Preparing and submitting a research proposal
Information for Research Services Teams on preparing and submitting a research proposal in Pure.
Pure AMM Manual - An end-to end guide to using the Awards Management module
Pure AMM Getting Started - This short online course gives an overview of the features of Pure AMM
Pure AMM Training Catalogue - This online training course provides end to end guidance for Research Services on using the Award Management Module in Pure.
Pure AMM Document Management Guide - A short video explaining how to access, upload and download Award Management documents in Pure
Pure AMM Communicating in Pure - A short online course explains how to manage notifications within Pure.
Pure AMM Adding Filters - A short video guide showing users how to set up filters in Awards Management
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 firstname.lastname@example.org for advice before applying for roles.
If you need to amend your access at any point please email email@example.com.
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 the 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 un-tick 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.
Why won't my Pure record link with the BlackDackel costing tool?
If an error message appears once you have ticked the box marked Link this application with BlackDackel Production this may be because you have not completed all the mandatory information on the record. Mandatory information is marked with a red asterisk. An error message can also appear if the application title is too long. Currently BlackDackel will only allow titles of up to 250 characters in length, this includes spaces. If the title added to Pure is too long, you should reduce the title and add the full title into the description field in Pure.
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.