Add an individual Statement of Account record to the FDSR system by completing a Form 300 for the Statement of Account.

Business Officer indicates online in the FDSR system that the researcher has approved the information in a Statement of Account record for the researcher's grant, and that the institution approves it as well. Approval by the Business Officer automatically submits the approved record to the granting agency.

Researcher indicates online in the FDSR system that the information in a Statement of Account record for the researcher's grant is correct. After researcher approval, the record can be approved (and simultaneously submitted) by the Business Officer.

The person at an institution who is responsible for submitting Statement of Account information to the granting agencies.

The Business Officer's Assistant must register to use the FDSR system, and can perform all the functions of a Business Officer except approval of SoA records. Business Officers may, on the registration form for the Business Officer's Assistant, provide authorization for the Assistant to approve records.

See: Council Identification Number

The Council Identification Number that the researcher is assigned during the grant application process for SSHRC.

A set of Statement of Account data for multiple grants, formatted according to the FDSR system Data File Layout guidelines, and ready to be uploaded to the FDSR system.

Remove a record or data file from the FDSR system.

See: Financial Data Submission and Reconciliation

The system that has been developed to help Business Officers upload, manage and electronically transmit annual Statements of Account (SoA) to the three federal granting agencies (CIHR, NSERC and SSHRC),and to help researchers approve their Statements of Account online.

The FDSR system form that presents the Statement of Account information. The name,Form 300, comes from the original paper form in which institutions entered all the Statement of Account information for a grant. Form 300 in the FDSR system is an electronic version of that paper form.

Applicable only to NSERC and SSHRC, the Grant Residual Fund is pool of research funds made up of grant funds that have not been used by the grantees and are available to the institution to support other research. Institutions submit one Statement of Account per year per granting agency for expenditures from their GRF.

The organization that has awarded the grant.

See: General Research Fund

Connect a researcher’s FDSR user ID with a specific grant in order to allow the researcher to approve the grant’s Statement of Account record (Form 300) in the FDSR system. This action is available to researchers only.

The notice to the researcher providing important information the researcher needs to know about the grant.  

The Personal Identification Number that the researcher is assigned during the grant application process for NSERC and CIHR.

See: Personal Identification Number

The command used to publish records in the FDSR system.

In the FDSR system, to make individual records from an uploaded data file available for viewing, editing, and approval by Business Officers and researchers. Each Business Officer and researcher will see only the published records for their own institution.

In the FDSR system, a Statement of Account, presented as a Form 300.

The grant holder.

See: Statement of Account

The statement the institution is required to provide to the granting agency each year to account for the use of awarded funds. This statement list a grant’s expenditures and  balance, using the format of the council’s paper Form 300. In the FDSR system Online Help, we also refer to Statements of Account, as SoAs, Form 300, and Records.

Transfer a data file containing information for multiple Statements of Account to the FDSR system.