Awarded Application Reports:
FReD Batch Report

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The Pro-Rated Option

Overview

The Funded Research Digest (FReD) Batch Report provides summary information on selected
FReDs, and enables users to print multiple FReDs at once.

Report fields:

Assumptions

  1. Only one researcher can be Principal Investigator.
  2. The Principal Investigator holds his/her major appointment in the Department specified. This will be true unless the Principal Investigator specified that the grant was to be administered through another Department.
  3. The Grant start date may differ from the fund start date in cases of grant renewals.
  4. The Grant end date does not include any spending grace period allowed by the Sponsor. However, this grace period is included in the fund end date displayed on the FReD.
  5. The budget on the FReD is the same as in the FIS report for "Funding: FC or Fund" when viewed at the relevant period level

Selection Criteria Screen

To generate a report, a user must enter at least one selection criteria, e.g., Dept code. Note: When the Fund Centre or Department Fund Centre criterion is used, a selection must also be made in at least one of the other fields, e.g., Fund Centre and Department.

The FReD Release Date is the day on which the FReD was last issued. This could be the date on which it was first issued, or the date on which it was last revised. The FReD release type code on the report will indicate whether the FReD is new (Original) or revised (Revision).

Always leave the default at "Exclude Preliminary FReDs". A preliminary FReD is one that is still in the process of being set up, and should not be included in the report. Please see the December 22, 1998 Issue#78 of the AMS newsletter for a complete description of the FReD release types.

Once you have entered your selection criteria, click on the execute button to generate a summary report of all the FReDs meeting your criteria. This report displays key information from the FReD, including the total amount awarded.

Summary FReD Report

This screen provides summary information for all of the FReDs meeting your selection criteria.
There are seven push buttons across the top of the screen:

Print List:
Prints the summary report currently on your screen
Displ. FReD:
Displays a selected FReD
Displ. Appl.:
Displays the application for a selected FReD
Select All:
Selects all the FReDs on the summary report (puts a checkmark in the
white box on the left side of the FReD number)
De-Select:
De-selects all of the FReDs on the summary report (un-checks them)
Print FReD:
Prints all of the individual, detailed FReDs. Before printing the FReDs you must select them by clicking on the "select all" button if you want them all, or by manually clicking the selector box to the left of the desired FReD.

Periodic Reporting

When using this report to generate a list of FReDs created or revised for your department since a particular point in time, enter your Department number (or Faculty number if appropriate) on the selection criteria screen, and then use the FReD Release Date fields to capture the relevant FReDs.

In the FReD Release Date "From" field enter the date of the first day you want included on the report. This date should be one day after the "To" date you used the last time the report was run.

In the FReD Release Date "To" field enter the date of the last day you want included on the report. Important note: The "To" date should be one or more days earlier than the date on which you are running the report (system date) so that you don't miss out on any FReDs created on that same day but after you ran the report. For example, if you are running the FReD batch report on January 25th, your Release Date should be January 24th or earlier (i.e., not January 25th).

Remember that the FReDs included on the summary list are ones which have been created (FReD release type = Original) or revised (FReD release type = Revised) during the time period you specified.

It would be a good idea to print off the summary report (Print List) each time you run the batch report in order to have a record of the dates covered so that you don't have gaps in the series of reports.

Example Use

This report can be used periodically as a tool to print newly created or recently revised FReDs, and allows business officers to maintain complete files on their FReDs without a central distribution of the paper FReD.
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