eRA Videos

eRA: Improved Visual Appearance  
eRA has been enhancing the visual appearance of its modules by standardizing the way users navigate to other eRA modules, access action items, export documents, etc.. This video aims to familiarize you with these visual changes.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#era-UI

03:19

eRA Commons Overview
This video is an overview of eRA Commons. eRA Commons is the mission-critical IT infrastructure for managing close to $34 billion in research and non-research grants awarded annually by NIH in support of the mission of improving human health.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#eraoverview 

 4:25     

Responding to Additional Materials Requests for Recipients of RADx Awards
This video tutorial demonstrates the steps both the principal investigator (PI) and signing official (SO) must take to respond to additional materials request for recipients of Rapid Acceleration of Diagnostics awards (RADx).

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#radx

 6:16    

How Not to Miss Important Information About the Receipt and Referral of Your Grant Application
Tutorial to help principal investigators understand how to access important correspondence related to the receipt and referral of their grant application in eRA Commons.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#grantapp

 4:06     

Maintaining Your Personal Profile
This updated tutorial will familiarize eRA Commons users with the Personal Profile and the importance of keeping it updated.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#ppf

ESI Status Extension Request
This tutorial demonstrates eRA Common's Early Stage Investigator (ESI) status extension request feature. This feature will permit principal investigators to electronically submit ESI status extension requests directly from eRA Commons to the extension committee.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#esirequest

How to Submit a Reference Letter
Tutorial to guide referees through the process of submitting reference letters through the eRA Commons to support career development or fellowship award applications.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#refletters 

Transcript

Grants Closeout in eRA Commons
This 7 minute tutorial video will demonstrate how Signing Officials and Principal Investigators, access, initiate and respond to closeout reports and requests for additional information.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#closeout 

Electronic Trainee Diversity Report

Welcome to this video demonstrating the automated electronic process of generating  the Trainee Diversity Report  through the RPPR or xTrain modules.  This process leverages existing demographic information entered by trainees in the Personal Profile of eRA Commons and minimizes the need for manual data entry by awardees.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#diversity

Withdrawal of an Application
This tutorial demonstrates how to initiate and submit an electronic request to withdraw an application through eRA Commons. The initiation of a Withdrawal Request can be done by both an SO and a PI. However, only the SO has the ability to submit the request to NIH. The video walks you through the process of initiating a request, routing to the Signing Official, and submitting the request to NIH.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#withdrawal

Change of PD/PI Requests
This tutorial demonstrates the steps a Signing Official (SO) takes to electronically submit a Change of PD/PI Request for a grant through eRA Commons' Prior Approval Module.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#ChangePDPI

No Cost Extension Requests
This tutorial will demonstrate how and when Signing Officials (SOs) can electronically submit a No Cost Extension (NCE) request for a grant through eRA Commons' Prior Approval Module. A No Cost Extension is a request to extend the time of a project period and/or budget period to complete the work of the grant under that period, without seeking additional Federal funds.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#NCE

Carryover Request
This tutorial will demonstrate how to submit a Carryover request for a grant through eRA Commons' Prior Approval Module. A Carryover request is a request to carry forward funds from the end of one budget period to a future budget period.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#carryover

Registering Institutions & Organizations in eRA Commons

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#reginstitution

How Signing Officials Create Accounts in eRA Commons
This tutorial on How Signing Officials Create Accounts in eRA Commons will highlight the steps a Signing Official, SO, or an Account Administrator (AA) needs to take to create a new account in eRA Commons.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#socreates

How PIs Invite Trainees to eRA Commons
Trainees are typically invited to eRA Commons by their Principal Investigators (PI). This tutorial reviews the steps a PI takes to initiate that invitation. This video does not apply to trainees using the CareerTrac system. A trainee account can also be created like any other account by a Signing Official or Account Administrator. See How Signing Officials Create Accounts in eRA Commons for steps on this process.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#piinvite

How Scholars Register in eRA Commons
This tutorial focuses on how NIH Scholars get themselves registered in eRA Commons.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#scholar

Status Screen Overview (SO & PD/PI) 
This tutorial goes through the steps on how to get to the Status search options if you are Signing Official or a Principal Investigator; it outlines the importance of the Status screen; it highlights some of the critical actions that must be taken to manage a grant application from submission to award to closeout.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#statscreen

Signing Official: Finding Information (SO Only)
Focused on the tools available to a Signing Official, who might manage hundreds of grants, if not more. The video reviews the three ways an SO can search for a grant application, and the various other search filters available to them in the Status module.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#sign

Status Search Results (SO & PD/PI)
Covers the information available on the Status Result screens. The video highlights how Status module search results are displayed and organized and the importance of checking the items listed in the Action column. Depending on the user's role (SO or PD/PI) and the type of search, the search results might vary a little.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#statresults

PI Status Screen (PD/PI Only)
The Status Search screen for Principal Investigators (PIs) is easier to read, utilizes responsive design (self-scaling for screen size), and organizes search results in “families” based on the Application ID number. This short video demonstrates the design and highlights the capabilities of the search results.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#pdpistatresults

Detailed Status Information (SO & PD/PI)
Video 5 of this series looks at the Detailed Status Information screen. The Detailed Status Information screen is the culmination of the latest information about your grant application, including critiques, scores, NIH contact information, award information, and more.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#statusinfo

Accessing the Summary Statement (PD/PI Only)
Video 6 of the Status series looks at the steps a Principal Investigator (PI) takes to access the Summary Statement. Additionally, the video summarizes, at a high level, the review process for grant applications. It is this review process that generates an evaluative document called the Summary Statement. Because the Summary Statement is considered and evaluation, it is only available to PIs.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#summary

Accessing the Notice of Award (SO & PD/PI)
Video 7 of the Status series examines how to access the Notice of Award (NoA) document when a grant application has received funding. The NoA spells out all the details of the award, including amount of funding, and all the terms and conditions of the award.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#award

Accessing Just In Time (SO & PD/PI)
Video 8 of the Status Series looks at how to access and submit Just in Time (JIT) information. Frequently after an application has gone through the peer review process and before a funding decision is made, the assigned Institute or Center (IC) will request additional information such as IACUC, IRB, and/or Human Subject Assurances. Just in Time is the process of providing that information to NIH.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#jit

No Cost Extension (SO Only)
Video 9 of the Status series focuses on how a Signing Official can access and submit a No Cost Extension request. NIH allows recipients to extend the final budget period of a grant by as much as 12 months, as long as they are not asking for additional NIH funds. This video shows how to access the link for a No Cost Extension and submit the request for an extension.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#nocost

Change of Institution (SO & PD/PI)
Video 10 of the Status series demonstrates how a Signing Official can access and submit a Relinquishing Statement (RS) as part of the Change of Institution process. The Change of Institution process allows the recipient institution to give up, or surrender, a grant to another institution, who will take over the approved research project. The Signing Official submits a Relinquishing Statement (RS) to Grants Management which initiates the Change of Institution request.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#change

xTRACT Overview
The xTRACT module allows applicants, recipients and assistants to create research training tables for progress reports and institutional training grant applications. This short video provides a high level overview of the functionality of xTRACT and the benefits is provides to you.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#xtractoverview

xTRACT For RPPR
This is the second in a series of video tutorials for xTRACT. xTRACT is used by Signing Officials, Principal Investigators, and Assistants to create training tables for application submission as well as for Research Performance Progress Reports (RPPR). This video tutorial demonstrates how to use xTRACT to prepare a training table, known as a Research Training Dataset (RTD) for an RPPR.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#xtractrppr

xTRACT For New Applications
Welcome to this third tutorial on xTRACT. This video focuses on Preparing a Research Training Dataset, or RTD, for a New Application using xTRACT. One of the goals of xTRACT is to provide applicants with a convenient means of creating training data tables for applications. This tutorial highlights those steps.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#xtractnew

2FA: Accessing eRA Modules via login.gov 
This video tutorial will demonstrate how to create a login.gov account, associate it to your existing eRA Commons account, and login to an eRA module using the new login.gov account. eRA Commons will be used as an example.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#AccessingEra

2FA: What to Do If You Already Have a login.gov Account 
This video tutorial will demonstrate what to do if you already have a login.gov account, and you want to use it to authenticate to an eRA module. eRA Commons will be used as an example.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#HaveAccount

2FA: What To Do When You Want to Switch To A Different login.gov Account
This video tutorial will demonstrate what to do if you switch your login.gov account that you use to authenticate to an eRA module. eRA Commons will be used as an example.

Anchor link to distribute for video:
https://www.era.nih.gov/era-training/era-videos.htm#SwitchAccount

An Overview of Internet Assisted Review (IAR) 

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This tutorial is a brief overview of the Internet Assisted Review module, known as IAR. The Internet Assisted Review system, IAR, provides reviewers with the means to electronically view grant applications, submit critiques, and score the applications they are reviewing, as well as perform other review related activities.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#overview

For Reviewers: Downloading DRM-Protected Application Materials From IAR (for DRM pilot users only)

This video tutorial focuses on how reviewers should download and manage application materials from IAR that are protected by the digital rights management (DRM) process.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#drm

Transcript

For Reviewers: You Received an IAR Invitation. Now What? 
This tutorial will guide reviewers on how to get started on IAR upon receiving the scientific review invitation emails from SROs.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#invitation

Reimbursement of Expenses & Honoraria 
Tutorial to walk reviewers through the process of entering information in the Secure Payee Registration System (SPRS) to get paid the honoraria and expenses for their review-related service.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#reimbursement

IAR’s Confidentiality Agreement & Employment Certification
This video is on IAR’s Confidentiality Agreement and Employment Certification requirements. This video demonstrates how you access and submit the Confidentiality Agreement as well as the Employment Certification form.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#confidentiality

Access & Maintain Your Personal Profile in eRA Commons
This tutorial will guide Reviewers on how to set up and maintain their own Personal Profile information in eRA Commons.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#iarprofile

Accessing Grant Applications
This tutorial will walk reviewers through the process of accessing grant applications in IAR for a given review meeting.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#accessing-apps

Accessing Meeting Materials
This tutorial will walk reviewers through the process of accessing meeting materials in IAR for a given review meeting.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#accessing-materials

Submitting Critiques and Preliminary Scores
This tutorial walks reviewers through submitting critiques and preliminary scores in the IAR module.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#critiques

Submitting Final Scores
This tutorial includes step-by-step instructions on how to submit final scores, following the discussion of the applications.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#finalscores

Online Critique Screen in IAR

Welcome to this video tutorial for the Online Critique screen in IAR.  The Online Critique screen provides reviewers the capability for entering their critique as well as scores online in IAR, instead of uploading a Word critique template. This video will demonstrate that process.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#Critique

Introduction to Virtual Meetings in IAR  

This tutorial provides reviewers with a high-level overview for participating in a virtual scientific review meeting in IAR, the Internet Assisted Review module, instead of a traditional face-to-face meeting.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#VM-Intro

Entering Initial Comments on Applications for a Virtual Meeting

This tutorial will walk reviewers through the process of entering initial comments on an application being reviewed while participating in a virtual meeting in IAR.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#VM-Comments

Rescuing an Application for Discussion in a Virtual Meeting

This tutorial will walk reviewers through the steps on how to rescue applications for discussion that are designated in the lower half of a Virtual Meeting in IAR, Internet Assisted Review.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#VM-Rescue

The Virtual Meeting Discussion Dashboard

This tutorial will walk through what happens during the Discussion phase on the Virtual Meeting Discussion Dashboard, the central hub of activity during a virtual meeting.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#VM-Dashboard

Understanding the Left Navigation on the Virtual Meeting Discussion Dashboard

This tutorial will help you get familiar with the use of left navigation box on the Virtual Meeting Discussion Dashboard screen in IAR, the Internet Assisted Review module.  The blue navigation box plays an important role during the online meeting discussion.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#VM-LeftNav

Scoring Applications for a Virtual Meeting in IAR

This tutorial will guide you through the Scoring Process for a Virtual Meeting in IAR, the Internet Assisted Review module.

Anchor link to distribute for video:https://www.era.nih.gov/era-training/era-videos.htm#VM-Scoring

Online Critique Screen in IAR

Welcome to this video tutorial for the Online Critique screen in IAR.  The Online Critique screen provides reviewers the capability for entering their critique as well as scores online in IAR, instead of uploading a Word critique template. This video will demonstrate that process.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#Critique

Updating Inclusion Data for Awarded Research & Development Contracts

eRA has developed functionality to allow direct vendor entry into the Human Subject System, known as HSS. This video tutorial demonstrates the functionality of updating inclusion date for awarded research and development contracts.

Anchor link to distribute for video:

https://www.era.nih.gov/era-training/era-videos.htm#HSCT-Inclusion

Human Subjects System - Overview

NIH is launching a new electronic system to manage human subjects and clinical trials information. This Human Subjects System replaces the Inclusion Management System (IMS) and will be used by grant applicants, recipients and NIH staff. This short video provides an overview of its functions and features.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#HSCT-Overview

Accessing Human Subjects System for SOs and PIs

Welcome to this video tutorial on How to Access the Human Subjects System in eRA Commons.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#HSCT-Accessing

How to Edit, View, and Submit Human Subjects Studies

A principal investigator or signing official may need to edit an existing human subjects study record. This tutorial demonstrates the steps to access and edit a human subjects study record.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#HSCT-Editing

 Entering Inclusion Data Using the Participant Level Data Template

This video tutorial will demonstrate how to enter inclusion data using the Participant Level Data Template in the Human Subjects System (HSS).

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#HSCT-Template

How to Export Study Records

This Human Subjects System (HSS) tutorial reviews the steps to export study record data to facilitate the registration of the study at ClinicalTrials.gov. One of the requirements of award recipients when conducting clinical trials, is to register their study at ClinicalTrials.gov within 21 days of enrolling their first patient. To reduce this burden on award recipients, this feature permits users to export study record entries that correspond to fields in ClinicalTrials.gov as an XML file. The exported XML file can then be uploaded to ClinicalTrials.gov.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#HSCT-export

How to Address Errors When Using the Participant Level Data Template

This video tutorial demonstrates how to address errors when uploading inclusion data using the Participant Level Data Template in the Human Subjects System (HSS).

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#HSCT-fix

NIH's Modernized MyRePORTER

This video demonstrates the features of the newly modernized MyRePORTER tool, part of NIH's RePORTER site. MyRePORTER permits you to save searches and set customized email notifications for when new projects are funded, or new publications are made that are linked to projects that are part of your search criteria.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#myreporter

NIH's Matchmaker Tool

Are you an investigator looking for the right home for your grant? Matchmaker can help you find which NIH institutes and Centers have funded similar work, and where that work was reviewed. Matchmaker is an extension of the NIH RePORTER system that makes it easy to find similar projects already funded by the NIH. This video demonstrates the use and features of Matchmaker.

Anchor link to distribute for video: https://www.era.nih.gov/era-training/era-videos.htm#matchmaker