Setting Up the PeopleSoft Grants Forms Printing Solution

This topic provides an overview of forms printing and discusses how to set up forms printing using the Sponsor Form Detail (GM_SP_FORM_DETAIL) component.

Page Name

Definition Name

Usage

Sponsor Forms Page

GM_SP_FORM_DETAIL

Enter the names of the PDF templates that you are using with the PeopleSoft Grants system.

The PeopleSoft Grants forms printing solution uses file layouts to generate XML. This is accomplished by using existing PeopleTools functionality. Through the use of XML and XFDF (XML forms data format), the PeopleSoft Grants forms solution maps all of the required data elements to the actual sponsor forms. As a result, you can edit and print forms online using Adobe Acrobat Reader. Because this solution uses standard PeopleTools technology, you no longer need to engage a third party to fulfill your forms printing needs.

Usable Forms

You can use the PeopleSoft Grants forms printing solution with these forms:

  • Grant Application (PHS-398)

    This is the set of proposal application forms that the NIH requires for funding requests.

  • Non-Competing Grant Progress Report (PHS-2590)

    This is an interim progress report that the NIH requires recipients to submit for funding. You typically submit this form annually.

  • Federal Financial Report (SF-425)

    This is a standard form that is used by federal agencies to report the cash management and financial status of single or multiple awards.

Forms Downloads from Sponsor Websites

To set up the PeopleSoft Grants forms printing solution for a database, you can download PDF files from http://www.whitehouse.gov/omb/grants/grants_forms.html

Use the URL Maintenance Page to enter the location where you placed the forms in the URLID field.

  • This location can be a file system location such as G:\FORMS. In this case, the users need to have access to this location when they are viewing the printed forms.

  • This location can also be a web address such as http://www.university.edu/Administration/Grants/Forms/.

Use the Sponsor Forms page (GM_SP_FORM_DETAIL) to enter the names of the PDF templates that you are using with the PeopleSoft Grants system.

Navigation:

Set Up Financials/Supply Chain > Product Related > Grants > Setup GM Sponsor Forms

Sponsor Forms page

 Sponsor Forms page

Search for and access the pages for the following forms. Then, enter the file name of the form in the File Name field.

Form

File Name (example)

PHS 398

398_Forms.PDF

2590

2590_Forms.PDF

NIHMOD

398_MODULAR.PDF