Contracts and Grants Accounting

ERS TRAINING

Contracts and Grants Accounting home Award Setup Managing Award Finances Award Closeout Deficit Clearing Process Effort Reporting Training

Effort Reporting briefings

Principal Investigator Briefing (PDF)
Self-Certifier Briefing (PDF)


ERS online learning available through the UC Learning Center

Note: A CalNet ID is required to access these courses. 

  • Module 1: Welcome to ERS - How to Use the Controls and How to Login to the ERS System
  • Module 2: Introduction to ERS - Introduction to Effort Reporting, Policy, Roles, Reporting Schedules
  • Module 3: Setting Up Searches in ERS - Subscribe to a Principal Investigator's My Projects search, Creating a Search, Manage Saved Searches
  • Module 4Working with Effort Reports - The Effort Report List, the Review Process, Tolerance Threshold, How to Modify and Save an Effort Report
  • Module 5Other Effort Report Options - Cost Sharing, Adding a Sponsored Project, Multiple Certifications, Version Number of an Effort Report, Recertification Process, ERS Notifications
  • Module 6: The Effort Report Coordinator - ERC Departmental Management Responsibilities, ERC Campus Responsibilities, Notifications, Managing the Certification Process
  • Final QuizThis quiz must be successfully completed before access to the ERS system can be granted.

ERS Job Aids