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Hide/Show Errors – Verify for SmartForm Errors

Before the Principal Investigator submits the funding proposal in eBridge for institutional approvals, the Funding Proposal, Primary Budget, Detailed Subcontract and SF424 SmartForms should be verified and corrected for errors.

Roles:  Principal Investigator (PI), Proposal Team (PT), Budget Specialist (BS)

Steps:

  1. After logging in to eBridge, select My Home from the upper right-hand corner of the screen.
  2. Make sure the Proposal Team role is selected from the top-left corner.
  3. Select the Funding Proposal Name from My Inbox or Funding Proposals tab.

From the Funding Proposal SmartForm:

  1. From the "Funding Proposal Workspace", select the Edit Funding Proposal button from top-left corner to navigate to the "Funding Proposal SmartForm."
  2. From the middle menu at the top or bottom of the screen, select Hide/Show Errors.  Note any errors in the lower section of the page.
  3. For each error, select the associated Jump To link and make the appropriate corrections.
  4. To remove the corrected error from the “Error/Warning Messages” section, select Save in the Jump To menu & then select the Refresh button on the right side of the “Error/Warning Messages” section.
  5. When all errors are corrected, select Exit and Save.

From the Budget SmartForm:

  1. From the “Funding Proposal Workspace”, scroll down, and from the Budgets tab, select the SmartForm [Open] drop-down menu and select T. Budget General to navigate to the first page of the “Budget SmartForm”.
  2. From the middle menu at the top or bottom of the screen, select Hide/Show Errors.  Note any errors in the lower section of the page.
  3. For each error, select the associated Jump To link and make the appropriate corrections.
  4. To remove the corrected error from the “Error/Warning Messages” section, select Save in the Jump To menu & then select the Refresh button on the right side of the “Error/Warning Messages” section.
  5. When all errors are corrected, select Exit and Save.

From the Detailed Subcontracts SmartForm (if applicable):

  1. From the "Funding Proposal Workspace", scroll down, and from the Budgets tab, select the budget's Name link to navigate to the "Budget Workspace."
  2. Select the Subcontracts tab.
  3. At the bottom of the "Subcontracts" tab, select each subcontractor's Name link.
  4. From each "Subcontract Workspace", select the Edit Subcontract Budget button from the left column to navigate to the Subcontract SmartForm.
  5. From the middle menu at the top or bottom of the screen, select Hide/Show Errors.  Note any errors in the lower section of the page.
  6. For each error, select the associated Jump To link and make the appropriate corrections.
  7. To remove the corrected error from the "Error/Warning Messages" section, select Save in the Jump To menu and then select the Refresh button on the right side of the "Error/Warning Messages" section.
  8. When all errors are corrected, select Exit and Save.

 From the SF424 SmartForm (if applicable):

  1. Generate a SF424, if not already done, by selecting the View SF424 link from the left column in the Funding Proposal Workspace. Select OK.
  2. In the middle of the “Funding Proposal Workspace”, from the Submissions to Sponsor section, select the [Open] drop-down menu, and select the first page to navigate to the “SF424 SmartForm”. 
  3. From the middle menu at the top or bottom of the screen, select Hide/Show Errors.  Note any errors in the lower section of the page.
  4. Extend the “Error/Warning Messages” section from the top to view the entire Error/Warning Message section. 
  5. Using the “Alt + Print/Screen” keys on your keyboard, print the page.
  6. Go back to the “Funding Proposal SmartForm” and/or “Budget SmartForm” to make the appropriate corrections.
  7. Re-generate the SF424 application by selecting the View SF424 link from the left column.
  8. Confirm that all errors were corrected by following Steps #2 - #3 above.  If not all errors are corrected, continue following the remaining steps above, #4 - #7.
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Page Updated 01/29/2014