To create a new “Other” type form, hover your mouse over the Create New Record tab to see the menu. Click on Other.
The initial SERA Budget Number Setup page will display. Use it to select which Form Type you need. Once you have made that choice, the full form will display. You cannot change the form type selection once the full form is displayed.
Completing the Form
Basic Information Section
|Form Type||The type you selected when creating the new item.
|Record ID||The system-generated, unique number for this item with a prefix of OTH.|
|Principal Investigator||Use the Look Up button to search for and select the PI for this item. Once selected, the following fields will populate:
|Department||A link to change the PI will also display.|
|Short Title||This is the title associated with the budget number in the financial system.|
|Parent Budget Number||Appears for Form Types “eFA/ePAC sub budget” and “Transpasu” in place of the Organization Code look-up section. Once you enter the Parent Budget Number and save, the associated Organization Code displays in read-only mode.
|Organization Code||The field varies slightly depending on the Form Type selected. You will look up an Organization Code for these Form Types:
The name and number of the organization selected will display, with a link to change the Organization Code if needed.
Budget Details Section
|Budget Number||The budget number assigned to the item and its biennium. The assignment is done through the Assign/Confirm Budget Number function.|
|Start Date, End Date||The start and end date for this item.|
|Amount||The amount for this item.|
|Future Award||Click this check box if appropriate.|
|GCA Team, Assigned To||When you select the Organization Code for the item, the team and assignment fields will automatically populate.|
|Date Desk Assigned||The system automatically populates this field with the date the item is initially assigned or reassigned.|
|GCA Received Date||The system automatically populates this field with the date the item was created.|