| Data element |
Definition |
HISTORY_STATUS
Indexed - yes
Format - char (1)
May be null? yes |
A one-character code indicating whether the record stores the latest
(current) status for the proposal, or an earlier (historical) status
for the proposal.
Values:
C The record stores the current (latest)
status for the proposal
H The record stores a historical (past)
status for the proposal
|
INSTITUTION_NO
Indexed - yes
Format - char (8)
May be null? no |
The eight-digit sequence number used by the University to uniquely identify
the proposal whose status history is tracked by this PENNERA_PROP_STAT_HIST
record. Note that the value for INSTITUTION_NO includes leading zeroes.
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.
There are two different unique identifiers for a proposal: INSTITUTION_NO
and PROP_NO. INSTITUTION_NO is used by the University. PROP_NO is used
internally by the PennERA system. For a given record, INSTITUTION_NO
does 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.
There is one PENNERA_PROP_STAT_HIST record per proposal (INSTITUTION_NO
or PROP_NO), per PROP_STAT_SEQUENCE_NO
Example: 00216424
Values:
List of values not available
PennERA source (assuming the proposal record has been opened in the
Proposal Tracking module): any screen for the
proposal; the Proposal Header (unlabelled, stationary section at the
top of the screen);
the number in the Proposal box in the upper right corner of the screen |
LAST_EXTRACT_DATE
Indexed - no
Format - date
May be null? no |
The date this proposal status history record was extracted from the
PennERA Proposal Tracking system and loaded into the Warehouse.
Example: 10/28/2003
Values:
List of values not available. |
MODIFIED_BY
Indexed - no
Format - char (8)
May be null? yes |
In most cases, the value of MODIFIED_BY is the PennID
of the person who entered (or last modified) the proposal status history
record by
hand. If the proposal status history record was created in PennERA via
the SOMERA Interface (and not modified since then), MODIFIED_BY is ‘10080118’.
(SOMERA is the School of Medicine’s Electronic Research Administration
system.) Otherwise, if the proposal status record was last modified
by a program (rather than
by hand), MODIFIED_BY is null.
The name of the person who modified the proposal status is PENNERA_PEOPLE.NAME
where PENNERA_PEOPLE.PENN_ID = PENNERA_PROPOSAL.MODIFIED_BY
Example: ‘10014514’
Values:
List of values not available
PennERA source (assuming the proposal record has been opened in the
Proposal Tracking module): General; Summary;
Status link; below the Add section; the row for the proposal status history
record; the PennID of the person whose name is shown in the Recorded
By column (the PennID is not shown)
|
PROP_NO
Indexed - yes
Format - varchar2 (20)
May be null? no |
The 10-digit sequence number used internally by the PennERA system to
uniquely identify the proposal whose status history is tracked by this
PENNERA_PROP_STAT_HIST record. Note that the value for PROP_NO includes
leading zeroes.
There are two different unique identifiers for a proposal: INSTITUTION_NO
and PROP_NO. INSTITUTION_NO is used by the University. PROP_NO is used
internally by the PennERA system. For a given record, INSTITUTION_NO
does 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.
There is one PENNERA_PROP_STAT_HIST record per proposal (INSTITUTION_NO
or PROP_NO), per PROP_STAT_SEQUENCE_NO
Example: ‘0000000217’
Values:
List of values not available
PennERA source (assuming the proposal record has been opened in the
Proposal Tracking module): any screen for the proposal; the Proposal
Header (unlabelled, stationary section at the top of the screen); the
PROP_NO for the INSTITUTION_NO (INSTITUTION_NO is the number in the
Proposal box in the upper right corner of the screen; PROP_NO is not
shown)
|
PROP_STAT_SEQUENCE_NO
Indexed - yes
Format - number (20)
May be null? no |
A sequence number uniquely identifying the status history record within
the proposal to which it applies. Each proposal (INSTITUTION_NO) has
a PROP_STAT_SEQUENCE_NO ‘1’. The maximum PROP_STAT_SEQUENCE_NO
for a proposal is the number of status history records for that proposal.
There is one PENNERA_PROP_STAT_HIST record per proposal (INSTITUTION_NO
or PROP_NO), per PROP_STAT_SEQUENCE_NO
Examples: 1, 5
Values:
List of values not available
PennERA's Proposal Tracking module does not display the proposal status
sequence number. |
PROPOSAL_STATUS
Indexed - no
Format - varchar2 (24)
May be null? yes |
The status of the proposal, per the sponsor’s response to the first
request associated with the proposal, as of the PROPOSAL_STATUS_DATE
Values:
Advance Account—one or more accounts have been
created to track an advance paid by the department
in expectation of an award
Awarded--the sponsor has awarded funding for the
proposal
Closed--the accounts for the proposal have been
closed in BEN
In Process--the initial status for all proposal
records (and only those proposal records)
created in PennERA on or after Sept. 6, 2005
via the SOMERA Interface (PennERA’s interface
with the School of Medicine’s Electronic
Research Administration system); the proposal
requires further processing before it is approved
for submission to the sponsor. (This is true
even though there may be a non-null value for
PENNERA_PROPOSAL.SUBMITTED_DATE.)
Negotiation—the University and the sponsor
are negotiating the terms of the proposal
Negotiation Complete— the University and the
sponsor have agreed upon the terms of the
proposal, and the University is awaiting
notification from the sponsor regarding awarded
funding for the proposal
Pending—the Office of Research Services has
given its approval for the proposal to be
submitted to the sponsor; the proposal is pending
a decision by the sponsor
Revised Budget Requested—the sponsor has
requested a revised budget for the proposal
Under Development— the proposal record has
been created in the Proposal Development
module of PennERA, but the proposal has not
yet been submitted for University approval
Under Review—the proposal record (created
in the Proposal Development module of
PennERA) has been submitted for University
approval (required before the proposal can be
submitted to the sponsor). Note: Proposals
that were created before Oct. 9, 2006 may have
status history records with PROPOSAL_STATUS
‘Under Review’ in cases where it ought to be
‘Negotiation’.
Unfunded—the sponsor has notified the
University that it will not fund the proposal
Withdrawn—the Principal Investigator has
withdrawn the proposal from consideration by
the sponsor
PennERA source (assuming the proposal record has been opened in the
Proposal Tracking module): General; Summary; Status link; below
the Add section; the row for the proposal status history record; the
value shown in the Status column |
PROPOSAL_STATUS_DATE
Indexed - no
Format - date
May be null? yes |
The date when the PROPOSAL_STATUS went into effect.
In addition to the PROPOSAL_STATUS_DATE, PennERA stores the
RECORDED_DATE (the date the proposal status history record was created).
When a proposal status history record is being created by a PennERA user,
the values for the PROPOSAL_STATUS_DATE and the RECORDED_DATE
have the system date as their default value. Before the record is saved,
the PROPOSAL_STATUS_DATE is edited (if necessary) to reflect the date
when the PROPOSAL_STATUS went into effect. The value of the RECORDED_DATE,
however, is always the date when the proposal status history record
was created. For example, if a proposal was Awarded as of 10/30/2003,
and that change in status was recorded in PennERA on 11/13/2003, the
proposal status history record's PROPOSAL_STATUS_DATE is 10/30/2003,
and its RECORDED_DATE is 11/13/2003.
Some proposal status history records have a null value for the PROPOSAL_STATUS_DATE,
the RECORDED_DATE, or both of them. If the proposal status history record was created in PennERA via the
SOMERA Interface, the PROPOSAL_STATUS_DATE was initially populated with
the value of the Status Date in SOMERA. (SOMERA is the School of Medicine’s
Electronic Research Administration system.)
Example: 10/30/2003
Values:
List of values not available.
PennERA source (assuming the proposal record has been opened in the
Proposal Tracking module): General; Summary; Status link; below
the Add section; the row for the proposal status history record; the
value shown in the
Date column |
PROPOSAL_STATUS_FY
Indexed - no
Format - char (4)
May be null? yes |
The fiscal year at Penn in which the PROPOSAL_STATUS_DATE falls. Penn's
fiscal year begins July 1 of one calendar year and ends June 30 of the
next calendar year.
Example: 2004 (for a proposal status history record whose
PROPOSAL_STATUS_DATE is 10/30/2003)
Values:
List of values not available.
|
RECORDED_DATE
Indexed - no
Format - date
May be null? yes |
The date when the proposal status history
record was created in PennERA.
In addition to the RECORDED_DATE, PennERA stores the PROPOSAL_STATUS_DATE
(the date the status went into effect). When a proposal
status history record is being created by a PennERA user, the values
for the PROPOSAL_STATUS_DATE and the RECORDED_DATE have the system date
as their default value. Before the record is saved, the PROPOSAL_STATUS_DATE
is edited (if necessary) to reflect the date when the PROPOSAL_STATUS
went into effect. The value of the RECORDED_DATE, however, is always
the date when the proposal status history record was created. For example,
if a proposal was Awarded as of 10/30/2003, and that change in status
was recorded in PennERA on 11/13/2003, the proposal status history record's
PROPOSAL_STATUS_DATE is 10/30/2003, and its RECORDED_DATE is 11/13/2003.
Some proposal status history records have a null value for the PROPOSAL_STATUS_DATE,
the RECORDED_DATE, or both of them.
Example: 11/13/2003
Values:
List of values not available.
PennERA source (assuming the proposal record has been opened in the Proposal
Tracking module): General; Summary; Status link; below the Add section; the
row for the proposal status history record; the value shown in the Recorded
Date column |
