Electronic Submission Tutorial

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Division of Sponsored Research
Presents:
American Heart Association
Options for submitting your application
Adobe Acrobat 4.0 Forms
or
Print the forms using Adobe Reader
and
complete them using a typewriter
Highlight “Main_Form” and click using the
“right” mouse button. A drop down menu
will appear - Select “Save Target As”. Save
the file to your hard drive.
Following
the same
steps for
saving
the first
file, save
each of
these
files as
well.
Following
the same
steps for
saving
the first
file, save
each of
these
files as
well.
Step 3
Step 4
Step 2
Step 1
How to
Access
Adobe
Acrobat 4.0
Highlight
“NC_MAIN_FORM”
Select “Open”
Main Form – Page 1
Click in the gray area
to begin typing
Desert Mountain Affiliate
Beginning Grant-In-Aid
Florida & Puerto Rico
Affiliate
Established
Investigator Grant
Hawaii, a component of
National Center
Grant-In-Aid
Heartland Affiliate
Health Sciences
Fellowship
Heritage Affiliate
Medical Student
Fellowship
Physician Scientist
Fellowship
Mid-Atlantic Affiliate
06/15/2000
06/15/2001
Midwest Affiliate
New England Affiliate
New York State Affiliate
Pilot Program
Northland Affiliate
Postdoctoral
Fellowship
Northwest Affiliate
Pre-doctoral
Fellowship
Scientist Development
Grant
Ohio Valley Affiliate
Pennsylvania & Delaware
Affiliate
Southeast Affiliate
(AL/GA/LA/MS/TN)
Texas Affiliate
Western States
(CA/LA/NV//UT)
Automatic
Total from
Project
Budget on
Page 9
Main Form
– Page 2
Collaborating
Investigator
Consultant
Other
Professional
Technician
Sponsor
Co-Sponsor
Secretary
Institutional
Information
Main Form – Page 3
Graduate Student
Pre-doctoral Fellow
Intern
Resident
Postdoctoral Fellow
Research Associate
Instructor or Lecturer
Assistant Professor
Associate Professor
Clinical
Professor/Associate
Prof.
Chief of
Section/Division of
Labor.
Dept. Chairman or
Head
Director of Research
Institution
Medical School
Associate Dean
Institution where
work will be
done.
Place a “check
mark” in the box
if the address is
the same as the
current address.
Senior
Investigator/Scientist
Department Member
Scientist
Administrator
Staff Scientist
Gaining Credentials
Directed Step
Scientist Writer
Visiting Investigator
College
Undergraduate
High School Student
First Independent Step
Intermediate Level
Recognized Investigator
Private Practice
Research Group Leader
Other
Other
Main Form – Page 4
Main Form – Page 5
Fiscal
Officer
Information
Compliance
Issues
% of
Effort
Main Form – Page 6
Main Form – Bio-Sketch for Each Co-PI
Main Form – Page 7
Main Form – Page 8
Main Form – Page 9
Fringe
Benefits
Indirect Costs
Main Form – Page 10
Main Form – Page 11
Main Form – Page 12
Main Form – Page 13
Select
Only
One
*
**
*
**
Main Form – Page 14
Major Classification
Sub Classification
Main Form – Page 15
Main Form – Page 16
Main Form – Page 17
EEO
Information
Budget Identification for Other Funds Available – Separate Form
Complete,
print and
attached to
summary,
specific
aims and
budget for
all other
active and
pending
awards
Department Head Letter – Separate Form
Send to Department Head
for completion and
signature when instructions
so indicate, then insert into
the main form
Reference Report – Separate Form
Scientist
Development
Grant Only
Reference Report – Separate Form (Part 2)
Completed Forms should be sent
directly to:
American Heart Association
Vice President, Division of Research
Administration
7272 Greenville Avenue
Dallas, TX 75231-4596
User Tips:
• Navigation
– Use the Tab key to move from field to field in the forms. You can
also use your mouse to click on any field that you would like to
move to.
– Note: The Project Title field does not automatically wrap to the
second line as you type. Use the Tab key or mouse to move to the
second line.
– To move from one page to another, use the navigation arrows on
the command bar at the top of the screen to move forward a page,
backward a page, or to the beginning or end of the entire
document.
• Fonts Styles and Sizes
– The forms default to a font style of Helvetica. This was chosen
because it is a commonly available font for both PC and Mac users.
Point size within the forms is controlled by the form and cannot be
altered by the user.
– For the research plan and other places where you will insert a .pdf
document, Mac users should use Helvetica 12 point and PC users
should use Arial 12 point. Applications not meeting these
requirements will be administratively withdrawn.
User Tips:
• Field Size
– A limit has been placed on the number of characters allowed in
each field.
– Margins (top, bottom, sides) for all forms are set to print at
approximately ½” whenever possible.
– For text (such as your proposal research plan), 60 lines per page is
the maximum allowed, with ¾” margins, and an average of no more
than 15 characters per inch. Applications not meeting these
requirements will be administratively withdrawn.
• Graphics
– Any graphics (photos, graphs, charts, etc.) should be inserted or
imported into your word processing documents as high resolution
(600 to 720 dpi) jpeg files.
– Note: If the size of your application file is 10 megabytes or larger,
please remove the images from the file before submitting
electronically. Please include the images in the original + 5 paper
copies of your application sent by mail.
User Tips:
• Page Numbers and Applicant’s Name
– At the bottom of most form pages you will need to enter a page
number in the appropriate field. When you have completed the text
or form for that page, you may use the Tab key or your mouse to
continue to the page number field.
– You will see a place for the Applicant’s Name at the bottom of each
page. Once you enter the name of the Principle Investigator on line
1 on the first page of the Main form, that name will automatically
appear in all subsequent fields for the Applicant’s Name.
• Escape Key
– The Escape key functions as the Undo command in Adobe.
Remember that you can always undo your most recent keystroke if
you see that you have done something you don’t want to do.
User Tips:
• Copying Text From Other Documents
– You may copy text from existing documents into the fields in the
Adobe form. These documents may be in other word processing
formats, such as Microsoft Word, WordPerfect, etc.
– Please re-read and revise text once you have copied it into the
Adobe form to ensure that it is still clear and accurate. Also, make
sure that you can see all the text that you inserted or typed on the
screen.
– When you copy and paste text from word-processing packages into
the Adobe form, boxes will replace carriage returns in the pasted
text. These boxes WILL disappear when you tab to the next field.
User Tips:
•
Embedding Base 14 and True Type Fonts
–
–
–
–
–
–
–
–
–
–
–
–
Open the Acrobat Distiller application by going to “Start > Programs > Adobe Acrobat
4.0 > Acrobat Distiller 4.0”
Select “PrintOptimized” from the drop-down field next to “Job Options.”
Go to the “Settings” menu and select “Job Options”
Click on the “Fonts” tab and place a checkmark in the box next to “Embed All Fonts.”
From the drop-down menu underneath “Embedding”, select the font type you will be
using in your research plan, either “Base 14 fonts” or “TrueType Fonts”
From the list of fonts on the left side, highlight the specific font you will be using in your
research plan. The AHA requires the text of your research plan to be in Arial font.
Click on the double arrow pointing to the right (>>) to move the font you highlight to the
box under “Always Embed.”
Click “Save As”
You will see a dialog box prompting you to “Save Distiller Options As.” The name will
default to “PrintOptimized1” but you may change the name if you prefer. (Remember
the name of the setting you created, because you will want to use this setting when you
convert your research plan to a .pdf document).
Click “Save”
Click “OK”
Close Acrobat Distiller.
User Tips:
•
Converting to PDF - Windows
– Open the document you wish to convert to .pdf
– Chose File > Create Adobe PDF or click the Adobe Acrobat PDF icon on the
Microsoft application toolbar
– Acrobat PDFMaker dialog box appears. Under the “General” tab, select
Acrobat Distiller.
• Under “File Options”
– Make sure there is a check mark in the box next to “Print Via Distiller’s Printer.”
– In the drop down box next to “distiller settings” select the Distiller setting
“PrintOptimized1”
– If you would like to give the .pdf document a specific name and/or save the file to a
particular folder place a check mark in the box next to “Prompt for PDF filename.” Other
wise PDFMaker will automatically give the .pdf document the same name as the original
document and will save in the same folder as the original document.
– If you would like the newly created .pdf document to open automatically in Adobe
Acrobat place a check mark in the box next to “View the .pdg document after creating it.”
– Click “Create”.
– Adobe will automatically create your file as a .pdf document and will save it under the
same name as your original file or prompt you for a file name.
– NOTE: Once the document has been converted to a .pdf document, you will NOT be
able to make any changes.
User Tips:
• Inserting Other Forms or .pdf Documents into Main Form
– In your Main form, go to Document menu; click on Insert Pages.
Highlight the file you wish to insert into the Main form and click
Open. The “Insert Dialog Box” appears. Decide if you want to
insert the file before or after the selected page number and click
OK.
• Deleting Pages From the Main Form
– From the Document menu, choose Delete Pages. Enter the page
range to be deleted; then click OK. CAUTION: Save your work
before using the Delete Pages command! You cannot “Undo” the
Delete Pages command, so make sure you have selected the
correct pages to delete before you click “OK”.
User Tips:
• Note: If the size of the file you are
submitting is 10 megabytes or larger,
please remove the images from the file
before submitting electronically.
• Please include the images in the
original + 5 paper copies of your
application sent by mail.
Electronic Submission
http://www.americanheart.org/research/app/natl_ftp_instr.html
Electronic Submission
Click on “Browse”
to locate your
Main Form .pdf
file
Electronic Submission
Rebecca
Puig
Rpuig@research.usf.edu
Electronic Submission
Electronic Submission
Contacts at AHA
Electronic Submission
Contacts at AHA
Electronic Submission
Thank you for your attention!
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