RMS Training
Research Management System
Training is available on a first-come first-served basis, and prioritized for those who are planning to apply for competitions included in the first releases. Contact the project team at rms@ucalgary.ca to arrange training.
Please enable MFA before attending training.
Get started with RMS
Enable MFA
Logging into RMS, like many systems on campus, now requires Multi-Factor Authentication (MFA):
- Set up MFA – please note this process can take 30 minutes or more
- Contact IT Support for help at itsupport@ucalgary.ca
Install VPN
Logging into RMS from non-UCalgary networks (including AHS networks) requires the General VPN client FortiClient installed on your computer:
- Download and install FortiClient
- Contact IT Support for help at itsupport@ucalgary.ca
Learn RMS
Learn how to use RMS before submitting an application:
- Review self-guided learning docs below
- Contact the RMS Project Team to arrange in-person training at rms@ucalgary.ca
Note that General VPN is required if you are on any non-UCalgary network, including AHS.
- AHS staff who already have the FortiClient VPN client may connect to the General VPN network.
- AHS staff using an AHS issued device who do not yet have FortiClient may contact the AHS Service Desk to make a software request,
- OR
- AHS staff using a non-AHS issued device (including personal devices) may contact UCalgary IT Support at itsupport@ucalgary.ca to have FortiClient installed.
Access to RMS
RMS access is governed by roles defined 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. To do this, submit a request 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, you may add them as an Approver in RMS. Follow the Add/Delete Approvers Quick Reference Guide.
Learning Guides
Quick Reference Guides
Researcher
- Login
- Dashboard Tour
- Left Menu Navigation
- Approval Process
- Approval Notification
- Approvals Statuses
- Add / Delete Designate
- Create a Pre-Award
- Add New Funding Opportunity
- Add a Funding Agency
- Add / Delete attachments
- Sorting
- Comments Pre-Award
- Search Filters
- View, Download, Print Pre-Award
- Submit to Agency
Approvers
- Login
- Dashboard Tour
- Left Menu Navigation
- Approval Process
- Approval Notifications
- Approvals Statuses
- Locked Record
- Search Filters
- Add / Delete attachments
- Pre-Award Approvals
- Add / Delete Approvers
- Pre-Award comments
- Bulk Approvals
- Re-sequence Approvers
- View, Download, Print Pre-Award
- Research Administrator Review
Facilitators
- Login
- Dashboard Tour
- Left Menu Navigation
- Approval Process
- Approvals Statuses
- Locked record
- Add / Delete Designate
- Add / Remove approvers
- Re-Sequence approvers
- Create a Pre-Award
- Add New Funding Opportunity
- Add a Funding Agency
- Add Opportunity from Dashboard
- Add New Agency from Dashboard
- Add / Delete attachments
- Research Facilitator Review
- Comments Pre-Award
- Search Filters
- View, Download, Print Pre-Award
- Submit to Agency
RMS support is available Monday-Friday, 8:30 am - 12:00 pm and 1:00 pm - 4:30 pm
-
Integrated Service Centre (ISC)
For general help using RMS, including with tasks such as:
- Navigation
- Filtering
- Finding and connecting relevant resources
Contact the Integrated Service Centre via email, phone, or in person:
403.210.7900
MAIN CAMPUS (Math Sciences 773)
FOOTHILLS CAMPUS (Health Science Centre G204
-
RMS Project Team Helpline
For a limited time, contact a subject matter expert from the RMS project team for training or in-depth support, including:
- Technical inquiries
- Workflow
- Roles/roleset inquiries
- Enhancements
- Bug reporting
Contact the RMS Project Team Helpline, via email or phone:
403.210.9309
The RMS Project Team Helpline is a supplemental service that will be available until August 31, 2019.