research grant application crm vsn 3

12
The University for business and the professions Steve Hunter Business Systems Project Director Mark Brace Senior Business Analyst – Business Systems CRM process for Grant Applications

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Powerpoint slides for City University - City 2012 initiative - CRM for Management of Research Process

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Page 1: Research Grant Application Crm Vsn 3

The University for businessand the professions

Steve Hunter Business Systems Project Director

Mark Brace Senior Business Analyst – Business Systems

CRM process for Grant Applications

Page 2: Research Grant Application Crm Vsn 3

The University for businessand the professions

Manager Research Grants and Contracts may start on

their “Home Page” …

City UniversityLondon

Page 3: Research Grant Application Crm Vsn 3

The University for businessand the professions

You have 9 unread messages Privacy | Copyright & Disclaimer

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Page 4: Research Grant Application Crm Vsn 3

The University for businessand the professions

You have 9 unread messages Privacy | Copyright & Disclaimer

Index | Search | About | HelpCity UniversityLondon Andrea Tinson – Home Page

Logout

Northampton SqLondonEC1V OHB0207 123 456707771 123456

Chat to your Staff Adviser

Andrea Tinson My Favourites

Library ServicesResearch Costing ToolResearch ManagementResearch Contacts

Training

Staff DevelopmentIT TrainingEvents

University Management

StrategyGovernanceAcademic handbook

My Employment

ExpensesHuman ResourcesStaff HandbookVacancies

Forms

Human ResourcesRoom BookingRequest for Resources

Leisure

Sports CentreStaff UnionConcerts

Newsflash

Want to do something clever ?

Click here for help …

Select “Research Management”

Update your details

Favourites

Travel ClaimStaff HandbookApply for Research Grant

Applications

Page 5: Research Grant Application Crm Vsn 3

The University for businessand the professions

You have 9 unread messages Privacy | Copyright & Disclaimer

Index | Search | About | HelpCity UniversityLondon Andrea Tinson – Research Management

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Northampton SqLondonEC1V OHB0207 123 456707771 123456

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Andrea Tinson

Select “Follow Up Actions Due Today”

Intellectual Property

Contracts for Exploitation of Research

Patents

Confidentiality Agreements

Publications Database

My Actions

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Travel ClaimStaff HandbookApply for Research Grant

Applications

Page 6: Research Grant Application Crm Vsn 3

The University for businessand the professions

You have 9 unread messages

Index | Search | About | HelpCity UniversityLondon Andrea Tinson – Research Management

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Northampton SqLondonEC1V OHB0207 123 456707771 123456

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Andrea Tinson Follow Up Actions Due

Click on a reminder to automatically create a skeleton e-mail

Update your details

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Travel ClaimStaff HandbookApply for Research Grant

Applications

Page 7: Research Grant Application Crm Vsn 3

The University for businessand the professions

Index | Search | About | HelpCity UniversityLondon Andrea Tinson – Research Management

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Northampton SqLondonEC1V OHB0207 123 456707771 123456

Chat to your Staff Adviser

Andrea Tinson

Write your e-mail here

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Favourites

Travel ClaimStaff HandbookApply for Research Grant

Applications

Page 8: Research Grant Application Crm Vsn 3

The University for businessand the professions

Index | Search | About | HelpCity UniversityLondon Andrea Tinson – Research Management

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Northampton SqLondonEC1V OHB0207 123 456707771 123456

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Andrea Tinson

Complete e-mail and Send

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Favourites

Travel ClaimStaff HandbookApply for Research Grant

Applications

Page 9: Research Grant Application Crm Vsn 3

The University for businessand the professions

You have 9 unread messages Privacy | Copyright & Disclaimer

Index | Search | About | HelpCity UniversityLondon Andrea Tinson – Research Management

Logout

Northampton SqLondonEC1V OHB0207 123 456707771 123456

Chat to your Staff Adviser

Andrea Tinson

Intellectual Property

Contracts for Exploitation of Research

Patents

Select “View Grant Applications in Progress”

Confidentiality Agreements

Publications Database

My Actions

Update your details

Favourites

Travel ClaimStaff HandbookApply for Research Grant

Applications

Page 10: Research Grant Application Crm Vsn 3

The University for businessand the professions

Index | Search | About | HelpCity UniversityLondon Andrea Tinson – Grant Apps in Progress

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Andrea Tinson

Click on a line for more – Costings, Research Details, Contact Details, Amounts Spent to Date, Application Timeline etc.

Date of Application

App'n Ref

Name of Applicant

School Title of ResearchGrant Applied

for £Next Action Status of Application

01/07/07 H010 S Danvers Health Serv Vaccines for Children 32k SD Approved - Research Completed

12/08/07 E003 P Wilson Eng & Math Vector Spaces in Investment 25k PW Approved - Research Underway

15/08/07 A008 D Smith Arts Music in Sub-Saharan Africa 12k DS Approved - Research to Commence

02/09/07 S012 R Patel Social Sci Psychology for Lecturers 18k Sponsor Award Awaiting Approval

10/09/07 I 011 H Ahmed ICSL Litigation for Councils 21k Sponsor Award Awaiting Approval

13/09/07 C006 T Resne Cass Investing in Pakistan 22k Sponsor Award Awaiting Approval

16/09/07 H011 W Mead Health Serv Pre-Natal Scans 24k RGC Award Awaiting RGC Approval

18/09/07 E004 V Warrens Eng & Math Euler and the Environment 10k RGC Award Awaiting RGC Approval

21/09/07 A010 S Davies Arts Harmonics in Plastics 8k Dean of Arts Award Awaiting School Signoff

Select “H011 – Pre-Natal Scans” for more detail

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Page 11: Research Grant Application Crm Vsn 3

The University for businessand the professions

Index | Search | About | HelpCity UniversityLondon Andrea Tinson – Grant Application Details

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Andrea Tinson People Research Owner (PI) William Mead

Collaborator Donald MacIntyre

Name of Dean A N Other

Research Students N/A

City City School Health Services

Room Number F201

Contact Number 0207 123 4567

Contact E-mail Address William.Mead.1 @City.ac.uk

Research Title of Research Pre-Natal Scans

Research DetailInvestigate at what stage in a baby's first 6 months it is at risk from cot death

Admin Grant Application Reference H011

Grant Awarded £19,000

Grant Applied for £24,000

Amount Spent £300

Process Date Application submitted 16.9.07

Date Application Approved by Dean 19.9.07

Date Application Approved by RGC -

Date Application Submitted to Sponsor -

Date Application submitted -

Current Status of Application Awaiting Approval by the RGC

Next Action Approve

Who ? Andrea Tinson

Correspondence History

Update your details

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Page 12: Research Grant Application Crm Vsn 3

The University for businessand the professions

End

City UniversityLondon