If the campus data sections of a request in Routing status need to be changed, the only option is to create a new request. GCA can inactivate the current request, or the research team can delete it.
Tag Archives: Advance Budget Request
This article describes when and to whom SERA sends email notifications. Click on the email name to see a sample.
Note: Text that is in italic and represents the specific values that the system adds to an email.
| Purpose | Sent When | Sent To | |
|---|---|---|---|
| Funding Action (FA) | To notify owners that a funding action has been processed by GCA. The email includes a PDF of the completed form as an attachment. | GCA completes the Campus Notify step while processing a funding action. | PI, Application PI, Administrative Contact, Pre-Award Budget Contact, eGC1 Preparer, and first-level reviewers for the org code receiving funding. |
| Application Has Been Awarded | To notify EH&S that an awarded application has an EH&S compliance approver or watcher | GCA completes the Campus Notify step while processing a funding action, and EH&S appears on the approval graph as a compliance reviewer | Appropriate reviewers for the node on the graph |
| Post Award Change (PAC) | To notify owners of a post award change processed by GCA. The email includes a PDF of the completed form as an attachment. | GCA completes the Campus Notify step while processing a post award change. | PI, Application PI, Administrative Contact, Pre-Award Budget Contact, eGC1 Preparer and first-level reviewers for the org code receiving funding. |
| Advance Budget Number Request Notice | To notify owners that an advance, extension, advance renewal or a supplement to an advance budget has been processed by GCA. | GCA completes the Campus Notify step while processing a budget advance, extension, renewal or supplement request. | PI, the Advance Administrative Contact and the eGC1 Administrative and Budget Contacts. |
place holder
Modifying the Recipients List
This list displays the name, email address, and relationship for each person included. Examples of the relationship would include Division Reviewer, Application eGC1 Preparer, Budget Contact. Each person’s entry also includes Update and Delete links.
Clicking Update allows you to change the email address of that person. An editable text box with the current email address appears, followed by a Save button and a Cancel link. You can change the address, and then click Save.
Clicking Delete for a person’s entry will display a confirmation pop-up that asks “Are you sure you want to delete this recipient?” You can click OK to confirm the deletion and remove that recipient, or Cancel to return to the list with no changes.
Below the recipients list is an Add Recipient link. This allows you to send the campus notification to additional people. Clicking the link will add another row to the list with a box to enter the person’s name, and another box for the email address. You can click Save to add the new recipient, or Cancel to return to the list with no changes.
Note: There is a brief overview of Cycles in a separate article.
Cycle Details Tab
The Cycle Details tab appears on Advances, Funding Actions, and Post-Award Changes. It works a bit differently from the other tabs. Instead of clicking on it, you hover your mouse over the Cycle Details tab to see the “fly-out” menu. From that menu, you can see all of the items that are accessible from SERA and that are in the same cycle as the item you’re currently viewing.
Note: Items will not display in the fly-out menu if they are not accessible from SERA (either because they haven’t reached GCA, or, because they’re an item type not accessible in SERA).
From the Cycle fly-out menu, you can either click on a specific item to open it or click the “View Cycle Details” link at the top to see the Cycle Details page. If you click on an application, you will see the “printable eGC1” PDF version of it.
Cycle Details Page
The SERA view of the Cycle Details page is a simpler version of the SPAERC Cycle Details page. The Basic Cycle Data section is the same, but in SERA you only see the Hierarchical View.
Basic Cycle Data
On the Cycle Details page, you can see basic details about all of the items contained within the cycle. You can click on the help link (question mark) next to Hierarchy View for a description of the columns displayed.
The Basic Cycle Data includes information common to the competing segment or project: the PI, Sponsor, the Short Title, and the Organization receiving funding. All of this information populates in the Cycle from the first item added to the Cycle.
Basic Cycle Data also includes:
| Cycle ID | System assigned, unique to each Cycle. |
| PI | The name of the PI responsible for this Cycle of research. Populates from the first item added to this cycle. |
| Sponsor | The name of the funding sponsor for this Cycle of research. Populates from the first item added to this cycle. |
| Description | A brief description of the Cycle that is more detailed than the Short Title. |
| File Location | As of November 2013, this is always File.
|
| Related Cycles | If the Cycle you are viewing has one or more related cycles, a drop-down appears that allows you to change which cycle you’re viewing. |
| Total Awarded | This displays the total Awarded amount from the Funding Actions in this Cycle with a status of Processed. |
| Total All Related Cycles (Awarded) | This displays the total awarded amount from all Funding Actions in this and Related Cycles (if any) with a status of Processed. |
| Are all eGC1s or funding actions related to this cycle currently in SPAERC? | If there are paper documents associated with this cycle that pre-date eGC1s and funding actions, the answer to this question is “No.” |
If there are any related cycles, they’ll be linked to in the Basic Cycle Data section.
Hierarchy View
You can customize the columns you see in this view by checking or un-checking the boxes. You can click on the help link (question mark) next to Hierarchy View for a description of the columns displayed.
Note: Only items that you can access from SERA will display an “Open” link.
In the Hierarchically view, the display column may represent something different based on the Item type. For example, the “Admin Action Types/App Types” column will display the Application type for Application Items, but will display the Requested Change type for a PAC.
The following table summarizes the information that displays for each Column based on the type of item.
| View Column | ||||||
| Item Type | Sponsor/ Subcontractor |
Start Date, End Date |
Processing Date |
Amount | Sponsor Award/UW PO Number | Admin Action/ App Types |
| Applications | Sponsor | Proposed Dates |
Approved Date |
Requested Amount | Sponsor Award Number | App Types |
| Funding Actions |
Sponsor | Actual Dates |
FA in GCA Date | FA Current Amount | Sponsor Award Number | N/A |
| Subcontracts | Subcontractor | Period Dates |
Received Date | SA Amount | UW PO Number | N/A |
| Other Admin Actions |
Sponsor | N/A | N/A | N/A | N/A | Action-specific Admin Action Type (see below) |
| Advance Budgets |
Sponsor | Actual Dates |
Request Date | Requested Amount | N/A | Request Types |
Each admin action type (PAC, PAN, etc.) defines actions specific to the type. The Admin Action Types column displays this type for each Admin Action Item in the cycle. The table below describes the column meaning for each specific Admin Action type.
| Admin Action Type | Admin Action Types Column Info |
| PAC | Requested Change |
| PAN | Content of Notification |
| NAA | Agreement Type |
| CO | Close Out Action |
For all types, multiple selections may be made. When this occurs, the Hierarchically view displays “Multiple Types.”
This tab appears for both Advances and Funding Actions.
Clicking it opens a separate window that shows all of the attachments for the eGC1.
For each attachment, this information displays:
The most current version is displayed. You can access older versions by clicking the plus sign (+) to the left of the description.
| Description | Entered by the person who attached the file. |
| Version | Indicates if more than one version of the file was uploaded. |
| File Name | The name of the computer file uploaded. |
| Attached On | The date and time the file was uploaded. |
Use the View link on the right side of an attachment to review it.
This tab appears for both Advances and Funding Actions.
Clicking it opens a PDF copy of the related eGC1 in a separate window. The PDF shows the current version of the eGC1 and therefore includes any post-approval personnel changes.
To remove an item from the system, click on the Make Inactive button next to the item on the tasklist or open the item and use the link on the left navigation menu. A confirmation pop-up will appear. Click OK to remove the item, or Cancel to leave the item in the system.
You can change the advance’s assignment by clicking the Reassign link on the left navigation menu. You can do this for an advance in any status.
Clicking the link opens a pop-up window.
The read-only section provides information about the advance you are working on.
| Advance Budget Request Number | Unique, system-assigned number |
| Advance Type | New, Renewal, Extension or Supplement |
| Parent eGC1 Number | The eGC1 associated with this advance. |
| PI Name | The Principal Investigator listed on the parent eGC1. |
| Responsible Department | The department that will pay for any advance expenditures not covered by the award. |
| Last Action Taken | Received in GCA or Budget # Assigned/Confirmed. |
| Budget Number | The number you have assigned/confirmed for this advance. |
| Budget Biennium | The budget number’s corresponding biennium. |
| Current location | The Team/Desk or location the advance is currently assigned to. |
You can add optional Comments when you reassigne an advance.
Select the new location using the drop-down menu.
Click Reassign to complete the process or Cancel to return to the advance.
The content of the email notifications is managed through an administrative tool available to the ORIS Help Desk. You can contact them at sera1q@uw.edu to request changes.
There are four emails available.
Subject Line (for New): Advance Budget Request
Email Body (with example content)
| Dear Dr. Schmidt,
An advance budget # 99-9999 for your project titled AIR TURBULENCE has been created. It is currently online. GCA Team 1 |
Subject Line: Extension of Advance Budget Request
Email Body (with example content)
| Dear Dr. Mendez,
An extension for advance budget # 88-8888 for your project titled YEAR 5 ABC-10 has been processed. It is currently online. GCA Team 1 |
Subject Line: Renewal of Advance Budget Request
Email Body (with example content)
| Dear Dr. Disis,
An advance budget # 77-7777 for your project titled NOME STUDY 1 has been created. It is currently online. GCA Team 1 |
Subject Line: Supplement to Advance Budget Request
Email Body (with example content)
| Dear Dr. Marlatt,
A supplement to advance budget # 66-6666 for your project titled ORCA HEALTH has been processed. It is currently online. GCA Team 1 |