Subject: New Organization, FastLane Contact and PI's Registration Request - Approved

From: [email-masked]
Date: Mon, 14 Mar 2005 15:33:46 -0500 (EST)

Organization Name: Darwin Day Celebration
Organization Id: 6250010654
Contact's Name: Mary P White
Contact's Pseudo-SSN: 000061945

The registration of your organization to use FastLane is complete. You are the FastLane Contact.  You can change your Password by logging into the Research Administration application and choosing the option Initialize/Change User Password.

Information for New Organization:

As the FastLane Contact for your organization, you have access to all the standard FastLane Research Administration functions. You should use these functions to customize the use of FastLane to fit your organization's needs. To log into Research Administration use your Last Name, your Social Security Number (SSN) or Pseudo-SSN and your Password.  You are strongly encouraged to add a backup user with all of the administrative capabilities to FastLane.

Note that as FastLane Contact for your organization, you have Change Permissions authority, and one permission you may change is the permission to be Financial Administrator.  This permission will only be relevant for organizations that have received NSF awards and financially manage those awards.  Whoever is granted permission  to be Financial Administrator may then come in through Research Administration to grant permission to others to perform financial actions--request cash, submit FCTRs, specify Electronic Funds Transfer information, etc.

To receive an email notification of each new award or update the name and address of the person to whom the award letter is to be addressed, access Research Administration and click on Review/Revise Organizational Information.  Within this application you can also update your organization's address, phone, FAX, or President.   To change your organization's name, email the request to [email-masked].

Only Principal Investigators (PIs) may access PI/Co-PI functions such as Proposal Preparation. Research Administration users have access to view, edit and submit proposals after the PI presses the 'Allow SRO Access' button.  SRO stands for Sponsored Research Office. If you will also be acting as the PI or Co-PI on NSF proposals and you did not request to be added as a PI at the time of registration, see 'Modifying a Users Information' below to add yourself as a PI to the NSF database.  We encourage you to try preparing proposals before you have the crunch of a deadline so you can become more comfortable with the process.

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TO ADD, MODIFY AND DELETE FASTLANE USERS:

ADDING A USER:

1. On the FastLane homepage, click on Research Administration. The Research Administration login screen appears. Type in your SSN, Last Name and Password. Click on the Login button.

2. The Research Administrative Functions screen appears. Click on the GO button next to Add, Modify and Delete FastLane Users.

3. On the next screen, select the second search option to retrieve all users on your user table.  Click on the Retrieve button.

4. The next screen appears with the dialog box filled with Users.  Scroll down to make sure the User you are adding is not present. If not present, click on the Add New User button.

5. Type in the new user's information.  Make sure to fill in all the fields preceded by an *.  Principal Investigators (PIs/Co-PIs) and administrative staff can be added to the NSF PI database through the Add, Modify or Delete FastLane User function. For an individual to be a PI or Co-PI on a FastLane proposal, there must also be a record for that User on the NSF PI database.  Click on the toggle box next to 'Please check this box to see if this person is a Principal Investigator (PI).'  Then click on the OK button. A message will be displayed if the SSN of the User is on the NSF PI database.  No further action is needed.   Otherwise, a screen appears where you can add the Department, Highest Degree and Year Conferred for this new PI. Once the OK button is clicked, the User is added to the NSF PI database and that User can access PI/Co-PI functions on FastLane.

MODIFYING A USER'S INFORMATION:

1. On the FastLane homepage, click on Research Administration. The Research Administration login screen appears. Type in your SSN, Last Name and Password. Click the Login button.

2. The Research Administration screen appears. Click on the GO button next to Add, Modify and Delete FastLane Users.

3. On the next screen, select the first search option and type in the first letter of the User to be modified. Click Retrieve button.

4. Click on the name of the user to modify and click the Modify button.

5. At this point, you may modify the existing information. When modifying a User, a message is displayed indicating whether the individual is on the NSF PI database. To add an existing user to the PI database, go to the next step.

6. To add this person as a Principal Investigator at NSF, first identify whether or not they are already on the PI database. At the bottom of the screen (above the OK button), you will see 'On NSF PI database:No' or 'On NSF PI database:Yes'. If 'Yes', you do not need to add them as this SSN is already on the PI database. If 'No', click the box next to 'Please check this box to add this person in the NSF Principal Investigator (PI) database.'  Click the OK button.

Note: Once an individual is added to the NSF PI database, that User can change any information (except for his/her SSN) through the FastLane PI Information screen on Proposal Preparation or Edit PI Information under PI/Co-PI Functions on the FastLane homepage. Information on the PI Information screen is automatically brought into the proposal.

Note: Did you get the message 'NSF PI Database Not Available'?. There may be times when the internal NSF PI database is unavailable. At those times, when you attempt to do a PI add, you will receive a message informing you that the internal system is not available and to try again later. Please be aware that although you cannot add the PI to the NSF PI database at that time, you can add the User to your FastLane User database.

DELETING A USER:

1. On the FastLane homepage, click on Research Administration. The Research Administration login screen appears. Type in your SSN, Last Name and Password. Click the Login button.

2. The Research Administration screen appears. Click on the GO button next to Add, Modify and Delete FastLane Users.

3. On the next screen, select the first search option and type in the first letter of the User to be deleted. Click the Retrieve button.

4. Click on the name of the user to delete and click the Delete button.  A screen will appear with that User's information. Click on the YES button to confirm the delete procedure.

You CANNOT delete an individual from the NSF PI database. Once the User is added, only NSF staff can remove the record from the database. If you want to have someone deleted from the NSF PI database, please call the FastLane Help Desk (see contact information at the end of this message).

TO CHANGE USER PERMISSIONS (ability to access and use Research Administration functions):

1. On the FastLane homepage, click on Research Administration. The Research Administration login screen appears. Type in your SSN, Last Name and Password. Click the Login button.

2. The Research Administration screen appears. Click on the GO button next to Change User Permissions.

3. On the next screen, select the first search option and type in the first letter of the User. Click Retrieve button.

4. When the next screen appears with the dialog box filled with the people having a last name beginning with that letter, click on the name of the User. Click on the OK button.

5. When the screen listing the permissions appears, click in the small boxes to the left of each title to assign the appropriate permissions to the User. Then scroll down the page and click on the OK button.

6. A message will appear across the top of the screen saying that the permissions were changed. Click on the Continue button and then click on the Cancel button on each screen to return to the main menu screen.

TO CHANGE PASSWORDS:

1. On the FastLane homepage, click on Research Administration. The Research Administration login screen appears. Type in your SSN, Last Name and Password. Click the Login button.

2. The Research Administration screen appears. Click on the GO button Change Passwords.

3. On the next screen, select the first search option and type in the first letter of the User. Click Retrieve button.

4. When the next screen appears with the dialog box filled with people having a last name beginning with that letter, click on the User. Click on the OK button.

5. On the Change Password screen, type in the new Password in the first box, then press the TAB key and type in the new Password in the second box. Click on the Change Password button.

6. A message will be displayed that the Password has been assigned or changed for this User. An email will be sent to the User informing him/her that the password was changed. Click on the Continue button then Click the Cancel button on each screen to return to the main menu screen.

7. You need to inform the user of the new password. The user will then need to change this to another password when he/she first uses it. Research Administration users can have access to proposals and project reports when the PI/CoPI creates a four character proposal PIN or a five character award PIN.   Therefore, Research Administration users do not need to know user passwords.

PASSWORD PROTOCOL:

* Password length must be between 6 and 20 characters.

* The Password must contain at least one alphabetic and one numeric character.

* The Password will expire after 365 days for normal FastLane users.  For Financial Administrators and those who have permission to access Financial Functions, the password will expire in 120 days.

* Passwords cannot be reused for three change cycles.

* Individuals can change their own passwords.

* Once a research administrator initializes an individual's password, the individual will be prompted to change the password.

FASTLANE CONTACT INFORMATION:

The FastLane Help Desk is available from 8 AM to 8 PM ET for any questions or concerns you may have about using FastLane. E-Mail: [email-masked] or call 1-800-673-6188.