Senior/Key Person Profile

For guidance on completing the form in ASSIST, refer to the steps below.

IMPORTANT: All personnel listed on the R&R Senior/Key Person Profile (Expanded) Form must have an eRA Commons ID. NIH grant applicants will receive an error if the “Credential, e.g., agency field” is blank or does not contain a valid eRA Commons ID for all personnel on the form. That includes Senior/Key Personnel and Other Significant Contributors. Errors must be corrected before an application can be successfully submitted to the agency. See NOT-OD-24-042 and Nexus article.

Profile - Project Director/Principal Investigator (Project Lead)

The Project Director/Principal Investigator (Project Lead for components of a multi-project application) information is carried over from the details entered during the application initiation. Depending on the privileges assigned to you, this information can be edited and/or viewed.

To view the information, click the View button in the Action column for the PD/PI entry in the PROFILE-Project Director/Principal Investigator section of the page.

To edit the information, perform the following steps:

1. Click the Edit button in the Action column for the PD/PI or (Project Lead) entry.

   

   The Research & Related Senior/Key Person Profile (Expanded) section displays for the PD/PI (or Project Lead).

   

2. Update the appropriate fields.
3. Click one of the save options at the bottom of the form to save the data:
   1. To save the information and keep the form open for further editing, click the Save and Keep Lock button.
   2. To save the information and close the form, click the Save and Release Lock button.
   3. To save the data on the current page of the form and to display a new page for entry, click the Save and Add button.

NOTE: Clicking the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

Profile - Senior/Key Person(s)

Depending on the privileges assigned to you, actions are available for viewing, adding, editing, and/or removing senior/key persons on a project.

Adding Senior/Key Person

1. Click the Add Sr/Key button from the PROFILE - Senior/Key Person(s) section of the page.

   

   The Research & Related Senior/Key Person Profile (Expanded) section displays for the new Senior/Key Person.

   

2. Enter the person information using one of the following methods:
   1. Select a name from the Add Sr/Key from other component drop-down list to choose a person from another component and click the Add button.

   

   -OR-

   2. Enter the eRA Commons ID of a person into the Credential field and click the Populate Fields from Credentials button to populate the information based on the eRA Commons ID.

   

   -OR-

   3. Manually enter the first name, last name, address, and phone number information for the person.
3. Select a role for the person from the Project Role drop-down list.
4. Complete any of the relevant optional fields.
5. Click one of the save options at the bottom of the form to save the data:
   1. To save the information and keep the form open for further editing, click the Save and Keep Lock button.
   2. To save the information and close the form, click the Save and Release Lock button.
   3. To save the data on the current page of the form and to display a new page for entry, click the Save and Add button.

   NOTE: Clicking the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

The entered person displays on the Sr/Key Person Summary.

Viewing & Editing Senior/Key Person(s)

Click the View button to view the details of the person entry.

To edit the person entry, perform the following steps:

1. Click the Edit button for the person entry.

2. Enter the appropriate fields.
3. Click one of the save options at the bottom of the form to save the data:
   1. To save the information and keep the form open for further editing, click the Save and Keep Lock button.
   2. To save the information and close the form, click the Save and Release Lock button.
   3. To save the data on the current page of the form and to display a new page for entry, click the Save and Add button.

   NOTE: Clicking the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

Removing Senior/Key Person(s)

To remove a senior/key person:

1. Click the Remove button for the person entry.

A pop-up window displays confirming the deletion.

2. Click the Continue button to confirm the removal of the senior/key person entry (clicking Go Back returns the Sr/Key Person Summary without removing the entry).

The Sr/Key Person Summary updates with the selected person removed from the PROFILE - Sr/Key Person(s) list.