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Pre-Proposal Review includes the following steps:

  1. Pre-Proposal Review configuration and instructions are verified. For guidance, refer to
    • Call Management : Pre-Proposal Review Configuration
    • [manuals:Instructions Sets and Webfiles for Calls and Reporting Periods] : Pre-Proposal Review Instructions
  2. Submitted pre-proposals are compiled by eSG Admins and uploaded to eSG via FMP, and accepted for review.
  3. Reviewers are added/edited, assigned to pre-proposals and emailed login and pre-proposal review instructions, via FMP.
  4. Reviewers
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    submit pre-proposal reviews

    .
  5. Reviews are viewed via the
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    Administrative Review Web Interface

    or FMP, and compiled via FMP for distribution.

Compiling and Uploading Pre-Proposals; Accepting for Review

For each proposal,

  1. In FMP, go to Pre-Proposals > Coverpage, and click the button: 'PDF: All parts for this proposal, incl. budget worksheets' under 'Reports'. This triggers creation of a folder on the user's desktop named for the related Proposal ID, into which the system deposits the pre-proposal coverpage, narrative, budget worksheets, and CV / resumes.
  2. Use a program like Adobe Acrobat to compile all of these pdfs into a single pdf named for the related Proposal ID (e.g. 'Bray_1234.pdf').
  3. Go to Pre-Proposals > Files, and upload the compiled pre-proposal pdf via the blue upload button. The uploaded pre-proposal will become available to PIs via the Control Panel, eSG Admins via the Administrative Review web interface, and to pre-proposal reviewers in the Pre-Proposal Review web interface.
  4. At the top of Pre-Proposals, toggle the 'Accepted for Review?' to 'Yes'.

Setting-up Reviewers for Pre-Proposal Review, in FMP

Add / Edit Reviewers

  • At a minimum, the following fields must be populated when adding a reviewer: last name, first name, email, and password (in 'Contact Info').
  • Add the role of 'Pre-Proposal Reviewer' via the Roles list at top-right.

Roles are used for eSG system and organizational purposes. The following roles are used by eSG to permit access to web interfaces and should not be altered:

Pre-Proposal Reviewer
Peer Reviewer
Panel Reviewer
Admin
Sub-Admin

Other roles may be added and applied to reviewers, depending upon your program. For example, if you have two groups of peer reviewers, you'd assign everyone in the group to the 'Peer Reviewer' role, and then assign each group to its own organizational role.

Assign Reviewers to Pre-Proposals

  • Select the Assignments tab. You may assign pre-proposals to a reviewer by call or proposal. To assign a reviewer to an entire call of pre-proposals accepted for review, use the select drop-down at right. To assign a reviewer to a specific proposal (among active calls and proposals accepted for review), click the green [+] button beneath 'Assigned Pre-Proposals for Review', and select the proposal via the drop-down that appears.

Email Reviewers

  • Use the appropriate email template customized for your program, which includes reviewer-specific login privileges and pre-proposal review instructions. [ see General FMP Information - Email Tool ]

Pre-Proposal Review Submission

The

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Pre-Proposal Review web interface

presents to the reviewer all pre-proposals assigned to them, including the PI name, proposal title, and the compiled pre-proposal pdf uploaded by the eSG Admin.  Evaluation fields reflect the pre-proposal review configuration (Simple or Complex) chosen for the call (see above).

Pre-Proposal Review Management and Compilation

Viewing

Reviews are viewable via the

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Administrative Review Web Interface

or FMP, as they are added by reviewers. The Admin Review web interface shows reviews by proposal, while FMP shows reviews...

  • when browsing by proposal
  • by reviewer
  • as a list via Reviews (which includes the Rating of Review field supporting Reviewer evaluation, found in Reviewers > Evaluation)
  • via Reports > Review Reports.

Retrieving

You have several options for retrieving pdfs of pre-proposal reviews:

  1. By Proposal :
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      Administrative Review Web Interface

      : click 'Pre-Proposal Reviews' for a pre-proposal, and then export or print the pop-up window as a pdf 
    2. FMP > Pre-Proposals > Reviews: Click 'View: Pre-Proposal Reviews (this proposal)' and then 'Save as PDF'.
  2. By Call, sorted by Proposal or Reviewer : FMP > Reports > Review Reports: Select call, then click either
    1. 'View: Pre-proposal reviews, by proposal', or 
    2. 'View: pre-proposal reviews, by reviewer'
      and then 'Save as PDF'.
  3. By Review : FMP > Reviews: Switch to Form View of desired review and then save as PDF via the FMP main menu.

Review Tracking Grid

This feature (accessed via Reviews layout) lists scores/ratings, averages, and reviewers for submitted reviews in a 2D grid. Place the cursor over ratings to see the associated reviewer name.

Reviewer Evaluation

  • Each review may be rated via the Reviews layout.
  • Each reviewer may be evaluated or described using the 'Evaluation' tab of the Reviewers layout. You may include, keywords, comments about the reviewer and their performance, view the average quality of their reviews, and apply ratings.
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