Category: EPEX Tips

There is a new employee starting at Emory, how can I route a proposal before they arrive? Step 1 – Confirm their formal appointment at the institution: You will need to have a signed letter that they have committed to coming to Emory. Step 2 – Establish their Compass record: Once you have the signed…

Q. Is there a way to save a specific search, so that I do not have to input the search information every time that I need it? A. Yes, this is a functionality of the system.  Search for a proposal.  While still on the search screen, click “Save Search Criteria”.  The “Save Search As” Page…

Budgeting in EPEX While the budget building tool is available in EPEX and we encourage its use, the Office of Sponsored Programs requires only that a high level budget be included which each proposal routed for review and approval. There are 4 high-level direct cost budget categories available. Each of these categories is preceded by…

In an effort to prevent issues occurring when a proposal is not saved before navigating away from the header page in EPEX (first page), the buttons “Go to Projects” and “Go to Budgets” will be greyed out and thus unavailable, until the proposal has been saved and a Proposal ID is generated, as seen below.…

Q. If my proposal is denied do I have to re-enter all of the information and create a new proposal to route it again? A. No.  If the proposal is accidentally denied or denied to allow corrections and has a status of “REF#”, once the necessary action has been taken, click Save and Route to…

What do I do if my PI is not listed in the PI ID lookup? This and other common questions can be found on the EPEX FAQ Page: EPEX FAQ What do I do if my Investigator’s department is not listed? The employee must have an active Employment Record to have a department available in…

What do I do if I can’t find my sponsor in the lookup? 1)      Generally, acronyms are not listed in the lookup.  Please look under the full name of the sponsor (ie.  EPA is listed under US ENVIRONMENTAL PROTECTION AGENCY). 2)      It is also useful to search by Name 1 “contains” specific word rather than…

What needs to be done when I receive this message? This happens when you have multiple Projects. The F&A Rate must be entered for each project before saving on this page. Please click on the plus button to the left of the Project ID (see red circle) to expand each project. Once all F&A information…

Q. What do I do with a proposal that was accidentally created? A. Proposals cannot be deleted. Please change the Due Date to 01/01/2001 so that it will not be visible on any OSP queries. It can then be used in the future should the PI decide to route another proposal. Please note, however, that…

Are your investigators or key personnel having trouble certifying? There are a few reasons for this. The person may not have Grants access The user has two User IDs (one for the University and one for Healthcare) These situations are simple to fix. Please send an email to psgrants@emory.edu indicating the issue. Make sure to…