Announcements

eSRA posts updates to the system here and maintains them on this site for about six months.  If you need access to prior announcements, contact eSRAHelp@lbl.gov and the eSRA Functional Lead will retrieve them for you.

05/07/2020 Update

posted May 7, 2020, 8:04 AM by Cynthia Sylvester

eSRA System updates implemented May 7, 2020:

SPO Enhancements

  • Updated Bridge Workflow to skip the SPO CO for ‘Awaiting Advance’ or ‘Slow Pay’ unless the Bridge Request is outside of policy.

  • New institutional approval and ACT checkbox programmed in anticipation of UCNL and BASO approval to accept ACT funding mechanism.  These are not yet in use but are visible to the user.  Contact Cynthia Sylvester if you have any questions about this.

  • Foreign Template updated to resolve CRADA proposal conflicting checkboxes on question #2.

Lab Counsel Enhancement (Lab Counsel is sending an email directly to their PI email list with instructions)

  • New functionality to add the existing PI’s Export Control Questionnaire into eSRA to expedite the Export Control review process.

  • New functionality to record the PI’s acknowledgment of Export Control requirements to mitigate institutional risk.  


System Improvements to interface from eSRA to FMS

  • 'Edit Post Award RA' activity will update Primary Resource Analyst from eSRA Award to the FMS Project Team

  • 'Re-assign CO' activity will update the Contracts Officer on the FMS Project Team


Other System Improvements related to automated notifications

  • The P2C Analyst notified on FasTrak Bridge requests

  • Updated the automated notifications to PIs related to IRB or AWRC(IACUC) protocols about to expire to exclude proposals that have been awarded, discontinued, rejected, or withdrawn. 


========================================================================================

Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, February 26, 2020)

Supplemental Info by Topics page

If you have questions or concerns, please contact eSRAHelp@lbl.gov 

The eSRA Team


02/26/2020 Update

posted Feb 26, 2020, 7:04 AM by Cynthia Sylvester

eSRA System updates implemented February 26, 2020:

SPO Enhancements

  • Added language to Division Approve for CO Review activity related to the 5 day business rule.

  • Added required Sponsor contact and email address for Modification Requests started by the Resource Analyst.

  • Updated the activity names displayed in the history of proposals and modifications for Non-Standard Financial Terms to indicate who approved plus who is the next in the routing process.

  • Added date to Submitted to Sponsor and Submitted to Grants.gov activities so the CO can record the actual date the proposal was sent not auto-fill the Date Submitted to Sponsor field with the date the activity was executed.

  • Changed name from IPO JWS Approval to SPO JWS Approval and made the activity available in additional states.


========================================================================================

Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, January 24, 2020)

Supplemental Info by Topics page

If you have questions or concerns, please contact eSRAHelp@lbl.gov 

The eSRA Team


01/24/2020 Update

posted Jan 24, 2020, 8:47 AM by Cynthia Sylvester

eSRA System updates implemented January 24, 2020:

New Functionality - Employee-Affiliated Companies

To fill an institutional risk, functionality is added to identify sponsors in eSRA that have known employee affiliations.  The following updates were made:

  • Updated the New Sponsor Request activity to add questions about employee affiliations.

  • Updated Company Profile, View 1.0 - Sponsor Identification, to add questions about employee affiliations.

  • New activities on the Company Profile Workspace to add or edit employee affiliations.

  • Display of affiliations on View 4 of proposals.

  • Notifications to the COI role at RIIO when affiliations are identified.

  • COI review required if direct or prime sponsor, or lead organization has employee affiliations.

Details of this new functionality is included in the updated Sponsor Desk Guide.


========================================================================================

Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, December 20, 2019)

Supplemental Info by Topics page

Updated the following Desk Guides to incorporate new functionality related to Employee-Affiliations.

Forms page

  • Updated LBNL Reps & Certs document that incorporates questions related to Employee-Affiliated Companies.

If you have questions or concerns, please contact eSRAHelp@lbl.gov 

The eSRA Team


12/20/2019 Update

posted Jan 6, 2020, 9:01 AM by Cynthia Sylvester

Please remember to clear the cache on your browser to obtain the best operations for system updates.

eSRA System updates implemented December 20, 2019:

System Updates

  •  ‘New Submission’ button has been removed from the PI Dashboard.  It was never intended for the PI to be able to start a proposal without the training, policy, and technical expertise of the Resource Analyst.

  • All fields on the Company Profile are editable by the Sponsor Administrator only after the Company Profile has been approved.

  • By request from IPO, the Tech Transfer notification has been removed from the ‘Division Approve for NIH’ activity.

  • New account for email: Export Control to be used with ‘Email Proposal Team’ or ‘Email Award Team’ similar to the various ‘Help’ email accounts.

  • New field for the ORCID has been added to the Researcher Profile based on new NIH requirements going into effect January 2020.


SPO Enhancements

  • FAC Wavier updates including minor changes to the DOE tab in the proposal workspace and updated language on the email notification to BASO.


Reports/Custom Queries

  • New custom query called Mod Status Report available on the Dashboard for Resource Analysts and Contracts Officers that provides information about modifications not yet approved.  Questions about this query can be directed to Cynthia Sylvester.


========================================================================================

Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, November 8, 2019)

Curriculum for Contracts Officer page

  • Modification Types - QR5902 to clarify usage of the ‘Request to Change Start Date’ modification type

Forms page

If you have questions or concerns, please contact eSRAHelp@lbl.gov 


11/08/2019 Update

posted Nov 8, 2019, 6:30 AM by Cynthia Sylvester

eSRA System updates implemented November 8, 2019:

System Updates

  • The Administration activity is updated to include a comments field to improve documentation of the file when the help desk makes changes.

  • Sensitive Countries link updated on View 7.0-PIN-F to reflect the change in website location of that information due to reorganizations at LBNL.

  • Updated security to remove role security conflicts on PI Approve Change of PI activity so a Division Reviewer can approve on behalf of PIs not available to relinquish their awards.


========================================================================================

Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, August 27, 2019)

Supplemental Info by Topics page

If you have questions or concerns, please contact eSRAHelp@lbl.gov 

The eSRA Team


eSRA Training Environment

posted Aug 9, 2017, 6:59 AM by Cynthia Sylvester

The eSRA Training environment access portal has changed which some of you use for practice or to capture and send screen shots to others that you work with.  If you need access, please contact eSRAHelp@lbl.gov for the new URL.

Streamlining Project Summary

posted Jul 14, 2017, 7:27 AM by Cynthia Sylvester   [ updated Sep 13, 2018, 9:28 AM ]


The eSRA Streamlining Project was identified as a user optimization opportunity intended to address problems resulting from the phased implementation of eSRA.  A thorough review of every View, Activity and Workspace was performed in order to identify areas that could be improved.  While only minor changes were made to core functionality, a significant number of improvements were made to make the system more intuitive and user friendly. These include the following:
  • Improved help text
  • Standardized use of terms
  • Improved validations
  • Removing questions that are not relevant (based on proposal type)
The attached documents itemize the optimizations included with each Production Release

1-7 of 7