SeRA and Cayuse 424 User Guides

The Stanford electronic Research Administration (SeRA) and Cayuse 424 systems support sponsored research activities at Stanford from proposal preparation through project closeout.   Below are informative user guides and resources which cover most functionalities in both systems.

SeRA Access

Anyone with an active SU Net ID can access SeRA to initiate a proposal and access records that they have previously initiated or been added to by another user. 

SeRA Department Administrator Access Guide - Use to access all SeRA records for a unit

SeRA SPO Level Access Guide - How to grant someone access to a specifc SeRA SPO record

Proposal Routing

For proposals submitted through the School of Medicine’s Research Management Group (RMG), the PI/ department should complete a Proposal Intake Form (PIF) in SeRA and submit to RMG for intake and processing (recommended at least 30 days in advance of the sponsor deadline). The Research Process Manager (RPM) will then follow up with a draft budget, internal deadlines, and proposal guidance as needed. 

Note: the PIF process excludes SOM postdoc fellowships and industry sponsored clinical trials.

SoM PIF Tutorial Video

SoM PIF User  Guide for PIs

SoM PIF User Guide for Staff

For proposals submitted through the Office of Sponsored Research, the PI/ department should complete a Proposal Development Routing Form (PDRF) in SeRA and submit to OSR for intake and processing in accordance with the OSR internal proposal deadline policy.

Proposal Development Routing Form (PDRF) Guides

PDRF Preparation Guide

Progress Report PDRF Guide - Only applies and is available for NIH sponsored projects

Supplement PDRF Guide

Renewal PDRF Guide

Resubmission PDRF Guide

University Research PDRF Guide

PI PDRF Approval Guide

OSF PDRF Approval Guide

IDC Waiver Guide

Budget Details Quick Guide

Default PDRF Approvers and FYIs Guide

Cayuse 424 ( submissions)

Cayuse 424 Quick Guide

Cayuse 424 Training Seminar

Cayuse 424 People Profiles Guide

Cayuse 424 Institutional Profiles Guide

Cayuse 424 Incoming Subawards Guide - Use when Stanford is the subrecpient

Cayuse 424 Outgoing Subawards Guide - Use when Stanford's proposal includes subawards to other institutions

Cayuse 424 Comprehensive Guide

List of Institutions that also use Cayuse 424

Linking a Cayuse 424 Proposal to a PDRF

My PI is a subrecipient on a proposal, and the pass through entity uses Workspace

PTA Manager

Sponsored PTA Manager Early Account Request Guide

Sponsored PTA Manager New Account Guide

Sponsored PTA Manager Amendments Guide

Sponsored PTA Manager Extended Account Request Guide

Sponsored PTA Setup Matrix

SeRA Central Office Request forms

SeRA Central Office Request Overview 

Pre Award Central Requests are used to tell/ask the sponsor something

Check Next Funding Increment Status

No Cost Extension Request

Sponsor Approval for Carry Forward

Sponsor Approval for Changing PI

Sponsor Approval for Equipment Purchase

Sponsor Approval for Key Personnel Change

Sponsor Approval for New Subaward

Sponsor Approval for PI Effort Change

Sponsor Approval for Rebudgeting

Sponsor Approval for SOW Change

Sponsor Approval for Travel 

Post Award Central Office Requests are used when you need to change something about/in relation to the PTA(s)

Budget Reallocation

Update Expenditure Type

Modify PTA Attribute

New Cost Share Project Task

New Fabrication Project - Task

New Program Income Award

New Task

My Projects

My Projects User Guide

My Accounts

Updating Major Goals Information

Marking Proposals as Rejected and Undoing Proposal Rejections

Other Support Report - NIH Format

Current & Pending Report - General Format

Searching and Reporting in SeRA

Basic Search

Transaction Search

Extended Search

Interactive Reporting

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

Back to Top