Research Management System (RMS)
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.
Log in to RMS
CAS credentials and Multi-Factor Authentication required to access RMS.
Get started with RMS
Access to RMS
RMS access is governed by roles defined in PeopleSoft. Note that:
- 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.
- Initiate PSAR process
- 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. Read more about logging into RMS.
RMS support is available Monday-Friday, 8:30 am - 12:00 pm and 1:00 pm - 4:30 pm
-
UService
For general help using RMS, including with tasks such as:
- Navigation
- Filtering
- Finding and connecting relevant resources
- Role access issues or PeopleSoft Access Request (PSAR)
Contact UService via email
Learning Guides
New to RMS?
Please review these training videos
- 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
- 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
FAQ
- 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).
- The Research Management System (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