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

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

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

4. 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

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

6. SUBMITTING A PROPOSAL
MAIN MENU

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

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

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

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

11. 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

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

13. 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 !!!

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

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

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

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

18. 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

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

20. 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

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

22. 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.

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

24. 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

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

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

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

28. Questions