Creating the CAP proposal - (CAP Program Leader)

Creating the CAP proposal - (CAP Program Leader)

The CAP proposal must be generated by the CAP Program Leader. To create the CAP proposal, log into the Portal and follow the link ‘Create a new Proposal’ from the Dashboard view:

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Enter the title of the CAP, select beamline(s) and the round and click ‘Next’:

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Confirm the details of the CAP and click ‘Create’:

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Complete the questions on the ‘Experiment’ tab.

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Adding Principal Investigators to the Proposal

On the ‘Researchers’ tab, add the CAP Principal Investigators.  DO NOT include staff members associated with these group leaders, or your own group at this stage - these researchers can be added to the individual CAP Project proposals that will be created separately.

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To add a CAP Principal Investigator, click ‘Add Co-Proposal Scientist’, enter a family name or an email address to search for the co-proposer in the Portal:

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Ensure that the ‘CAP Principal Investigator’ User Role is selected and click ‘Use’ to add the researcher to the proposal.

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Invite Principal Investigators to Create a Project Proposal Against this CAP

Click the ‘Send Email’ button for each CAP Principal Investigator added to notify them that they must submit a CAP Project proposal against this CAP; the email notification will provide the CAP Principal Investigators with the link required to create the Project proposal.  Each time you click a ‘Send Email’ button you will receive a pop-up confirmation that the email was sent; refrain from clicking the next button before this notification has been shown.  Please note that the CAP Program Leader will be copied on these emails.  The CAP Program Leader should click the ‘Send Email’ button against their own name so that they receive the link to create a Project proposal.

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CAP Project and Shift Request Summary

Upon creation of the CAP proposal, there will be no associated CAP Projects and as such the ‘Beamline Tab’ will show ‘No Results Found’:

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If you try to submit the CAP Proposal at this stage you will get the following error message:

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