Robo RA Quick Start Guide 2pg
User Manual: Pdf
Open the PDF directly: View PDF 
.
Page Count: 2
RoboRA quick start guide 1/18/2018
Credits: Jack Snoeyink (author); Grace Yuan (ENG host, testing, & design);
Wendy Nilsen (template language); Jim Donlon (workflow); & many testers
RoboRA,
an Excel spreadsheet in the PD-3PO family of tools, attempts to automate many of the tedious parts
of writing Review Analysis (RA) documents: It populates RA templates (such as the Awd template
on back) with reportserver data to make Word RA drafts, which you complete on Mac or PC, then
click one button to CleanCopy to eJacket. It can also gather review documents into a bookmarked
pdf, list amounts from the latest revised budget, and flag miscodes.
Installing RoboRA: From a PC on the NSF network or the Virtual Desktop/Citrix Win 7 or Win 10
Desktop, click RoboRA_v0.8.xlsm and when Excel Online complains, click Open in Excel:
Enable content, and on the Prefs tab, set the first three. (Defaults are good for the rest.)
1. Test the reportserver connection using your division's userid and password
2. Choose your RA templates by selecting from the table.
3. Save your copy of RoboRA on your R: drive or a local drive. (Word mail merge cannot use a
data source from SharePoint or OneDrive.)
Using RoboRA
In the basic interface, you list
proposal ids to award, decline, or
standard decline. Use the menu to
restrict proposal status, and buttons
to Query reportserver and gather Review Docs. Check the coding, then make RA Drafts.
In the advanced interface, you specify a set of proposals like in PD-3PO
(say, all pending by program, solicitation, PD, date) and select on the
RAData tab which template to use (Awd, Decline, Std Decline, etc.)
The reverse shows a template. In preference 2, if you chose a template
folder on your machine, RoboRA will copy the standard templates for
you to customize as desired. Keep in mind that individual customization
increases the workload of those doing DD concur.
[[«prop_id0» Awd RAt.docx General Award template of 12/5/2017
Data pull: «pulldate» CtxSt: «cntx_stmt_id» #Revs:«Nrev»«Nunrlsbl» («Nunmkd» need
(un)release) RAdate: «RAupdate»
Enable content/macros & double click here:"[CleanCopy text; ready eJ RA for paste]"
Comments in double brackets are stripped by CleanCopy, so write outside the brackets.
(If you copy and customize this RA template, you must save with a name of the form “Awd *** RAt.docx”, where
*** is a short abbreviation of the division, program, or panel name. To see field codes, select all, then press Alt-F9.)
]]NATIONAL SCIENCE FOUNDATION
Alexandria, Virginia 22314
«Dir_name» («Dir»)
«Div_name» («org_code»)
«pgm_ele_name» («pgm_ele_code»)
«pgm_annc_id» «solicitation»
Review Analysis Recommendation: Award
Total request: «rqst_tot»; Total recommended: «budg_tot»
«prop_titl_txt»
L: «prop_id0» «last0», «frst0» «inst0» «rqst0»
N: «prop_id1» «last1», «frst1» «inst1» «rqst1»
N: «prop_id2» «last2», «frst2» «inst2» «rqst2»
N: «prop_id3» «last3», «frst3» «inst3» «rqst3»
N: «prop_id4» «last4», «frst4» «inst4» «rqst4»
N: «prop_id5» «last5», «frst5» «inst5» «rqst5»
N: «prop_id6» «last6», «frst6» «inst6» «rqst6»
«panl_id0» «rec0» «panl_name0» («pnlst0» panelists; «confl0» decl confl),
on «panl_end0», recommended as «RCOM_TXT0» («revs0»)
Std competition rank «rank0» of «panlString0»
«panl_id1» «rec1» «panl_name1» («pnlst1» panelists; «confl1» decl confl),
on «panl_end1», recommended as «RCOM_TXT1» («revs1»)
Std competition rank «rank1» of «panlString1»
«panl_id2» «rec2» «panl_name2» («pnlst2» panelists; «confl2» decl confl),
on «panl_end2»,recommended as «RCOM_TXT2» («revs2»)
Std competition rank «rank2» of «panlString2»
Ad hoc reviews («AhNrev»): «AhRevs», with last on «AhLast»
«RApre_note»
PROJECT OVERVIEW[[Brief description of the project]]
Info,
Instruction,
and the
CleanCopy
button
Program Information
Project request information,
including lead and up to 6 non-leads
Review information,
up to 3 panels,
plus ad hocs.
Narrative begins here.
CleanCopy removes [[instructions]],
so write your text outside brackets.
INTELLECTUAL MERIT[[Brief description of the Intellectual Merit strengths and
weaknesses in the words of the PDs]]
BROADER IMPACTS[[Brief description of the Broader Impacts strengths and
weaknesses in the words of the PDs]]
REVIEW SUMMARY[[«allReviews» Brief description of the panel characteristics, tone,
attitudes and/or issues -- anything not in the context statement. Include PDs opinion of the
proposal, use and timing of Ad Hocs, explanation of wider range of reviews, and any
extenuating circumstances or panel surprises. Keep in mind that this will be in the
permanent record, and may be seen by a FOIA request.]]
AWARD CONSIDERATIONS[[Only for awards, includes budget changes, issues
addressed by the PI, cofunding, etc]]
RECOMMENDATION[[Requested action, rationale for action (program/cluster process,
available funding, program priorities and balance, etc), funding decision-making process]]
As Program Director, I evaluated this proposal for funding in light of its intellectual merit
and broader impacts relative to the goals of the program, taking into account the reviews
and recommendations. I also considered this proposal in relation to other proposals
reviewed in this program, the need to maintain appropriate balance among subfields, the
total amount of funds available to the program for new proposals, and general Foundation
policies. I concur with the reviewers’ assessment and recommend that this project be
funded as described below.
«RAsigner»
«RAsigner2»
Thursday, January 4, 2018
[[Notes for DGA, including IRB and PI meetings, etc]] «RAps_note»
[[Manual budget required if split/or CONTINUING]]STANDARD GRANT,
Requested duration: «rqst_mnth_cnt» months, starting «rqst_eff_date»
L: «prop_id0» «last0», «frst0» «inst0»
«fisc_yr» «b0tot» Org: «org_code» PEC: «pgm_ele_code» Obj: «obj_clas_code» PRC: «PRC0»
N: «prop_id1» «last1», «frst1» «inst1»
«fisc_yr» «b1tot» Org: «org_code» PEC: «pgm_ele_code» Obj: «obj_clas_code» PRC: «PRC1»
N: «prop_id2» «last2», «frst2» «inst2»
«fisc_yr» «b2tot» Org: «org_code» PEC: «pgm_ele_code» Obj: «obj_clas_code» PRC: «PRC2»
N: «prop_id3» «last3», «frst3» «inst3»
«fisc_yr» «b3tot» Org: «org_code» PEC: «pgm_ele_code» Obj: «obj_clas_code» PRC: «PRC3»
N: «prop_id4» «last4», «frst4» «inst4»
«fisc_yr» «b4tot» Org: «org_code» PEC: «pgm_ele_code» Obj: «obj_clas_code» PRC: «PRC4»
N: «prop_id5» «last5», «frst5» «inst5»
«fisc_yr» «b5tot» Org: «org_code» PEC: «pgm_ele_code» Obj: «obj_clas_code» PRC: «PRC5»
N: «prop_id6» «last6», «frst6» «inst6»
«fisc_yr» «b6tot» Org: «org_code» PEC: «pgm_ele_code» Obj: «obj_clas_code» PRC: «PRC6»
CISE
narrative
continues.
Customize
for your
division or
program.
Standard
Grant from
latest revised
budgets.
For co-
funding or
continuing
grant, see
Budget tab
Signature Block
Example of an Awd template, showing all options. (Extra non-leads, panels, etc, are suppressed if not present.)
RoboRA will fill in the template with reportserver data to make RA drafts, which you can complete on Mac or PC.
Double click the gray bar to strip comments and open eJacket to the RA page to paste.
Documentation: https://collaboration.inside.nsf.gov/eng/meritreview/ENG%20Tools%20Websites%20and%20Best%20Practices/RoboRA.aspx
