Look and Feel of the Fund Management System (FMS) Gerda Kruger

FMS can be accessed from the WRC website www.wrc.org.za WHERE TO FIND FMS FMS can be accessed from the WRC website www.wrc.org.za Knowledge Hub Login = NOT FMS LOGIN FMS LOGIN

STEPS TO FOR SUCCESSFUL LOGIN STEP 1 : Click on Login Key next to FMS logo

STEPS FOR SUCCESSFUL LOGIN STEP 2 : Click on either New User or Registered User New User: All users who intend to submit research proposals to the WRC using this system for the first time, are required to register their details as New Users of the Research Proposal Submission system. Reviewers, Project Leaders and Reference Group Members who wish to use this system for the first time, must contact the WRC FMS Administrator to obtain logon credentials: REGISTER NOW Registered User: Click here to login directly

STEPS FOR SUCCESSFUL LOGIN STEP 3 : Type in your registered email address and password System is Case Sensitive If you forgot your password

SUBMITTING A PROPOSAL MAIN MENU

SUBMITTING A PROPOSAL Step 4: Click on Research Proposals Step 5: Click on either Submit Open or Directed Proposal 20

Step 5: Click on the Relevant KSA / Thrust / Programme SUBMITTING A PROPOSAL Step 5: Click on the Relevant KSA / Thrust / Programme

COMPLETING PROPOSAL : Title, Start and End Date Proposal Headings Proposer Menu Complete title, start & end date SAFE !! SAVE !! SAVE !!!

COMPLETING PROPOSAL : Lead Organisation Proposal Number: 1004790 Click on Dropdown arrow Click on Dropdown arrow SAFE !! SAVE !! SAVE !!!

COMPLETING PROPOSAL : Lead Organisation (cont) Supporting Documentation You will not be able to submit your proposal if the WRC is not in possession of these documents

COMPLETING PROPOSAL : Collaborating Organisation Click on Dropdown arrow SAFE !! SAVE !! SAVE !!! Do not repeat the Lead Organisation’s name here

COMPLETING PROPOSAL : Contract Signatory, Finance Officer & Research Office Contract Signatory : The authorised person who will sign the contract on behalf of the Lead Organisation and NOT the Project Leader Finance Officer : Contact Person for Finance queries Research Office : Contact Person at the Research Office SAFE !! SAVE !! SAVE !!!

COMPLETING PROPOSAL : Research Team SAFE !! SAVE !! SAVE !!! Include Students as part of your Research Team

COMPLETING PROPOSAL : Rationale and Aims Background on information needed Aims SAFE !! SAVE !! SAVE

COMPLETING PROPOSAL : Methodology and Products SAFE !! SAVE !! SAVE

COMPLETING PROPOSAL : HR Costs / Capital Expenses Dropdown list only shows Research Team already captured Capital Expenses SAFE !! SAVE !! SAVE

COMPLETING PROPOSAL : Running Expenses & Minor Expenses e.g. S&T, Workshops Choose from dropdown list Capital Expenses SAFE !! SAVE !! SAVE Minor Expenses e.g. Phone calls, Printing Type your minor Expenses

COMPLETING PROPOSAL : Dissemination/Uptake Activity Expenses e.g. Student Papers, Final Project Report, Manuals Type your Expenses Capital Expenses Minor Expenses SAFE !! SAVE !! SAVE

COMPLETING PROPOSAL : Budget Summary The Total Budget (HR, Running, Minor, Dissemination/Uptake Activity Expenses) for a specific financial year must be EXACTLY the same as the Total Deliverable Budget for the similar financial year

Background on information needed COMPLETING PROPOSAL : Knowledge Dissemination & Uptake and Innovation Sections Background on information needed SAFE !! SAVE !! SAVE

COMPLETING PROPOSAL : Capacity Building SAFE !! SAVE !! SAVE All fields MUST be completed - Fictitious information may be added if Students’ details are not known. You will be requested to verify students’ information during June each year.

COMPLETING PROPOSAL : Institutional & Community Development Institutional Development Community Development SAFE !! SAVE !! SAVE

Research Locations and Categories e.g. Funds from other Institutions COMPLETING PROPOSAL : Research Locations / Categories and Additional Funds Research Locations and Categories SAFE !! SAVE !! SAVE Additional Funds e.g. Funds from other Institutions

COMPLETING PROPOSAL : General Information & Intellectual Property SAFE !! SAVE !! SAVE

COMPLETING PROPOSAL : Declaration of Interest Download, complete and upload under this section

PRINT AND SUBMIT PROPOSAL Remember to press the SUBMIT tab !!!!!!!

Questions