Approvals / PI Verification

Principal Investigator Verification

The Office of Sponsored Programs implemented a new process in SUMMIT requiring principal investigators (PI) to verify information provided in proposals before submission to the sponsor. Increased compliance and monitoring by federal sponsors require this new step, ensuring that all questions have been answered correctly and mitigating risks for the principal investigator, the research team, and the university.



PI Verification Needed

When a proposal is put into routing, a verification email is sent to notify the Principal Investigator (PI) that an action to verify the proposal is required.

The proposal will need to be verified by the PI before the sponsor's due date.

The pending verification will be in the To be approved subfolder, under the Approvals folder. Clicking the hyperlink in the verification email will send you directly to the verification itself.

The principal investigator is expected to review and must click “Verify Proposal” to complete the verification process.

If there are any concerns regarding the verification, the principal investigator should contact the Pre-Award Associate assigned to the proposal.

In the Summary View it will be labeled as "PI Verification of" versus the already existing functionality with proposal approvals that will be labeled "Proposal Approval of".

PI Verification Approval View



Verification Folders

The same folders used for the Approval process is being used for the Verification process.



Information in the Verification View

Principal Investigators will have a view that shows information from the proposal sections below:

PI Verification Header



Verified

When a proposal is verified, the label in the proposal will change from "PI Verification Pending" to "PI Verified" or "Verified" depending on who verifies the proposal.



Verification Canceled

When routing is canceled or an approval is discarded, the proposal will go back to the Preparing status, which will discard the prior verification if it was already verified.

When the proposal is routed again, a new verification will be required by the PI due to the possibility of changes to the proposal. The PI will receive a new email notification and a new verification request will appear in the To be Approved folder.



Verification Labels & Icons

In the Work Items folder Labels and Icons are displayed in the summary view and proposal editor to indicate the PI verification status.

Pending:
PI Verification Pending label Icon


PI Verified:
PI Verified label Icon


Pre-Award Verified:
Pre Verified label Icon



Verification Emails