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Research: SIMSreports - SIMBA Grant Setup Complete Email Notification

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6.0 - Updated on 03-15-2024 by Kara Marshall (qum160)

5.0 - Updated on 01-08-2024 by Wendy Peck (wly2)

4.0 - Updated on 08-01-2022 by Kara Marshall (qum160)

3.0 - Updated on 08-01-2022 by Kara Marshall (qum160)

2.0 - Updated on 05-10-2022 by Wendy Peck (wly2)

1.0 - Authored on 07-19-2021 by Kathy Butler (kvb5743)

Article Intended For

All university faculty, staff, researchers with permission to use and/or access Penn State Research Information Systems.

Introduction

This description will describe a Email Notification that is sent after a specific action has been taken by the Office of Research Accounting.

Article Body

SIMBA Grant Setup Complete Email

The Research Accounting team has two process areas, Master Data team and the Accountants.  In many instances the Master Data Team will "Send to Accountant Review" after the SIMBA account set up has been completed.  When the Master Data team indicates "Send to Accountant Review" for action columns of "New", "Incremental", "NCE" (excludes "Other)  via their dashboard, an email notification, "SIMBA Grant Setup Complete", is sent to the (University Park) AORs; (College of Medicine) DRAs and COM Research Accounting.  

Upon Office of Research Accounting indicating the status of "Account Setup" for the action columns of "New", "Incremental", and "NCE" (excludes "Other") via their dashboard, an email notification, "SIMBA Grant Setup Complete", is also sent to the (University Park) AORs; (College of Medicine) DRAs and COM Research Accounting. 

If Office of Research Accounting indicates "Complete w/o Account Setup" or "Status Update", the "SIMBA Grant Setup Complete" email notification will not be generated.

 

 

 

Email Example:

 

For more information, please contact simsadmin@psu.edu

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