Remember! There is no separate Submit function in the FDSR system.
A Statement of Account record is considered to be Submitted to the relevant granting agency when it is approved online in the FDSR system by the Business Officer.
You can approve an SoA record at any time. How you approve a record depends on whether the researcher has approved the SoA online or on paper.
On the Data Management page, find the name of the researcher whose record you want to approve.
If the Ap. Res. (Approved by researcher) column shows the value Yes, the researcher has approved the SoA online.
In this case, select the checkbox in the Ap. BO (Approved by BO) column to add Business Officer approval.
If the Ap. Res. column shows the value No, the research has either not yet approved, or approved on paper.
In this case, select the checkbox in the Ap. Bo/Res. (Approved by BO for researcher) column to add Business Officer approval on behalf of the researcher.
Select the checkbox in the Ap. NA column to add Network Administrator approval.
If researchers at your institution approve their SoAs on paper and you approve the SoAs in the FDSR system on behalf of your institution’s researchers, DO NOT send the researcher-signed approved paper SoAs to the granting agencies. Keep the paper documents as evidence of the researchers’ approval.
The granting agency will have researcher approval through the online approval of the BO on behalf of the researchers.
Select Save to register the approval in the FDSR system.