Report Tracking and Review

Report tracking and review complements proposal tracking and review as the 'core' of OPA. Through its facilities, adminsitrators and reviewers manage reports evaluation activities.

The facilities allow administrators to:

Add Reports Related to Proposals

View Reports Related to Proposals

Assign Reviewers to to Review Reports 

Send Notification Letters

Conduct Summary of Reviews

Steps:

1. Select Report Tracking & Review from the menu bar.
2. Select the Title of the Call for Proposals from the list, and click Search Reports.
3. A list of all reports submitted to the CFP will appear. You can limit you selection by using the search facility on the page.
4. Click on Add a Report to add new report for a proposal.
5. For each report you can click on Assign Reviewers to add or remove reviewers assigned to each proposal; or Summary of Proposal Reviews / Change Status to view the review information submitted by reviewers and modify the status assigned to the proposal; or View/Modify Proposal Record to edit proposal information or remove the proposal and to edit or delete reports submitted against the proposal; or Reviewers Timesheets Management to review and approve timesheets submitted by reviewers; or Summary of Report Reviews / Change Status to view the review information submitted by reviewers and modify the status assigned to the  reports for the proposal;
6. At any point in time, you can click on Send Notification Letters, which will automatically send out email messages to all proponents with a status of “awarded”, “declined”, or “discuss”.  Note:  you must first setup default letters for each status – see Communications Center section.