Questionnaires
How do I complete Questionnaires and how do I print blank Questionnaires?
Questionnaires are a group of questions that must be completed by the PI in order to submit a proposal or service request for approval in Fibi. Department personnel can complete the Questionnaires in Fibi for the PI if a document signed by the PI matching all the answered questions is also uploaded as an attachment. If the PI completes the Questionnaires in Fibi, the
signed attachment is not needed.
Users can access the Questionnaires once a Proposal Development record/Service Request has been started and the status is In Progress.
To complete Questionnaires:
- Click on the Questionnaires tab in the menu at the top of the window.
Once the Questionnaire tab is chosen, one or more tabs will show with Questionnaires that must be completed in order to submit the Proposal Development Record. Questionnaires will display with a yellow exclamation mark if they are not completed.
The tab displays in black font and a yellow background to indicate the Questionnaire being answered.
- Choose the appropriate answers for each questionnaire. The PI must provide this information or complete the Questionnaire in Fibi.
- When finished answering the questions, click on the blue Save button.
- Scroll up to the top of the page to complete additional questionnaires.
Once all the questions have been completed in the Questionnaire, the tab will display with green writing and a green checkmark and Last Updated by (Name) will show in the upper right corner.
When PIs complete their questionnaires in the system, this “Last Updated by…” serves as their electronic signature.
All Questionnaires must be completed before a Proposal Development record can be routed for approval.
To print the questionnaires and certification for the PI to complete and sign:
If your PI prefers not to enter the system, they will need to complete a pdf/paper version of the questionnaires in order to collect their signature.
- Click on More actions icon (elipsis) and choose Print Proposal from the dropdown
menu. - Then choose Print Proposal from the dropdown menu.
- Then choose the following from the dropdown menu:
- Fillable PI Questionnaire Certification (includes the certification and questionnaires for the PI to complete)
Send this version for the PI to complete, and, when returned, answer the questionnaire and then upload the signed questionnaire to the Proposal at the Attachments tab.
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