Implementation Workshops
The purpose of this service is to offer coordinators and reviewers training on how to use OPM to manage and administer proposals.
There are two modules:
Each module is a one-day hands-on workshop on how to set up programs and administer proposals using OPM software.
Cost of Service
The rate for our professional services is $150/hour in US Funds, minimum of eight hours billed. This task is usually accomplished in client's offices with our OPM Specialist delivering the training. Any expenses incurred by the trainer (air fare, taxi, hotel, copies, car rental) are extra and the responsibility of the client.
To Request Service
Please contact the Sales Department by e-mail or phone: 1-770-633-1787. or fill out the form at Implementation Workshop Request
Coordinators' Workshop
Table Of Contents
Overview Of Workshop
- Purpose of Workshop
- Features of OPM
Logging In To OPM
- Initial Coordinator User-Id and Password
- Login to OPM
- Review Task List
Worksite Setup
- Edit Worksite
Language Setup
- Add New Language
- View/Modify Phrases
- Convert Phrase List
Initiative Info Setup
- Add Funding Initiative Info
- Edit Funding Initiative Info
- Add Funding Agency
- Edit/Delete Funding Agency
Appraisal Criteria Setup
- Add General Criteria
- Edit/Delete General Criteria
Reviewers and Coordinators Setup
- Add Coordinator
- Edit/Delete Coordinator
- Add Reviewer
- Edit/Delete Reviewer
- Add Contractor
- Edit/Delete Contractor
Calls For Proposal (CFP) Setup
- Compose New CFP
- View CFP Info
- Edit CFP
- Delete CFP
- Add CFP-Specific Criteria
- Edit/Delete CFP-Specific Criteria
- Auto-Loading of CFPs
Proposals Review and Tracking
- Add Proposal
- View Proposals For CFP
- Assign Reviewers to CFP
- Assign Contractors to CFP
- Send Notification Letters
- Send Custom Letters
- Send Regular Mail Letters
- Summary of Reviews
- Auto-Matching of CFPs and Contractors
Report Tracking
- 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
- Create Lists
- Edit/Delete Lists
- Add Members To Lists
- Edit/Delete Members From Lists
- Send Messages To Lists
- View List Members
- View Messages Sent to Lists
- Public Discussions
- Add General Discussion Documents
- Delete General Discussion Documents
- Edit/Delete Discussion Messages
- Private Discussions
- Add Private Discussion Documents
- Delete Private Discussion Documents
- Edit/Delete Discussion Messages
- View Discussion Messages
- Data Maintenance
- Add/Change/Delete Job Titles
- Add/Change/Delete Professional Skills
Reviewer Time Tracking
- Review Timesheets
- Approve Timesheets
Using the Calendar
- Customizing the Calendar
- Multiple Calendars
Management Reports
- Configuration
- Printing
Implementing External List Managers
- Majordomo
- Mailman
- Dada Mail
Reviewers' Workshop
Table Of Contents
Overview Of Workshop
- Purpose of Workshop
- Features of OPM
Logging In To OPM
- Initial Reviewer User-Id and Password
- Login to OPM
Reviewers and Coordinators Setup
- Edit Reviewer
Proposals Review and Tracking
- Review Proposal
- Edit Review
- Simultaneous Review Via Co-Browsing
Report Tracking
- Review Reports
Reviewer Time Tracking
- Create Timesheet
- Edit Timesheet
- Submit Timesheet to Coordinator
- Review Timesheets
Reviewer Reports
- Configuration
- Printing