Reminder

Compliance protocols MUST be approved and linked in SeRA to a SPO project record prior to award acceptance. 

See ORA's Award Acceptance Resources for additional information.
Stanford
Office of Research Administration

Department Pipeline

Effective October 19, 2024, the Department Pipeline report allows anyone with an active SUNet to view all In-progress SeRA transactions for the specified department(s) including all active proposal, award, PTA setup, RRAs, etc. transactions to aid in portfolio and workload oversight and management.  The report displays:

  • To whom each in-progress transaction is currently assigned
  • The start date of each transaction
  • How many days each transaction has been assigned to the current assignee
  • Total number of days each transaction has been opened

To access and run the Department Pipeline report:

  1. Log into SeRA 
  2. From your SeRA landing page, on the left-hand menu click Reports 
  3. Click on the Department Pipeline report 
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  1. You will land on the Department Pipeline page.  Enter the department name(s) or organization code(s) by which you would like to search.  You may enter one or more department names/organizations codes.
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  1. Click Get Report.
  2. The report will run and display all In-Progress transactions (e.g. proposals, awards, PTA setups, RRAs, etc.) for the selected department(s) sorted by Process Type i.e., Transaction type.

NOTE: While anyone with an active SU Net can run the Department Pipeline report, your ability to drill into/access specific SPO records and their associated transactions will be limited by your specific SeRA authority.  If you try to drill into/access a SPO/ RRA transaction to which you do not currently have access, you will receive an access denied message. For information on SeRA Authority and how to gain access to specific projects, investigators, or departments, view SeRA Access information.

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  •  The default sort order is by Start Date (newest first) and can be re-sorted by clicking on their respective columns, if desired
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NOTE: Clicking the person details icon will display their contact information.

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NOTE: By default, the report displays all in-progress transactions for the specific department(s) sorted by Process/Transaction type.  Users can further filter these results by clicking on Primary Report to the right of the Go button to display the full List of Values (LOV).  There are 9 different types of filters available.

  1. To reset the selection, click Clear

Need further SeRA assistance?  Have questions, feedback, or experiencing other issues?  Please submit a help ticket and a SeRA Support Analyst will respond to you shortly.

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