Research Management System (RMS)
Research Toolbox
Log into RMS
CAS credentials and Multi-Factor Authentication required to access RMS.
Do NOT use the main access link for training, practice, or learning purposes.
Please contact rms@ucalgary.ca to arrange access to a training environment.
Get Started
RMS (Research Management System) manages the pre-award (LOI and Application) and post-award stages for research grants. Throughout the grants life-cycle, RMS interfaces with other UCalgary systems, such as IRISS and PeopleSoft, to provide a seamless process for grants and awards management, eliminate re-keying of data and heightened transparency into the status of applications at any time.
Logging into RMS, like many systems on campus, now requires Multi-Factor Authentication (MFA):
- Set up MFA (may take 30 minutes or more)
Learn how to use RMS before submitting an application:
RMS access is governed by roles defined in PeopleSoft. Researchers must delegate a signing authority in RMS during absences.
- Approvers can initiate this process through PSAR (PeopleSoft Access Request), or
- You can submit the request through IT
Note:
- When a person changes roles within the university, they will lose existing permissions in PeopleSoft.
- If you must delegate signing authority to someone who does not yet have appropriate access in RMS, you must first ensure that they have the correct role in PeopleSoft.
In either case, a request must be submitted through PSAR (PeopleSoft Access Request). This process may take 72 hours or more so it should not be relied upon for last-minute submissions.
Access RMS
RMS access is governed by roles defined in PeopleSoft.
Initiate PeopleSoft Access Request (PSAR) process:
- PSAR requests for academic approver roles such as Department Head or Associate Dean Research should specify that the PSAR role-set be attached to the intended recipient's administrative appointment job record instead of their researcher/primary job record.
- Go to PSAR via MyUCalgary - OR - Submit request through IT
- Once the individual has the correct role in PeopleSoft, their role will be updated in RMS within 24 hours.
Note that as of October 4, 2019, FortiClient VPN is no longer required to log into RMS from non-UCalgary networks.
Get RMS Support
UService
Email: rmshelp@ucalgary.ca
Monday-Friday
8:30 am - 12:00 pm
1:00 pm - 4:30 pm
For general help using RMS, including with tasks such as:
- Navigation
- Filtering
- Finding and connecting relevant resources
- Role access issues or PSAR
From the Toolbox
Research Opportunities Database (ROD)
Research Management System (RMS)
Research Data Management (RDM)
Research Security Division (RSD)
Research Overhead Training
Webinars and Workshops Library
SUPPORT - Review Teams
Clinical Trials Research
IRISS
REB Exchange
RMS Resources
Watch Videos:
PDF Guides:
Pre-Award:
- Creating a Pre-Award Application
- Creating a Letter of Intent (LOI)
- Editable Fields During the Approval Process
- Dashboard Tour
- Left Menu Navigation
- Approval Process
- Notifications
- Pre-Award Statuses
- Add / Delete Designate
- Login Menu
- Withdraw or Delete an Application
- Add a Funding Agency to Pre-Award
- Create New Funding Opportunity in Pre-Award
- Adding or Deleting Attachments
- List Sorting
- Approver Comments
- Search Filter
- View Download Print Pre-Award
- Find the Status of an Application or Record
Post-Award:
- Approve a Pre-Award/ Application
- Bulk/Batch Approvals
- Editable Fields During the Approval Process
- Approver Comments
- Login Menu
- Dashboard Tour
- Left Menu Navigation
- Approval Process
- Notifications
- Pre-Award Statuses
- Locked Record
- Search Filters
- Add / Delete attachments
- Remove Approvers
- Re-sequence Approvers
- View, Download, Print Pre-Award
- Research Administrator Review
- Find the Status of and Application or Record
- Login Menu
- Dashboard Tour
- Left Menu Navigation
- Approval Process
- Pre-Award Statuses
- Locked Record
- Add / Delete Designate
- Remove Approver
- Re-Sequence Approvers
- Create a Pre-Award Application
- Add New Funding Opportunity in Pre-Award
- Add New Funding Agency in Pre-Award
- Add New Opportunity from Dashboard
- Add New Agency from Dashboard
- Add / Delete attachments
- Research Facilitator Review
- Approver Comments
- Search Filter
- View, Download, Print Pre-Award
- Find the Status of an Application or Record
Frequently Asked Questions:
The Research Management System (RMS) is a platform that manages the pre-award, post-award, and publication phases of a research grant or contract. Throughout the Grants and Contracts life-cycle, RMS interfaces with other UCalgary systems, such as IRISS and PeopleSoft, to provide a seamless process for grants and awards management, eliminate re-keying of data and heightened transparency into the status of applications at any time.
The implementation of RMS is a multi-year project, co-sponsored by the Vice-President (Research) and the Vice-President (Finance & Services).
RMS is considered a research enabler directly aligned to help meet the goals of our Eyes High vision and Research Plan.
RMS will help to reduce administrative burdens, leaving researchers to focus more time on research than management.
The first limited release is intended to support a variety of smaller single sponsor Competitions. There are numerous advantages to this including user and faculty experience with the application, completion of training for many super users and positive benefits of early adoption.
Notable changes:
- Replacement of current paper-based submission process for Grants and Contracts
- Academic approval will be captured and routed electronically
- Project set-up in PeopleSoft will be automated
- Validation and curation of publications will be automated
RMS will increase operational efficiencies for the research community. RMS will provide users with:
- Increased workflow visibility
- Time savings through improved process efficiency
- Optimized automated interfaces that consolidates key information together in one system
- Accessible and appropriate support services to resolve issues in a timely manner