Instructions:
From the Home page, click on the Views button. You will see buttons for various view options, as illustrated below:
Note: You may not see all of the View options shown above and described below. The View buttons displayed for you depend on your access/security authorization. If you have questions regarding your access/security authorization, please email DDARSupport@psu.edu.
Recently Executed Documents:
This view will list recently executed documents and will include the document Master Number, Donor Names, and Status and you’ll be provided with a Show button to view more details.
If you have a particular Master # of interest, you can enter this into the ‘Jump To:’ text area and click Go to go directly to that document.
Documents with Bad AWA Status:
This view will list documents with a bad AWA status and will include the document Master Number, Donor Names, and Status and provide a Show button to view more details.
My Unit by Status:
This view will list your Unit’s documents by their Status. Once a status category is expanded (by clicking on the + sign), you will see columns for the Due Date, Donor Name(s), Master #, Budget #, and Priority, and will be provided with an Action button to open the document.
My Unit by Master Number:
This view will list your Unit’s documents sorted by their Master #. It will display the Master #, Donor Name(s), Document Status, and provide a Show button to view more details.
Change Requests by Status:
This view will list change requests grouped by their Status (those Cancelled, Complete, in Draft, In Progress, Returned, and Submitted).
Once a status category is expanded (by clicking on the + sign), you will see columns for the Master #, Request Comments, Fund Title, Date Requested, and an Action button to open the change request.
Questionnaires by Proposal:
This view will list questionnaires sorted by the Advance Web (AWA) Proposal ID and associated Purpose number. It will display the Advance Proposal ID and Purpose number, Donor Name(s), and will provide you with a Show button to view more details and to see a Link icon that allows you to open the questionnaire.
If you would rather sort by the Donor Name(s), you can select this field using the ‘Sort By:’ drop-down list.
In Process Revisions:
This view will list any documents that have a revision in process, sorted by the document Master #. You will see columns for the Master #, Donor Name(s), and Status and you’ll be provided with a Show button to view more details.
If you have a particular Master # of interest, you can enter this into the ‘Jump To:’ text area and click Go to go directly to that document.