Research office: researchers and limited submissions

The research office is for a university, research institute or other office that finds funding for the researchers it supports. It is included with the Team, Organization and Enterprise plans, and during the Team trial. On other plans the page says so and links to plans.

Open Research office from More in the menu, or search for it with Ctrl+K (Cmd+K on a Mac). It has two tabs, Researchers and Limited submissions. Members without grant editing access can look but cannot change anything.

Add researchers

1. On the Researchers tab, fill in Add a researcher: the Name, an optional Department, Expertise keywords separated by commas, and an optional ORCID iD.
2. Choose Add researcher. The researcher's page opens.

A researcher is a profile, not a GrantCue user: they need no account and do not use a seat. Make the keywords specific, such as soil carbon or remote sensing, because they decide which opportunities are suggested.

• Import from ORCID reads the titles of public works and the public keywords on the researcher's ORCID record to sharpen the matches. Only public data is read, and nothing is written to ORCID.
• Linked account connects the profile to someone who already belongs to your organization. That person gets a notice in GrantCue when you share an opportunity, and sees it under Shared with you on the Research office page. Linking uses their existing seat and never adds one.
• Remove researcher deletes the profile, with its shares and its places in the limited-submission tracker.

Match and share opportunities

1. On a researcher's page, choose Find matching opportunities.
2. GrantCue lists up to 25 open opportunities, closest to the researcher's expertise first. The percentage is a rank, not a chance of winning. If nothing comes close, add more specific keywords or import from ORCID, then choose Refresh matches.
3. Choose Share with researcher on a match, add a note if you like, and choose Share.

A linked researcher gets a notice in the app; no email is sent. For a researcher with no linked account, the share is recorded but nobody is notified. The researcher's page lists everything shared with them so far.

Run a limited submission

Some sponsors cap how many applications one institution may send. When a match's description says so, the match carries a Limited submission badge, with the number per institution when the description gives one, and Track it adds it to the tracker.

1. Choose Track it on a match, or open the Limited submissions tab and choose Add an opportunity.
2. Check the Opportunity, the Sponsor and Applications per institution (1 to 100). When the number was read from the description, the form quotes the sentence it came from, so check it against the sponsor's own page. When the description gives no number, enter it from the sponsor's guidelines.
3. Add the Sponsor deadline and an Internal deadline: the date researchers must tell you they want to apply. The internal deadline must fall on or before the sponsor deadline.
4. Choose Add to tracker.

Each tracked opportunity has its own card. Set its Status: Collecting interest, Under review, Selection made, Submitted, Closed or Not pursuing. The internal deadline and the cap save when you leave the field.

Under Internal applicants, add the researchers who want to apply and set each one to Interested, Nominated, Selected, Not selected or Withdrawn. Only Selected counts against the cap. The card shows how many places are filled, GrantCue refuses to select more people than the cap allows, and the cap cannot go below the number already selected. Raise the cap only if the sponsor allows more.

The tracker records your institution's own selection. It does not submit anything to the sponsor or check that a researcher is eligible.