SeRA: News and Updates

Welcome to the SeRA News and Updates Page! Updates prior to 2014 can be found on the archive page.

Authority

SeRA

Contact

Questions about this topic can be answered by:

James, Erina

SeRA Program Manager

Administrative Systems

(650) 721-1524

SeRA Seminar Series Handouts

Title Date

SeRA AAN/NOA

10/2/2014

 

SeRA Account PTA Setup Amendments

9/2/2014

SeRA Account PTA Setup

7/21/2014

SeRA PDRF & Proposal Routing

7/10/2014

8/28/2014

SeRA Basics

7/17/2014

 

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SeRA Enhancement and Update Release (aka Mu) - July 25, 2015

A new version of SeRA was deployed on Saturday, July 25, 2015. The release includes new features such as:

  • PDRF enhancement to the Infectious/Biohazardous agents question to capture Select Agents
  • Integration of the PDRF with STARS PI Training data
  • Improved transparency for IDC Waiver transactions from within the PDRF
  • Improved user interface for the PDRF Budget Questions page

Please see the attached Release Notes for details.

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SeRA Enhancement and Update Release (aka Lambda) - May 30, 2015

A new version of SeRA was deployed on Saturday, May 30th, 2015.   This release includes many enhancements for departmental and central office users, including enhancements to the Attachments functionality, Advanced Search and other features.   Feature-specific demos will be scheduled in the near future that will include some of the features of this release.  The SeRA Basics seminar series will also be scheduled soon.  Stay tuned!

Please view the Release Notes for full details of this release.

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SeRA Enhancement and Update Release (aka Kappa) - March 25, 2015

A new version of SeRA was deployed on March 25, 2015.   This release includes many enhancements for departmental and central office users in the following areas:

  • New dashboard with advanced features to help filter, sort, highlight and arrange your action items
  • PDRF: Automated Default Approvers and FYIs
  • Updates for Subrecipients
  • Project Comments
  • Adding and removing OSFs from Proposal Supplement and Proposal Revision transactions
  • Adding and removing OSFs from Award NCC, Award Renewal and Award Supplement transactions
  • IO Ready traffic lights
  • Early/Extend PTA approvals for the School of Medicine
  • PDRF Risk Assessment questions

Please see the release notes for more detailed information.  We hope you find these new features useful!  In addition, as part of this release, we have an important document to read on historical data issues that are more apparent due to the changes we made to Subrecipients. 

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SeRA and Enhancement Update Release (aka Iota) - December 13, 2014

A new version of SeRA was deployed on Saturday, December 13th, 2014.   This release includes many enhancements for departmental and central office users in the following areas:

  • requesting a case-by-case IDC exception (in Beta)
  • changes required for Uniform Guidance
  • the ability to add and remove an OSF in an Award-New transaction
  • the ability to remove existing Oracle awards from a PTA transaction
  • PTA Manager: Updating the installment end date for existing Oracle awards to the funded to date

  • viewing Subaward transactions on the Project History page and the Central Office Report
  • removing Subrecipient COI tasks in an Award transaction

  • the ability to merge an Award Renewal into an existing award for Clinical Trials
  • Subawards Risk Assessment Template
  • PI Accounts dashboard (Beta) - addition of non-sponsored accounts

Please see the release notes for more detailed information.  We hope you find these new features useful!

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SeRA and Enhancement Update Release (aka Theta) - October 7, 2014

A new version of SeRA was deployed on Tuesday, October 7, 2014.   The enhancements and updates include the following areas:

  • Other Support Reports: Updates to both the NIH Format and General Format
  • PDRF Improvements
    1. Instructions on the Check for Completeness Page:  Addition of more intuitive instructions as to next step
    2. List of Values Updates to Project Buildings & Org Structure/Departments:  now updated regularly from a central Stanford repository (vs. data from a point in time)
    3. Default DoR Approver List updated: no longer identifies Independent Laboratories from a hardcoded list of Labs, but applies the default approver logic to any entity under the MAAA (Vice Provost and Dean of Research Office) org code. 
  • Sponsored PTA Manager Updates
    1. Extended PTA requests and On Hold awards
    2. View access to PTA setup transactions
  • Other Changes & Bug Fixes
  • Central Office Enhancements & Fixes that may not directly impact distributed users, but will improve service-level for transactions processed by central offices.

Please see the release notes for more detailed information.  We hope you find these new features useful!

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SeRA Enhancement and Update Release (aka Eta) - July 26, 2014

A new version of SeRA was deployed on Saturday, July 26, 2014.   This release includes many enhancements for departmental and central office users in the following areas:

  • Updates to Other Support Reports
  • Start/End Dates for participating faculty
  • OSF routing on NCC  proposals
  • Saving PDRF approvers
  • Re-organization of the Project Questions page
  • Search updates
  • Other central office enhancements

Please see the release notes for more detailed information.  We hope you find these new features useful!

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SeRA Enhancement and Update Release (aka Zeta) - May 31, 2014

A new version of SeRA was released on May 31, and it includes a lot of great new enhancements!  Here are some highlights:

  • PDRF: Simplified Approvers and Comments section
  • PDRF: Enhancements for Restricted Foundation Sponsors
  • PDRF: Salary Cap defaults for NIH
  • PDRF: New Question to Identify International Clinical Research
  • Subaward Transactions and Distributions
  • Updates to Terms and Conditions page

Please click on Release Notes for the details and additional information.

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SeRA Enhancement and Update Release (aka Epsilon) - April 12, 2014

A new version of SeRA was released over the weekend, and it includes a lot of great new features!  Here are some highlights:

  • New attachment categories for departmental users
  • PDRF comments added during routing and reassigning are now stored and viewable
  • Direct link to the new pre-approved IDC waiver list
  • Continued improvements to flexibility in managing project personnel and their associated data

Please click on Release Notes for the details and additional information.

We will be holding Release Demos to go over the new features and functionality.  Please attend one of the following sessions:

1.      Tuesday, 4/15 @ 11:00am in Clark Center S360

2.      Monday, 4/21 @ 1:00pm in  Encina Commons 124

Additionally, the SeRA team has updated the PDRF user guide documentation for PIs, OSFs and Dept. Administrators and can be found at the following site:

http://doresearch.stanford.edu/research-offices/office-sponsored-research-osr/stanford-electronic-research-administration-sera-0

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SeRA Enhancement and Update Release (aka Delta) - February 15, 2014

 

This release on February 15 included a number of enhancements and fixes, but the most exciting is the change to the PDRF that allows for early routing of the Other Stanford Faculty (OSF) form and the ability to add an OSF even after the PI has approved!  This is the second step in a multi-step process to make improvements to the PDRF to allow for more flexibility and timely preparation and routing of the PDRF. 

Click here to display the details of this release.

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