{"id":2612,"date":"2025-08-06T09:36:00","date_gmt":"2025-08-06T13:36:00","guid":{"rendered":"https:\/\/research.ncsu.edu\/era\/?p=2612"},"modified":"2025-10-07T14:42:02","modified_gmt":"2025-10-07T18:42:02","slug":"preparing-for-pd-how-to-find-help-and-register-for-system-training","status":"publish","type":"post","link":"https:\/\/research.ncsu.edu\/era\/preparing-for-pd-how-to-find-help-and-register-for-system-training\/","title":{"rendered":"Preparing for PD: How to Find Help and Register for System Training"},"content":{"rendered":"\n\n\n\n\n<p><em>Editor&#8217;s Note: Since the publication of this blog post, <a href=\"https:\/\/research.ncsu.edu\/era\/red-u-course-revisions\/\">changes were made<\/a> to RED U&#8217;s course structure, which are now reflected here as of Oct. 7, 2025.<\/em><\/p>\n\n\n\n<p>We&#8217;re committed to ensuring that users affected by the switch from PINS to RED&#8217;s Proposal Development (PD) module receive adequate training, guidance and resources throughout the transition.<\/p>\n\n\n\n<p>In addition to step-by-step guides and video tutorials that will be available online, the RED Training Manager will lead a series of training sessions dubbed RED U \u2014 which will offer the opportunity to gain hands-on experience working in PD&#8217;s testing and training environment. For PD rollout, RED U will consist of the following courses:<\/p>\n\n\n<div class=\"is-text wp-block-ncst-accordion\" >\n    <div class=\"accordion isLinked\" id=\"ncst-accordion-qyex2r\">\n          \n<details class=\"wp-block-ncst-accordion-item\" name=\"qyex2r\"  >\n      <summary class=\"accordion-item__header\">\n        <span class=\"accordion-item__expansion-indicator\">\n          <span class=\"ncst-plus-minus-toggle\"><\/span>\n        <\/span>\n        <h2 class=\"accordion-item__label h6\">RED U 202: Proposal Intake Form Completion<\/h2>\n      <\/summary>\n      <p>\n        \n\n<p>This course provides an introduction to creating a proposal in PD by completing the Intake Form.&nbsp;The course is intended for PIs who currently enter proposals into PINS.<\/p>\n\n\n      <\/p>\n  <\/details>\n\n\n<details class=\"wp-block-ncst-accordion-item\" name=\"qyex2r\"  >\n      <summary class=\"accordion-item__header\">\n        <span class=\"accordion-item__expansion-indicator\">\n          <span class=\"ncst-plus-minus-toggle\"><\/span>\n        <\/span>\n        <h2 class=\"accordion-item__label h6\">RED U 203: Completing the Proposal Development Record<\/h2>\n      <\/summary>\n      <p>\n        \n\n<p>This course covers how to fill out the proposal Intake Form, then continues onto completing a proposal in PD, including budget basics.&nbsp;The course is intended for research administrators who are responsible for entering proposals into PINS.&nbsp;<\/p>\n\n\n      <\/p>\n  <\/details>\n\n\n<details class=\"wp-block-ncst-accordion-item\" name=\"qyex2r\"  >\n      <summary class=\"accordion-item__header\">\n        <span class=\"accordion-item__expansion-indicator\">\n          <span class=\"ncst-plus-minus-toggle\"><\/span>\n        <\/span>\n        <h2 class=\"accordion-item__label h6\">RED U 204: Budgets in Proposal Development<\/h2>\n      <\/summary>\n      <p>\n        \n\n<p>This course continues building on concepts learned in RED U 203 by covering how to create a proposal budget in PD. The course covers how to enter budgets, edit budgets, and create subcontractor budgets.&nbsp;<\/p>\n\n\n\n<p><strong>Prerequisites<\/strong>: Completion of RED U 203 is required to attend RED U 204.<\/p>\n\n\n      <\/p>\n  <\/details>\n\n\n<details class=\"wp-block-ncst-accordion-item\" name=\"qyex2r\"  >\n      <summary class=\"accordion-item__header\">\n        <span class=\"accordion-item__expansion-indicator\">\n          <span class=\"ncst-plus-minus-toggle\"><\/span>\n        <\/span>\n        <h2 class=\"accordion-item__label h6\">RED U 305: Proposal Approvals and Routing<\/h2>\n      <\/summary>\n      <p>\n        \n\n<p>This course covers how to approve a proposal in PD as a PI, research administrator, college resource officer, central office user, etc.&nbsp;<\/p>\n\n\n\n<p>This training is for PIs and research administrators who currently approve proposals in PINS.<\/p>\n\n\n      <\/p>\n  <\/details>\n\n\n<details class=\"wp-block-ncst-accordion-item\" name=\"qyex2r\"  >\n      <summary class=\"accordion-item__header\">\n        <span class=\"accordion-item__expansion-indicator\">\n          <span class=\"ncst-plus-minus-toggle\"><\/span>\n        <\/span>\n        <h2 class=\"accordion-item__label h6\">RED U 306: System-to-System (S2S) Proposal Submission<\/h2>\n      <\/summary>\n      <p>\n        \n\n<p>This course is for research administrators who plan to submit proposals via S2S submission or who are interested in learning more about this option in RED.&nbsp;<\/p>\n\n\n\n<p><strong>Prerequisites<\/strong>: Completion of RED U 203 and 204 is required to attend RED U 306.&nbsp;<\/p>\n\n\n      <\/p>\n  <\/details>\n\n\n<details class=\"wp-block-ncst-accordion-item\" name=\"qyex2r\"  >\n      <summary class=\"accordion-item__header\">\n        <span class=\"accordion-item__expansion-indicator\">\n          <span class=\"ncst-plus-minus-toggle\"><\/span>\n        <\/span>\n        <h2 class=\"accordion-item__label h6\">RED U 307: Champion Introduction<\/h2>\n      <\/summary>\n      <p>\n        \n\n<p>This course introduces the roles and expectations of PD Champions, as well what Champions can expect from the RED implementation team.&nbsp;<\/p>\n\n\n\n<p>NOTE: This training is for unit champions only.<\/p>\n\n\n      <\/p>\n  <\/details>\n\n\n    <\/div>\n  <\/div>\n\n\n\n<p>If you&#8217;re unsure which RED U courses you should take, please refer to the table below:<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-red-heading-stripes\"><table><thead><tr><th>Course Title<\/th><th>Delivery Method<\/th><th>Duration<\/th><th>Audience<\/th><\/tr><\/thead><tbody><tr><td>RED U 202: Proposal Intake Form Completion<\/td><td>Zoom<\/td><td>45 min<\/td><td>PIs<\/td><\/tr><tr><td>RED U 203: Completing the Proposal Record <\/td><td>In-person<br>and Zoom<\/td><td>2.5 hrs<\/td><td>Research administrators<\/td><\/tr><tr><td>RED U 204: Proposal Budgets (Pre-requisite 203)<\/td><td>In-person<br>and Zoom<\/td><td>2 hrs<\/td><td>Research administrators<\/td><\/tr><tr><td>RED U 305: Proposal Approvals and Routing<\/td><td>Zoom<\/td><td>30 min<\/td><td>Research administrators, PIs and other Approvers<\/td><\/tr><tr><td>RED U 306: S2S Proposal Submission (Pre-requisite 203 + 204)<\/td><td>In-person and Zoom<\/td><td>1.5 hrs<\/td><td>Research administrators*<\/td><\/tr><tr><td>RED U 307: Champion Introduction<\/td><td>Zoom<\/td><td>1 hr<\/td><td>Champions^<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">*RED U 306 is only intended for users in units that intend to leverage RED&#8217;s system-to-system (S2S) submission functionality. ^RED U 307 is only for unit Champions.<\/figcaption><\/figure>\n\n\n\n<p>To attend RED U training sessions, you must register in advance so that our technical team can create a profile for you in our testing environment. <\/p>\n\n\n\n<p>Each course will have an attendee limit, so please only register if you&#8217;re certain you can attend \u2014 and that you&#8217;ll need to begin working in PD during the current rollout cycle. <\/p>\n\n\n\n<p>PD Champions will attend all RED U courses and be available as the first point of contact for questions and user support within their respective units.<\/p>\n\n\n\n<p>Check the Research Education <a href=\"https:\/\/research.ncsu.edu\/research-education\/events\/month\/\">events calendar<\/a> to see all currently scheduled RED U courses.<\/p>\n\n\n\n<p>To learn more about PD&#8217;s phased implementation, please visit this <a href=\"https:\/\/research.ncsu.edu\/era\/pd-go-live-faq\/\">webpage<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Editor&#8217;s Note: Since the publication of this blog post, changes were made to RED U&#8217;s course structure, which are now reflected here as of Oct. 7, 2025. We&#8217;re committed to&hellip;<\/p>\n","protected":false},"author":235,"featured_media":2614,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ncst_custom_author":"","ncst_show_custom_author":false,"ncst_dynamicHeaderBlockName":"ncst\/default-post-header","ncst_dynamicHeaderData":"{\"showAuthor\":true,\"showDate\":true,\"showFeaturedVideo\":false,\"subtitle\":\"In addition to step-by-step guides and video tutorials that will be available online, users will have the opportunity to attend a series of system training courses \u2014 called RED U \u2014 for the Proposal Development (PD) module's rollout. \"}","ncst_content_audit_freq":"","ncst_content_audit_date":"","ncst_content_audit_display":false,"ncst_backToTopFlag":"","footnotes":""},"categories":[1],"tags":[],"_ncst_magazine_issue":[],"class_list":["post-2612","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"displayCategory":null,"acf":{"ncst_posts_meta_modified_date":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Preparing for PD: How to Find Help and Register for System Training - Enterprise Research Administration (ERA)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/research.ncsu.edu\/era\/preparing-for-pd-how-to-find-help-and-register-for-system-training\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Preparing for PD: How to Find Help and Register for System Training - Enterprise Research Administration (ERA)\" \/>\n<meta property=\"og:description\" content=\"Editor&#8217;s Note: Since the publication of this blog post, changes were made to RED U&#8217;s course structure, which are now reflected here as of Oct. 7, 2025. 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