Copy a Technical Review Form


Concept

In this topic, you will learn how to copy a technical review form in G5.


Steps:

  1. Click the Technical Review Forms menu item to begin the process of copying a technical review form.

    Step 1
  2. You will first need to search for the technical review form you want to copy.

    Step 2
  3. Enter the information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2012".

    Step 3
  4. Enter the information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.422A".

    Step 4
  5. Enter the information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "4".

    Step 5
  6. Click the Search button to search for the form.

    Step 6
  7. Click the Select button to mark the ACME TRF for Schedule 4, Tier 1.

    Step 7
  8. Click the Vertical scrollbar to scroll down.

    Step 8
  9. Click the Copy button to copy the form you have marked.

    Step 9
  10. Next you will need to search for the schedule and tier to which you want to copy the technical review form.

     

    Important Note:  The tier or tiers must exist in the system for the competition to which you are copying.  If the tier or tiers have not been created, you will receive an error message.

    Step 10
  11. Enter the information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2012".

    Step 11
  12. Enter the information into the Designator Code/CFDA field.

     

    For this example, enter a valid value e.g. "84.422A".

    Step 12
  13. Enter the information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "5".

    Step 13
  14. Click the Search button to search for the schedule.

    Step 14
  15. Click the Vertical scrollbar to scroll down.

    Step 15
  16. Click the Select option to mark Schedule 5, Tier 1.

    Step 16
  17. Click the Continue > button to move the Review Form Entry screen.

    Step 17
  18. NoteThe system has copied the information from the existing form onto the new form.  You can revise or add to the fields as needed.  For this example, the Form Title will be updated.

    Step 18
  19. Highlight the existing information in the Form Title field.

    Step 19
  20. Press the [Delete] key to delete the Form Title which was copied from Schedule 4.

    Step 20
  21. Enter the new Form Title into the Form Title field.

     

    For this example, enter a valid value e.g. "Education Univ TRF".

    Step 21
  22. Click the Vertical scrollbar to review the remaining information which was copied onto the Review Form Entry screen.

    Step 22
  23. Click the Continue > button to move to the Questions tab.

    Step 23
  24. Click the Vertical scrollbar to scroll down and review the questions which were copied onto the new form.

    Step 24
  25. Note:  You may edit, delete or add sub-questions to the existing questions as needed.  You may also add additional questions.

    Step 25
  26. Click the Continue > button to retain the questions which were copied and move to the Priority Questions screen.

    Step 26
  27. Note:  Again, you may edit or delete the existing question(s) as needed.  You may also add questions.

    Step 27
  28. Click the Continue > button to retain the existing Priority Question and move to the Signature/Comments screen.

    Step 28
  29. Click the Continue > button to keep the Signature/Comments screen as is and move to the Summary screen.

    Step 29
  30. Click the Vertical scrollbar to scroll down and review the Summary information.

    Step 30
  31. Click the Submit button to submit the newly created form.

    Step 31
  32. The Confirmation screen displays with a message indicating that the form has been successfully copied.

     

    Click the Vertical scrollbar to scroll down.

    Step 32
  33. If you want to copy more Technical Review Forms, you can click the Done button to return to the Search screen.

    Step 33
  34. Click the Go To Home button to return to the My Home Page screen.

    Step 34

Congratulations!

 

You have successfully copied a technical review form.