Fibi Printable Guides – OFFICE OF RESEARCH INFORMATION SYSTEMS (ORIS)

Department Users Guide

Provides step-by-step directions for creating a Proposal record and a Service Request.
PI and Key Personnel Guide

PIs and Key Personnel walk-through of logging into Fibi and answering Questionnaires and Certifications.
Research Administrators Guide (JHURA & SOM ORA users)

Walk-through of the steps for Approval, Administrative Corrections, Service Request Review, Institute Proposal (IP) Modifications, and Linking Supplements to Awards.
Comprehensive Report Guide

Information regarding all BIRT reports: data sources, calculation explanations, how to run a report, and what data fields are included in each.

SNAPSHOTS

Activity Types

Each type listed and explained
Customize Dashboard: Units, etc.

Change layout to suit specific user needs
Widgets Explained

List/Explanation of Widgets and their purpose
Approval Delegation

Temporarily assign approval roles to colleague(s) while out of office
Icons

Hover over icons for the meaning or further explanation here
Help

Technical or functional support via various avenues
Service Request

General guide to creating
Linked Records

Use Medusa to find records across PD, Institute Proposal and Award modules

OTHER SUPPORT TOOL

Provides starting point for OS required by federal agencies. Note: not comprehensive; only Fibi data is included.
PROPOSAL & SERVICE REQUEST TYPES

Provides a walk-through to choose the correct proposal or service request type.
REPORTS

List and description of all BIRT reports
RUNNING REPORTS

How to run reports
SPECIAL CHARACTERS

List that can be used in searches and still render results
Unlocking

Walk-through to unlock Proposal Development (PD) records or Service Requests.
USEFUL LINKS TO BOOKMARK

Suggested Links to assist with PD creation. Also see helpful links in footer

Adding Key Personnel

Step-by-steps on adding key personnel, including non-employees not showing in the Address Book
Adding Permissions (roles) to a PD

Permissions tab review and giving access to users external to the PD lead unit as in collaborations and interdisciplinary research
Approval Delegation

Temporarily assign approval roles to a colleague while out of the office
Attachments

How to effectively include all documents needed into a proposal
Budget

How to create a General Budget Summary in a proposal
Certifications

An guide to answering the certification questions and how to send key persons notifications to complete
Change Lead Unit

Step-by-steps explaining how to change/correct the PD lead unit
Comments

Comment creation and explanation of the private status
Copy a Proposal

There are two ways a proposal can be copied; both are explained.
Deactivate (Delete) a PD

Records are never deleted but can be hidden from workflow if changed to deactivated
Department Checklist

Optional tool: keep track of steps taken, train new staff, or use as a general guide for navigating proposal process across Fibi and sponsors’ portals

Finding Proposals

The search function explained in detail
How to Start a PD

Minimum steps required to create a record, but not submit
PD Summary

View and/or print the Proposal Summary
PI & Key Persons Certifications & Questionnaires

Directions for PIs and Key Personnel for filling out the Questionnaires and Certifications
Printing Fillable Forms

Send questionnaires and certifications to PI and Key Personnel when completing the information by proxy
Questionnaires

PI is responsible for providing questionnaire information in addition to his/her own Certification
Recall

Allows users to submit and then pull the record back from approval routing for additional changes.
Training: Update COI & Effort Training

Training is required in order to accept awards
Unable to Find Personnel & Organizations

Outline and directions for types of personnel/organizations that can/cannot be added by users
Unlock a PD

Locking ensures data is not overwritten in a record. Unlock by either always returning to Dashboard or manually unlocking the record