UCSD Blink: ECERT: How to Edit an Effort Report

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ECERT: How to Edit an Effort Report

Summary: Learn how to edit an effort report using the Electronic Certification of Effort and Reporting Tool (ECERT).

Note: The steps below show an overview of the complete process. If you need more detailed ECERT training, see ECERT Job Aids, or attend the Effort Reporting class.

What to do		How to do it
1	Access the ECERT system.	Go to ECERT. Log in using your UCSD Single Sign-On. If you don't have a Single Sign-On account, contact your Departmental Security Administrator or self-register.
2	Locate the effort report you want to edit.	Find the report in the Effort Report List, or see How to Search Effort Reports for help.
3	Adjust the payroll percentages.	If the values in the Original Payroll % column do not reasonably reflect the effort allocated to each activity, you can adjust the percentages. Click in the corresponding box in the Adjusted Payroll % column. Type the percentage you want, and click Update Calculation. The Adjusted Total % column now reflects the new percentage. Note: If the adjusted total does not equal 100%, the "totals" display changes to red.
4	Associate a sponsored project to an employee.	If payroll was not set up correctly, you may need to manually associate a sponsored project to an employee. To do this: Click Add Additional Sponsored Projects. The Add Additional Projects window will pop up with a list of all the federal sponsored projects at UCSD. Type in your search criteria, using any part of the project ID, project title, or PI name. Click Filter. The screen will refresh, and your search results will appear. To sort the search results by Project ID, Project Title, or PI, click on the appropriate column header. To see IFOP information on a particular project, click the magnifying glass next to the project ID. Locate the desired sponsored project in the list, and click Select to add the project to the effort report.
5	Set the report to require multiple certifications.	If the effort report requires more than one person to certify: Click in the checkbox next to Report requires multiple certifications in the Report Options section. Click OK in the ERS Alert pop-up box There is now a new column called Line Certified.
6	Enter a comment.	When you make modifications to an effort report, you must enter a comment explaining the reason for the change. Type your comment in the box provided. Since this comment can not be edited or deleted once it's saved, confirm that it's correct, then click Save. If more information is needed at a later time, you can add an additional comment.