Category Archives: Compass

EPEX Tips

July 1, 2011

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 […]

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EPEX Tips

June 1, 2011

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 […]

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How do I find my PAN in Compass?

June 1, 2011

How do I find my PAN in Compass? What is a PAN? PAN refers to Pre Award Number. PANs are requested through the OSP PAN system when a SmartKey is needed to incur expenses prior to the institution’s receipt, acceptance, and processing of an award.  A link to the system can be found on OSP’s […]

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EPEX Tips

May 1, 2011

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 […]

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EPEX Tips

April 1, 2011

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 […]

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Inactivating SmartKeys on Sponsored Projects

March 1, 2011

A request to inactivate a SmartKey should be made when: An award/project ends and all transactions are complete and ready for close A SmartKey is set up in error 1) Submission and request for inactivation of the SmartKey assumes the following have been completed by the requesting department: All charges are appropriate and all unallowables […]

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EPEX Tips

March 1, 2011

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 […]

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EPEX Tips

February 1, 2011

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).

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EPEX Tips

January 1, 2011

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 […]

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Things to Remember Regarding Subcontracts in Compass

January 1, 2011

Only the first $25k paid to a subcontractor on each award is subject to F&A. This is true event when the payments to the same subcontractor are made on various projects within the award. When receiving subcontractor invoice in the AP system, please remember to only charge the first $25k to account 77600. Once the […]

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