ACS PRF Salesforce Application Help

Application Submission Key Steps

After a successful registration--your first logon--you will be redirected to the contact detail screen of the PRF Portal as shown in Figure 1.  On this screen, fields associated with the registered contact record can be updated by clicking on the grey pencil to the right of the field.  At all other times when you logon, you will be redirected to the home screen as shown in Figure 2 .    The menu bar at the top of all screens (Figure 1, Item #1) provides quick access to the home screen (house icon), organization, contacts, and applications.  The registered contact name is shown on the upper left side of the contact detail screen (Figure 1, Item #2).  The Applicant Type--Principal Investigator or Grant Officer--for the registered contact is listed in the Contact Information Section (Figure 1, Item #3).  On the contact detail screen, there are subforms for Eligibility Quizzes (Figure 1, Item 4) and Applications (Figure 1, Item 5).  Use the [Update Organization] button to submit corrections related to your organization or contact record; the PRF staff will review the submitted changes.

Figure 1. PRF Application Portal Contact Screen
Figure 1. PRF Application Portal Contact Screen

Figure 2. PRF Application Portal Home Screen
Figure 2. PRF Application Portal Home Screen

1. Create the Eligibility Quiz:

After a successful registration, you will be redirected to the contact detail screen of the PRF Portal as shown in Figure 1.  On this screen, fields associated with the contact record can be updated by clicking on the grey pencil to the right of the field.  At all other times when you logon, you will be redirected to the home screen as shown in Figure 2.  The menu bar at the top of all screens (Figure 1, Item #1) provides quick access to the home screen, organization, contact, and applications.  An Eligibility Quiz can only be created while in the Contact detail screen and is a necessary precursor for an application.    Click on the [New] button in the Eligibility Quiz Section (Figure 1, Item #4) to create a new quiz.  A form will be displayed requesting the selection of a grant type; each grant type has a specific quiz.  Select the grant type that you are applying for and click on the [Next] button as shown in Figure 3.


Figure 3. PRF Eligibility Quiz Selection
Figure 3. PRF Eligibility Quiz Selection

The quiz form will be displayed as shown in Figure 4.   Provide answers to each question by clicking on the pull-down below the question (Figure 4, Item #2).   If there are hyperlinks (Figure 4, Item #1), you should access and review the content.  Use the slider bar on the right side of the form (Figure 4, Item #3) to scroll through the questions.  After answering all of the questions click the [Save] button (Figure 4, Item #4).


Figure 4. PRF Eligibility Quiz Form
Figure 4. PRF Eligibility Quiz Form

2. Create the Application:

Applications can only be created from within a successful Eligibility Quiz record for a given program type.   Click on the [Create Application] from within the Eligible Quiz record (Figure 5, Item #3) to create respective grant application.  When a Quiz record is created, it is assigned an ID (e.g., Q-0014) and is accessible from the Eligibility Section on the Contact screen.


Figure 5. PRF Eligibility Quiz Form - Creating the Application
Figure 5. PRF Eligibility Quiz Form - Creating the Application

3. Download, Review, and Validate the Application:

After an application is created it can be accessed from the Contact detail screen or by selecting {Applications} from the menu bar at the top of the screen.   Once an application is created it is assigned a unique ID (Figure 6, Item #1).  Please include this ID in your email if you request support.  Sections on the application form can collapsed or expanded by clicking on the ">" or "\/" in the section header, respectively.  The system will retain the most recent expand or collapsed setting.  To enhance workflow, it is recommended that you collapse a section after completing it.  There are buttons and a pull-down menu to perform specific operations on the application form (Figure 6, Item #2).  At this time, there is no sharing or transfer mechanism for applications other than to download the Application/Signature Pages/Technical Proposal PDFs and send via email to facilitate organizational review.  The user who enters the application must submit the application.


Figure 1. PRF Application Portal Contact Screen
Figure 1. PRF Application Portal Contact Screen

4. Submit the Application:

After uploading all documents and performing the validation, you must select the {Submit Application} from the pull-down menu prior to the deadline in order for your proposal to be received by PRF.  Should need to make corrections to your proposal prior to the deadline, you can perform a {Recall}. You will receive a confirmation email after submitting.