ACS PRF Salesforce Application Help

Application Submission Key Steps

After a successful logon, registered users will be redirected to the PRF Portal Home Page as shown in Figure 1.  The menu bar at the top of all screens provides quick access to the home screen (house icon, Figure 1, Item #1), organization, contacts, and applications.  The registered contact name is shown on the upper right side of the Portal Home screen (Figure 1, Item #7).   There are links to Useful Information which includes online help on the lower right side of the screen (Figure 1, Items #1-3).  To start the submission process (i.e., create an application), you must create an Eligibility Quiz by accessing the contact record of the Principal Investigator via the {Contact} menu option (Figure 1, Item #4).  Once an application is created, it can be accessed using the {Applications} menu option (Figure 1, Item #5).


Figure 1. PRF Portal Home Screen
Figure 1. PRF Portal Home Screen

After selecting the {Contact} menu option, a list of available contacts will be presented as shown in Figure 2.   Click on the hyperlink on the Name in the list to open the Contact detail screen (Figure 2, Item #1).


Figure 2. PRF Portal Contact List Screen
Figure 2. PRF Portal Contact List Screen

The contact detail screen is shown in Figure 3.  On the contact detail screen, there are subforms for Eligibility Quizzes (Figure 3, Item #4) and Applications (Figure3, Item #5).  Use the [Update Organization] button to submit corrections related to your organization or contact record; PRF staff will review the submitted changes.   

Figure 3. PRF Application Portal Contact Detail Screen
Figure 3. PRF Application Portal Contact Detail Screen

1. Create the Eligibility Quiz:

The Eligibility Quiz must be created on the Contact detail screen for the Principal Investigator.   On the Contact detail screen, fields associated with the contact record can be updated by clicking on the grey pencil to the right of the field.   The menu bar at the top of all screens (Figure 3, 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 3, 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 4.


Figure 4. PRF Eligibility Quiz Selection
Figure 4. PRF Eligibility Quiz Selection

The quiz form will be displayed as shown in Figure 5.   Provide answers to each question by clicking on the pull-down below the question (Figure 5, Item #2).   If there are hyperlinks (Figure 5, Item #1), you should access and review the content.  Use the slider bar on the right side of the form (Figure 5, Item #3) to scroll through the questions.  After answering all of the questions click the [Save] button (Figure 5, Item #4).


Figure 5. PRF Eligibility Quiz Form
Figure 5. 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 6, 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 6. PRF Eligibility Quiz Form - Creating the Application
Figure 6. 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 (e.g., 66420) which is located in the upper left side of application detail screen (Figure 7, Item #1).  Please include this ID in your email if you need assistance in completing the application from PRFSupport@acs.org.  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 (e.g., [Add Suggested Reviewers]) and a pull-down menu to perform specific operations on the application form (Figure 7, Item #2).   You must validate the application (Figure 7, Item #5), initiate the DocuSign transmission (Figure 7, Item#4) before submitting the application (Figure 7, Item #6).  Warning: The DocuSign Signature Package is generated using information (e.g., budget, institutional endorser, etc.) that has been entered into the application form.  If you update information after generating the Signature Package it may not be valid.  The DocuSign Signature Package should not be initiated until all application information is entered, reviewed, and validated.


Figure 7. PRF Application Detail Screen
Figure 7. PRF Application Detail Screen

4. Submit the Application:

After uploading all documents, completing the signing of the DocuSign Package, and performing the validation, you must select the {Submit Application} from the pull-down menu (Figure 7, Item #6) prior to the deadline in order for your proposal to be received by PRF.  Should you need to make corrections to your proposal prior to the deadline, you can perform a {Recall}. You will receive a confirmation email after submitting.