Search by queue status in the certification workflow

1. Red flag indicates a potential disproportion in salary by 5% compared to effort certified Blue flag indicates a potential significant change in effort by 25% or greater on an NIH award compared to sponsor commitment Yellow flag indicates potential sponsor over-commitment where total sponsor commitments sum greater than 100% in InfoEd Search by Name Search by flags detected Search by Effort Reporting Period Search by queue status in the certification workflow Search by primary effort manager’s institution and/or chief of service code After selecting the [search] button, results will appear in a grid at the bottom of the page Pie Chart to track certification status for all investigators where you are listed as the primary, secondary, or delegate Effort Manager Effort Reporting Period Click on hyperlinked name to open investigator’s Effort Certification Form for review; if investigator doesn’t belong to you, update your hierarchy tree on the “Hierarchy Maintenance” Page Last time effort report was edited Primary Effort Manger to review effort Investigator’s username Certification Form Progress • Use checkboxes and buttons to select which forms are either: • mass accepted to move from pre-review to certification; or • packaged into one PDF for viewing # of times Effort Manager requested changes View a PDF of an investigator’s effort report. If form is completed then PDF will display final version less any payroll distributions, sponsor commitments, flags, or notes. Pre-review = Effort Manager’s queue to pre-review form Certification = Investigator’s queue to certify effort Post-review = Effort Manager’s queue to post-review changes made Complete = Completion of certification workflow View all effort reports for an investigator (current and historical)