Understanding ResearchUVA Powered by Huron (PBH): Navigation and Terminology

 
MaryBeth Spaulding
Office of Sponsored Programs
 
Navigating ResearchUVA Powered by
Huron (PBH)
 
Today’s Agenda
 
 
Introduction and Resource Overview
Introduction to Terminology and Navigation in
ResearchUVA Powered by Huron (PBH)
Navigation Demonstration
 
Terminology and Navigation
 
Navigating in ResearchUVA PBH
 
 
 
 
 
 
 
 
 
 
 
 
 
 
From your Dashboard:
 
My Inbox
: Items that require you to take action.
 
My Reviews
: Items assigned to you to review.
These are a subset of the items in My Inbox.
 
Create menu and buttons
: Create actions you
can perform.
 
Recently Viewed
: The last several items you
viewed. Look here for an item you worked on
recently.
 
Terminology and Navigation
 
Navigating in ResearchUVA PBH
 
 
 
 
 
 
 
 
 
To find a specific Proposal, Award or Agreement, you can navigate to all of your
records and then sort by one or more criterion
 
 
 
A “breadcrumb” trail is in the top left corner
 
 
 
 
 
 
 
 
 
 
 
 
 
Terminology and Navigation
 
Workspace
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Terminology and Navigation
 
Accessing the SmartForm from the Workspace
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Terminology and Navigation
 
SmartForm
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
The SmartForm contains a
list of all the pages or forms
in the left navigator.
 
SmartForm fields are
editable when you have
clicked “Edit” or will show
the previously entered data
when you have clicked
“View”
 
Terminology and Navigation
 
Using the SmartForm
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Terminology and Navigation
 
Using the SmartForm
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Terminology and Navigation
 
Using the Search Feature to Filter Data
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
This screenshot features a “wildcard” search for the word “heart” to find proposals
to the American Heart Association
 
To complete this search, select “Primary Sponsor” in the search drop-down, type
“%heart”  and then click the search icon to complete the search
 
This screenshot provides an
overview of the available
search filters. You can always
find these options by clicking
the help text icon (question
mark)
 
Terminology and Navigation
 
SmartForm Validation
 
 
 
 
 
 
 
 
 
 
 
Clicking the "Validate" button will show all the errors or warnings that should be addressed before
submitting a project
This screen shot is a SF424 but validate is available on all SmartForms and works the same way. In the case
of a SF424 validation, the form validates against Grants.gov requirements
 
 
 
 
 
 
 
 
 
 
 
 
Notifications
 
System Notifications
 
 
 
 
 
 
 
 
 
 
 
System notifications are short email messages sent by the system to alert a users an action in the system –
notifications often ask the user to take an action to move a project forward in workflow
Notifications contain a link that will take users to the project that requires their action or attention. Users
can also navigate directly to a project using the Dashboard or Grants/Agreements module pages
 
 
 
 
 
 
 
 
 
 
 
Naming Conventions
 
 
Terminology and Navigation
 
Demonstration
 
Thank you
 
https://research.virginia.edu/osp
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Explore the key terminology and navigation aspects of ResearchUVA Powered by Huron (PBH) to effectively manage your research projects. Learn how to access, navigate, and use the SmartForm efficiently for a seamless research experience.


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  1. Navigating ResearchUVA Powered by Huron (PBH) MaryBeth Spaulding Office of Sponsored Programs

  2. Todays Agenda Introduction and Resource Overview Introduction to Terminology and Navigation in ResearchUVA Powered by Huron (PBH) Navigation Demonstration 2

  3. Terminology and Navigation Navigating in ResearchUVA PBH From your Dashboard: My Inbox: Items that require you to take action. My Reviews: Items assigned to you to review. These are a subset of the items in My Inbox. Create menu and buttons: Create actions you can perform. Recently Viewed: The last several items you viewed. Look here for an item you worked on recently. 3

  4. Terminology and Navigation Navigating in ResearchUVA PBH To find a specific Proposal, Award or Agreement, you can navigate to all of your records and then sort by one or more criterion A breadcrumb trail is in the top left corner 4

  5. Terminology and Navigation Workspace 5

  6. Terminology and Navigation Accessing the SmartForm from the Workspace 6

  7. Terminology and Navigation SmartForm The SmartForm contains a list of all the pages or forms in the left navigator. SmartForm fields are editable when you have clicked Edit or will show the previously entered data when you have clicked View 7

  8. Terminology and Navigation Using the SmartForm 1. The remaining SmartForm pages will fill in after you complete and save the General Information page 2. Clicking on the help text icon (question mark) will bring up a help text pop-up window containing UVA instructions for that question 8

  9. Terminology and Navigation Using the SmartForm SmartForm pages will have 3 buttons at the bottom: Exit, Save and Continue (Continue is replaced with Finish on the final form) Exit returns to the Workspace Save saves the page Continue saves the page & moves to next page Finish saves & returns to the Workspace 9

  10. Terminology and Navigation Using the Search Feature to Filter Data This screenshot provides an overview of the available search filters. You can always find these options by clicking the help text icon (question mark) This screenshot features a wildcard search for the word heart to find proposals to the American Heart Association To complete this search, select Primary Sponsor in the search drop-down, type %heart and then click the search icon to complete the search 10

  11. Terminology and Navigation SmartForm Validation Clicking the "Validate" button will show all the errors or warnings that should be addressed before submitting a project This screen shot is a SF424 but validate is available on all SmartForms and works the same way. In the case of a SF424 validation, the form validates against Grants.gov requirements 11

  12. Notifications System Notifications System notifications are short email messages sent by the system to alert a users an action in the system notifications often ask the user to take an action to move a project forward in workflow Notifications contain a link that will take users to the project that requires their action or attention. Users can also navigate directly to a project using the Dashboard or Grants/Agreements module pages 12

  13. Terminology and Navigation Demonstration 14

  14. Thank you https://research.virginia.edu/osp 15

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