online workflow proposal management software
 
 
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Applications
Software Components

CORE Functionality of OPM

There is a set of functions common to all deriviates of OPM.

For Coordinators

Worksite Setup

  • Edit Worksitee

Language Setup

  • Add New Language
  • View/Modify Phrases
  • Convert Phrase Lists From Language to Language

Initiative Setup

  • Add Funding Initiative Information
  • Edit Funding Initiative Information
  • Add Funding Agency
  • Edit/Delete Funding Agency

Initiative-wide Appraisal Criteria Setup

  • Add Initiative-wide Criteria
  • Edit/Delete Initiative-wide Criteria

Reviewers and Coordinators Setup

  • Add Coordinator
  • Edit/Delete Coordinator
  • Add Reviewer
  • Edit/Delete Reviewer

Call-For-Proposal (CFP) Setup

  • Compose New CFP
  • View CFP Info
  • Edit CFP
  • Delete CFP
  • Add CFP-Specific Appraisal Criteria
  • Edit/Delete CFP-Specific Criteria
  • Auto-Loading of CFPs

Proposal Tracking and Review

  • Add Proposal
  • View Proposals For CFP
  • Assign Reviewers to CFP
  • Send Notification Letters
  • Send Custom Letters
  • Send Regular Mail Letters
  • Summarize Reviews

Report Tracking and Review

  • Add Report
  • View Reports For CFP
  • Assign Reviewers to Reports
  • View Summary of Reviews and Change Status
  • Send Report Notification Letters

Communication Center

  • Compose/Edit Default Letters
  • View and Compose FAQ
  • View Notifications History
  • Manage Mailing Lists
    1. Create Lists
    2. Edit/Delete Lists
    3. Add Members To Lists
    4. Edit/Delete Members From Lists
    5. Send Messages To Lists
    6. View List Members
    7. View Messages Sent to Lists
  • Public Discussions
    1. Add General Discussion Documents
    2. Delete General Discussion Documents
    3. Edit/Delete Discussion Messages
  • Private Discussions
    1. Add Private Discussion Documents
    2. Delete Private Discussion Documents
    3. Edit/Delete Discussion Messages
    4. View Discussion Messages

 

For Reviewers

Proposals Tracking and Review

  • Review Proposal
  • Edit Review

Report Tracking

  • Review Reports

 

For Applicants/Proponents/Contractors/Public

Submission of Proposals

  • Submit Proposal
  • Edit Proposal
  • Add Documents
  • Add Co-Applicants/Researchers
  • Search For CFP

Submission of Reports

  • Submit Reports
  • Edit Reports
  • Add Document