EFR – Grant Reports Distribution Role Definitions

Institutional Roles - Research Administration Category

Role
Assigned by

Required (Yes/No)
Additional comments
Division (Org unit) Central Admin No Not all units have sponsored project funding. If this applies, role assignment is not required. If role is unassigned, WhoKey Admin roles will be blank.
Departmental unit Org unit Not all units will have assignments at the Department level. If role is unassigned, Division (Org unit) role will be used for WhoKey Admin roles.
Sub-departmental unit Org unit/ Dept unit Not all units will have assignments down to the sub-department level. If role is unassigned, Department unit role will be used for WhoKey Admin roles.

+Admin Delegate to these roles is unlimited

WhoKey Administration Application

WhoKey Admin Role (Fund 500/510 only) Required (Yes/No) Automatic access to monthly electronic Grant Reports, via EFR Grant Inbox, including an automated email                              (fund 500/510 only) How Role is Assigned Assignment/Population process Additional Comments Whokey Admin rights/capabilities Role allows TDR recon?
Owner/PI Yes Yes
Default*

*PI is derived from UIRIS/SPRIE and sponsor documentation.

PI is assigned by the sponsoring agency. If there is a change in PI, the Sponsor must be notified through the appropriate course of action
Able to assign WhoKey Reviewers Yes
PI Dept Research Admin Yes [a] Yes Departmental unit role (Sub-Dept role if applicable) Defaults automatically from the Institutional Roles-Research Administration Category. Assignment of Unit Role is based on the Org/Dept/SDept of the specific whokey None [b] Yes
Co-I(nvestigator) No Yes Grant Accounting Manual Assigned if the role of Co-PI is applicable and is based on information from the PI or Department None Yes
Co-I(nvestigator) Dept Research Admin Yes (if Co-I populated) [a] Yes Departmental unit role (Sub-Dept role if applicable) Defaults automatically from the Institutional Roles-Research Administration Category. Assignment of Unit Role is based on the Org/Dept/SDept of the specific whokey None [b] Yes
Alternate Research Admin No Yes Grant Accounting Manual
Assigned to individual grants based on request from the PI or Department.  Note: the assignment of this role replaces the defaulted Research Administrator as the award contact.
None Yes
Reviewer Yes Yes PI/PI Admin of specific Whokey Manually added through Whokey Admin system No change Able to assign WhoKey Secondary Reviewer(s) Yes
Secondary Reviewer #1 No Yes PI/PI Admin of specific Whokey Manual through Whokey Admin system No change None Yes
Secondary Reviewer #2 No Yes PI/PI Admin of specific Whokey Manual through Whokey Admin system No change None Yes

[a] Grant Reports will NOT automatically load to the Grant Inbox of individuals assigned as Administrative Delegates under HR Role: Departmental Research Administrator (Sub-Dept role if applicable)

[b] Ability to reconcile a TDR extends to anyone assigned as Administrative Delegate under the HR Role: Departmental Research Administrator (Sub-Dept role if applicable)

Questions on the role assignments and electronic grant report distribution can be directed to gao-efr@uiowa.edu