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Effort Reporting How to CERTIFY IN ECRT.

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Presentation on theme: "Effort Reporting How to CERTIFY IN ECRT."— Presentation transcript:

1 Effort Reporting How to CERTIFY IN ECRT

2 How Do I Know When To Certify?
UMASS Dartmouth certifies effort on an Annual basis. The Certification will cover the previous Fall, Spring and Summer sessions. You will be notified by a system generated when it is time to certify.

3 How Do I Certify My Effort?
Log into Click on RESEARCH Click on Resources on the left Under TOOLS select ECRT

4

5 Select ECRT(Effort Reporting and Reporting Technology

6 This will bring you to the Secure Access Login
Put in your USER Name and Password and select Dartmouth as your Campus. Then hit the Login button

7 This will bring you to the Welcome screen
Hit Continue button

8 You will be brought to your work list. Click on your name.

9 Here is an example of an effort card based on percentage
Here is an example of an effort card based on percentage. To obtain a view with dollars, click on $ Value icon.

10 Here is an example of an effort card based on dollar value
Here is an example of an effort card based on dollar value. To go back to percentage, click on % Value

11 Commitments Column The Commitments column details the percentage of effort you committed to each project for the certification period. It is imported directly from PeopleSoft which is based on your Award document

12 Payroll and Cost Share Columns
The Payroll column details the percentage of effort calculated based on the payroll records for the certification period. It is imported directly from PeopleSoft At this time UMASS Dartmouth does not use the Cost Share Columns. All Cost Share is tracked in the Non Sponsored section and adjusted by SPA.

13 Computed Effort and Certified Effort Columns
Computed is what the system has calculated based on your payroll data. You are able to enter in the Certified Effort column what you believe is your effort. If the variance between the Computed column and Certified Column is greater than 5%, a note must be added to the card

14 Adding a Note or Attachment
To add a note, click on the icon next to Notes. A box will pop up where you can record any pertinent information. If you wish to attach a file, click on the icon next to Attachments. You will be able to browse your folders and attach.

15 Certify? Column If the amounts in the Certified Effort Column are accurate, click the boxes. ( Effort MUST equal 100%) Click the Save button and then the Certify button.

16 After you hit the Certify Button, you must wait for this window to pop up and then hit the I Agree button.

17 How Do I Certify My Employees Effort?
Your worklist will appear again and the card you just certified should not be there. Pick the next name on your list and follow the same procedure.

18 Key Points Effort must equal 100%.
If you have questions contact Catherine Palmer at ext or All Non Sponsored is now one line.


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