Improve Principal Investigator Reporting Capabilities
As research expands at SHSU, ORA must continue to improve the tools available to principal investigators allowing them to manage their grants effectively.
Objective
Provide Principal Investigators With Tools For Grant Management
While the Controller's Office develops the university dashboard, ORA will develop methods to customize that dashboard to grant management. ORA will also look to develop automated reports that can be sent to principal investigators on a regular basis improving their grant management.
KPI
Additional Report Features
ORA will successfully develop an automated feature for emailing periodic reports to principal investigators during the 2013-2014 cycle.
Result
New Reports
While we have not finalized the development of a dashboard setup, ORA was able to setup the first automated report process for emailing a PI the balance remaining on their fund at 90, 60, and 30 days prior to the termination date of the grant. These are sent on the 15th of each month.
Action
Continual Improvement
We need to continue to simplify the reporting structure for investigators. The structure is better now than ever, but we can do more.
Goal
Review And Improve Existing Grant Training Programs For Principal Investigators
Federal grants are increasingly being awarded with more complicated regulations for management that ORA needs to help convey to investigators.
Objective
Increase Training Opportunities For Principal Investigators
The increasing regulations make it more pertinent for ORA to increase regular training opportunities to help principal investigators with understanding potential regulatory pitfalls.
KPI
New And Improved Training Programs
ORA will first review all existing training programs to make sure they are necessary for principal investigators. After that review, ORA will assess the added regulations and requirements on grants to create new additional training programs to help investigators remain compliant with their grant terms.
Result
Improved Training
The Office of Management and Budget released a combined regulatory structure for rules and regulations associated with grants. This has required us to review and further update all training programs. This was completed during the past fiscal year.
KPI
PI Training Tracking
ORA will start tracking the training opportunities offered to principal investigators along with which investigators take the training offered.
Result
Talent Management
ORA has moved all training into talent management system to allow tracking of PI training attendance for compliance operations. They also worked with ORSP for other required training tracking during the year.
Action
Ongoing
This objective is now at the stage that it is an ongoing and will need yearly updates. We are over the main hurdle of developing the training, so now we have to keep it up as part of yearly operations.