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  • Monitor the Status of Effort Reports

ECERT: How to Monitor the Status of Effort Reports

Last updated August 30, 2009 4:52:32 PM PDT
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Learn how to track and monitor the status of effort reportings using the Electronic Certification of Effort Reporting Tool (ECERT).

Note: The steps below show an overview of the complete process. If you need more detailed ECERT training, see ECERT Job Aids, or attend the Effort Reporting class.

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1. Access the ECERT system.

  • Go to ECERT.
  • Log in using your UCSD Single Sign-On.

If you don't have a Single Sign-On account, contact your Departmental Security Administrator or self-register.

2. Display the desired saved search.

  • Click the down arrow down arrow at the top left of the screen to access the Effort Report List page.
  • Click the Display Saved Search menu box, and select the search you want to track.

3. Monitor the status of the report using one of 2 options.

  • Filter the list by a specific status (e.g., only display reports with status "certified"):
    • Click the down arrow down arrow at the top left of the Effort Report List.
    • Select the desired status you want to display.
    • The display changes to only those reports with the status you selected.
  • Sort the list by status:
    • Click the column header in the Status column.
    • The display now shows all reports grouped by status.

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Need help?

Submit a request to ECERT help with one of the following requests as the subject line:

  • Create permission and roles
  • Add additional employees to the database
  • Edit the Cannot Certify list
  • Update the employee PI indicator
  • Update effort report status

Finance

ECERT

  • Overview
  • Best Practices
  • Read an Effort Report
  • Certify an Effort Report
  • Edit an Effort Report
  • Generate an Ad Hoc Effort Report
  • Monitor the Status of Effort Reports
  • Search Effort Reports
  • Use the ECERT System
  • View and Manage Saved Searches
  • FAQ
  • Job Aids

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