Tag Archives: Cycle

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What is a cycle?

A Cycle is an electronic file that contains all the items relating to a specific Sponsored Project during a specific competing segment. Cycles are a convenient mechanism for tracking the progression of a competing segment and the relationship of the items created within that segment.

Here’s an example of what a Cycle might contain:

cycle diagram showing relationship of items

You can relate a cycle to another cycle. For example, you might want to relate cycles for a project with multiple competing segments.

How is the cycle organized?

We often refer to the relationship of two items as “parent” and “child.”  A “parent” item might be the cycle, an application, or an action and its “child” might be an application or another action.

The Cycle is the top of the hierarchy and so it has no parent. Cycles contain three possible types of children: NAAs, PANs, and eGC1s.

Some parent-child relationships are specifically defined, while others are more general. The following table indicates the typical relationships between items.

Item Type Parent Children
Cycle (none) NAA, PAN, or eGC1
eGC1 Cycle [1] FA, NAA, CO, AA, ADV
PAN Cycle [2] (none)
FA eGC1 [3] PAC, SC
PAC FA (none)
NAA Cycle, eGC1, or FA (none)
CO eGC15 (none)
AA Cycle, eGC1, or FA (none)
SC (subcontract) FA (none)
ADV (advance budget number request) eGC1 (none)

Applications (eGC1s) within the cycle display from newest to oldest. Child items under eGC1s display oldest to newest.

Tips:

  • When you click “Back to My Team” from the Cycle Details page, the Cycle Details window will close, and the window you last had open will revert to the My Team tasklist. If you wish to keep your previous item open, close the browser tab containing the Cycle Details (rather than clicking the “Back to My Team” link).
  • You can only use the Cycle Details tab or “fly-out menu” to open one other item at a time. If you want to open multiple cycle items at a time, then do so from the Cycle Details page.
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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).

cycle details tab showing fly-out menu

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 section

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.

  • Cycles created prior to January 2009 may have assignments other than File. Once assigned to File, however, they may not be reassigned. (Cycles created between January 2009 and November 2013 were automatically assigned to e-Shelf. In November 2013, any Cycle assigned to e-Shelf was changed to File via a data clean-up process.)
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

cycle details 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.”

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.