SeRA User Manuals and 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.

6/8/18 - NEW FEATURE - Link a Cayuse 424 proposal directly to a PDRF to reduce data entry! - To Learn More please refer to the Linking a Cayuse 424 Proposal to a PDRF Guide.

SeRA User Guides

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.  For additional access please refer to the below.

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 (Grants.gov 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!

MY ACCOUNTS USER GUIDE

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Submit a SeRA Help Ticket

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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