RMS Training
Research Management System Training
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
Learn RMS
Learn how to use RMS before submitting an application:
Training Sessions
To register, please contact rms@ucalgary.ca at least two days before the session.
Available training dates
This list is periodically updated. Contact rms@ucalgary.ca for current availability or to explore other options.
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.
Learning Guides
- 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
RMS support is available Monday-Friday, 8:30 am - 12:00 pm and 1:00 pm - 4:30 pm
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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, phone, or in person:
403.210.9300
MAIN CAMPUS (Math Sciences 773)
FOOTHILLS CAMPUS (Health Science Centre G204)
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RMS Project Team
As RMS is going through the Revitalization phase, we are busy analyzing the current state and functionality of the RMS project. Even though we are happy to help support you on your requests, currently, the project team has limited resources to answer all of them. If you need support and it impacts your ability to do your work, please email the team at rms@ucalgary.ca, not individual team members. Our commitment is to respond to your email within one working day.
The RMS Project Team can assist with tasks such as:
- Technical inquiries
- Workflow
- Enhancements
- Bug reporting
Contact the RMS Project Team: