Using SRS Forms & Agreements
The Microsoft Word (“.doc”) forms found on this page are designed to be filled out on your computer. To prevent accidental changes, many are “protected.”

To use these forms:

  1. Click on the link for the form you want, and either open it or save it to your computer.
  2. To fill in the forms, use the “Tab” key to move through the fields and type the appropriate information in the blanks. When available, help text will appear in the status bar at the bottom of the Word window.
  3. In Word, go to “File -> Save As” and save the form to a location on your computer. Use a meaningful filename (e.g. “J Doe - Acme Inc Applied Research 03-2004.doc”). You can now open this file and print or edit it as needed.

If you need to make changes to the standard language in the form you are using, the changes will need to be approved through Sponsored Research Services before a form can be signed.

To edit the standard language:

  1. Follow steps 1-4 above, filling in the blanks as you would normally.
  2. In Word go to “Tools -> Unprotect Document” and then “Tools -> Track Changes.”
Unprotecting the document Tracking changes
  1. Re-save the form. You will now be able to edit any of the text in the document while Word tracks your changes (you will notice Word adds editing marks). Once saved, the changes can then be easily reviewed by SRS for approval.

More information about "Track Changes":
http://www.shaunakelly.com/word/trackchanges/HowTrackChangesWorks.html

2005-08-17 ac