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How do I launch an application?
What is the MSFHR ApplyNet Portfolio?
What are the different ways I can navigate in the form?
What is the function of the different buttons in the form?
How do I edit the application?
Can Team Members edit the application?
How do I save the application?
How do I check my application to make sure I have filled in all the fields?
How do I view the PDF of the application?
How do I complete the budget for the Team?
How do I attach a document to the application?
How do I submit the application?
How does my Host Institution approve the application?
How do I link my Common CV to MSFHR ApplyNet?
How do I convert my attachments to PDF?

How do I launch an application?
The Team Planning Application must be created and submitted from the Team Leader's MSFHR ApplyNet account.

Steps to Launch an application
  1. Create an MSFHR ApplyNet account (If you have previously created an MSFHR ApplyNet account you do not need to create a new one).
  2. Log in to MSFHR ApplyNet. The Portfolio page will open. This is the main page of MSFHR ApplyNet.
  3. Click "Select New Form" from the list of menu items. The "Select New Form" screen will appear.
  4. Click the link for the application form you wish to open. The new application form will open and you can begin completing your form.
What is the MSFHR ApplyNet Portfolio?
The Portfolio is the main page of MSFHR ApplyNet. From this page you can create new forms, retrieve existing forms and view the status of submitted applications. The diagram below outlines some of the functions of the main menu in the Portfolio.

The CCV link gives the date your most recent Common CV was submitted. Click on the link to view the PDF of your submitted Common CV and attachments.

Note: Due to recent changes to the MSFHR Version of the Common CV, only CCVs submitted after August 30, 2007 will be accepted.

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What are the different ways I can navigate in the form?
Left Hand Navigation Bar:
Allows you to navigate throughout the form. To go to a particular section, click on the heading. The page you are currently on will be highlighted in yellow.

Horizontal Menu Bar:
Provides links to additional information; Help Desk contact information, User Tips, and your Portfolio.

Screen Navigation:
The "Previous" and "Next" links at the bottom of the screen allow you to jump to the screens on either side of the one you are currently viewing.

What is the function of the different buttons in the form?
Each screen contains "Save", "Validate Page" and "Print/Preview (PDF)" buttons, and may contain additional buttons, like "List", "Clear", and "Delete".

Screens may also include notices and additional information about the application or application process. Please read all information on the screens.

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How do I edit the application?
After opening and saving an application form, the "Application Activity Table" will appear on your Portfolio page. The status column allows you to see the status of the application.

Can Team Members edit the Team application?
Team members can view the application and its progress on their MSFHR ApplyNet Portfolio page using the Team Member Activity Table. Team members can view and print the application but are unable to make changes or submit the application.

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How do I save the application?
Use the "Save" button located at the top and bottom of every screen to save the application. You can save the application at any point and return to it at a later time to edit or add more information.

How do I check my application to make sure I have filled in all the fields?
Use the "Validate Page" button located at the top and bottom of every screen as you complete the form to ensure that you have completed each page properly.

How do I view a PDF of the application?
Click the "Print/Preview(PDF) button located at the top and bottom of every screen to view the PDF version of the application. The PDF version is the document the reviewers will see.

How do I complete the budget for the Team?
The "Proposed Budget" section of the online form is where the proposed budget should be reported. In two separate columns, provide details of how you propose to use the MSFHR funds and the matching funds from the host institution. The costs within each budget category (Personnel, Supplies, Services, and Other) will automatically add up and total budget amounts will be generated. Only complete the sections that are relevant to the application.

Personnel
Separate data entry fields are available for research personnel, technical personnel and administrative personnel.

Supplies Services and Other Items
Separate date entry fields are available for supplies, services or other items the Team seeks to fund.

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How do I attach a document to the application?
Team and Team Activities / Host Institution Letter of Support
There is one attach button for each attachment. You are able to attach only one document per button. The attachment must be in PDF.

For instructions on converting your documents to PDF see Convert Your Documents to PDF
.

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How do I submit the application?
Before submission it is strongly recommended that you:
  • Use the "Validate Page" button on each screen of the application to ensure that you have completed each page properly.
  • Preview and print the PDF version of your application before submission. The PDF version is the format the reviewers will see.
Please review the Guidelines for the Online Approval and Submission Process.

How does my Host Institution approve the application?
After the Team Leader submits the application it is made available electronically to the host institution for approval. The Team Leader should contact the Host Institution to notify them that the application awaits electronic approval.

After the Host Institution approves the application it is automatically forwarded to MSFHR. This must happen by the deadline: November 15, 2007, 4:30 pm Pacific Time.

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How do I link my Common CV to MSFHR ApplyNet?
As part of your application the Team Leader needs to complete and submit a Common CV (CCV) - MSFHR Abbreviated Version. Your CCV is submitted electronically through the CCV website.
CCV website.

To submit your CCV you need to link it to your MSFHR ApplyNet account. The steps below will guide you through the process.

Before you link your Common CV to MSFHR ApplyNet:
  1. Make sure all pop-up blockers are turned off.
  2. Make sure that your name has been entered identically in both MSFHR ApplyNet and the Common CV.
  3. You need a PIN. The email address that you used to set up your MSFHR ApplyNet account is your PIN.
Follow these steps to link your Common CV to MSFHR ApplyNet:

1. Log in to the CCV.

2.Click on the link "Confirm My Agency PINs" on the CCV screen "Home-My CV".

3. Click on the "Agency' drop down list to view the list of organizations to which you can link your CCV.

4. Select the organization you are applying to - "Michael Smith Foundation for Health Research". The screen will refresh and the "PIN" field will change to "System Account" and will allow up to 70 characters to be entered.

5. Enter your email address into the 'System Account' field.

6. Click "Validate". A new window will appear asking for your consent to link your Common CV to the chosen agency.

7. Click "OK" if you consent to link your CCV to the selected agency. A new window will appear asking for your MSFHR ApplyNet password.

8. Enter your MSFHR ApplyNet password into the password field.

9. Click "Submit". The screen will refresh and will ask you to confirm the link to your ApplyNet account.

10. Click "Yes" to finish the link process. The screen will refresh and display a confirmation message in green font.

Please note:
  • The linking process does not submit your Common CV.
  • After you complete the linking process you need to Finalize and Submit your Common CV. This can be done from the main CCV screen "Home - My CV".
  • You must submit your CCV before you submit your application.
  • To verify a successful link and submission, go to your MSFHR ApplyNet Portfolio; the CCV hyperlink will be active and contain the date of submission.
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How do I convert my attachments to PDF?
PC Users
PC Users have three choices for converting documents to PDF:
  • Adobe Acrobat Professional software,
  • PrimoPDF conversion software (free), or
  • PrimoPDF online document conversion (free)
Using Adobe Acrobat Professional:
  1. Click "File".
  2. Click "Print".
  3. Select "Adobe PDF" from the printer menu.
  4. Click "OK". A window will appear.
  5. Name the file (example: CVpublications.pdf).
  6. Click "Save". The window will close.
  7. The Adobe Professional software will launch and create the PDF file.
  8. Adobe will display the file, when the creation is complete.
  9. Review the PDF file for accuracy and special character conversion.
  10. Attach the PDF file to your application.
Using PrimoPDF conversion software:
  1. Go to the PrimoPDF website.
  2. Click "Download Now". A new screen will open and display the latest version to download.
  3. Click the "Download Now" link located at the top of the second screen. A dialogue box will appear displaying the .exe download file.
  4. Click "Save File". Depending on your web browser settings, your system will either save the download to your computer or begin launching the software.
    Note: If you do not have administrator permissions to your computer, contact your IT department to assist your free software download.
  5. After the PrimoPDF software has been installed on your computer, view the PrimoPDF Manual. Pages 2 and 3 give easy step-by-step instructions with helpful screenshots on how to create a PDF using PrimoPDF.
  6. Review the PDF file for accuracy and special character conversion.
  7. Attach the PDF file to your application.
Using PrimoPDF online conversion:
  1. Go to the PrimoPDF website.
  2. Click "Try It Now", located on the right side of the screen.
  3. Enter the email address you want the PDF file sent to.
  4. Clicking the "Browse" button to select the file you want to convert to PDF.
  5. Click "Get PDF". A message appears on the website: "Your conversion was a success! You will receive the resultant PDF file via email shortly."
  6. Go to your email account. You will instantly receive an email from "NOReply@primopdf.com" with a subject line containing your file name "PrimoPDF Online Conversion: CVpublications.doc" and a PDF attachment.
    Note: If your spam filter is blocking emails with attachments, be sure to check your junk mail folder.
  7. Review the PDF file for accuracy and special character conversion.
  8. Attach the PDF file to your application.
Macintosh Users
  1. Click "File".
  2. Click "Print".
  3. Click the "PDF" button on the lower left side of the Print window.
  4. Select "Save as PDF…"
  5. Save the file name and file location.
    Important: The file extension ".pdf" must be added to the file name if the system does not automatically add it to the file name.
  6. The PDF file will save to the location specified in Step 5.
  7. Double click the PDF file icon to open.
  8. Review the PDF file for accuracy and special character conversion.
  9. Attach the PDF file to your application.
If you experience problems, contact the Help Desk:

Email the Help Desk
Local Phone: 604.714.6609
Toll-free phone: 1.866.673.4722 (ask for the MSFHR Help Desk)

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Last updated September 19, 2007
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