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 | Able to assign WhoKey Reviewers | [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 | Able to assign WhoKey Reviewers | 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 | Able to assign WhoKey Reviewers | [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. | Able to assign WhoKey Reviewers | Yes |
| Reviewer | Yes | Yes | PI (Owner), Org Unit Budget Officer, Dept Admin, SDept Admin (including Administrative Assistants), Co-Investigator, PI Department Research Administrator, Co-Investigator Department Research Administrator & Alternate Research Administrator | -Manually add through WhoKey Admin system for any new BR#01 WhoKey -Will be automatically assigned when a new WhoKey with a new BR is added unless any WhoKey components change. Please note that reviewers(s) can be manually updated by the individuals with assigned roles. | No change | Able to assign WhoKey Secondary Reviewer(s) | Yes |
| Secondary Reviewer #1 | No | Yes | Same as Reviewer | Same as Reviewer | No change | None | Yes |
| Secondary Reviewer #2 | No | Yes | Same as Reviewer | Same as Reviewer | 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