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SPARCFunding User Guide

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Module URL: sparc.(hosting address)/funding

Contributed by LA CaTS

The SPARCFunding module is available to funding admins for viewing existing funding opportunities and its documents submitted as a SPARC service request.

Terminology

Funding admins – users with access to the funding module.

Funding organizations – Organizations created in SPARCCatalog Manager that offer funding opportunities as services (e.g., SPARC programs). 

Funding statuses – statuses available in SPARCCatalog Manager for use by funding organizations. Current statuses include:

    Application Accepted

    Deadline Missed (Application)*

    Application Rejected*

    Application Submitted

    Pre-Application/LOI Accepted

    Deadline Missed (Pre-Application/LOI)*

    Pre-Application/LOI Rejected*

    Pre-Application/LOI Submitted

* indicates finished statuses

Features

1. Set up ‘Funding Organizations’ in SPARCCatalog Manager (must have catalog manager rights; otherwise request SPARC assistance)

  • Create a new provider or search for an existing one

  • Create new funding programs (such as Pilot Grants, Visiting Scholars, Community Scholars, … etc.) or search for an existing program that will serve as the Funding Organization. Ensure Split/Notify is at this program level.

2. SPARCFunding Module configuration by SPARC team (see steps HERE)

  • To assist with configuration, admins should provide SPARC development team with a list of 1) users who are funding admins and 2) SPARC programs that are funding organizations.

3. After configuration, add funding statuses in SPARCCatalog Manager (must have catalog manager rights; otherwise request SPARC assistance)

  • Search for the Program

  • Select the funding status to apply to the program’s services (see applicable statuses listed above)

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Study teams will submit the SPARC service request for the program, along with associated documents. To review the Funding Opportunities documentation, proceed to step #4.

4. Click on the “SPARCFunding” button in top navigation bar.

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5. A complete list of funding opportunities (i.e., services provided by all funding organizations) is displayed. Select ‘Download Documents’ in the Action column for desired opportunity.

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Funding Opportunities Page details:

Available columns: Opportunity (SPARC service name), Program (service SPARC program home), Created (when the service was created in SPARC) and Action (download documents).

  • All columns but Action are sortable. List is sorted by created date in descending order on page load.

6. On the Document Download page for the selected service (opportunity), view a listing of submitted service requests. The page data can also be exported for viewing. Download a document or navigate back to SPARCDashboard to view or manage the service request.

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Document Downland Page Details

Page Tabs: Pre-application/Letter of Intent and Application

  • Default selection is Pre-application/Letter of Intent

  • Content is defaulted to sort by Service Request ID (SRID)

Activities

  • Search bar

  • Refresh page

  • Display page columns

  • Download page content

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All columns except Protocol Short Title and Document are sortable.

7. Manage the funding service request and its status by navigating to its SPARCDashboard Admin Edit section.

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