SeRA User Guides

The research administration lifecycle is composed of many processes and the SeRA system is constantly enhanced to meet the needs of Stanford's research administration community.  Below are informative user guides which cover a range of topics and processes.

Anyone with an active SUNet ID can access SeRA to initiate a proposal and access records that they have previously initiated or been added to by another user.  In order to access all SeRA records for a unit, please refer to the SeRA Department Administrator Access guide.

2/16/18 - NEW FEATURE - Department Managed SPO Level Access - To Learn More please refer to the SeRA SPO Level Access Guide.

SeRA User Guides

Proposal Routing

For proposals submitted through the School of Medicine's Research Management Group (RMG), PDRFs are initiated by the Research Process Manager (RPM).

SoM's RMG is piloting the Proposal Intake Form (PIF).  If you are participating in the pilot, please refer to the below PIF guides.

Cayuse 424 ( Submissions)

PTA Manager

SeRA OSR Request Forms

My Projects

Searching and Reporting in SeRA

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My Accounts User Guide

My Accounts. A tool for PIs where they and their administrators can view all their Stanford accounts in one place. Funding, commitments and expenditures are updated daily!


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Submitting a SeRA Help Ticket to

Need further SeRA assistance? Have questions, feedback, or are experiencing other issues? Please submit a HelpSU ticket by clicking HERE and a SeRA Support Analyst will contact you shortly.

Step 1.)  Click on the "Information Technology".

Step 2.)  Click on the "Submit Help Ticket".

Step 3.)  Be sure to type "SeRA" in the short description of what you need.  Provide a SPO# or Transaction ID# whenever available.

Step 4.)  Add attachments (screen shots or documents) to provide additional information to assess your issue or request.  Click on "Submit".

Step 5.)  You will receive an email from Stanford Services confirming your ticket submission. 

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