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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.

Central Office Request – Modify Existing PTA Attribute

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The SeRA Central Office Request allows department administrators to submit requests to their central sponsored research office from within the SeRA system. Benefits of utilizing Central Office Requests include: custom forms and fields for different request types, ability to add related attachments to requests, ability to search and see when a request was submitted, view information provided in a request, to whom a request was assigned, and the current status of a request.

When to use the Central Office Request – Modify Existing Oracle PTA Attribute:

To request OSR update an existing Oracle Project, Task, or Award attribute such as Task name, Project or Task Owner and/or Award, Project, or Task owning organization codes.  

1. Log into SeRA

2. From the red banner at the top of any page within SeRA click on Search.  Enter the relevant SPO #. The search will interactively display matches according to what is being entered. Click on the appropriate blue reference number link to open the relevant record.

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3. From the Project Summary page, click on the Start Transaction menu, and select Central Office Request

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4. Select Modify PTA Attribute and click Start

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5. Enter the following information in the Request Description textbox

  • An explanation of why existing Oracle PTA attributes are being requested to change
  • The Oracle PTA attributes you would like changed 
    • If requesting an Award, Project or Task org change, please provide the new org name and code.
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6. Add any comments you'd like to add to this request by clicking the Add Comment button

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7. Attach any relevant supporting documents such as documentation to support/approve the PTA attribute change, as appropriate.

  • From the right hand menu (RHM) under Quick Links, click Add Attachments
  • Select the appropriate Category (Notification/ Request), Sub-Category (Other)
  • Select the file to attach
  • Enter file tag as Modify PTA Attribute
  • Click Attach
  • Repeat above steps for each document you would like to attach to the Central Office Request
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8. Optional - Add personnel you would like to notify of this request.  An email notification will be sent when the request is completed.

9. Click Submit Request

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

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