Accept & Submit

• • Only the PI can certify that the infomration provided in the cover sheet is complete and accurate and acknowledge/accept the conditions listed in the PI acceptance section
    • See Accept & Submit for more details
    • See Submit to PI for more details
  • Links are provided to provide more details where applicable
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  • Once PI accepts the conditions the cover sheet will be automatically subited to the approvers for early review
  • Upon completion of campus approvals, the cover sheet will be submitted to the Office of Research (OR) for review and final approval
  • If approvals could not be auto-generated, the cover sheet will be submitted to the OR to determine next steps
  • Please note that Tri-Agency funds are to be held in the PI’s home academic unit
  • Research funds from non-Tri-Agency sponsors may be held in research centres or institutes
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• Accept & Submit

  • If a cover sheet sheet has been created on your behalf and has been submitted for PI acceptance
  • Click "My Cover Sheets" in the top navigation
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  • Locate the cover sheet, the Status will show as “Pending PI Acceptance" and click the "Edit" link in the actions column for the corresponding cover sheet
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  • Click the "Accept & Submit" button in the the left side navigation menu
  • The approvers will be listed in order of approval, with the first in the list being the first approval required
  • Click the “Review” link to view the full cover sheet, and ensure it is correct/complete before submitting
  • Changes can be made until the cover sheet is submitted
  • If you believe the wrong approvers are assigned to the cover sheet, please click the "message" link to contact the OR for assistance before submitting
  • Optionally, an additonal comments can be added
  • Once you are satisfied with the cover sheet, click the "Accept & Submit" button
  • A success confirmation page will display

• Submit To PI

  • If you are not the PI on the cover hseet you will need to submit the cover sheet tohe PI for them to accept and sumbit for approval
  • Provide comments for the PI and click the "Submit to PI" button to notify the PI the cover sheet is ready for review and acceptance
  • A success confirmation page will display
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• Note

  • The Cover Sheet cannot be accepted/submitted until the cover sheet is fully filled out
  • Based on the answers to the risks questionaire, a list of suggested missing items will listed
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