Administrator / Delegate quickstart

Before you touch SciENcv

  1. Ensure each PI/key person has:
    • eRA Commons ID
    • ORCID iD linked to eRA Commons (required)
    • MyNCBI/SciENcv access working; ORCID appears as the SciENcv PID and matches eRA Commons
  2. Ask each PI to add you as a delegate in MyNCBI.
  3. Confirm you have access to:
    • SciENcv delegation
    • My Bibliography delegation (needed to fix missing products/citations)

Build the docs (delegate tasks)

  • Create SciENcv biosketch and CPOS documents
  • Import from ORCID (when clean) to reduce manual entry
  • Curate products (10 total) and verify they align to narratives
  • Paste narratives in plain text, re-check character counts
  • Do a PDF preview for formatting/typos

Hand-off to PI (required)

  • Send the PI your “ready to certify” note
  • PI logs in, certifies, downloads PDFs (or lets you download after)
flowchart LR
    accTitle: Admin delegate quickstart workflow
    accDescr: The admin workflow audits access, drafts documents, performs preview checks, and hands off to the PI for certification.
    A["Audit each person's setup"] --> B["Confirm delegate access"]
    B --> C["Create or update SciENcv documents"]
    C --> D["Curate Products and paste narratives"]
    D --> E["Preview PDFs and check formatting"]
    E --> F["Send ready-to-certify note"]
    F --> G["PI certifies in own account"]
    G --> H["Collect certified PDFs"]

Next: Delegates (how to collaborate)