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Info on training for Effort Coordinators

The following information was distributed recently to all campus Effort Coordinators. To be sure Coordinators have not been overlooked, the information is being repeated here. Please be reminded that your attendance is required.

Date: October 3, 2007
From: Chip Quade/UW Effort Project Team/Research and Sponsored Programs

Your dean’s office has identified you as an Effort Coordinator — a person who will work with faculty and staff as they certify their effort on sponsored projects with the new ECRT system. I’m writing to let you know about training sessions that are scheduled for the next few weeks. This email message explains the training program, and contains a link to the site where you can register for the training sessions.

BACKGROUND
Two major things are happening this year on the Effort Reporting front. First, the university is updating its policies. Second, we are retiring the paper-based PAR system and rolling out the Web-based Effort Certification and Reporting Technology (ECRT) system. On November 1, faculty and staff will start certifying their effort with ECRT. You have a role in processing their certifications. Also, faculty and staff will come to you with questions. The role of the Effort Coordinator is very different from that of the old PAR Coordinators.

ABOUT THE TRAINING PROGRAM
The complete training course consists of two sessions:

A. Effort Coordinator Training — This large-group session combines presentations, ECRT demonstration, and Q&A. It lasts three hours and
covers the following topics:
1. The basics of effort on sponsored projects
2. Important changes in business processes
3. Key ECRT concepts
4. ECRT demonstration:
a. What a researcher does –
* Certifying his/her own effort
* Certifying the effort for research project staff
b. What an effort coordinator does
* Processing the effort certifications
* Monitoring progress toward certification
* Following up after certification
* Assisting certifiers
5. Special circumstances and how to handle them
6. The responsibilities of an effort coordinator
7. Your next steps

B. Hands-On ECRT for Effort Coordinators — This small-group session will be held in a computer lab. You will have an opportunity to log in as a UW researcher to see what ECRT is like for the certifier. You will also be guided through the process of logging in as yourself and working with your ECRT screens. This session will last an hour and fifteen minutes. Before coming to the Hands-On session, you *** MUST ATTEND AN EFFORT COORDINATOR TRAINING SESSION ***. The training team cannot repeat the information from the EC Training session during the Hands-On session.

There will be many instructional materials at each session. Also, at the conclusion of Effort Coordinator Training you will receive the UW-Madison “Effort Coordinator’s Guide” — a comprehensive desk reference that explains your responsibilities, and how to carry them out, and how to work in the Web-based ECRT system.

HOW TO REGISTER
Follow this link to view a list of the sessions and their dates, times, and locations: http://www.ohrd.wisc.edu/reg/catalog_course.aspx?groupcoursekey=18418 From there you can log on with your UW-Madison NetID and register. You
can sort the list by session type or by date. (The sessions are also listed at the end of this message.)

There are five Effort Coordinator Training sessions. Once you attend one of these, you may attend any of the 15 Hands-On sessions. The schedule is roughly this: shortly following each Effort Coordinator Training session, we’ve scheduled three Hands-On sessions. Seating is limited and registration is on a first-come, first-served basis.

WHERE TO GO FOR MORE INFORMATION
The Effort Reporting page on the RSP Web site contains links to a lot of material: http://www.rsp.wisc.edu/effort

IF YOU HAVE QUESTIONS
* If you are unsure about why you are receiving this email message, please contact your dean’s office.
* If you have questions for the RSP Effort Team, please send them to effort@rsp.wisc.edu.

——————————
EFFORT COORDINATOR TRAINING
10/11/2007 – 1:00 PM to 4:00 PM, in Room 1106/1108 at 21 North Park
10/17/2007 – 9:00 AM to 12:00 PM, in Room 1106/1108 at 21 North Park
10/18/2007 – 8:30 AM to 11:30 AM, in 1111 Genetics/Biotech
10/23/2007 – 9:00 AM to 12:00 PM, in 1306 Health Sciences Learning Center
10/24/2007 – 9:00 AM to 12:00 PM, in 1025 Engineering Centers Building

HANDS-ON ECRT FOR EFFORT COORDINATORS
10/12/2007 – 9:00 AM to 10:15 AM, in Room 5041 at 21 North Park
10/12/2007 – 10:30 AM to 11:45 AM, in Room 5041 at 21 North Park
10/12/2007 – 1:00 PM to 2:15 PM, in Room 5041 at 21 North Park
10/17/2007 – 1:00 PM to 2:15 PM, in Room 5041 at 21 North Park
10/18/2007 – 9:00 AM to 10:15 AM, in Room 5041 at 21 North Park
10/18/2007 – 10:30 AM to 11:45 AM, in Room 5041 at 21 North Park
10/18/2007 – 1:15 PM to 2:30 PM, in Room 5041 at 21 North Park
10/19/2007 – 9:00 AM to 10:15 AM, in Room 5041 at 21 North Park
10/19/2007 – 10:30 AM to 11:45 AM, in Room 5041 at 21 North Park
10/23/2007 – 1:00 PM to 2:15 PM, in Room 2121, Health Sciences Learning Center
10/24/2007 – 8:30 AM to 9:45 AM, in Room 2121, Health Sciences Learning Center
10/24/2007 – 10:00 AM to 11:15 AM, in Room 2121, Health Sciences Learning Center
10/24/2007 – 1:15 PM to 2:30 PM, in Room 5041 at 21 North Park
10/25/2007 – 9:00 AM to 10:15 AM, in Room 5041 at 21 North Park
10/25/2007 – 10:30 AM to 11:45 AM, in Room 5041 at 21 North Park

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