SPARCFunding User Guide (v3.10.0)

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. 

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

* indicates finished statuses

Features

After the SPARCFunding Module has been configured (see steps HERE), Funding Admins can use this feature as follows:

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. Split/Notify must be used at this funding organization level.

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

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

3. 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.

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.
  

4. 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)

Activities

• Search bar

• Refresh page

• Display page columns

• Download page content

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.

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