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

SNAPSHOTS

Click the links for pdf short-form instructions. Items with a film icon have an updated video for 5.0. Go to the video page.

Approval Delegation

Temporarily assign approval roles to colleague(s) while out of office
Customize: Notifications

How to customize notifications sent to your inbox
Dashboard: Customize Units, etc.

Change layout to suit specific user needs
Dashboard Widgets Explained

List/Explanation of Widgets and their purpose
FAQs

Reference guide for frequently asked questions
Help

Technical or functional support via various avenues
Linked Records

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

Other Support Tool

Provides a 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
Researcher Profile

Allows department users and PIs to maintain demographic and activity information
RUNNING REPORTS

How to run reports
SERVICE REQUEST

General guide to creating
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

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
Validations

Provides an explanation of Fibi validation messages and steps to resolve validation issues

Click the links for pdf short-form instructions. Items with a film icon have an updated video for 5.0. Go to the video page.

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.

Compliance Explained

Help text and links for questions in Certifications, Compliance and International Questionnaires
Icons

Hover over icons for the meaning or further explanation here
Institute Proposal Numbers: Finding

Ways to find Institute Propsal numbers associated withsubmitted PDs
Proposal Activity Types

Each type listed and explained
Proposal & Service Requst Types

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

REPORTS

List and description of all BIRT reports
Roles & Rights

Provides a description of roles available in Fibi, and the rights that comprise them
USEFUL LINKS

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

List/explanation of Widgets and their purpose