Category: EPEX Tips

The Projects Page in EPEX has been updated. When entering professionals, you will no longer be able ot make changes to the Employee ID. It is no longer a white editable box; now requiring that you delete (minus) the entire line to make the necessary change to the professional(s).

Problem: Person doesn’t show up in workflow Which roles trigger workflow? PI, Co-PI, Co-Investigator, Key Personnel, Multi-Investigator, Named Investigator, and Mentor/Sponsor If a person on the resources page does not have one of these roles, he/she will not be pulled into workflow to Certify. Also, once the proposal has been saved, you cannot simply change…

Below are a few reminders about EPEX based on the questions that come into PSGrants Roles that trigger workflow in EPEX: PI, Co-PI, Co-Investigator, Key Personnel, Multi-Investigator, Named Investigator and Mentor/Sponsor Ad Hoc: You Must Ad Hoc anyone who should be an approver/reviewer BEFORE you approve the proposal. Once you approve, you will no longer…

Make Sure the Forms are Complete When completing the PI Eligibility Access form, the Workflow Request form and/or the EPEX Access form, please make sure that all required fields are complete before emailing them to psgrants (preferable) or faxing them. This is especially true of the signatory lines. Where indicated, the forms require the signatures…

Question: When is it necessary to submit the PI eligibility form? Answer: The PI eligibility form should be submitted for all NEW faculty hires who are NOT transferring grants into Emory but will be submitting grants/contracts, all STUDENTS and Post-docs who will be PIs on fellowships, and for all STAFF who will be in an…

Did you know that separate projects should not be set up below $5000? Did you know that proposals routed through EPEX are time and person stamped? Did you know that you should preview workflow before you Save & route? this will help to ensure that the proposal will go to everyone it should. did you…

Make sure to Preview Workflow before you Save and Route. Previewing Workflow will ensure that everyone that SHOULD be listed as an Investigator (certifier), Approver, or Reviewer is listed. the only way to add someone at the GM certification stage and actually have them certify is to restart workflow. All Principal Investigators (PIs), Multiple Investigators…

Your benefits could be changed Your paycheck could be routed into another account Your paycheck can be viewed A job can be applied for in your name A contribution in your name could be made to Emory Community Giving Your address, telephone, SSN and emergency contact information is no longer private “Per University policy, only…