Help site map

RME introduction

An introduction to RME (this page), including what's new, overview links, and this help site map

Sub-topics about the common layout and key functions:

•        Accessibility: How RME can be accessible to a wide range of people and circumstances

•        An overview - general layout: Walkthrough of the general page layout including common menus and tools

•        Change password: How to change your password, if this is offered for your institution's authentication method

•        Dashboards and widgets: How to view or manage dashboards and widgets that display in the RME Home page

•        eForms: Set of help pages providing a general overview of eForms and workflows, including a video (see below)

•        Help - How to use - A guide to using this online help in RME

•        Help site map - this page

•        RME Core: Set of help pages providing a general overview of RME core records and related administrative functions (see below)

•        RME Reports

•        Saved searches: How to save search queries and use them later, manage and share them

•        Search: How to search in RME including basic search, advanced search, and lookups

•        Video library - links to pages that include a video demo of a function or feature in RME

•        What's new?: An overview of the top five new features or functions introduced in the latest release

eForms

Introduction to eForms

Sub-topics about how to use eForms, including:

•        An overview - eForm layout and tools: General eForm page layout, options and toolbar

•        eForm administration:  (via the Administrators help filter)
Explains administrator functions, including Action button options

•        eForm access and permissions: Explains types of access, actions and permissions that can be applied for an eForm

•        eForm email templates: How to manage email templates used for eForms and workflows

•        Create an eForm email template: Steps to create an email template

•        Manage committee meetings: How to create and manage committee meetings for Ethics eForm applications

•        eForm comments: How to comment or respond in an eForm, and icons used

•        eForm - how to use: Functions that help you use an eForm

•        eForm review: Overview of the review process

•        Enter review outcome: How to enter a review outcome for reviewers

•        Manage eForm reviews: Explains eForm management functions based on permissions

•        Existing eForm - Copy: How to create a new eForm based on an existing one

•        View options and reports for an eForm: How to view information or a report for a specific open eForm

RME Core

Core page layout including the toolbar and page structure

Sub-topics about how to view and manage core records in general, including:

•        Add a core record: How to create a new core record

•        Bulk Update: How to update selected core fields for more than one record (via the Administrators help filter)

•        Copy RME records and versions: How to copy or create a new version of a core record

•        Delete a core record: How to remove a core record

•        Edit a core record: How to change core record details

•        Export record details: How to extract core details from a grid into a spreadsheet

•        Multiple primary records: A tip about how to fix multiple primary records

•        RME administration overview: How to configure settings and preferences (via the Administrators help filter)

•        Significant Events: How to add a Significant Event to a core record

•        Significant Event - batch: How to add a Significant Event to multiple records (via the Administrators help filter)

Home

About the RME Home page

•        Dashboards: How to view or manage dashboards

•        Dashboard widgets: How to add a widget to a dashboard

Projects Menu

•        eForms - Project (RPR): How to create, view or manage Research Project Request eForm applications

•        Projects: How to create, view and manage Project core records for research projects and grants

•        Costing and Pricing Tool: Overview and help pages for the tool

•        CPT Configuration: How to configure settings for the Costing and Pricing Tool (via the Administrators help filter)

•        Funding Rules: How to configure funding rules for the Costing and Pricing Tool  (via the Administrators help filter)

•        Salary and Indexation: How to set up salary rates and indexation percentages for the Costing and Pricing Tool (via the Administrators help filter)

•        Research Costing and Pricing (ReCaP): Overview of the costing and pricing component

•        Funding Rules (ReCaP): How to configure funding rules for ReCaP (via the Administrators help filter

•        Salary and Indexation (ReCaP): How to set up salary rates and indexation percentages for ReCaP (via the Administrators help filter)

•        CPT and ReCaP: Differences: Explains the difference between the two project costing and pricing tools: Costing and Pricing Tool (CPT) and Research Costing and Pricing (ReCaP) (via the Administrators help filter)

Ethics Menu

•        Committee meetings: How to manage committee meetings (via the Administrators help filter)

•        eForms - Ethics: How to create, view or manage eForms for ethics applications

•        Ethics: How to create, view or manage Ethics core records

•        Ethics Categories: How to search for and maintain Ethics categories

•        Species:How to search for and manage Species records that are used in Animal Ethics applications

Research Outputs Menu

•        eForms - Research Outputs: How to create, view or manage eForms for publications and other outputs of research

•        ERA Assist: Overview of the ERA Assist feature

•        ERA Assist Configuration: How to configure ERA Assist

•        Outputs Categories: How to create and manage categories that are used to define the available groupings for research outputs

•        Research Outputs: How to create, view or manage Research Output core records

Contracts Menu

•        Clause Definition: How to search for and manage pre-defined contract clauses and clause sets to use in contracts

•        Clause Set: How to search for and manage clause sets (clauses that are commonly used together, grouped into a set).

•        Contracts: How to create, view or manage core records

•        eForms - Contracts: How to create, view or manage eForms for contracts and intellectual property

HDR Menu

•        Courses: How to search for and manage records for courses for HDR student

•        eForms - HDR: How to create, view or manage eForm applications and progress reviews for HDR students or potential students

•        HDR Configuration: How to configure settings for HDR core records and eForms

•        HDR study load calculation: How RME calculates the study load daily for all the current HDR enrolments to facilitate the tracking and progress of all HDR studies

•        Scholarship Management and Payment Tool: Provides an overview of the Scholarship Management and Payment Tool (SMPT). This tool enables HDR/Scholarship administrators to create and manage a wide range of scholarship and funding details, such as scholarship funding rules, eligibility criteria, and payments

•        Scholarship Rounds: How to search for and access scholarship rounds, create new ones, export details and access reports. A scholarship round is a defined time period within which specific scholarships are offered.

•        SMPT Rules: How to define rules to apply to scholarship payments at the university and scholarship level, as part of SMPT.

•        Student: How to create, view or manage Higher Degree Research student records, monitor enrolment details and progress, export details and access reports

•        Subjects: How to search for and manage records for subjects of courses for HDR student

Personnel Menu

Personnel: How to create, view or manage core records for people

Crystal Menu

•        Crystal Reports Search: How to search for Crystal reports

•        Crystal Reports - Run or Add: How to add a Crystal reports

•        View Crystal Reports: How to run a Crystal report

Notes:

Reports created using the RME Report Designer are accessed from the Report button in the related core search page or record or eForm listing page.

Reports about an individual eForm are accessed from within an open eForm via the View Options action button in the Toolbar panel on the right.

Users Menu

Via the Administrators help filter

•        Access and permissions: Explains the different types of access, actions and permissions used in the RME environment and how they work together

•        External Users: How to search for, open and manage external user requests for access to RME

•        Global Label Preferences: How to search for, manage and customise common field labels that appear in more than one location throughout RME

•        Page Views: How to search for and manage views of physical RME pages that can be assigned to a user or role to control functional security, and customised by showing or hiding field, or changing the layout via the Page Layout Designer (if used)

•        Roles: How to create and manage roles - pre-defined sets of access to Page Views, eForm templates and reports

•        Users: How to manage User records for system access, including system email address, type of user, password expiry (and reset if authentication is Manual), roles, page views, and data access security

•        RME Reports

Setup and System Menu

Via the Administrators help filter

How to configure and set up the RME system for your institution

For an overview, see: Setup and System Menus

Integrations Menu

Via the Administrators help filter

How to integrate RME with external systems

Includes information about feeders, ARC Grants and NHMRC Grants and Symplectic import services, export to TRIM, and webhooks for APIs

For an overview, see: Integrations Menu

Public Portal

How the RME Public Portal works

This is a stand-alone website available to members of the public to search for and view researcher profiles.

While completely separate to the RME system, it sources defined details from the RME database.