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PENNERA_PROPOSAL_ACTIVITY Table

DWSP Schema

Explanation
Tracks administrative activities for a given proposal/award funding cycle for a sponsored project, as entered on the PennERA Proposal Tracking module's Activity Log screen by the staff of the Office of Research Services (ORS). Data is available for activities with an effective date of Jan. 22, 2008 and thereafter. ORS logs activities for three areas: (1) accounts receivable and collections, (2) material transfer agreements (MTAs), and (3) pre-award contract negotiations concerning sponsored research agreements (SRAs), clinical trial agreements (CTAs), and subcontracts for all instrument types. The PENNERA_PROPOSAL_ACTIVITY table includes the standard description for the activity, comments about the activity, the dates when the activity took place and when it was added to the Activity Log, and the Penn ID of the person who logged the activity. A proposal may have more than one record for a given activity and/or date.

Common Uses

• Reporting on the activity history for one or more specified proposals.
• Listing proposals that have one or more specified activities.
• Listing proposals with activities that occurred on, or were logged on, a specified date.
  

PROPOSAL_ACTIVITY_ID

DATE_ENTERED
EFFECTIVE_DATE
ENTERED_BY_PENN_ID
INSTITUTION_NO
PROJID
PROP_NO
PROPOSAL_ACTIVITY
PROPOSAL_ACTIVITY_ID

PENNERA_FUND_ADJ
PENNERA_INCREMENT
PENNERA_INCR_STAT_HIST
PENNERA_PEOPLE
PENNERA_PERIOD
PENNERA_PROP_REGULATORY_APPR
PENNERA_PROP_STAT_HIST
PENNERA_PROPOSAL
PENNERA_PROPOSAL_INVESTIGATOR
PENNERA_PROPOSAL_PARENT
PENNERA_REQ_STAT_HIST
PENNERA_REQUEST

Cautions

• There may be more than one administrative activity per proposal (INSTITUTION_NO), per EFFECTIVE_DATE or DATE_ENTERED, per PROPOSAL_ACTIVITY. More than one activity may have occurred on a given day. Also, because the Proposal Tracking Activity Log allows records to be entered but not updated, a given administrative activity for a proposal may have more than one PENNERA_PROPOSAL_ACTIVITY record, each with different comments. PROPOSAL_ACTIVITY_ID is used to uniquely identify a PENNERA_PROPOSAL_ACTIVITY record.
• The PROPOSAL_ACTIVITY is the standard description for the activity, which may be in upper case or in mixed case.
  • The description begins with one of the following abbreviations (in upper case) to indicate the activity area:
    • AR (accounts receivable and collections)
    • MTA (material transfer agreements)
    • PSC (PreAward-SRA(sponsored research agreements)-CTA(clinical trial agreements)) Note: this area also includes subcontracts for all instrument types. See also PENNERA_PROPOSAL.INSTRUMENT_TYPE.
    If, for example, you wish to retrieve information only on accounts receivable and collections, you could set a condition specifying PROPOSAL_ACTIVITY LIKE 'AR%'. (Business Objects users would use the Matches Pattern operator instead of LIKE.)
• In rare cases, due to a data entry error, the PennERA Proposal Tracking module's Activity Log screen may show an empty field (null value) for the standard description for the activity. That activity's PROPOSAL_ACTIVITY would be '.' in the Data Warehouse.
• EFFECTIVE_DATE is the date the activity occurred. DATE_ENTERED is the date the activity was logged. The value of these data elements includes not only the date, but also the time, although Business Objects displays only the date by default in reports. For example, Business Objects users who set a condition on EFFECTIVE_DATE and type a date value in the condition will find that Business Objects supplies 12:00:00 AM as the time. This does not matter if the value of EFFECTIVE_DATE does not include the time, but if it does, that time is almost never 12:00:00 AM. Because conditions using an = (Equal to) operator will often not work as expected, use BETWEEN instead. For example, rather than setting the condition EFFECTIVE_DATE Equal to 1/22/2008, set the condition EFFECTIVE_DATE Between 1/22/2008 and 1/23/2008.
• PENNERA_PROPOSAL_ACTIVITY includes three different identifiers for a proposal: INSTITUTION_NO, PROJID, and PROP_NO. INSTITUTION_NO is the unique identification number assigned to the proposal by the University, and it is the proposal identifier that is recommended for use in reporting and in joining PennERA Proposals tables. PROJID and PROP_NO are used internally by PennERA, to identify the proposal within the system.
• Although the PENNERA_PROPOSAL_ACTIVITY table may be joined to any of the related tables listed above, it is recommended that it be joined only to PENNERA_PROPOSAL and PENNERA_PEOPLE.

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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