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setting up a filing system Susan Burke 13 Jul 1998 07:05 EST

hi folks-
i have just started a new job in the school-level osr office at
gw.  the office is responsible for both pre- and post-award
activities.  in the past, the only structured filing system has
been for the post-award fiscal activities-primarily the requests
for payment, payroll actions, etc.  consequently, all the files
are arranged by university account number.

since i come from a pre-award background, i want to maintain
files that contain submission materials, award documents, and
post-award PAS-type actions.  AND, i want to file by PI name.

since i don't want to upset the accounting person's system, i've
been thinking about maintaining a dual system - one pre- and
post-award "documents" (by PI) and the other for accounting
purposes (by account #).

any suggestions, comments?

also (and i think we've talked about this before, just can't
remember when), can anyone recommend an off-the-shelf grants
accounting package suitable for the school-level office?  does
anyone have a home-grown pet they'd be willing to discuss?

thanks for your help....

susan

--
Susan Burke
Sponsored Programs Specialist
School of Engineering and Applied Science
The George Washington University
725 23rd Street NW, Suite 109
Washington, DC 20052
Telephone: 202/944-1805
Fax: 202/994-0092