• Forte will probably drop the Title + (lifetime) sponsor award number import option. Forte will check with other customers before doing this
    • i suggested that it would be nice to be able to import based on unique EVal grant period ID. Julie from case agrees. Would be important to pair with ability to update grant period dates via import. Not super high priority as our current process works, but would make what we do neater and have less manual work.

  • e.g. the abstract text that's in NIH eReporter
  • will be adding a life time level notes field to grants in version 5.0
  • long term would like to connect to NIH eReporter, but currently this would have to be manual
  • why is the valuable?
    • Case uses it to help with cancer relevancy assessment 
    • better to store in Eval so at least you only have to grab it from eReporter one time
  • A -ID? unique grant identifier in eReporter. No good process to get this currently, but something to keep in mind. field is available via export.
  • Create a 2B with member scenarios
    • Can use member scenarios to create a real time editable 2B like report
    • sample of this is in the sandbox environment

    • no objections to making this change
    • feedback from customer was to add in some formatting parameters for future versions