Completing the Wizard

Completing the Wizard

Comprehensive How To Guides > Creating Proposal Submissions > Starting a New Proposal > Completing the Wizard


At the end of the wizard, you will be asked if all of the above information is correct. Carefully review the details before selecting “Yes, Create Proposal”. Once the proposal is created, it will be entered into the system and cannot be reversed. If anything looks incorrect, select “No, Go back and make changes”.

Create Proposal

 

  1. Once your proposal is created, you will be taken to the mandatory “Setup Questions”.
    You can complete the setup questions now or return to them at anytime. Make sure you make note of the proposal institution number at step 4 for future reference.
  2. To continue with the Setup Questions, refer on-line to “How do I complete all Setup Questions?” for more information. If you want to answer the setup questions later, click “Done” and then “Exit” at the resulting screen to log out.

    NOTE: Never exit InfoEd by clicking the “X” feature on your window. This will create a user lock on your proposal.


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