AMS Reporting for Business Officers

Funded Research Digest (FReD): Due Dates and Deliverables

A new section has been added to the Funded Research Digest (FReD) to track the key due dates and deliverables related to a research fund. Further details and an annotated sample FReD.

Research Funds Summary Report

The Research Funds Summary Report (RFSR) is a comprehensive Administrative Management System (AMS) report providing a real-time overview of every detail of a unit’s research funding. The report combines data contained in both the FIS and RIS modules, and links directly to a number of other commonly used reports. The expansive scope of the RFSR eliminates the need to run multiple smaller reports, and makes it the essential research funding reporting tool.

The RFSR will answer these questions and more:

  • How many active research funds are currently in my unit?
  • What is the current balance of each of those funds?
  • When does each of those funds end? Which ones end soon?
  • Do I have any existing or potential revenue deficits/surpluses?
  • Who are the Funding Officers and Accountants on each award?

More information: User Guide – Research Fund Summary Report

Status of PI Monthly Report Review by PI (ZFTR101)

This report in AMS provides business officers with a simple and accurate way to verify which researchers are reviewing their monthly statements via My Research On-Line (MROL). It shows the specific accounts and periods that have been reviewed over the grant year. For more information about this report, please click here

My Research On Line (MROL)

My Research On Line (MROL) is an on-line service open to all researchers at the University of Toronto as well as their administrative support staff. It enables users to see information on Funded Research Digests (FREDs), ethics reviews, and research funds. UofT Librarians can use this service to view the status of their PERA accounts.

MROL access for business officers is included in the RIS Business Officer Role in AMS. If you can display a FReD in RIS, you have access to MROL! This role provides visibility to everything the PI sees on MROL except for the Ethics protocol information.

To request the RIS Business Officer role, please submit the AMS divisional access form:
https://easi.its.utoronto.ca/access/ams-system-forms/

  • How can I tell if a PI has an MROL account set up?
    Please see next question.
  • How do I see a PI’s reports on MROL with business officer access?
    Log into MROL at http://aws.utoronto.ca/services/my-research-on-line-mrol/

    1. Click on “$ Accounts”.

      PI-Report-1

    2. Type in a PI’s AMS ID and click on the Submit button.

      PI-Report-2

    3. This will take you to the Overview of Research Funding report on which you will see the overall status of PI’s active research funds as well as the balance of their Fund Centre. If a PI doesn’t have an MROL account, the following message will appear on the screen: The PI is not authorized to display any cfc records.

  • How do I look up my PI’s AMS userid?
    Click here for instructions on how to look up a userID in AMS.
  • How do I request an MROL account for a Principal Investigator or for a Project Manager?
    Principal Investigator Access
    This role is intended for UofT faculty and librarians with their own Fund Centre account in AMS. The MROL reports provide information on research funding applications and awards, ethics protocols, and financial details in research fund(s) and PI FC(s). An on-line tracking button is available for researchers to mark expense details as reviewed in their research Fund(s). To request an MROL account for a PI please submit the Divisional AMS access form: https://easi.its.utoronto.ca/access/ams-system-forms/

    Project Manager Access

    This role is intended for UofT administrative staff who do not have AMS access to the Fund Centers of PIs in their department (e.g. research assistant). It provides visibility to everything the PI sees on MROL except for the Ethics protocol information. Please note that in order for the Project Manager (PM) to be able to see a PI’s reports on MROL, the PI must already have an MROL account. To request an MROL account for a PM please submit the Divisional AMS access form:
    https://easi.its.utoronto.ca/access/ams-system-forms/

  • How do I add/delete a Fund Centre on MROL?
    MROL provides visibility to financial activity on Fund Centre(s) assigned individually to a PI’s MROL account (i.e. not based on FC hierarchy). To update the list of Fund Centre(s) linked to a PI’s account, please submit the Divisional AMS access form: https://easi.its.utoronto.ca/access/ams-system-forms/

  • What is the user ID and password for MROL?
    We are in the process of moving MROL into the My Research service (with MRA and MRAP) so that users can access all their on-line reports within one system.

    PIs should now access MROL from within My Research (same system in which they submit an MRA) using their UTORid and password (same credentials as for accessing Blackboard Portal) http://aws.utoronto.ca/services/my-research-mr/

    Librarians, BOs and PM should still use their AMS user name and password to access MROL directly at http://aws.utoronto.ca/services/my-research-on-line-mrol/

RIS Tutorials

This documentation assumes that you are already familiar with the general functionality of the AMS interface, i.e., that you know how to use matchcodes and pick lists.

Overall Help Files

Download this package of Overall Help and Support

Instructions and reference include: Data Content of RIS; RIS Glossary of Terms; View FReD in Browser or Export to Excel; The Pro-Rated Option.

RIS Award Reports

Download this RIS Award Reports Tutorial

Tips and instructions include Awards by Administration Site; Awards by Faculty/Department; Awards by Location; Awards by Sponsor; Co-PI’s by Faculty/Department; Co-PI Report; FReD Batch Report; Grant End Date; Researcher by Expertise; Sponsor List.

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