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  • IPETT - EHP - User Help

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Criteria, Institutions, all Contacts, Principal Investigators and Reviewers should all be added in detail before starting an RFP or proposal when possible. All of these areas are drop down selections within the setup RFP and Proposal forms. You find them under the Manage section of the landing page https://www.sciencebase.usgs.gov/ipett/.

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Contact
Contact

Adding a New Contact, Coordinator, PI and Reviewer

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Note: All fields that are required are indicated by *.

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  • Click all Contacts:.
  • On the Contact List page in the navigation bar click + New Contact.
  • Select the Type: Contact, Coordinator, PI, or Reviewer.
  • Enter contact Email.
    Note: Entering a known email address will automatically populate the fields.
    Or
  • Fill in desired Contact Name.
  • Fill in desired Contact Organization.
  • Fill in desired Contact Title.
  • Fill in desired Contact Phone.

Adding a New Principal Investigator

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from PI List 

On the home page under Manage

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  • Click Principal Investigators.
  • On the Contact List page in the navigation bar click + New PI.
  • Enter contact Email.
    Note: Entering a known email address will automatically populate the fields.
    Or
  • Fill in desired Contact Name.
  • Fill in desired Contact Organization.
  • Fill in desired Contact Title.
  • Fill in desired Contact Phone.

Adding a New Institution

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On the home page under Manage

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  • Click Institutions.
  • On the Institutions List page in the navigation bar click + New Institution.
  • Fill in desired Institution Name.
  • Fill in desired Institution Short Name.
  • Fill in desired Institution State Code.
  • Click Create.

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criteria
criteria

Adding a New Criteria

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On the home page under Manage

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  • Click Criteria.
  • On the Criteria List page in the navigation bar click + New Criteria.
  • Fill in desired criteria Name.
  • Click Create.
    Note: On the Criteria page you will want to add Criterion. You can add as many criterion as you need. These will show up in both the individual review as well as the group/panel review.
  • Click +Add Criterion.
  • Select a Type.
    Note: You will add the type you wish to see in the review process.
    • Score - is an input from 0 (lowest) to 10 (highest) rating scale for each criterion
      10 indicates that the proposal is fully satisfied and 0 indicates that the proposal did not satisfy the benchmark.
      Note: this score will indicate the amount of funding in the Final Funding Decision.
    • Comment - enter up to 3 Proposal Strengths and 3 Proposal Weaknesses in the dialog boxes provided
      Short but descriptive responses in bullet form are acceptable and appreciated.
    • Rating Scale – This will display as stars and is anoverall rating using the scale of 1=Poor to 5=Excellent.
    • Approval Scale - This will display as a heat signature and is anoverall rating using the scale of 1=Poor to 5=Excellent.
    • Fill in a Name and Description (if desired).

Reviewers List

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On the home page under Manage

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Note: You can only view Reviewers List. To add reviewers, add through all Contacts.

Viewing and Editing an Existing Contact

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  • Click all Contacts:.
  • On the Contact List page sort or select the contact you wish to Edit or view.
  • Select the contact. You will be taken to their view page.
  • Click Edit to modify contact.
  • Enter contact Email.
    Note: Entering a known email address will automatically populate the fields.
    Or
  • Fill in desired Contact Name.
  • Fill in desired Contact Organization.
  • Fill in desired Contact Title.
  • Fill in desired Contact Phone.

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  • Click +New RFP.
    Note: All fields that are required are indicated by *.
  • Select a grant Type from the drop down.
  • Enter a Fiscal Year.
    Note: Use the 4 digit year XXXX.
  • The RFP Stage is moved through the work flow using the buttons at the bottom of the RFP.
    The first stage will start at Setup.
    Note: Once you have moved past a stage you can open the RFP and change the Stage back to one you may have moved past.
  • Enter the Budget that you will be working with.
  • Select a Criteria from the drop down list. (See Adding a new criteria: to add to the list).
  • Select all the Reviewers that will be reviewing the proposals. (See Adding a new contact, Coordinator, PI  PI and Reviewer: to add to the list).
  • Click Create to save your entries.
  • Click Cancel to delete all entries and go back to your previous screen.
  • After the RFP is created you will click Open Proposal Submissions in order to add proposals.
  • Click OK to move this RFP to the next Stage to allow Proposal Submissions.

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  • You will receive a pop up, click OK to confirm or click Cancel to stop the deletion of the RFP.

To Make Changes

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  • Click Edit.
  • Click Update to save changes.
  • Changes will be lost when you click Cancel.

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