Boston College
PROPOSAL TRANSMITTAL FORM – PTF PI/CO-PI ROLE
PURPOSE
The purpose of this document is to review PTF information, complete Conflict of Interest Form, and
approve the PTF.
STEPS
1. Upon receipt of email notification please access the PTF via one of the following methods:
a. If already logged into PeopleSoft – Click on the blue hyperlink in the email notification.
b. If not logged into PeopleSoft – Log in and proceed with step 2.
PTF – PI/CO-PI
-1-
February 2014
Boston College
2. Navigation: Grants > Proposal Form > Find an Existing Value
3. Type in or Click
a. Business Unit = “GRANT”
b. Enter Proposal ID
c. Click
PTF – PI/CO-PI
-2-
February 2014
Boston College
4. Review Proposal Form details and click
5. Enter Project Role
6. Select Department
PTF – PI/CO-PI
-3-
February 2014
Boston College
7. Complete Conflict of Interest portion of the form by checking the appropriate boxes
8. Complete Conflict of Commitment portion of the form by checking the appropriate boxes
9. Check the I agree box and click save
PTF – PI/CO-PI
-4-
February 2014
Boston College
+
10. Click
11. Select or Click
a. Select Empl ID
b. Click Send COI Emails. Email will be sent to selected individuals with instructions on how
to locate and complete the COI.
c. Click Next
PTF – PI/CO-PI
-5-
February 2014
Boston College
12. Review budget details and click ‘Next’
13. Review Certifications and click ‘Next’
PTF – PI/CO-PI
-6-
February 2014
Boston College
14. Review Attachments and click
15. Scroll to bottom of page
16. Select
if no changes are necessary. This will forward the PTF to the next
approver in the workflow.
17. Select
if changes are necessary. This will send the PTF back to the Originator
for modifications. The comment field is available to communicate detailed instructions to the
Originator.
PTF – PI/CO-PI
-7-
February 2014