2025 Federal Administration Transition Information & Resources - This will be updated as new information is available.

Stanford
Office of Research Administration

SeRA Search Functions: Searching in SeRA

Will search for transactions (proposals, award amendments, etc.) within all SPO records that meet the entered search criteria

  • Scroll through the below for the various searches you can run, or use the below quick links to jump to a specific search page's guidance
  • Using your SUNet ID and passphrase log into the Stanford Electronic Research Administration (SeRA) system at https://sera.stanford.edu/
  • Click Search located in the red banner at the top of the page on the right side
txn_search

OR

  • Click the Advanced Search link in the search window or click Advanced Search from the Left Hand Navigation (LHN) menu
advanced_search

Basic SPO Search

  • You will land on the Basic Project search tab of the Advanced Search page

*NOTE: The bold formatting and underline tells you on which search tab you are

basic_search
  • Enter criteria for your search by entering values in the search field(s)

*NOTE: At minimum, one search criteria is required
Only one value may be selected for all search criteria in Basic Search
Begin typing in each desired field to search under and a picklist will appear
Select and click on the criteria from the picklist that is displayed

  • Principal Investigator/ Fellow– search by name or SUNet ID and select name from picklist

*NOTE: Type in the SUNet ID as a best practice to narrow down the selection to one option

  • Administering Org – search by department name or Org Code
  • Sponsor – search by sponsor name or Institution Code
  • Prime Sponsor – search by sponsor name or Institution Code
  • Project Title – free form text, enter as little or as much of the project title name
  • Agreement Types - Select the agreement type from the picklist
     
  • After entering your search criteria, click the Search button
basic-search-basic-spo
  • To clear the search fields, click Reset
basic-search-basic-spo-reset

Basic RRA Search

  • Click the Basic RRA tab
  • Enter criteria for your search by entering values in the search field(s)

*NOTE: At minimum, one search criteria is required
Only one value may be selected for all search criteria in Basic RRA Search
Begin typing in each desired field to search under and a picklist will appear
Select and click on the criteria from the picklist that is displayed

  • Investigator– search by name or SUNet ID and select name from picklist

*NOTE: Type in the SUNet ID as a best practice to narrow down the selection to one option

  • Dept/ Lab/ Institute – search by name or Org Code
  • Party– search by name or Institution Code
  • Prime Sponsor – search by sponsor name or Institution Code
  • Title – free form text, enter as little or as much of the project title name
  • Agreement Type - Select the agreement type from the picklist
  • After entering your search criteria, click the Search button
basic-search-basic-rra-search
  • To clear the search fields, click Reset
basic search - basic rra reset

Transactions Search

  • Click the Transactions tab
  • Enter criteria for your search by entering values in the search field(s)

*NOTE: At minimum, one search criteria is required

basic_search-txns_search
  • Agreement Types – type or select the agreement type(s)
    • You can search for multiple agreement types, select each one individually from the picklist
txns_search-agr_types
  • Principal Investigator/ Fellow– search by name or SUNet ID and select name from picklist
    • As you begin typing the PI’s name, a picklist appears. Select the name from the picklist. Continue typing the name to narrow the picklist further.
    • *Type in the SUNet ID as a best practice to narrow down the selection to one option* Only one value may be selected for this search criteria.
txns_search-pi_fellow
  • Sponsor/ Party– search by sponsor/ party name or Institution Code and select from picklist
    • A picklist will appear as you begin to type into the Sponsor field. Select the desired sponsor from the picklist. Only one value may be selected for this search criteria.
txns_search-sponsor_party
  • Current Assignee – search by name or SUNet ID and select name from picklist
    • You can search for transactions that were previously assigned or are currently assigned to an individual. A picklist will appear as you begin to type in the past or current assignee field. Select the name from the picklist. Continue typing the name to narrow the picklist further.
    • *Type in the SUNet ID as a best practice to narrow down the selection to one option* Only one value may be selected for this search criteria.
txns_search-current_assignee
  • Past or Current Assignee – search by name or SUNet ID and select name from picklist
    • You can search for transactions that are currently assigned to an individual. A picklist will appear as you begin to type in the current assignee field. Select the name from the picklist. Continue typing the name to narrow the picklist further.
    • *Type in the SUNet ID as a best practice to narrow down the selection to one option* Only one value may be selected for this search criteria.     
txns_search-past_current_assignee
  • Administering Org – search by department name or Org Code and select from picklist
    • Administering Org – Begin typing in the Administering Org field and a picklist will appear. Select the desired org code from the picklist. Only one value may be selected for this search criteria.
txns_search-admin_org
  • Agreement Subtype – search by secondary agreement type and select from picklist
    • Options displayed in Agreement Subtype (2) are dependent upon the Agreement Type (1) selected. If an Agreement Type is NOT selected, options will not display.
txns_search-agr_sub_type
  • Project Title – free form text, enter as little or as much of the project title name
    • The project title is a free form field. Enter a word or series of words into the project title field. SeRA will search for any combination of those words.
txns_search-project_title
  • Transaction Type – select transaction type from drop down list
    • Click the down arrow to select a transaction type. Only one value may be selected for this search criteria.
txns_search-txn_type
  • Transaction State– select transaction status from drop down list
    • Click the down arrow to select a transaction state (status). If no value is chosen it will search all transaction status types. Only one value may be selected for this search criteria.
txns_search-txn_state
  • Central Office – select central office from drop down list
    • Click the down arrow to select transactions processed by a specific Central Office. If no value is chosen it will search all transactions. Only one value may be selected for this search criteria.
txns search - central office
  • After entering your search criteria click the Search button
txns-search-search
  • To clear the search fields, click Reset
txns_search-reset

Extended SPO Search

The Extended Projects search offers additional search criteria from the basic project search to run further refined searches within SeRA.

  • Click the Extended SPO tab
  • Enter criteria for your search by entering values in the search field(s)

*NOTE: At minimum, one search criteria is required

advanced_search-extended_spo_search_criteria
  • Agreement Types – type or select the agreement type(s)
    • You can search for multiple agreement types, select each one individually from the picklist
extended-spo-search-agr-types
  • Investigator – search by name or SUNet ID and select name from picklist
    • As you begin typing the PI’s name, a picklist appears. Select the name from the picklist. Continue typing the name to narrow the picklist further.
    • *Type in the SUNet ID as a best practice to narrow down the selection to one option* Only one value may be selected for this search criteria.
extended-spo-search-investigator
  • Investigator Role - Click the down arrow in the Investigator Role field to select a role-type. The default is ‘All’ when no role is selected. Only one value may be selected for this search criteria.
extended-spo-search-investigator-role
  • Sponsor – search by sponsor name or Institution Code and select from picklist
    • A picklist will appear as you begin to type into the Sponsor field. Select the desired sponsor from the picklist. Only one value may be selected for this search criteria.
extended-spo-search-sponsor
  • Administering Org – Administering Org search can be done as a Simple Org Search or a Detail Org Search.
    • Simple Org Search – search by department name, Org Code or division name and select from picklist.
    • Detail Org Search – allows you to search by School, followed by department and/or division name.
      • First select the school by clicking the down arrow on the Admin Org School field.
      • Then select the Administering Org(s). Multiple selections are allowed. The list will scroll to a specific letter as you begin to type. Hold the Ctrl-key to click multiple values. Click the button to move selected values from the box on the left to the box on the right and click search.
extended-search-admin-org-school.png
  • To clear the search fields, click Reset.
  • Project Statuses - Select the Status. If selecting multiple types, select each one individually from the pick list.
extended_spo_search_project_status
  • Project Title – free form text, enter as little or as much of the project title name.
    • The project title is a free form field. Enter a word or series of words into the project title field. SeRA will search for any combination of those words.
extended_spo_search_project_title
  • Subrecipient - search by name and select name from picklist. Only one value may be selected for this search criteria.
  • Prime Sponsor - search by name and select name from picklist. Only one value may be selected for this search criteria.
extended_spo_search_subrecipient_prime_sponsor
  • After entering your search criteria click the Search button.
  • To clear the search fields, click Reset.
extended_spo_search_reset