1. Program Officer : Create and Publish University Research Opportunity

This guide provides a comprehensive step-by-step process for creating and publishing university research opportunities. It includes the creation and association of an Application Form to a URA.

Karen Chang
43 steps
7 minutes

Stanford

Click "My Dashboard".

Click "Opportunities".

Click "Create a new Opportunity".

1. Create/Edit Opportunity

Fill out the "Required Fields" of Step 1: Create Opportunity.

Note that Seed Funding will allow everyone to apply with a SUNet ID. This field is to help applicants filter for opportunities but you will need to confirm eligibility.

Fill out the "Additional Fields" of Step 1: Create Opportunity.

Fill out any "Opportunity Page details".

Fill out "Funding details".

Fill out any "Links and Resources details".

Confirm the "Contact for this opportunity".

Click "Save and continue".

2. Identify Opportunity

Now you are on "Identify Opportunity". This is the Research Compliance Questionnaire.

Once complete, you will be informed what type of opportunity yours is. Since it is University Research, there is additional instructions to follow. [ORA Knowledge Base Article](https://ora.stanford.edu/resources/university-research-awards) [Seed Funding FAQ](https://seedfunding.stanford.edu/faqs/how-do-i-manage-university-research-awards-seed-funding)

If you have follow-up questions, please contact your school or unit representative!

Click "Save and continue".

3. Select/Edit Application Method

Now you are on "Select/Edit Application Method". Using Seed Funding's Application Form will help your University Research process. It will allow you to determine who needs a PI Waiver request and send the necessary application information to SeRA upon their submission.

If you select Seed Funding as your Application Method, these are the "Required Fields" that will appear to your applicants. The responses of these questions will be sent over to SeRA upon applicant submission.

These are the "Optional Fields" that may appear to your applicants. If selected, the responses of these questions will be sent over to SeRA upon applicant submission.

If you already have an Application Form on Seed Funding, great! Please still follow along to see where URA applies to the Application Form.

Application Form

Select a template.

You are on Step 1: Form Settings.

Since this Application Form is being associated to a University Research Award, it will be all of these options will automatically turned on. The application preparer may add other Stanford individuals to the application.

The applicant will need to select a PI/Team Lead.

If the applicant selects a different PI/Team Lead other than themselves, the application will be renamed after Principal Investigator (PI)/Team Lead.

Click "Save and continue".

You are on Step 2: Customize your form.

There is copy to remind you that this application form is associated to a URA award.

This is a reminder of the fields that will be asked of your applicant so you do not need to re-ask these questions again.

Based on your opportunity selection, you may have added these optional fields for your applicant to answer as well.

Review & modify the following opportunity-specific questions.

Click "Save and preview".

There is copy to remind you that this application form is associated to a URA award.

There is copy to remind you that these required questions will be asked since it is a URA.

Effort will be asked in the Related People section.

Here is a preview of what the URA Questions will look like.

If the PI / Team Lead is **not** AC/UML, the applicant will be given additional fields to fill out. This would be the Department Chair and Department Chair's Delegate Contact Information. These fields will be used later to waive PI Exception.

If the Application Form preview looks as expected, click "Save and exit".

4. Preview & Publish

You are on the last step of creating an opportunity, "Preview & Publish".

Select "Opportunity Visibility".

Click "Opportunity Page Preview"

Prior to applying, the applicant will be informed that this opportunity is a University Research Award.

If everything looks good, click "Save and Publish Now!".

Opportunity is now live! Let's see the applications now.

1. Program Officer : Create and Publish University Research Opportunity

This guide provides a comprehensive step-by-step process for creating and publishing university research opportunities. It includes the creation and association of an Application Form to a URA.

Karen Chang
43 steps
7 minutes

Stanford

Click "My Dashboard".

Click "Opportunities".

Click "Create a new Opportunity".

1. Create/Edit Opportunity

Fill out the "Required Fields" of Step 1: Create Opportunity.

Note that Seed Funding will allow everyone to apply with a SUNet ID. This field is to help applicants filter for opportunities but you will need to confirm eligibility.

Fill out the "Additional Fields" of Step 1: Create Opportunity.

Fill out any "Opportunity Page details".

Fill out "Funding details".

Fill out any "Links and Resources details".

Confirm the "Contact for this opportunity".

Click "Save and continue".

2. Identify Opportunity

Now you are on "Identify Opportunity". This is the Research Compliance Questionnaire.

If you have follow-up questions, please contact your school or unit representative!

Click "Save and continue".

3. Select/Edit Application Method

These are the "Optional Fields" that may appear to your applicants. If selected, the responses of these questions will be sent over to SeRA upon applicant submission.

If you already have an Application Form on Seed Funding, great! Please still follow along to see where URA applies to the Application Form.

Application Form

Select a template.

You are on Step 1: Form Settings.

The applicant will need to select a PI/Team Lead.

If the applicant selects a different PI/Team Lead other than themselves, the application will be renamed after Principal Investigator (PI)/Team Lead.

Click "Save and continue".

You are on Step 2: Customize your form.

There is copy to remind you that this application form is associated to a URA award.

This is a reminder of the fields that will be asked of your applicant so you do not need to re-ask these questions again.

Based on your opportunity selection, you may have added these optional fields for your applicant to answer as well.

Review & modify the following opportunity-specific questions.

Click "Save and preview".

There is copy to remind you that this application form is associated to a URA award.

There is copy to remind you that these required questions will be asked since it is a URA.

Effort will be asked in the Related People section.

Here is a preview of what the URA Questions will look like.

If the Application Form preview looks as expected, click "Save and exit".

4. Preview & Publish

You are on the last step of creating an opportunity, "Preview & Publish".

Select "Opportunity Visibility".

Click "Opportunity Page Preview"

Prior to applying, the applicant will be informed that this opportunity is a University Research Award.

If everything looks good, click "Save and Publish Now!".

Opportunity is now live! Let's see the applications now.