Tag Archives: Post-Award Change

You can add holds to Applications, Funding Actions, or any type of Admin Action. You can also modify or remove existing holds.

There are two categories of hold reasons: Non-Compliance and Compliance.

Non-Compliance hold reasons are:

  • For Check
  • Other (Campus)
  • Other (Sponsor)
  • Pending Fully Executed Agreement
  • Pending Notice to Process/Activation Notice
  • PI Signature
  • Revised Budget

Compliance hold reasons are:

  • Administrative Support
  • Cost Share
  • Export Control
  • F&A
  • Federal Flow-Through
  • IACUC Approval
  • IRB Approval
  • SFI/FCOI
  • PHS Training

Notes:

  • Holds on Applications do not enforce any process rules.
  • The system will automatically place some compliance holds on Funding Actions and Post-Award Changes. See the section on Automatic Holds for further details.

Add a Hold

  1. On the left navigation menu, select Add/Modify Hold
  2. In the dialog window that opens, check one or more hold reason boxes. The dialog window is shown in the following image.

add modify holds dialog window

    1. Enter any optional OSP notes about the holds
    2. Click Save to complete the process.

Note: When you open the Add/Modify Hold dialog window after the first time, you will see an expandable bar below the list of holds titled “Previous OSP Note Hold Reason Comments.” Click on the bar to expand the section.  A table displays that shows the date entered, the comment, and who the comment was entered by. The same information also displays under the OSP Notes tab. Clicking the bar again will hide the table. This section is shown expanded in the above image.

A yellow “On Hold” banner will display at the top of the item’s details page. The following image shows the banner on a Funding Action.

yellow on hold banner at top of page

Modify or Remove a Hold

  1.  Select Add/Modify Hold to open the dialog window
  2. Adjust the selected hold reasons
  3. Add an optional comment
  4. Click Save

If you clear all of the check boxes, the item will no longer be on hold and the banner and tasklist icons will no longer display.

You can change any Funding Action or Admin Action in Approved, Denied, Duplicate, or Returned by GCA status back to In OSP status. Use the In OSP link on the left navigation menu to start the process.

fa in denied status with In OSP link on left navigation menu

A pop-up window will appear that will allow you to change the status, reassign the item, and add comments if desired.

pop up to revert action to in osp status

Add any explanatory comments you wish, reassign the item if necessary, then click on the In OSP button to complete the process. The pop-up window will close, and the item details page will refresh showing the new status.

Note: If you change an Admin Action assigned to the location File back to In OSP status, the system displays a warning message, which reads:

“An Admin Action with status of In OSP may not be assigned to File. Please modify the status or the assignment.”

To complete the process, you will need to reassign the Admin Action to a value other than File.

November 2012

FEATURES

  • Automatic holds will be applied to funding actions when either training requirements or disclosure requirements have not been met
  • Ensure correct values appear for SFI on control sheet
  • New JIT functionality for FCOI
    • OSP can trigger JIT notifications in SPAERC
    • JIT notifications will be sent to
      • Any investigators who have not yet taken training
      • Any investigators who have not yet completed disclosures (important for existing eGC1s)
      • Preparers and Owners to let them know that JIT has been invoked, and that they need to make sure that everyone who should be listed on the eGC1 personnel page is actually listed there
  • JIT will trigger the status change from “Waiting for JIT” to “Review Required”  this is on the PI and Personnel page as well as in FIDS.
  • JIT notifications are not sent for RRF sponsored applications at the time FA is created.
  • Biennium field added to FA’s and PAC’s as optional to fill out.

FIXES

  • A bug was fixed to correct an Orphan session issue where when a subcontract item was opened and then the FA was opened from the subcontract page the subcontract will no longer stay open in the background. This solves one area where the user had a stale session and a 45 minute lock on the subcontract item.
  • Data clean up on some FA’s that were previously marked as duplicate that were accidentally changed to Processed. We are returning them to their duplicate status. This is to help with the EDW work.

 

How do I change a PAC to a FA when that option is not available in the drop-down menu?

A PAC can only have an FA as its parent, and an FA can only have an Application as its parent. So if the PAC you want to change already has an FA parent, you cannot change the PAC to an FA, since that would not be allowed under the parenting rules. That is why the option is not available. To make the change, you would have to go through the following steps:

  • Change the PAC to an AA (unidentified admin action)
  • Change the parent to the appropriate Application
  • Change the AA to an FA