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Compliance Guide Using the CSDR-SR.

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Presentation on theme: "Compliance Guide Using the CSDR-SR."— Presentation transcript:

1 Compliance Guide Using the CSDR-SR

2 Compliance Guide Directory
CADE Training Compliance Guide Directory Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports Select CSDR Compliance from the My CSDR menu Select CSDR Compliance Dashboard

3 Compliance Guide Directory
CADE Training Compliance Guide Directory Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports Enter the Program Name or use the drop down menus and then select Filter Select the desired program from the list and select Choose Program

4 Compliance Guide Directory CADE Training 1
Current Rating and Date Updated 4 All Outstanding CSDR Issues 2 POC Information 5 Most Recent Compliance Assessment Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports 3 Compliance Ratings Over Time 1 5 2 3 4

5 Compliance Guide Directory CADE Training
CSDR Compliance Summary tab shows all outstanding CSDR issues in expandable panes for a detailed view Date Chance Requests can be made in this tab Or export the CSDR Compliance Summary to excel Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports

6 Compliance Guide Directory CADE Training
View Assessments tab allows you to view all historical assessments for the program Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports

7 Compliance Guide Directory CADE Training
CSDR Submissions tab allows you to view all CSDR submissions View pending date change requests or make requests from this column Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports

8 Compliance Guide Directory CADE Training
CSDR Plans tab allows you to view all CSDR plans for the program Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports

9 Compliance Guide Directory CADE Training
Collaborators tab allows you to view all collaborators on the program and view there contact information through the person icon Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports

10 Compliance Guide Directory CADE Training
Collaborators tab allows you to send out the compliance assessment to all relevant collaborators using the checkboxes Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports

11 Compliance Guide Directory CADE Training
Current Compliance Criteria can be viewed using the Current Compliance Rating Criteria link Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports

12 Compliance Guide Directory CADE Training
Export Compliance Assessments allows you to export the assessment for all programs or a specified group using drop down menus Requesting Contract Access Obtaining an Account Generating CSDR Reports with cPet Submitting Cost Reports Viewing Cost Reports


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