# data[].attributes.body
UNMC has monthly reporting to RSO - current pain point to match up figures per project. need to synchronise

Fields: contracts signed, year on year, meetings with clients, drop outs

Fields: company names, client, client status (e.g. finalising contract), researcher names to follow up with, contact person details, BEIS contact,

BEIS specific data: Date of first contact, engagement for first date

Financial status to monitor spending - difficult at the moment

Still prefer face-to-face meetings as well for both clients and researchers

project management report - when researchers are due to have monthly update , expectations on deadlines - e.g. prompts for researchers for info

SOPs - set timelines / consultancy. suggestion on checklist to gateway check

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Finance Reporting - currently limited access, only academics who are research active have access, and RSO, deans

Role:Manager

Type: Monthly grant expenses

Report Name: TechOne

Purpose: to determine all the grants expenses

RSO Reporting

1. MSC/MDEC Reporting - strategic

financial, HR data, grant and patent info

Role:Manager

Type: Quaterly

Report Name: MSC/MDEC/MOE Reporting - strategic

Purpose: requirement for all MSC status company

2. MASTIC -MOSTI report

Role: RSO/Finance/HR/Faculty

Type: Annual

Report Name: MASTIC-MOSTI Survey

Purpose: National Reporting system

3. MyRA Reporting - currently not centralised, need to be collated every 6 months, need specific template; auditing purposes

Role:RSO/Finance/HR/Faculty, library, registry, FASS

Type: Biannually

e.g. recording on equipment purchase, account code, status will change to faculty asset - engineering has a good recording system; currently hard to track as over a period of time, the equipment has not been captured as part of code

Report Name:

e-MyRA (Research Grant, Expenditure Report, Award, Consultancy Fees)

Purpose: Research University Ranking System

4. Progress Report for MOE & MOSTI

Role:RSO/Finance/Academics

Type: Biannually

Report Name:
Progress Report for MOE & MOSTI
Purpose : Grant monitoring reporting level

5. End Report for MOE & MOSTI

Role:RSO/Finance/Academics

Type: Progressively

Report Name:
End Report for MOE & MOSTI
Purpose : Grant closing reporting level

6. CFFRC (scholarship for phd students on period of 3 years) Report - own entity but involved UNMC and admin (UNMC get a share by invoice for CFFTC to issue back)

Role:RSO/CFFRC/RTAD (eq grad school)

Type: Stipend Reporting

Report Name:
CFFRC Scholarship / MyPhD Update Report
Purpose : To update on students status/visa

support for early career researchers - need to check with UK

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Faculty Manager/purchaser - Overview of grant details (expenses, status of grants, grant holders) within Faculty

Faculty purchaser - funding to be linked with T1 system (amount spend and amount committed)

Faculty Finance Manager

Report on All research grant status within Faculty

Purpose to see overspent by individual, overcharges, check against all researchers/academics within faculty

Search of data criteria, By:

Grant holders name, status (active/inactive), funding bodies (what grants are under each funder), breakdown of spending, start/end date, currency reporting

frequency to be accessible at any time/ adhoc

Currently report data need to be double checked and reviewed with finance managers and in meetings before generation .

School level inidividual researcher - new report but currently need checking with finance

grant financial report

purpose - access to detailed spending breakdown, e.g. overall balance for each grant

fields: funding body, start/end date

freq: anytime

only for individual researcher

school level research management

summary of research portfolio by school

research grants within school, successful, unsuccessful, success rates, status (e.g. in progress), reason for unsuccessful (for faculty/school meetings go through breakdowns of grants, currently not recorded, will be useful)

name of researcher, funding bodies, start/end date of successful ones, collaborators, level (internal, external, national, international), how many are in progress that are successful

~ twice a year

head of school

currently only on PDPR

# data[].attributes.body
1.Role: Faculty Research Administrator

Report Purposes: MyRA reporting, PGR student progression report, Annual Review report to be submitted to UK.

Fields for MyRA: Researcher profile, PGR student profile, publications, impact factors, awards, IP, staff training & development, student training & development, memberships in professional bodies, grants and funding, student exchanges with other institutions, staff research collaborations with other institutions, gifts.

2. Role: Faculty Procurement & Finance

Report purposes: Funding available to be linked to budget, funding spent, funding balances, spending authorisation. Research account code reversals when there are mistakes (reconciliation with Finance). Internal back charging report. Research Staff Away Days. Conference event organising. Dean's Undergraduate Research Scheme.

3. Role: Faculty Research Administrator and Faculty Procurement Officer

Report: Conference travelling monitoring, tracking and accounting

Fields: Approved amount, the source of funding, compiling the breakdown of costs, to administrate and account for advance cash requested.

4. Faculty Research Administrator

Report: External Examiners

Processes/Fields: CV and profile, honorarium to be paid, other incurred expenses to be tracked and paid, preparation for examiner travel, preparation for the viva, reporting on the outcome of viva.

5. Faculty Research Administrator and UNMC Finance Office

Report purpose: Scholarships and sponsorships

# data[].attributes.body
Role : Administrators/Faculty Managers

Type : Strategic report (purposes - audit/MyRA/Accreditation)

Report names : All Grants under FASS (internal/external), All PGR Students report

Purpose : Budgeting/Auditing

Currently collated from research administrator and manager, and internal database

Fields: Status, Internal/External, Who is the funder, duration, specialisation, by school, intake, PT/FT, expected completion date, whether funded by faculty, external examiners

Financial report of grant by grant holder (currently not available)

to keep track things spent

- currently adhoc as of when, used for budgeting and auditing

# data[].attributes.headline
1. UK workshop playback - top 3 reports by role, including Strategic Reports such as for funding body and management

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1. UK workshop playback - top 3 reports by role, including Strategic Reports such as for funding body and management

# data[].attributes.body
Use UK findings as reference. Discuss any differences or additional reporting requirements

Please note down:

- Role, Report Name, Report Type/Purpose, Audience, Frequency, Fields, Current Data Sources