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
  • Basic SPO
  • Basic RRA
  • Transactions
  • Extended SPO
• Using your SUNet ID and passphrase log into the Stanford Electronic Research Administration (SeRA) system.
• Click Search located in the red banner at the top of the page on the right side

OR

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

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.

• 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 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
  • Results display in an Interactive Report. To customize your report, please refer to the Interactive Reporting user guide.

• To clear the search fields, click 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 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
  • Results display in an Interactive Report. To customize your report, please refer to the Interactive Reporting user guide.

• To clear the search fields, click 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.

• Agreement Types – type or select the agreement type(s)
  • You can search for multiple agreement types, select each one individually from the picklist

• 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.

• 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.

• 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.

• 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.     

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• After entering your search criteria click the Search button
  • Results display in an Interactive Report. To customize your report, please refer to the Interactive Reporting user guide.

• To clear the search fields, click 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

• Agreement Types – type or select the agreement type(s)
  • You can search for multiple agreement types, select each one individually from the picklist

• 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.

• 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.

• 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.

• 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.

• To clear the search fields, click Reset.
• Project Statuses - Select the Status. If selecting multiple types, select each one individually from the pick list.

• 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.

• 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.

• After entering your search criteria click the Search button.
  • Results display in an Interactive Report. To customize your report, please refer to the Interactive Reporting user guide.
• To clear the search fields, click Reset.