RF Effort Reporting Roster

Description

Purpose

The customized RF Effort Reporting Roster report lists all Certification of Salary Distribution reports (effort reports) created for a specified reporting period(s) for each campus and the current status of the report in the Oracle business application. This report is used to review and track the status of Certification of Salary Distribution Reports and identify reports that need action taken on them. This report can be used as a tracking tool to ensure all effort reports have been certified (signed) and returned to the office of record. The report can be run for any combination of the following: a single reporting period, all reporting periods, a single report status code or all report status codes.

Examples of use:

Run by reporting period and all status codes immediately after effort reports were created for a period to obtain a listing of all reports created. At this time, all reports should be in a status code of A - Certification/Rejection Needed. As effort reports begin to be returned by the principal investigator (PI) and recorded in Oracle, report statuses will be updated accordingly. The report should then be rerun by the reporting period and all status codes to track outstanding effort reports.
Run by status code A - Certification/Rejection Needed to review all outstanding effort reports.
Run by status code C - Certified to obtain a listing of all certified effort reports.
Run by status code R - Rejected to view all effort reports that were rejected.
Run by status code S - Effort Report Needs to be Recreated to review all effort reports that need to be recreated due to retroactivity.

Setting Report Parameters

The following table describes the required and optional parameters needed to run the report:


Parameter	Description
Required Parameters
Parent Organization		Name of campus beginning with the location code. For example: 010 University Center at Albany
Optional Parameters
Period Name		Reporting period of created effort reports. Leave blank to review for all reporting periods. Note: Parameter automatically defaults to most current reporting period.
Optional Single Status Code Report		Status code of effort report. Enter a single status code to display all effort reports in a specified status. For example: A - Certification/Rejection Leave blank to review all effort reports.
Optional Sort Order		Sort order of output. Options are: Status Order Employee Name Order Principal Investigator Order

Understanding the Output

The RF Effort Reporting Roster can be run for any combination of the following: a single reporting period, all reporting periods, a single report status code or all report status codes. The top or header text of the report lists the reporting period. If the report is run with more than one reporting period, the default sort is by most recent reporting period. If it is run by all status codes and the selected sort option is by status code, the report will use the following sort order: A – Certification/Rejection Needed, S – Effort Needs to be Recreated, R – Rejected, and C – Certified.

Note: The terms Certification of Salary Distribution Report and effort report are used interchangeably.

The table that follows describe the report output:

Column Heading	Description of Column
Operating Location	Location code and name of the campus.
Effort Reporting Period Name	Reporting period of Certification of Salary Distribution Report for employee.
Employee Name	Employee's name associated with the employee number and the ad hoc or Certification of Salary Distribution Report created on the date.
Emp. No.	System generated identification number assigned to the employee's record.
Principal Investigator	Principal Investigator displayed on the Certification of Salary Distribution.
Status	Most current status of effort report created. The following status codes and descriptions will notify the user of what action may be necessary, if any: A – Certification/Rejection Needed: Effort Report is in an outstanding status and needs to either be certified or rejected. C – Certified: Effort Report was certified in Oracle and the hard copy Certified Effort Report is on file. No further action necessary. R – Rejected Effort Report was rejected and may need adjustments before recreating it again. Investigative work may be necessary. S – Effort Report Needs to be Recreated Retroactivity has occurred since the Effort Report was previously created and the Effort Report needs to be recreated to capture the retroactivity.
Report Creation Date	Date the Certification of Salary Distribution Report was created in Oracle.

Helpful Tips

For complete details on running Oracle reports, refer to the Run a Report help topic.
The report is available in PDF and ASCII (TEXT) format. PDF is a formatted, printable version. ASCII can be easily pulled into a spreadsheet or word processor.
Once you select a format and run the report, you cannot change the output format. You will need to run the report again and select the desired output format on the Submit Request window.

Effective Date: 5/2/2007 2:49:43 PM