Can you add statuses? (and is that really the plural of status?) Returned Without Review is different from Not Funded, right....? Similarly, PI flaked and didn't get us documents in time (OK, phrase that one differently - but that), Cost-Share Not Secured... those are all variations on the Not Submitted theme. I can see reasons to track those.
A
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Andrea Buford
Director, Office of Sponsored Programs
Oakland University
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Original Message:
Sent: 05-27-2022 14:23
From: Simon Helton
Subject: Searching and downloading info on status changes in SP 4
Hi Mark,
My apologies for the slow response on this while I tracked down an answer.
My understanding is that there isn't currently a way to search and build reports like this, but you'd need to download a CSV from your proposal dashboard and then work with that data in Excel/Google Sheets/etc.
As for the reason a proposal is closed, would it meet your needs to put the reason in a Note in the proposal?
I hope this is helpful!
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Simon Helton
He/him
Community Manager
Cayuse
Original Message:
Sent: 05-20-2022 13:01
From: Mark Godwin
Subject: Searching and downloading info on status changes in SP 4
Hi everyone,
Is there any way to search and build reports based on information in the "status change" function of SP4? We need to be able to track proposals by submission date (not deadline) and to differentiate between proposals that were closed because they were declined or for some other reason? I can only seem to track data that is entered into the text boxes on the forms, but nothing else. Am I missing something?
Thanks for your advice.
Mark
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Mark Godwin
Director of Sponsored Research
Barnard College
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