SeRA: News and Updates

Welcome to the SeRA News and Updates Page!  Highlights of recent SeRA releases and updates are listed below including release notes for detailed information.

 

SeRA Psi Release - June 7, 2018

SeRA's second release of 2018 was the Psi Release.

This release delivers Cayuse 424 / PDRF Integration! This integration allows users to link and synch data from a Cayuse Proposal into a PDRF to reduce duplicate data entry and make sure data is consistent between systems.  For complete step by step instructions for this new functionality please refer to the Linking a Cayuse 424 Proposal to a PDRF User Guide.

The Psi release also delivers a couple of other big ticket items including the following:

  • New GDPR questions to comply with the new EU law
  • Ability for users to submit system feedback
  • Upgraded & consistent "Start Transaction" across application
  • Redesign of the "Other Agreement Log" transaction
  • Ability to track FAR clauses in the Terms & Conditions

The release also includes a number of smaller enhancements and bug fixes.  Full details are available in the Psi Release Notes.

NOTE:  Following each SeRA release it’s necessary to clear your internet browser cache and cookies.  The following simultaneous key strokes will clear the respective browsers.  Once the browser is cleared, close and re-open the browser, then open a new SeRA session.

  • Mozilla Firefox  –  Ctrl + Shift + Delete
  • Chrome  –  Ctrl + Shift + Delete
  • Internet Explorer  –  Ctrl + Shift + Delete
  • Safari iOS  –  Ctrl + Alt + e

Back to Top

SeRA Chi Release - February 16, 2018

SeRA's first release of 2018 was the Chi Release.

This release delivers a new Accounts Receivable Tracking module.  The ART module provides functionality for a new group of users: Accounts Receivable Billers & Collectors. The module automates the workload for managing invoices and collections.

The Chi release also delivers a couple of other big ticket items:

  • A redesigned PTA Manager workflow for approvals
  • The ability to manage project level authority (access) - view the SPO Level Access Guide
  • The ability to manage project level contacts

The release also includes a number of smaller enhancements and bug fixes.  Full details are available in the Chi Release Notes.

NOTE:  Following each SeRA release it’s necessary to clear your internet browser cache and cookies.  The following simultaneous key strokes will clear the respective browsers.  Once the browser is cleared, close and re-open the browser, then open a new SeRA session.

  • Mozilla Firefox  –  Ctrl + Shift + Delete
  • Chrome  –  Ctrl + Shift + Delete
  • Internet Explorer  –  Ctrl + Shift + Delete
  • Safari iOS  –  Ctrl + Alt + e

Back to Top

SeRA Phi Release - December 14, 2017

The SeRA System received an update (the Phi Release) on Thursday evening, December 14th. This release includes:

  • Addition of links to Stanford institutional facts, benefits and IDC rates, and department assignments for OSR and RMG to the Help Menu
  • Initial set of changes which build out the Other Agreement Log transaction to display and capture more information  
  • Changes to the editing function on completed subaward transactions
  • A number of smaller enhancements and bug fixes.

NOTE:  Following each SeRA release it’s necessary to clear your internet browser cache and cookies.  The following simultaneous key strokes will clear the respective browsers.  Once the browser is cleared, close and re-open the browser, then open a new SeRA session.

  • Mozilla Firefox  –  Ctrl + Shift + Delete
  • Chrome  –  Ctrl + Shift + Delete
  • Internet Explorer  –  Ctrl + Shift + Delete
  • Safari iOS  –  Ctrl + Alt + e

Please review the Phi Release Notes for detailed information.

Back to Top

SeRA Upsilon Release - October 28, 2017

The SeRA System received an update (the Upsilon Release) on October 28th, 2017. This release delivers the new Proposal Intake Form (PIF) module to support School of Medicine's new proposal development process! In addition, a number of smaller enhancements and bug fixes were implemented to improve the usability of the system.

Overview of Proposal Intake Form

  • New transaction type with PI approval/COI routing
  • Integration with SeRA SPOs & PDRFs
  • New SoM process for proposals initiated by the faculty/department admins

Overview of Other Enhancements

  • The main dashboard for faculty (My Projects) has a new look for better ease-of-use
  • New features for Other Support Reports
  • New request type for the OSR Request Form to support setting up new Oracle sponsors
  • Subaward email automation, UI changes, and bug fixes
  • Upgrades for IDC Waiver approval routing
  • Ability to edit attachment file names
  • Ability to view routing history & comments in terminated transactions

Please review the Upsilon Release Notes for detailed information.

 

Back to Top

SeRA Tau Release - May 13, 2017

The SeRA System received an update (the Tau Release) Saturday May 13th, 2017.  This release includes an upgrade to the system's technical infrastructure and a few other larger technical initiatives. In addition, a number of smaller usability enhancements were added to improve the overall ease-of-use of the system.

Overview of Technical Upgrades & Enhancements

  • Apex 5.1 Upgrade
  • Better integration of subaward transactions & IDC Waiver transactions
  • Changes to support Oracle upgrade
  • Create workgroup for MCL faculty
  • Better processing of merge activities for parallel transactions

Overview of Usability Enhancements

  • Look-and-Feel Changes
    • Cleaned-up pop-ups (auto-sized, consistent look)

    • SeRA Footer

    • Updated look for emails

    • Ability to full-screen regions

    • New “Start Proposal / Start Transaction” buttons on Project Summary

    • Updated simple search

    • Header, Left Hand Menu, & Quick Link changes

  • Add multiple attachments at the same time
  • Support for multiple SeRA browser tabs
  • New routing history section to log transactions (e.g. JIT, LOA, etc.)

For more details, please click here to see the Tau release notes and here to see the release highlight sheet.

Back to Top

SeRA Sigma Release - March 11, 2017

The SeRA System received an update - the Sigma Release, on March 11th, 2017.  

This release includes a number of exciting new features including:

  • New Create Requisition button within the Project Summary - Subawards screen to start iProcurement Standard Change Orders from within SeRA!
  • Updates and reformatting of the Award Approval Notification (AAN) and Notice of Award (NOA) with Cost Sharing information, IDC base now displayed and new separate Attachment and Contact regions
  • Upgrade to an new View PDRF for easier reading
  • Update to Other Support Report - General format to be consistent with the NSF format with downloading options of Microsoft Word or Adobe .PDF.  Reports now pull only the active role of faculty if s/he switched roles on the project
  • Refinement of Other Support Report - NIH format to match NIH requirements.  Prime agreement number now pulled into report; tuning on sponsor and prime sponsor, and Major Goals and Project Title displays 
  • eProtocol integration with refreshing and updating of protocol information within the PDRF Project Questions page including scheduled review panel dates
  • Conflict of Interest (COI) links updated corresponding to the Feb. 11, 2017 move of COI Training from STARS to OPACS.  Unless COI Training is completed, award funds cannot be released
  • Validation of Statement of Work (SOW) attachment uploading for proposals requiring Export Control review
  • Subaward attachments now integrated with SPO-Project level attachments with linking ability

* For the Sigma release, users should close and restart their browsers to make sure cached data in your browser prior to this release is cleared to prevent any issues new functionality . 

Please review the release notes for more detailed information.

Back to Top

SeRA Rho Release - December 9, 2016

The SeRA System received an update - the Rho Release, on December 9th, 2016.

This release includes a number of exciting new features including:

  • New look for the My Projects faculty page
  • Updates to the NIH Other Support Report
  • Build-out of the OSR Request Form for New Oracle fabrication Projects-Task requests
  • Upgrades related to the protocol interface (allow multiple, display for departments, improved search)
  • Upgrades to the Budget Details page (allow multiple custom rates, default to 5 periods)
  • Compliance requirements for NIH Clinical Trials
  • Support COI training changes for PHS sponsored awards
  • SeRA notification banner

The release also includes a number of smaller enhancements and bug fixes.  For more details please review the Release Notes

Back to Top

SeRA Pi Release - October 8, 2016

A new version of SeRA was deployed on Saturday, October 8th, 2016.   This release includes a upgrade for My Project which will now show all projects for a faculty member is participating in, regardless if they are the lead PI or collaborating in a different role.   The ability to enter, edit and maintain project major goals has been added.  The project goals will feed into the Other Support Report.  Further facilitating the management of the Other Support Report is a streamlined interface for faculty to reject submitted pending proposals from My Projects.

OSR Request Form transactions received quite a few updates.  The first update is the new Initiate New Transaction pop-up window once a request type is selected.  Request which are relates to Oracle PTAs will now create a PTA Transaction to prepare updates and pushed into Oracle.  Requests for a New Oracle Task will be facilitated by a PTA Transaction which provides PTA Configuration overview while allowing the requestor to add new tasks.  Budget Reallocation requests will also trigger a PTA Transaction in which users can select the familiar pencil edit icon to rebudget amongst tasks.

Requests for Cost Sharing Award-Task will prompt for the purpose type of cost sharing of either overdraft or PI effort and the related Oracle Award and Project to which the cost share award-task is related to.  The no-cost extension request form now provides estimated fund balance and commitment figures, extension request justification and description of work comment boxes, and an effort change flag to capture what was formerly submitted on the paper OSR Form 49 – no-cost extension request form.  OSR Request Form transactions can now be opened from the Advanced Search and Pipeline tab.

A new Project page has been added to capture contact information of external parties which will save users form searching and downloading attachments for contact information.  The Project Personnel has been renamed as the People page with two tabs – Contacts and Faculty where appropriate names and contact information are entered and stored.

Please review the Release Notes for details of the release and updates.

Back to Top

SeRA Omicron Release - July 17, 2016

A new version of SeRA was deployed on Sunday, July 17th, 2016.   This release includes a technical upgrade for PTA Manager, Subaward, and Accounting Reporting & Closeout modules. The technical updates impacted central office slightly more, while the upgrade to the PTA Manager module impacted departments equally. 

This upgrade updates the look-and-feel of the modules and aligns all modules in terms of thematic uniformity.  In addition, improvements to the OSR Request Form, the opening up of the Budget Details page to departmental users, and a number of smaller enhancements and bug fixes were included in the release.  Please review the Release Notes for details of the release and updates.

Below are additional details on all of the main changes you will see in this release. We have also created a couple short videos on the new look for PTA Manager.  For video review of the new PTA Manager interface take peek with these short videos:

 

Back to Top

SeRA Xi Release - May 7, 2016

While the primary objective of the release was to improve system performance, there were a few new features implemented that you may be interested in:

Within the PDRF, you’ll now see a “Previous” button alongside the “Next” button for easier navigation.

Departmental Administrators and PIs can now mark their unfunded proposals as “Rejected” in the system.  This will help keep the Other Support report data up to date.  (note: there are other improvements on the horizon to make the Other Support reports more useable and maintainable.  Stay tuned.)

Departmental Administrators can now remove the auto-generated subaward tasks during Account setup transactions.

Details regarding the above items, as well as other enhancements and bug fixes that were part of the May 7th release, are included in the attached Release Notes document.

Back to Top

SeRA Technical Release - March 12, 2016

SeRA underwent a release to upgrade technical infrastructure on March 12, 2016. 
With the Technical Release, SeRA has a new look and feel and an improved user experience including:
 
  • Applying the Apex "Universal Theme" across the website
  • Upgrade of Apex code to version 5.0.2
  • Upgrade of database to Oracle 12c
  • New interface to align with Stanford website design themes
  • Implementation of Stanford Brand Bar and Universal Footer
  • Use of Stanford web color palette and fonts 
  • Locked transaction page header while scrolling 
  • Updated left hand navigation menu with hide/show function
  • New right hand Actions and Quick Links menu
  • New headers for each region of each page with hide/show function
  • New region links to go directly to specific regions of a page
  • New “back-to-top” button feature to return to top of page
  • Clickable Dashboard column function to sort, filter and hide columns
  • Improved pop-up window display and function
  • Auto display sizing based on browser sizing
  • Responsive mobile device interface display
  • Interactive report enhancements
 
 
 

Back to Top