My Cover Sheets

The cover sheet is mandatory for all proposals and applications and should be completed PRIOR to submission to the sponsor and well in advance of the sponsor deadline

To view cover sheets click the "My Cover Sheets" button in the top navigation
The My Cover Sheets page lists all cover sheets where you are the named PI or any cover sheets you created for other PIs will also be listed
The current status will display in the Status column
Actions available based on status, will display in the Action column
The search tool can be used to search through your cover sheets

Cover Sheet Actions

The Actions column displays the different actions that can be performed on the cover sheet
- Actions will vary depending on the cover sheet status
  - Cover Sheet - displays full read-only view of the cover sheet
    - Available once the cover sheet has been accepted by the PI
    - This will be the only option to view a cover sheet once complete or while in the approval process
  - Continue - navigation to continue creating a cover sheet
    - Availble to the PI and/or creator immediately after initializing a cover sheet
      - When creating a cover sheet for someone else their access is granted once the PI is set
      - Submitting a cover sheet to the PI for acceptance notifies the PI it is ready for review and acceptance
    - Available to the PI and creator when the cover sheet is returned for revisions
    - Edit access will end for the creator once the cover sheet is submitted to the PI for acceptance and/or once the PI accepts
    - See Initiating a Cover Sheet for more details
  - Messages
    - View sent/received messages
    - Send messages to the OR or to the PI/creator
    - See Messages for more details
  - History
    - Historical view of the cover sheet actions
    - See History for more details
  - Edit - navigation to revise the cover sheet
    - Available to the PI between PI Acceptance and submitting for Waterloo Approvals
    - Edit access will end for the creator once the cover sheet is submitted to the PI for acceptance and/or once the PI accepts
    - Available to the PI and creator when the cover sheet is returned for revisions
    - See Revising a Cover Sheet for more details
  - Delete - only available when a cover sheet has the status "Under Development"
    - See Deleting a Cover Sheet for more details

Initiating a cover sheet

Click "Start New Cover Sheet" from the home page
Click "Start New Cover sheet" from the My Cover Sheets page
- When possible the defaults have been provided
- Depending on the answer to questions additonal fields may open for follow up information
- Required fields are denoted with a red asterisk
- If required questions are missed or data is not valid, red warning messages will display
1. Returns Home
2. Listing of cover sheets (highlighted gold to indicate seection is active)
  - Assigned as the PI
  - Created
3. Left navigation menu of the cover sheet sections
4. Cover Sheet banner
  - Populates as the cover sheet is completed
  - Cover Sheet ID (after PI page is saved)
  - PI full name (after PI page is saved)
  - Sponsor (after funding page is saved)
5. Save & Continue
  - The controls to progress are located on the bottom left
6. Sections displayed in table formats will have link controls in the actions column in order to perform actions for the corresponding row item
7. Extra controls for the page will display bottom left
For more details by section see:
1. Principal Investigator (PI)
2. Project Information
3. Funding
4. Unit
5. Co-Investigatiors
6. Risks
7. Documents
8. Notes
9. PI Acceptance & Waterloo Approvals
  - See Accept & Submit

Cover Sheet Status

The status column will display the current state of the cover sheet
- Examples:
  - Under Development - not yet accepted by the PI
  - Pending PI Acceptance - submitted to the PI by the creator or OR
  - PI Accepted - cover sheet is filled out and accepted
  - Pending (role) approval - cover sheet is awaiting approval
  - Reviewed; Pending (role) approval - cover sheet has been reviewed by an administrator and cover sheet is awaiting approval (optional)
  - Approved by (role)
  - (role) Requires Revisions - returned to PI for revisions by the (role)
  - Declined - declined by OR
  - Declined by (role) - declined by campus approvers
  - Pending OR Review/Exception Approvers Required/Staff Approvers Required - the cover sheet has been submitted to the OR for next steps
  - Update - revisions have been made after the PI acceptance by the PI/Creator/OR
  - Pending OR/VPRI approval - cover sheet is awaiting approval by OR approver(s)
  - Returned to RA - returned to OR administrator to determine next steps
  - Complete - final approval from the OR is complete
The history link in the Action column will details the status history
- Comments associated to actions can be accessed from the History page
- See History for more details

Deleting a Cover Sheet

If the cover sheet sheet is in the "Under Development" status, the cover sheet can be deleted
Click the "Delete" link in the actions column for the corresponding cover sheet to be removed
Click the "Delete" button to confirm or "Cancel" to return to My Cover Sheets page
If you delete a cover sheet in error, please contact the Office of Research for help

Revising a Cover Sheet

To edit a cover sheet, navigate to the "My Cover Sheets" page by clicking "My Cover Sheets" in the top navigation bar
Click the "Edit" link in the Action column for the corresponding cover sheet
1. Cover sheet banner
  - ID (unique identifier system wide)
  - Principal Investigator
  - Sponsor
2. Left side navigation menu for the cover sheet
3. Edit button for each section is located on the bottom left of the section
4. Controls to move to the previous or next page
1. Certain pages will have additional controls
2. Additional controls will display to apply to each item in lists
3. Controls will display to perform additional actions
4. Controls to move to the previous or next page
For details by section see:
To re-accept/submit the cover sheet or re-submit to the PI for re-acceptance, click the edit button and navigate to the Accept & Submit page or the Submit TO PI page
- See Accept & Submit for more details