Reporting flags are configurable text labels that can be applied to proposals, and allow for easy searching and reporting. With this feature, users have the ability to tag and retrieve their data in a way that caters to the unique and ever-changing needs of their institution. You can respond quickly to regulatory or institutional changes by keeping track of data that doesn't easily fall into a standardized category.
Flags can be configured by contacting support@cayuse.com.
You can also add flags to awards.
Adding Flags to Proposals
- From your dashboard, search for a proposal.
- On the Proposal Administration screen, click on the Flags tab.
- Use the drop-down menu to select a flag.
- Click Add Flag.
You will see your selected flag added to the proposal. You can click Remove next to the flag name to remove the flag.
Where Proposal Flags Appear
- My Proposals
- Proposals in My Unit
- Proposal list on the Project Dashboard
Filtering by Flags
Users can filter by flags on both the My Proposals and Proposals in My Unit pages by entering the flag in the search bar.
Best Practices
Flags let you track and report on data that is not already available through SP’s built-in reporting functionality. For example, you can track a qualitative aspect of the research project, like fetal tissue or climate change. You can also track compliance issues like Controlled Classified Information or Intellectual Property, or use flags to extend the built-in fields, like staff and faculty demographics.
Flags should be used for any piece of data that an administrator wants to report on that is not already available through SP’s built-in fields. Using flags for tracking whether or not a proposal includes animal research would be redundant, since SP already includes a section on animal studies under the compliance tab.