SPAERC organizes items into tasklists to help you manage your work. The tasklist displays all items of a specific type.
SPAERC includes five item tasklists:
- Applications
- Funding Actions
- Subawards
- Cycles
- Admin Actions
The following image shows the set of tasklist tabs.
A sixth tab, Administration, displays a drop-down menu when you place your mouse over it. It includes a few choices, depending on your ASTRA role.
Full details are available in the Tasklists section.
If you have information about an item that is in a cycle you want to view, you can use the item to open the cycle. You can do this from the Tasklist of any Application, Funding Action, or Admin Action or from the opened item itself.
To open a Cycle from the Tasklist of an Item in the Cycle
- From the Tasklist, find the item that is in the Cycle you want to open.
- Click action to display the menu for that item.
- Click Open Cycle to open the Cycle Details page in a new window.
To open a Cycle from an item in the Cycle
When you are working directly in an item, you can navigate to its parent Cycle from the open item.
- From the open item, hover over the Cycle Details Tab to view the cycle details (including the Cycle ID Number) and links to other items in the Cycle.
- Click View Cycle Details. This will refresh the window to display the Cycle Details page.
Note: If the item is not in a Cycle, then the Actions + menu will not include the “Open Cycle” link, and the Cycle Details tab will not display any details.
The following table describes the columns on the Cycle Tasklist and the type of information included in each column. The columns are listed in alphabetical order.
Tasklist Field |
Description |
Assigned To |
By default, a newly-created cycle is assigned to File. You cannot change the assignment. |
Mod Nbr |
Award Modification Number on a Funding Action, or the Modification Number on a Subaward Action |
Org Rcvg Funding |
Name of Organization Receiving Funding; populated from the first child item added to the cycle |
Org Rcvg Funding Code |
Code of Organization Receiving Funding; populated from first child |
PI Name |
Principal Investigator; populated from first child |
Short Title |
Also known as the Budget title; populated from first child |
Sponsor Name |
Populated from first child |
You can personalize your tasklist to display only the information you’re interested in tracking. For example, you can define the columns that display and the order of the columns, among other things.
The following table describes the column options for the Admin Actions Tasklist and the type of information included in each column. The columns are listed in alphabetical order.
Tasklist Column |
Description |
AA Category Type |
AA, PAN, PAC, CO, or NAA |
AA Types |
Carryover, SFI Clearance, Multiple Types, etc. |
Assigned To |
Initially, the OSP staff person who creates the action |
Assigned To Date |
When the item was assigned |
Award End Date |
CO only; manually entered |
Closeout Deadline Date |
CO only; manually entered |
Closeout Delinquent Date |
CO only; system-generated; equal to Closeout Deadline Date plus 30 days |
Comments |
Content of the OSP Comments field |
Cycle # |
Cycle the action is associated with |
Date Created |
Date the action was created |
Has Attachments? |
Icon (blue page with folded corner) displays if the action has any attachments |
On Compliance Hold? |
Icon (yellow octagon with red letter C) displays if the action is on Hold for compliance |
On Non-Compliance Hold? |
Icon (yellow octagon) displays if the action is on Hold for non-compliance reasons |
Org Rcvg Funding |
Name of Organization Receiving Funding; inherited from parent |
Org Rcvg Funding Code |
Code of Organization Receiving Funding; inherited from parent |
PI Name |
Name of Principal Investigator; inherited from parent |
Short Title |
Also known as the Budget title; inherited from parent |
Sponsor Award # |
Inherited from parent or entered on the action |
Sponsor Name |
Inherited from parent |
Status |
System generated; initial status upon creation is In OSP |
WIAP |
Value (YES or blank) for the WIAP question |
You can personalize your tasklist to display only the information you’re interested in tracking. For example, you can select which columns display and the order of the columns, among other things.