Tag Archives: Navigate

Navigate Within an Item

A breadcrumb trail displays immediately under the “SPAERC” heading. The left-most choice is “Back to Spaerc Tasklist” which you can use to return to the last tasklist viewed. To the right of that is the item number. Click it to return to the page you see when you first open that type of item. In the case of an eGC1, the last part of the breadcrumb is the page being displayed.

The page heading displays just below the breadcrumb and includes the Short Title, the item ID, and the name of the PI. This appears on every page as a quick reference. The following image shows these heading parts.

item breadcrumb links, title, I D, and P I name

This article covers:

Using the Action Bar
Using the Footer
Using the Left Navigation Menu
Using the Item Tabs

Using the Action Bar

action bar icons

The icons on the action bar will vary depending on the item you are viewing, and whether the item is locked or unlocked.

Possible Icons in the Action Bar

	Save	Writes any changes made to the database
	Reset Form	Clears any text entered on the page since the last save
	Previous Page	Displays the preceding page in an application
	Next Page	Displays the following page in an application

Note: any time you navigate from one page to another, SPAERC saves any changes made to the item.

Within an application, the eGC1 pages contain a Previous link and a Continue button, which provide another way to navigate from page to page.

Using the Left Navigation Menu

left navigation menu for an application

The left navigation menu for an item generally contains “action” links such as change status, place or remove holds, save & close. For an application, you will also see links to view its pages, a summary, the approval graph and related approvals pages.

Using the Item Tabs

Use the set of tabs across the top of the main display area to access pages related to the item. Generally, you use the left-most tab to return to the page you see when you first open that item.

The following image shows the set of tabs for an application. The tabs are: Application, Funding Actions, Admin Actions, OSP Notes, Assignments, Status, Auto Generated Documents, and Cycle Details.

application item tabs

Applications, Funding Actions, and Admin Actions have the following tabs in common.

Tab	Description
OSP Notes	Displays both system-generated notes and any that you add directly by using the text box on the page. For more details, see the OSP Notes Page article.
Assignments	Used to reassign the item, and optionally some related items, to another individual within OSP. You can also view assignment history. For more details, see the Reassign an Item article.
Status	Shows the history of status changes to the item from when it was initially created. For more details, see the Status article for the specific item type.
Auto Generated Documents	Displays a page with email and/or letters you can use to communicate with the research team or the sponsor. See the Auto Generated Documents articles for more details.
Cycle Details	When hovered over with the mouse, this tab displays a flyout list of this item’s cycle ID and all of that cycle’s related items. If no one has placed the item in a cycle yet, no list will appear. If you click the tab when there is no cycle, a pop-up window will appear with options for placing the item into a cycle. See the Cycles articles for more details.

In addition to the common tabs, since Applications and Funding Actions can have related items (children), they have tabs for viewing a list of these items, and accessing them.

Applications have a Funding Actions and an Admin Actions tab.
Funding Actions have a Subawards and an Admin Actions tab.

Note: Use the Admin Actions tab to create a new Admin and/or Funding Action as a child of the current item.

Cycles have just the OSP Notes and Assignments tabs.

Tasklist Elements and Icons

When you access SPAERC for the very first time, you will see the Applications Tasklist by default. You can view the tasklists for other item types by clicking on the appropriate tab near the top of the page.

The item type tabs, in order from left to right, are Application, Funding Actions, Subawards, Cycles, and Admin Actions.

Use the Administration tab, at the far right, for creating new Actions (admin or funding) and for accessing some administrative tools. When you hover your mouse over the Administration tab, it displays a drop-down menu. The choices will depend on your ASTRA role(s).

The following image shows the tabs.

spaerc banner

Common Tasklist Elements

The following image shows five main features that appear on all tasklists. They are described below.

tasklist elements

Select a tab to display the tasklist for that item type.
Select the Tasklist Options bar just below the tabs to customize the tasklist you are currently viewing.
Select the Search bar just below the Tasklist Options bar to locate specific items on the current tasklist.
Note: For more information, see Search for Items.
Select the Actions + button to the left of the item’s ID column to see options for processing that item.
All items on a tasklist have a unique ID number, which is just to the right of the Actions button. Selecting the item’s ID opens it. By default, all items in a tasklist are in order by ID number, with the newest item at the top.

Common Tasklist Icons

To provide additional information about an item, several icons display on the tasklists, each in their own column. An icon will display if the item has the characteristic.

The column names and the corresponding icons are shown and described in the following table.

Column Name	Icon Image and Description
On Non-Compliance Hold?	yellow octagon
On Compliance Hold?	yellow octagon with a red letter C
Has Attachments	blue page with folded corner
Has S2S Package (for Grant Runner applications only)	blue arrow pointing to the upper left
Has Adobe submission (for applications only)	arrow pointing to the upper left with red stylized letter A on top

For both the Grant Runner and Adobe Submission applications, if you place your mouse pointer over the icon, a flyout window will appear that gives information about the submission status of the application. Click the “x” to close the window.

Navigate SPAERC

OSP staff use SPAERC (Sponsored Projects Administration & Electronic Research Compliance) to:

Review and approve applications
Create funding and administrative actions
Manage subawards
Organize related applications, subawards, and actions into cycles

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