How to Submit a Research Related Agreement Request

Follow the below steps to initiate and complete a SeRA Research Related Agreement (RRA) Request Form:

1.  Log into SeRA

2.  From your SeRA landing page click the teal Start RRA Request button. 

3.  A Start Transaction dialog box will open:  

• If you are an investigator, the Principal Investigator field will populate with YOUR name.  You can amend this as needed.
• If you are an administrator, the Principal Investigator field will be blank.  Input the relevant Principal Investigator. Searching and selecting by SU Net ID is recommended.
• Select all the options for what will be exchanged under this new RRA that apply.  The selections made here will determine the subsequent questions that will be displayed in the RRA Request Form.
• Click Start

4.  Based on the selections made in Step 3 you will be navigated to the first page of a customized RRA Request Form. 

• Answer the questions on this and all subsequent pages.
• Questions and fields with a red asterisk (*) require a response.
• From the right-hand Actions menu you can Reassign the RRA Request Form at any point during its preparation to another individual, such as the PI or another team member, to assist with completing the form.

Adding a new external contact to an existing party/entity within an RRA

• If you find when adding a party/entity on your RRA Request Form's Administration & Party page that your contact person for the given party/entity is not already available for selection, you can enter a new external contact.  To begin, click +Add Party button to add the party/entity.

• Type in the party/entity code, if known, or the entity name and select your party/entity.

• Click +Add Contact​​​​​​​

• If you do NOT see your contact person in the Contact drop-down list, click the Create New Contact button.
• Enter the new contact information as required.
• Click Add
• The newly created contact for the party/entity will display.

5.  Attach supporting and relevant documents on the Attachments page of the RRA Request Form.  

• Note: A Scope or Statement of Work attachment is required.

6. Submitting an RRA Request Form

• After completing all required fields in an RRA Request Form, click Submit for Review at the bottom right of the Complete & Submit page.   

  
• If you are the listed investigator, the page will refresh to the Certification of Responsibilities page.  Read the Certification Statement and click Approve & Submit for Review to route the form for central office intake.

• If you are an administrator preparing an RRA Request Form, when you click Submit for Review at the bottom right of the Complete & Submit page the form will route to the listed PI.  The PI will receive an email from the SeRA system informing them that an RRA Request Form is pending their approval with a direct link to the form in the SeRA email.  Alternatively, if the PI logs into SeRA they will see under Open SERA Tasks the RRA Request Form pending their approval and its transaction link that can be clicked on to navigate to the above Certification of Responsibilities page where they can indicate their approval and submit the RRA for review.

  

Need further assistance? Have questions and/or feedback? Please submit questions about the RRA Request and/or feedback here and we will respond to you shortly.