Change Type: 
Major
Change Scope: 
All Users
Change Date: 
Tuesday, September 6, 2016
Status: 
Complete
Description: 
Updated Contracts Grants and Research Screen

Screen: Contracts, Grants and Research

1. Screen updates to streamline and add wording to meet OSU specific language

Why: After reviewing screen with operations and business center members, the following changes are requested

Requested by: Linda Brewer

  • [TYPE]
    • Add
      • Service Revenue
      • Royalty
      • Modify
        • Sponsored Research -> Other Sponsored Research
        • Unrestricted Gift -> Gift
      • Add Help text

Contract – An agreement for services to be performed for the funder. Contracts are usually specific about objectives, outcomes, costs, or methods. 

Fellowship – Awards that support recipients’ living expenses, tuition/fees, and other related research costs

Grant – - An agreement that provides money, property, or materials for a stated purpose. The funder does not specify the manner of the work performance and is not involved in it.

Other Sponsored Research – Grants that are not basic or applied research, such as teaching grants or other.

Gift – Cash/pledge deposited into OSU or a foundation account, OR value of good or service provided

Service Revenue – E&G, PACE, Testing Services, Workshops, Industry Services

Royalty – total royalty including PI, University and OCCD funds

 

2. Remove Index

Why: DM is not system of record and info isn’t useful for CV

  • [INDEX]  - Delete
    • Impact: Of 6149 records, 88 have values
    • Ext/CAS don’t want this field.  If all agree, we can delete this field.  Otherwise, make it college specific.

 

3. Add field to track competitive awards

Why: Important info for CV’s and reporting

  • Add field “Competitively  Awarded” [COMPAWARD], just below the [TYPE] field
    • Yes
    • No

 

4. Update Awarding Organization

Why: need additional options and help text to meet OSU needs

  • [AWARDORG]
    • Reorganize the list and add values
      • Federal
      • Oregon State University
      • Private
      • Commission
      • State
      • Other University
      • Other Government
      • Other
      • Help text

Federal – including all sub-awards from federal agencies

Oregon State University – awards from OSU, including professional development

Private – Awards from a private organization or company

Commission – Awards from a commission

State – Awards from the state of Oregon

Other University – Awards from another university that are not a federal pass through

Other Government - Awards from county, local, or any other Oregon government agencies

Other – Anything not meeting criteria

 

5. Reorganize amounts fields

Why: Moving fields to improve data entry flow.

  • Move Major Equipment [EQUIP] under Awarding Organization is [AWARDORG] -Leave only visible to Engr Accounts
  • Move Total Amount REQUESTED [AMOUNT_REQUESTED] under Major Equipment
    • Make visible for all users
  • Move [AMOUNT] up the screen, just below Awarding Organization is [AWARDORG]

 

6. Clarify Dates

Why: Add text to clarify when/if field needs to be filled out.

  • Above the Start Date of Funding group, add text “If funded”

 

7. Rename Abstract

Why: Minor wording change to reflect that this screen is used for more than grants.

  • Rename Abstract to Abstract/Description

 

8. Update Current Status

Why: modify values to clarify wording

  • Modify value
    • Currently Under Review -> Under Review

9. Restrict field to CPHHS only

Why: CoF doesn’t want to see this field.

  • Total Number Years of Funding REQUESTED [FUND_YEARS_REQUEST]
    • Remove CoF from this field, should be CPHHS only

 10. Remove Fields

Why: These fields aren’t used and have no impact for CV reports

  • Remove the following fields
    • Total Number of Years [YEARS_FUNDED]
      • 992 records with values
      • Is redundant since we have start and end dates below.
      • Research Expenditure [RESEARCH_EXPENSE]
        • Only 21 records with values
        • May need to hide if used by other groups
      • Award Letter [AWARD_LETTER]
        • Only 8 records with values
        • Data isn’t used anywhere as this isn’t system of record
      • Expected Date of Submission for Funding – Group
        • Not used

 11. Investigators DSA

Why: These fields should be moved toward the bottom to improve the flow of the screen.  We will also move a field into this DSA and unify some values.

  • Move DSA below End Date of Funding group
  • [ROLE]
    • Add values
      • Undergraduate
      • Graduate
  • If Student, what level [student_level] – Delete this field
    • Before deleting this field, please set the matching ROLE value.
  • Move Share of Funding [SHARE] into the DSA
    • Only migrate the stored data to the first investigator’s record