Updated 23 Nov 2022

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. 

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

* indicates finished statuses

Features:

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

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

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.
  

3. 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.

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)

Available columns

• SRID

• Primary PI (Last, First name)

• Institution (SPARC abbreviation)

• Protocol Short Title

• Document – click to download

• Uploaded – document uploaded date/time

• SSR (service request) Status

• Actions - links to Dashboard Protocol page and Admin Edit page.

All columns except Protocol Short Title and Document are sortable.

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

Configuration changes:

1. Add ‘funding admins’ to the settings table[1]

Funding module is only accessible for users who have been granted the “funding admin” rights. Non-funding admins will not have access to the module in the navigation bar.

2. Create the ‘Funding Organizations’ in SPARC Catalog Manager

First, create a new provider for ‘Funding Opportunities,’ then create programs, such as Pilot Grants, Visiting Scholars, Community Scholars, … etc. For convenience, we called these programs the ‘funding organizations’[2].  Split/Notify must be check at the funding organization level.

3. Add the following new statuses[3] – permissible_values, default = 0 and category = ‘status’ [rake task]

4. Add the following statuses to the ‘finished_statuses’ array in the settings table

app_rejected, app_missed_deadline, loi_rejected, loi_missed_deadline

5. Add new Document Types[4] to permissible_values table [rake task]

• Pre-application/Letter of Intents

• Application

To turn the funding module on, do the following after migration/deployment. 1.      bundle exec rake data:initialize_funding_related_permissible_values 2.      Update settings table -          funding_admins: as needed (array of ldap_uid; e.g., ["ldap_uid2", "ldap_uid2"]) -          funding_org_ids: as needed (array of organization.id; e.g., [100, 101, 102]) -          finished_statuses (one time only):     app_rejected, app_missed_deadline, loi_rejected, loi_missed_deadline *set the statuses as “available” so they display in SPARC and Catalog* -          navbar_links (one time only): 3. Add "sparc_funding" => ["SPARCFunding", "http://localhost:3000/funding"] Notes (after rake the task #1 above): 1.      The new funding related statuses will only be available to new/future organizations. If you want to add an existing organization as a funding organization, you will have to manually add those statuses to the editable_statuses and available_statuses database tables for the organizations in order to see them in Available Statuses in Catalog Manager when the User Default Statuses checkbox is unchecked. 2.      The added setting.funding_org_ids has to be the organization id that directly owns the services/funding opportunities, AND split/notify needs to be set at the organization level in Catalog Manager.

[1]  Assign the funding admin rights to a user by adding his/hers ldap_uid to the funding_admins array in the settings table.

[2] Add the organization ids to the funding_org_ids array in the settings table.

[3] Add a new record for each status in the permissible_values table with default = 0 and category = ‘status’.

[4] for category = ‘document_type’ in permissible_values table

Contributed by LA CaTS