Research Outputs eForms

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About eForm pages

Research Outputs eForms are online forms used to collect and verify publication and other research output details. Once the data has been entered and verified, it can be made available in the RME Research Outputs module.

The eForm listing page is used to create or find eForms related to research outputs.

For RME administrators and office staff with relevant permissions, this page is also used to search for and manage eForms. Additional tabs display for Advanced (search) and Results.

 

Also see eForm guides:

eForm icon               Help page icon

eForm layout and tools                         Use an eForm

Default labels for options, fields and buttons are used in this help content; these may be different if they have been personalised for your institution.

  Menu path: RME > Research Outputs > Research Output eForms

 

Tabs in the eForm listing page

The eForms shown on the eForm listing page will depend on your role, access and permissions. If you don't see an eForm that you expect to see, contact your RME administrator.

 
Depending on the role you play in the eForm process, some tabs may be blank. For example, if you are not a reviewer, you will not see any eForms listed in the For Review tab.

Tab #

Tab

eForms displayed

Intended audience

1

My Research Outputs

All the eForm applications currently in progress

If you want to include completed eForm applications as well, tick the Show all applications checkbox.

It also shows eForms you are directly linked to; where you have been recorded as a related person to the eForm in a Personnel grid or other element of the form.

Students / applicants / researchers

2

For Review

All the eForms that have been designated for you to review and/or enter comments

It shows eForms for which you are an assigned reviewer when the eForm is in a review state in the associated workflow.

Reviewers

But also other granted access to view eForms, such as:

        Administrative teams

        Managers, heads of department, Deans

3

For Assessment Review

All the eForms you must formally review and provide an outcome

It shows eForms for which you have been either specifically assigned as a reviewer, or are in a custom review group.

Reviewers

But also other granted access to view eForms, such as:

        Administrative teams

        Managers, heads of department, Deans

        Expert advisors

eForms only display for a reviewer if the user is in a participant group that has been given either Review Comments or Manage Review workflow permissions. If the user's participant group is an RME role, RME data security access is also applied so ensure that the role has access to the core records used in the eForm as well. For more, see: Access and permissions.

Create a new eForm

1.     To create a new eForm, go to the main toolbar and select the New button. A panel with a selection of eForm templates displays.
You may also be able to create a new eForm from an eForm Templates widget if one is set up for the Research Outputs eForm domain on your dashboard.

2.     Select the eForm template you want to use and select OK.

3.     The eForm opens and you can start completing the fields. For more, see: eForm Layout and Tools and Use an eForm. Once you create a new eForm, it will follow the associated workflow process until completion.

Find an existing eForm

View the lists on the tabs for My Applications, For Review, and For Assessment Review, depending on your role. To open an eForm, click the Open icon next to it in the grid. The eForm will open in a new browser tab.

The grid in each tab displays selected details by default, such as Code, Output Title, Author, Reference No., Research Output Category, Primary Org. Unit, and Collection Year. This may vary based on how your RME administrator configured this page.

If you have Allow Manage Applications permission for the Research Outputs listing Page View, you can also search using the Advanced tab. Enter your search criteria and press the <Enter> key.

Search results display in the Results tab. The eForms that display in the list will depend on your access and permissions.

To open an eForm,  you can either:

        Select the Open icon next to the record in the grid.

        Tick the checkbox to the left of the record and click Open in the toolbar.

For more, see: Open (toolbar)

 

If you have been assigned with the Allow Bulk Navigation page action for the page, you will be able to view each record from search results in succession by using the Previous/Next or Previous eForm/Next eForm options. You will be able to view all records or eForms related to the displayed page or from search results.

 

Manage eForms

The toolbar offers different actions based on your role, access and permissions:

        Columns to change the grid layout

        Copy to copy an existing eForm and reuse some details

        Delete to delete one or more eForms

        Export to export eForm details from a grid

        New to create a new eForm (see above)

        Reports to open reports for eForms

 

Related topics

        Research Output core record

        TRIM integration

 

Product Key: eForms - Research Outputs

Page ID: PUB001M.htm