Overview

This dashboard consists of three components:

Not Received and Not Approved Requirements Chart

Received but not Approved Requirements Chart

Overdue Requirements Table

Here we are going to explain them in more detail.

Not Received and Not Approved Requirements Chart

This chart is created based on the following query:

(CAST(Activities.Schedule_Date AS DATE) <= CAST(getDate() AS DATE)

AND

(REQUIREMENTS_EXT.Date_Approved_Date IS NULL)

AND

(Activities.Received_Date Is Null)

AND

(Activities.Done_Flag = 0)

AND

(Activities.Type_ID = 526 OR Activities.Type_ID = 157 OR Activities.Type_ID = 527 OR Activities.Type_ID = 5044 OR Activities.Type_ID = 5047 OR Activities.Type_ID = 5046 OR Activities.Type_ID = 5054))

AND

NOT Requests.Grant_Amount BETWEEN 1 AND 500

Description of what it means:

Any requirement that is due today and before which has not been approved nor received yet and is among one of the followings:

527          Progress Report 

157          Financial Status Report

526          Final Progress Report

5044        Final Financial Report

5047        Audited Financial Statement

5046        Non-Supplanting Questionaire

5054        Inter-Institutional Agreement

Excluding test cases.

With the following values charted:

Received but not Approved Requirements Chart

This chart is created based on the following query:

(CAST(Activities.Schedule_Date AS DATE) <= CAST(getDate() AS DATE) 
AND  
(REQUIREMENTS_EXT.Date_Approved_Date IS NULL) 
AND 
(Activities.Received_Date Is NOT Null) 
AND 
(Activities.Done_Flag = 0) 
AND 
(Activities.Type_ID = 526 OR Activities.Type_ID = 157 OR Activities.Type_ID = 527 OR Activities.Type_ID = 5044 OR Activities.Type_ID = 5047 OR Activities.Type_ID = 5046 OR Activities.Type_ID = 5054)) 
AND 
NOT Requests.Grant_Amount BETWEEN 1 AND 500

Description of what it means:

Any requirement that is due today and before which has not been approved but it has been received and is among one of the followings:

527          Progress Report 

157          Financial Status Report

526          Final Progress Report

5044        Final Financial Report

5047        Audited Financial Statement

5046        Non-Supplanting Questionaire

5054        Inter-Institutional Agreement

Excluding test cases.

With the following values charted:

Overdue Requirements Table

Debbie, Jon, Trang's Dashboard:

This table is created based on the following query:

Activities.Schedule_Date < getDate() 
AND 
(Activities.Done_Flag = 0 OR Activities.Done_Flag Is Null) 
AND 
(Activities.Type_ID = 157 OR Activities.Type_ID = 5044 OR Activities.Type_ID = 5047 OR Activities.Type_ID = 5051 OR Activities.Type_ID = 5052 OR Activities.Type_ID = 5053 OR Activities.Type_ID = 5055) 
AND 
NOT Requests.Grant_Amount BETWEEN 1 AND 500  
AND 
Requirements_Ext.Date_Received_Date IS NULL 
AND 
Requirements_Ext.Date_Approved_Date IS NULL 
AND 
Activities.Done_Date IS NULL

Description of what it means:

Any requirement that is due today and before which has not been approved, nor received, nor done and is among one of the followings:

157          Financial Status Report

526          Final Progress Report

527          Progress Report 

5044        Final Financial Report

5046        Non-Supplanting Questionaire

5047        Audited Financial Statement

5051        Animal Subject

5052        Human Subject IRB

5053        Biological Materials

5055        Radioactive Materials

Excluding test cases.

List of Requirement Type codes and descriptions

157          Financial Status Report

526          Final Progress Report

527          Progress Report 

5044        Final Financial Report

5046        Non-Supplanting Questionaire

5047        Audited Financial Statement

5051        Animal Subject

5052        Human Subject IRB

5053        Biological Materials

5054        Inter-Institutional Agreement

5055        Radioactive Materials