that opens:
c. If the Organization does not already exist in the Rolodex, the user must click on “Add“ to enter it into the address book.
d. Click on the Save button to create the new Address Book record.
...End Sidetrack
6. Click on – – Select – – in the Role field and choose the appropriate title from the drop-down menu. If Other is chosen, a new field will open and the user can enter the role.
7. Add additional Department(s) if needed; occasionally, faculty have multiple assignments.
Departments also can be deleted by clicking on the red X next to the name.
8. Input the % of Effort the named person intends to contribute to this project.
9. Click on Add Key Personnel button and the name and information will display in the chart below where information is entered.
Actions column explained:
- Click on the Attachments icon to add attachments specific to the person.
2. Click on the Certify icon, to send a notification to certify directly to listed personnel.
3. An email is generated and sent, with links to the certification as well as the questionnaires for the Principal Investigator.
Last Revised: 4/23/25
