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PENNERA_PERIOD_STAT_HIST Table

DWADMIN Schema

As of April 28, 2005, this table is no longer populated in the Data Warehouse.

• Status is no longer stored at the period ("budget period" or "grant year") level in PennERA, but is stored for each request and for each increment. See the PENNERA_REQ_STAT_HIST and PENNERA_INCR_STAT_HIST tables.
• The status of a period cannot be determined from its request and increment statuses. For example, a period could have a "Budget Period" request that is "Awarded," a "Supplement" request that is " Pending," an increment that is "Awarded," and an increment in "Advance Account" status.
• For those doing longitudinal studies, DWSP.SPFY_PENNERA_PERIOD_STAT_HIST is available. It contains only the snapshot of PENNERA_PERIOD_STAT_HIST that was taken for fiscal year 2004 (SNAPSHOT_FY = '2004'). See also DWSP.SPFY_PENNERA_PERIOD.PERIOD_STATUS (populated only in the snapshot that was taken for fiscal year 2004).

Explanation
Records information on how the status of a budget period (within a funding cycle (proposal) for a sponsored project) has changed over time. Includes the proposal's ID (INSTITUTION_NO), the period number, the status, the effective date of that status, and information on when and by whom the status data was entered. There is one PENNERA_PERIOD_STAT_HIST record per proposal per period for each change in the period's status.

Common Uses

• Reporting on budget periods based on how their status has changed over time. ("How much time passed between when the period was placed in Advance Account status and when it became Awarded?")
  

PER_STAT_SEQUENCE_NO
PROP_NO
PERIOD_NUMBER

HISTORY_STATUS
INSTITUTION_NO

PENNERA_INCREMENT
PENNERA_PERIOD
PENNERA_PROPOSAL
PENNERA_PROPOSAL_INVESTIGATOR

PENNERA_PROP_REGULATORY_APPR
PENNERA_PROP_STAT_HIST
PENNERA_REQUEST

Cautions

• There are two different unique identifiers for a proposal (funding cycle): INSTITUTION_NO and PROP_NO. INSTITUTION_NO is the identification number assigned by the University. PROP_NO is the identification number used internally by the PennERA system. For a given record, INSTITUTION_NO will not have the same value as PROP_NO. While either one may be used when joining PennERA Proposals tables, INSTITUTION_NO is the one recommended for display in reports.
• Records with an INSTITUTION_NO less than or equal to 05017400 were converted from the Research Services System (RSS, the system used to track proposals and awards before October 14, 2003). Other records are for proposals created in PennERA.
• The PENNERA_PERIOD_STAT_HIST table stores information on how the status of a budget period (within a funding cycle (proposal) for a sponsored project) has changed over time. The current status of the budget period is also stored in the PENNERA_PERIOD table. For the current status for the proposal (funding cycle), see the PENNERA_PROPOSAL table. For more details on how the proposal's status has changed over time, use the PENNERA_PROP_STAT_HIST table.
• Note that, while a status date defaults to the system date when the status was entered, it may be changed by the person entering the data to more correctly reflect the effective date of the status.
• The Research Services System, or RSS, was used before October 14, 2003 to track information on sponsored projects.
  • If there no changes were made to a period's status history after the period was converted from RSS to PennERA, the PENNERA_PERIOD_STAT_HIST table has, at most, two records for the period: one for when its status was 'Pending', and one for its last known status per RSS ('Awarded', 'Advance Account', 'Withdrawn', or 'Unfunded').
  • Some PENNERA_PERIOD_STAT_HIST records for periods that were converted from RSS have a null value for PERIOD_STATUS_DATE. This is usually because the record was entered via a program, to set the status for an inactive period to 'Withdrawn' or 'Unfunded'.

Source
The Proposal Tracking module of PennERA, used at Penn since October 14, 2003 to track information on proposed and awarded grants and contracts.

PennERA is the University's electronic research administration system, providing support to faculty and research administrators for all sponsored project activity at the University of Pennsylvania.

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