1. COLSA e-Route Deployment Strategy “Yellow Sheet Routing”
Project Kick-off Meeting
February 20, 2014

2. Meeting Goals/Agenda Understanding of the SPA/RIT Deployment Plan
Brief product demonstration and support overview
Establish pilot team members
Schedule submitter/approver training
Draft go-live schedule
Articulate expectations/Q&A

3. Deployment Plan COLSA will be the first pilot (thank you!)
Additional college/units will be phased in during the next year
Team members include COLSA, SPA, RIT, RCC, and the SVPR Office
Phase 1 involves “Yellow Sheet” internal routing (aka e-Routes)
Pilot submissions limited to COLSA personnel
RIT/ SPA to train local experts, self-service web url:
RIT/SPA will provide support and monitoring
A complete test “sandbox” is available at
Production go-live directly follows training and pilot test
COLSA feedback and suggestions are encouraged and appreciated!

4. Product Overview Create a Proposal
PD/ Proxy creates proposal in InfoEd using a wizard based process:
Completes set up questions, adds project Personnel, uploads Budget, Budget Justification, Scope of Work, Sub Awards
Generates composite pdf, completes internal UNH routing forms (mandatory Yellow Sheet, optional F&A Waiver, Cost Share)
Creation process is typically less than 15 minutes
Brainstorm Tasks
Draft timeline
Reviewed with steering committee
Presentation with Jan

5. Product Overview Submit a Proposal
PD/ Proxy certifies proposal accuracy and inspects default e-Route
e-Route path is based on a pre-established matrix. See (Routing Paths)
PD/ Proxy (optionally) adds approvers and submits proposal
The completed package sequentially routes to approvers

6. Product Overview Reviewer Dashboard
Approver receives an or alternatively can check their InfoEd “InBox”
Messages contain a direct link to the “Reviewer Dashboard”
Approver inspects/reviews on-line documents, comments as needed, and indicates decision
If approval decision is other than “Approved”, the route will return to the submitter
Approvers can add steps as “FYI” or “Approval Required”, and review route history

7. Process Overview Tracking Routing Progress
PD/ Proxy can review the routing progress or modify the path at anytime.
Based on pre-determined schedules, automated reminders will be sent to the Approver/SPA GCA when steps go unattended. See
Unattended steps exceeding the reminder schedule limits will “Rollover” to the approvers backup.
RIT/ SPA will work with each unit to provide and distribute custom alerts and reports as needed.
In-Process routes are also centrally monitored by RIT/SPA.
SPA data entry receives an alert when the route is complete. The proposal is also automatically entered into the InfoEd Proposal Tracking module.

8. Support Overview See “User Support Process” at our web site
Three tiers of elevated support exist:
Local Expertise
Sponsored Research GCA Guidance
RIT/System Administration
The Routing Web Site ( routing.html# ) is also available and will be continually enhanced with each pilot.
For faculty and most researchers, InfoEd logins are based on your UNH Blackboard ID. If needed, contact the help desk at x to obtain your credentials. If you still have trouble logging in contact so we can assist you.

9. Pilot Teams
Small pilot teams of 2-3 Project Directors would be optimal
We estimate PD’s may spend about 1-2 hours per week using the InfoEd sandbox during the pilot period
Ideally, we recommend pilot teams also include one or two “Local Experts” willing to learn the intricacies of the application and provide first level support on an ongoing basis. This is most likely an administrative person who may also serve as a proxy for the Dean or Project Directors.
Local Experts will work directly with RIT/ SPA during the pilot and serve as the central liaison
Local Experts may need to spend at least 2 hours per week during the pilot period for training and sandbox testing
Local Experts should be available and willing to work with other COLSA submitters/reviewers during pre and post go-live

10. Proposed Rollout Schedule

11. What we need to get started
What we need to get started Pilot Team Members, preferred contact method and information Training, Pilot and Go-Live schedules Contact us anytime we would greatly appreciate your feedback! Project Team Members Robert Anderson, Associate Director, Research Computing x Karen Jensen, Manager of Research Administration x Patrick Messer, Director, Research Computing x Victor Sosa, Director, Sponsored Research Administration x Scott Troy, PD Project Manager x For support, Contact your GCA or Send and to
Questions?