Product Updates

March 2016 Maintenance Release

Updates

Links to New SERA User Guide

Additional help icons (question marks) have been added to SERA. These link to contextual help in the new SERA User Guide.

Fixes

Error when Inactivating Advances

An issue that was causing users to receive an error when trying to discard advances has been fixed.

December 2015 Maintenance Release

Features

Expose Cycle Details tab in SERA

GCA can now view cycle details from SERA. This provides GCA staff with greater visibility to the relationship between items, and makes it easier to quickly research the chronology of an award.

Subcontracts open in a new browser window in SERA

Subcontracts in SERA will now always open in a new browser window and will include navigation to related cycle items.

October 2015 Maintenance Release

Features

Allow GCA to delete their own attachments

GCA is now able to delete erroneously uploaded attachments to the funding action and post-award change in SERA. When an attachment is deleted, a note is added to the item recording who deleted the attachment and at what time.

Bug Fixes

Sponsored Program Activity Type and Clinical Trial Phase validations will no longer be applied in SERA

Sponsored Program Activity Type and Clinical Trial Phase, which are read-only fields on the FA in SERA, were at times generating validation errors in SERA when the fields contained missing or invalid entries. The system has been updated to no longer trigger these validations in SERA. The validation rules will be applied only in SPAERC, and FAs already in GCA or completed prior to these fields being added to the system will not be subject to the validation rules.

FA or PAC returned by GCA getting bad dates when flipped and re-sent

When an item is converted from PAC to FA or FA to PAC the “Received in GCA” date is no longer defaulted to 01/01/0001. Instead, it now shows the actual “Received in GCA” date for the item.

September 2015 Maintenance Release

Bug Fix

Older FAs in SERA have problems opening

An issue that had prevented Funding Actions that predated the creation of the Authorized Action field from being opened in SERA has been fixed.

July 2015 Maintenance Release

Features

View FA Sponsored Program Activity Type from SERA

The new Sponsored Program Activity Type field will be viewable on the Funding Actions in SERA.

Update SERA Pending Activities Report with Sponsored Program Activity Type and Institutional Activity Category fields

The “Export Pending Actions” report in SERA will be updated to include the new Institutional Activity Category, and the Type of Award field will be replaced with the new Sponsored Program Activity Type field.

October 2014 Maintenance Release

Features

Make Short Title field uppercase

The Short Title field for FA or PAC inherits the original value from its parent eGC1 which typically is a mixed case entry. A change has been made to always store and display this field in uppercase in SERA independent of the eGC1. This will help speed up data entry as GCA staff can directly copy and paste the data in FIN, and the budget name will already be in uppercase as required by FIN.

Include new FA and PAC data elements in extract

About 30 additional FA/PAC fields have been identified by GCA and added to the data extract (through “Export Pending Actions” from the “Search” tab in SERA). The new fields are added to the end of the file, and the GCA flag is listed as 9 separate yes/no columns on the report. The addition of these fields will help speed up the budget setup process as GCA staff won’t need to look for the information elsewhere.

Make FA “Total Cost Share Amount” Field format Numeric

The “Total Cost Share Amount” field on an FA (previously alphanumerical format) has been cleaned up and all historic non-numeric data has been purged (approved by OSP). The field has been reformatted to accept numeric values only. It is allowed to be empty when the Cost Share flag is “no”, and a numeric value or zero is required when Cost Share is “yes” per business rules. This change will help with cost share amount calculation and match that to Cost Share Summary in eFECS. As a result of this change, the reporting field “totalCostShareAmount” in the Award table in the EDW 1.0 database RAD has also been updated to numeric.

Update auto-generated ADV emails and add to Admin tools

The auto-generated campus notification emails (for FA, PAC and ADV) have been edited by GCA and updated in SERA. The content of these emails is now stored in the admin database and can now be managed through the SAGE admin tool. A new admin UI “SAGE/SERA” (similar to SAGE/SPAERC) is yet to be developed so GCA staff can access this admin tool and manage the content of these emails. This task will be included in a future release (to be prioritized and scheduled).

March 2014 Maintenance Release

Features

Subcontract UI changes

The SERA system has been updated to show the full PO number for all types of PO’s that could be used for subcontracts (T requisition numbers, Ariba EI and BPO numbers). SERA subcontract search has been updated to allow for searching on PAS and ARIBA type of PO numbers.