Category Archives: Compass

EPEX Tips

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 […]

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EPEX Tips

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 […]

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EPEX Tip

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 […]

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NIH, AHRQ, and NIOSH to Eliminate Error Correction Window for Due Dates On or After January 25, 2011

Excerpted from NIH Notice: NOT-OD-10-123 Beginning with due dates on or after January 25, 2011, NIH, AHRQ, and NIOSH will eliminate the error correction window from the application submission process. The agencies have made this decision after carefully evaluating the comments received from the public in response to the RFI (request for information) released on […]

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Setup of Incoming Subawards in Compass

Most incoming subcontracts received by Emory University will be executed with the prime grant recipient for only the current budget period being awarded even if the expectation is that the project will last from 3 to 5 more years. This is a choice made by the prime grant recipient since, in most cases, only the […]

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Compass: Grants Update

PAN: Pre Award Number During the PAN process for a new award a SmartKey is assigned to a project so that spending can begin, but an award is not fully generated. Once a full award is generated, if any value in the chartfield string that makes up the originally assigned SmartKey changes, a new SmartKey […]

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EPEX TIPS

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 […]

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EPEX Tips

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 […]

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The Results of Sharing EPEX Logins

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 […]

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Who to Contact: Navigating the Compass Maze

Confused? Puzzled? Perplexed? Baffled? Bewildered? Driven witless? Can any of the aforementioned adjectives be used to describe you? If so, keep reading. Scene: you have a question and don’t know who to call. Do you: Ask your colleague? Call/email the Compass help desk? Call/email your OSP/OGCA representative? All of the above? There are numerous resources […]

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