Procedures: ROLA PROCESS

The Process for:

NOTE: a full signing authority can also be a PI - i.e. they can submit their own Proposals but cannot approve them.

Category	What Can They Do?
Principal Investigator (PI)	Create and Save a Proposal Submit a Proposal Edit their own Saved but not Submitted Proposal Edit and re-submit a Proposal that was Returned to PI
Full Approval Authority (e.g. Chair, Associate Dean Research)	View and print a submitted Proposal Approve or Return a submitted Proposal Perform all functions as a PI above
Review Authority (e.g. Departmental AO, or Grants Facilitator)	View and print a submitted Proposal Review or Return a submitted Proposal Create and Save a Proposal for a PI Begin the submit process for a PI - PI needs to complete the process as above
Research Support Access (e.g. AO, Graduate Student, Research Associate)	View and print a submitted Proposal Create and Save a Proposal for a PI Begin the submit process for a PI - PI needs to complete the process as above

The system maintains a list of all approval authorities for each unit/Department and Faculty along with their role and approval sequence number for that role. E.g. A Chair or Director approves before an Associate Dean Research.
Each Faculty has completed an Authorization Model in consultation with RD&S indicating the review and authorization levels that are appropriate for their business needs.
Each Department or unit in each Faculty has completed an Authorization Model in consultation with RD&S indicating the review and authorization levels that are appropriate for their business needs.
The system automatically notifies the approval authorities included in the Authorization Model. The approval authorities will be notified by email and instructed to login and click 'Approved' on the proposal in question. Note: A higher signing authority will be able to view, but not approve a Proposal until it is ready to be signed by them (i.e. until all previous levels have already approved it.)
After the highest approval authority has approved the request, the appropriate member of the RD&S staff is notified that institutional review and approval is required for the Proposal.

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When all necessary approvals have been obtained electronically within ROLA, the Approval Status Review table will show Approval Status as Completed to the Dean's Authorization level.

When all necessary approvals have been obtained electronically within ROLA and the Research Development & Services Review has been completed the Approval Status Review table will show Approval Status as Completed to the RDS Approval. The Proposal status will be updated at this time to Approved.

What's on the PI's main menu?

Sponsored Research
- Profile Review
Proposal
- Maintain Proposal
- Submit Proposal
- Print Proposal Summary
- Proposal Approval
- Approval Status Review
Awards
- Award Profile
- Project Budgets
- Certification Update
Grants Support
- Documents - no functionality from the menu item
Authorization & Access
- Acknowledge Access Request
- Extend Access by PI
- Acknowledge Access to PI Data
- Researcher Grants Access Request
Relationship Management
- Matching Funds
- Partner Funding