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User guides

The following guides have been written for Research Services staff. 

Please use the scroll bar to view all available training guides and videos. 

Award Management guides

Pure AMM - Getting Started This short online course gives an overview of the features of Pure AMM
Pure AMM - Creating and Managing Applications in Pure This online course covers all aspects of creating an application to Pure
Pure AMM - Creating and Managing Awards in Pure This online course covers all aspects of creating an award in Pure
Pure AMM 'myth-busters' A document outlining common issues and how they should be resolved. Updated May 2021.
Pure AMM - Communicating in Pure This short online course explains how to manage your notifications within Pure.
Pure AMM Manual An end-to end guide to using the Awards Management module
Pure Contracts guide

This online course is for the central Contracts Team

Pure PGR Teams guide A guide explaining how PGR Teams can record studentships on Pure
Pure AMM Document Management Guide A guide explaining how to access, upload and download Award Management documents in Pure
Pure AMM Document Management Guide short video   
Pure Document Type Spreadsheet A guide to the documents that must be uploaded to Pure application and award records and the relevant teams responsible for doing so across the project life cycle.
Adding Filters in Pure AMM Video Guide How to set up your own filters in Awards Management

Activity specific guides

Consultancy guide A guide for Business Engagement Teams for recording Consultancy activity in Pure
Managing GCRF activity in Pure                      A guide explaining how to manage GCRF related applications and awards in Pure
Managing KE activity in Pure A guide explaining how to manage Knowledge Exchange activity in Pure
Using AR Enquiries in Oracle Financials A guide for Research Services Teams on using AR Enquiries to check the status of a customer account
Recording Internal Match Funding in Pure  A guide explaining how to record internal match funding in Pure. 

Process and system updates

Pure Awards Management - Good quality data showcases Research Services performance September 2022 Top tips for good data quality in Pure
Managing Amendments December 2020 This note contains updated guidance for managing amendment records and other related award types in Pure.
Changes to the creation of new organisations May 2021 This note contains updated guidance for creating new external organisations in Pure. 
New AMM filters May 2021 An overview of new filters available in Pure AMM from May 2021
Early Account Code tag June 2021 A guide explaining the process for the use of the Early Account Code (Research) tag.
Donations September 2021 This note contains updated guidance on processing CAFs for donations.
Recording Non-Financial Contracts October 2021 This note provides an update to the current process on completing the Funding section of Pure records for non-financial contracts.

Useful forms

Finance Supplier Account form (SAF) Supplier set-up / reactivation form https://www.staffnet.manchester.ac.uk/finance/contacts-help/forms/ As of April 2017
Finance Customer Account Form (CAF) New customer form https://www.staffnet.manchester.ac.uk/finance/contacts-help/forms/ As of June 2021

Related training guides

Data Management Plan (DMP) guide for Research Services September 2021 A guide from the Library's Research Data Team on DMPs

How do I?

How can I request access to Pure?

The majority of academic research staff (including visiting and honorary staff) and research support staff will have access to Pure automatically without the need to sign-up. However, if you are unable to log into Pure using your University username and password you can request access here.

Academic research staff will be granted ‘personal’ user access to Pure, which provides the ability to add and edit own content.

Administrative users may require access to a number of different roles in Pure and should contact pure@manchester.ac.uk for advice before applying for roles.

If you need to amend your access at any point please email pure@manchester.ac.uk

Get help and support

How do I process applications for staff who sit outside of the Faculty?

Some senior staff may have a main post at the University which is outside of a Faculty or School, for example in the Office of the President.

In these instances, when adding these staff as applicants on an application, ensure you affiliate them with the correct area within your Faculty or School. If one isn’t visible, you should add it using the Add Organisation button. An example of this would be the funder requires the Vice President of Research (VPR) to be named as PI but the application is being led by Professor X in Dept Y and the application should report in full in Professor X’s Dept. You would add the VPR as the named PI, but select the add organisation button in the person screen and affiliate the VPR to Dept X. This does not change the VPRs details in Pure it only applies to the individual application record.

When adding a PI or Co-I, do I have to tick any of additional affiliation boxes?

As standard, your PI and any Co-Is should only be affiliated to one part of the University, where their post is. If you see multiple possible affiliations, you do not need to select these.

The only scenario where you may add multiple affiliations is where the academic ownership (credit share) is being split between two different parts of the University.

How do I add an outline application and corresponding full proposal?

To create an outline application, select the application sub-type of Outline. Set up the record in the usual way, completing an approval as required. If the University is invited to submit a full proposal, the original outline should be marked as awarded and an award date added. You do not need to create an award record however – when the award screen opens you can click Close rather than Create.

The next step is to create the full proposal application. To do this, open the original Outline application and click the ‘save and create another application’ button. Pure will create a new application record for your Proposal using the same information you entered on the Outline. Remember to untick the funder reply, or this will copy across.

Your new Proposal record will open and you should update the data with information about this new Proposal. This could include revising the start and end dates etc. You can then proceed to set up the new Proposal record.

When and how should I delete an application record?

There are only a small number of circumstances whereby records should be deleted from Pure. Deleting records from Pure removes them completely – there is no possible retrieval of the record or the attached documents so think carefully before deleting any records.

Records should only be deleted if they were created in error, or where a duplicate has been created.

If an application is not proceeding, it should not be deleted, instead its status should be recorded as aborted or withdrawn (for guidance on these statuses please refer to the AMM manual).

  • Before you delete an application record, make sure there are no relations to any linked records, such as an outline application record. In order to unlink a record please click the minus button next to the related record in the ‘Related Applications’ section and click to save this change (if you do not save the change the record will remain related to this application record).
  • Reopen the duplicate application record you wish to delete and check that no related records are shown. Check that all attached documents are securely saved elsewhere so they are not lost when you delete the record.
  • To delete a record, open it to edit it, click the red X button in the bottom right hand corner.

Please note, any applicants you had added to the record will be automatically notified of its deletion.

Where can I find a list of HESA categories?

HESA categories can be found on the HESA website under the Income section for 'Research grants and contracts'. 

How can I see who has interacted with a record?

Open the record you wish to look at. Click the pencil to edit the record. Click on History and Comment on the menu on the left hand side.

In the History section you can see who created and modified the record, what data changed and the date and time of the change.

In the Comments section you can see who has added a comment to the record.

Approvals and workflow

What is the Philanthropic tag used for?

A nature of activity tag for “Philanthropic” has been added to Pure AMM under the Funded Activity heading. The tag is primarily for use by the Directorate of Development and Alumni Relations (DDAR) to identify research activity where the funder(s) can be categorised as philanthropic organisations. 

Research Services are not required to tag research applications or awards with the new Philanthropic nature tag as this will be actioned and tracked within DDAR. The tag will be applied when the funder meets the requirements to be reported in the Case Ross annual survey and report. DDAR will determine which records in Pure meet these criteria.

This tag does not replace the Donations nature of activity tag. Where research activity is being funded under a Donation agreement the Research Services Team should still tag the record in Pure as a Donation.

Why does the ‘my checker/approver tasks’ header not show for the approver or checker?

The heading ‘My approver/checker tasks’ will only show when you have an application to check or approve. If this heading does not appear, you have no tasks to complete.

Manage awards

My grant start date has been delayed / my grant has been paused – how do I update the record?

If you have been advised of a delayed grant start date, you should amend the actual start and end dates to reflect this, leaving the expected start and end dates as they were. You should also add a comment to the record to note the reason for change.

If your grant has been paused, you will need to create a non-financial amendment record from the original award and add the revised start and end dates. You should also add a comment to the record to note the details of the pause.

How can I alert Research Finance colleagues that an award has been created and is ready for handover

The easiest way to alert Research Finance colleagues is to send them an in-system message, using the Comments button on the History and Comments tab. Enter your message and select the user you wish to send the message to. Click the save button to send the message. Colleagues in Research Finance have access to see Award records and associated documentation.

When and how should I delete an award record?

There are only a small number of circumstances whereby records should be deleted from Pure. Deleting records from Pure removes them completely – there is no possible retrieval of the record or the attached documents so think carefully before deleting any records.

Records should only be deleted if they were created in error, or where a duplicate has been created.

If an award is successful, but the project is not going ahead, it should not be deleted. Instead its status should be recorded as terminated or curtailed (for guidance on these statuses please refer to the AMM manual).

To delete an award record, please follow the steps below:

  • Before you delete an award record, make sure you remove the relations to any linked records from the record you wish to delete. If you do not remove them, it is very likely that all related records in the cluster will be deleted as well.
  • In order to unlink the records, open the duplicate award record you wish to delete and go to the ‘Related Applications’, ‘Related project’ or ‘Related Awards’ sections. Click the minus button next to the records you need to unlink. You will need to click ‘save’ to action this change (if you do not save the change the records will remain related to this award record).
  • Reopen the duplicate award record you wish to delete and check that no related records are shown. Check that all attached documents are securely saved elsewhere so they are not lost when you delete the record.
  • To delete a record, open it to edit it, click the red X button in the bottom right hand corner.

Please note, any investigators named on the award record will be automatically notified of its deletion.

If you cannot see the red X button to delete the record please contact the Pure Support team (pure@manchester.ac.uk). 

Why can I see multiple award records for the same project?

Where an awarded project has had one or many amendments (financial or non-financial), these are shown as individual records in Pure, attached to the original award. Therefore you may see multiple award records with the same title, but these will refer to different activity. 

Manage notifications

Can I delete a comment from a record?

It is not possible to delete a comment from a record so please ensure you take care when adding comments.