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COVID-19 Sponsored Research Administration Information and Resources

This webpage will be updated with COVID-19 information from government agencies, sponsors, and Stanford University, for guidance on sponsored research activities.

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SeRA My Investigators

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With SeRA department level authority administrators can from their SeRA My Dashboard landing page click on My Investigators and...

SeRA My Dashboard My Ivestigators

Multiple Investigators

  • Click Multiple Investigators (default selection) and either select a previously created Investigator Team to view their sponsored project portfolio data collectively or create a new team of investigators to view their sponsored project portfolio data collectively. 
  • To create an Investigator Team...
SeRA My Investigators Multiple Investigators Create Team
  1. Click Create Team
  2. Enter a Team Name. For example, "My PIs"
  3. Search and select investigators within your department/org* to add to your team.
  4. Click Save

Your Investigator Team can now be selected from the drop down list.  Once selected, you can Edit and/or Delete the team, as needed.  Additional teams can be created anytime by clicking Create Team.

SeRA My Investigators Multiple Investigators Select and View Team
  • Active Awarded Projects – View and manage awarded projects which are active, including those where the selected investigators are listed in the role of Mentor.  Enter and maintain Major Goals information for awarded projects from here. 
  • Open Activities - View Items currently being worked on related to the investigators' projects
  • Pending Proposals - View and manage submitted proposals which have not yet been awarded.  Enter and maintain Major Goals information for pending proposals as well as mark proposals as rejected from here.
  • Recently Ended Projects – View awarded projects which are recently completed. By default, displays projects that ended within the last 18 months, but this can be modified to display projects that ended up to within the last 5 years.
  • Research Related Agreements – View Research Related Agreements where the selected investigators are listed as the Principal Investigator are shown here. This report only shows agreements that are completed. Agreements that are in progress display in the Open Activities report.
  • Report Deadlines - View and manage report deadlines for sponsored projects for which the selected investigators are the Principal Investigator (PI).

Single Investigator

  • Click Single Investigator and search and select an investigator within your department/org* to view the same information the selected investigator sees on their My Projects page.
SeRA My Investigators Single Investigators
  • Open SERA Tasks – SERA Action Items for the selected investigator will be displayed and highlighted (PDRFs pending approval etc.)
  • Other Sponsored Research Tasks – Outside Professional Activities Certification System (OPACS), External Activities Questionnaire (EAQ) etc. action items for the selected investigator will be displayed and highlighted
  • Active Awarded Projects – View and manage awarded projects which are active, including those where the selected investigator is listed in the role of Mentor.  Enter and maintain Major Goals information for awarded projects from here. 
  • Open Activities - View Items currently being worked on related to an investigator’s projects
  • Current and Pending Support (General Format) - Use this information as the starting point for preparing a Current and Pending Support document.  Enter and maintain Major Goals information directly from within the Current and Pending Support (General Format) report.
  • Research Profile – View a summary of recent research activity and compliance training status
  • External Activities Questionnaire (EAQ) View any completed EAQs for the selected investigator and/or prompt the selected investigator to complete or edit an EAQ to provide information about external relationships which must be disclosed to federal sponsors. 
  • My Financial Accounts  - View FFIT data, as your current FFIT access allows, and apply and leverage additional value add filters.  NOTE: The same level of access that an administrator has in FFIT will be mirrored here
  • Pending Proposals - View and manage submitted proposals which have not yet been awarded.  Enter and maintain Major Goals information for pending proposals as well as mark proposals as rejected from here.
  • Recently Ended Projects – View awarded projects which are recently completed. By default, displays projects that ended within the last 18 months, but this can be modified to display projects that ended up to within the last 5 years.
  • Research Related Agreements – View Research Related Agreements where the selected investigator is listed as the Principal Investigator are shown here. This report only shows agreements that are completed. Agreements that are in progress display in the Open Activities report.
  • Report Deadlines - View and manage report deadlines for sponsored projects for which an investigator is the Principal Investigator (PI).