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  • Search Effort Reports

ECERT: How to Search Effort Reports

Last updated August 30, 2009 4:54:51 PM PDT
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Learn how to locate effort reports you want to review in the Electronic Certification of Effort and 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. Navigate to the Search Effort Reports page.

  • Click the down arrow down arrow located at the top left of the screen and select the Search Effort Reports option.

3. Select the Display Reports tab to use as your search filter.

  • Click the tab that contains the filter you would like to use. The tabs filter by all or part of:
    • People
      • Person's name/ employee ID
      • Person's home department
      • Person is Principal Investigator (PI)
    • Departments
      • Home Department
      • Department name or number
    • Indexes
      • Index number
      • Index name
    • Awards
      • Fund manager employee ID
      • Award title
      • Sponsor award number
    • IFOP
      • Fund, Org, Index or Program
      • Fund title

4. Search effort reports.

  • Enter the filter criteria for the tab you selected.
  • Click Update Filter.
  • View the search results in the Filter Results List on the lower left side of the screen.

5. Save selected search results.

  • Click the appropriate result to transfer it to the Search Collection column on the right side of the screen.
    • Note: You may select multiple results.
  • Select Save As to name the search for future reference.

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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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