Research Pathways and SPI Questions
Purpose and Scope
The UTRGV Research Pathways and SPI Questions Report dashboard consolidates and visualizes data from proposal submissions, tracking research pathways, compliance (SPI questions), and proposal statuses. It provides insights into submission patterns, funding distribution, sponsor engagement, and compliance completion to support informed decision-making for research administration.
Data Sources and Structure
The dashboard pulls data from the ARGO system, which manages proposal submissions at UTRGV. It organizes information by research pathways, sponsors, fiscal years, departments, and compliance responses. The data is structured to allow drill-downs and filtering by various dimensions like proposal ID, stage, and pathway.
Key Metrics and Visualizations
- Total Proposals, Researchers, and Funding: KPIs showing overall research activity.
- Tables and Charts: Visual breakdowns by pathways, sponsors, and compliance responses, with interactive elements highlighting incomplete submissions and missing data.
- Compliance Status: Visuals monitor proposal compliance based on SPI questions and completion status.
User Manual: Research Pathways & SPI Questions
Filters and Slicers:
- Submission FY: Filters the data by fiscal year of the proposal submission.
- Proposal ID: Allows users to filter by specific proposal IDs.
- Proposal Stage: Filters by the stage of the proposal (e.g., Submitted).
- Research Pathways: Allows filtering based on the research focus area of the proposals.
- College/School/VP Unit, Department, Employee: Filters proposals by the specific organizational unit or individual.
Key Performance Indicators (KPIs):
- Total Proposals: Displays the total number of proposals submitted.
- Total Requested $: Shows the total requested funding across all proposals.
- # of Researchers: Displays the total number of researchers involved in the proposals.
- %: The percentage breakdown of researchers across different research pathways.
Cards:
- No specific cards are present on this page.
Visuals:
- Research Pathways Table: Summarizes proposals, total requested funding, number of researchers, and percentage allocation across various research pathways.
- Proposal Details: Lists specific proposals, Principal Investigators (PIs), and the research pathways associated with each.
- College/School/VP Unit Summary: Displays proposals categorized by college, showing the number of proposals per research pathway.
Overall Functionality: This page provides a summary of research pathways, allowing users to filter by various dimensions to see the distribution of proposals and funding across different pathways and organizational units. It gives a comprehensive view of the research activities and the financial requests associated with them.
Filters and Slicers:
- Submission FY: Filters the data by fiscal year.
- Proposal ID: Filters specific proposals by ID.
- Proposal Stage: Allows filtering by the proposal's status.
- Research Pathways: Filters data by the selected research pathways.
- College/School/VP Unit, Department, Employee: Filters based on organizational units or employees.
- Sponsor: Filters data by the proposal's sponsor.
Key Performance Indicators (KPIs):
- Total Proposals by Sponsor: Shows the total number of proposals categorized by sponsor.
Cards:
- No specific cards are present on this page.
Visuals:
- Sponsor Research Pathways Table: Displays the number of proposals submitted per sponsor, categorized by research pathways.
Overall Functionality: This page helps users identify which sponsors are most active in funding specific research pathways. Users can filter by various parameters to see which pathways are popular among different sponsors, helping in sponsor engagement strategies.
Filters and Slicers:
- Submission FY: Filters by fiscal year.
- Proposal ID: Allows filtering by proposal ID.
- Proposal Stage: Filters by the stage of the proposal.
- Research Pathways: Filters by the research pathways of interest.
- College/School/VP Unit, Department, Employee: Filters by organizational unit or specific employees.
- Sponsor: Filters by sponsor.
Key Performance Indicators (KPIs):
- None explicitly displayed.
Cards:
- None explicitly displayed.
Visuals:
- Submissions Table: Displays proposals, sponsors, proposal stages, and the pathways they fall into. Each column represents a research pathway, and color coding (green for present, red for missing responses) indicates which pathways the proposal includes.
Overall Functionality: This page provides an overview of proposal submissions, showing details about each proposal, including sponsors, researchers, and which research pathways they cover. It helps users quickly identify if there are missing or incomplete responses for any pathways.
Filters and Slicers:
- Submission FY: Filters proposals by the fiscal year.
- Proposal ID: Filters proposals by ID.
- Proposal Stage: Filters by the proposal's status.
- Section, Argo Page, Questions Category: Allows filtering by specific sections, pages in the Argo system, and categories of questions.
- Question: Filters by specific SPI questions.
Key Performance Indicators (KPIs):
- Sections Require Completion: Displays which section is required to complete for selected proposals
- Proposals with Incomplete Questions: Shows the count of proposals missing responses.
Cards:
- Proposal Completion Status: Indicates the status of each proposal in terms of completion, showing PIs and Pre-Award Coordinators.
- Email Sent Status: Displays whether email notifications were sent for incomplete compliance requirements.
Visuals:
- SPI Questions Table: Lists compliance questions categorized by topic (e.g., COI Disclosure, Export Control). It shows the number of responses (Yes/No) and identifies those missing.
- Proposal Questions Completion Status: Highlights which proposals are incomplete, showing PI and pre-award coordinator details.
- Email Status Table: Displays which proposals have had compliance notifications sent.
Overall Functionality: This page focuses on monitoring and managing SPI Yes/No questions, helping users track compliance issues and response rates across proposals. It allows users to identify incomplete sections and ensure appropriate follow-up actions.
Filters and Slicers:
- Submission FY: Filters by fiscal year.
- Proposal ID: Filters by proposal ID.
- Proposal Stage: Filters by the stage of the proposal.
- Section, Argo Page, Questions Category: Filters by specific sections or pages.
- Question: Filters by specific questions asked in proposals.
- Answer: Filters by the response provided.
- Research Pathways: Filters by the associated research pathways.
Key Performance Indicators (KPIs):
- Total Proposals: Displays the count of total proposals in the system.
Cards:
- None explicitly displayed.
Visuals:
- Proposal Details Table: Shows a detailed list of all proposals, including proposal ID, submission stage, PI, total funding requested, and associated research pathways.
- Question Details Table: Provides information on each question answered, including proposal ID, answer, and section.
- Employee and Department Information: Displays the employee’s role, department, and organizational unit associated with each proposal.
Overall Functionality: This tab provides a comprehensive view of all proposal details, allowing users to drill down into specifics, such as which questions were asked and answered for each proposal. It is a detailed reference for understanding the status and completeness of all proposals in the system.
Access and Support
Access to the dashboard is restricted to authorized personnel, including PIs, department administrators, and financial leads who manage sponsored projects. Users can log in through the institution's secure login system to access the dashboard.
For technical support or inquiries related to the dashboard:
- Contact Information: Users can reach out to the ResearchIT support team at ResearchIT@utrgv.edu for assistance with access, data issues, or other technical difficulties.
- Training and Resources: Training sessions and user guides are available upon request to help users navigate the dashboard and utilize its features effectively.
If you have any additional questions or need further support, please contact researchIT@utrgv.edu for further assistance.