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Quick Step Guide

To approve an electronic proposal.

  1. You will receive an email notification titled "Proposal for your Review and Approval".
  2. In the email you will find the words Reviewer Dashboard. **Click on them.
  3. The eRA Portal Login page loads.
  4. Login. If you do not know your user name and password, see below.
  5. A window will open with a multi-colored menu on the left side of the page.
  6. Click on Items to Review. A submenu appears with multiple items. The Routing Package is the only item that needs to be reviewed. (HOWEVER, all check boxes MUST be checked in order to move on to the approval step.)
  7. Click on the Folder icon associated with Routing Package. This opens a pdf document of the proposal.
  8. When satisfied with the document, click all three Done Check Boxes. This causes the diskette icon in the top left of the page to begin flashing. Click on the diskette. This saves your status of yes I have reviewed the documents.
  9. Click on My Decision. A drop down menu appears.
  10. Click on the down arrow associated with the dropdown menu and select Approved or Approved Pending Changes.
  11. Click on the diskette icon in the top left of the window again. You will be prompted for your username and password.
  12. Submit you username and password and click on Accept in the top right of that window. This completes your involvement with the electronic proposal. It is automatically forwarded to the next person in the route. You may close all windows.

To retrieve username and password.

  1. Open browser and enter rf-infoed1.tamu.edu
  2. Click on Get Profile (left hand menu)
  3. Click down arrow next to State/Providence and select state, the click Continue
  4. Click down arrow next to Institution and select Texas A&M Research Foundation, then click Continue
  5. Click on the Set button in step 3. It opens an alphabetized list of users sorted by last names. Select your name, verify the information, and select Yes or No from the Select option in Step 4.
  6. Click Continue and your username and password will be sent to you.

** If the words Reviewer Dashboard are not a clickable link, you are not viewing the email in HTML view. In most cases, with the email open, you should be able to click on View from the top menu and select HTML from the list of options under View. You may need to contact your MIS personnel to assist with this important step.