Reporting tasks

As from 2017 the administrating organisations are required to submit certain reports in Prisma.

For more information of each funding body: Formas External link., Forte External link. and the Swedish Research Council External link..

If you are a reporting officer in Prisma, you provide information and register the financial report. The project leader must review and approve the financial report before it is submitted to the funding body. You will receive an e-mail when the funding body has registered the financial report.

The scientific report is submitted by the project leader.

Financial report

Write a financial report

All the users who are responsible for reporting in Prisma, can perform the report tasks.

If you are a reporting officer, you will receive an e-mail when the reporting period starts.

1. Log in to your Prisma account.
2. Click on the tab ORGANISATION TASKS (A).
3. Click on Report (B).
4. Click on Open (C) on the row of the grant.
5. Click on Edit (D) to enter information.
6. Click on Save (E) and close the browser tab.

You can edit the financial report as long as you have not registered it.

Register a financial report

If mandatory information is missing, you cannot register the financial report.

Follow the instructions 1 - 4 in Write a financial report.

1. Click on REGISTER (A).
2. Click on the link and enter any missing mandatory information (B).
3. Tick the checkbox I certify that the information provided is correct (C).
4. Click on Register (D).
5. Click on OK in the message box (E).
6. Click on OK (F).

When you register the task, it disappears from the list of reporting tasks, and the project leader receives an e-mail and a message in Prisma.

Learn more on how the project leader approves or declines the financial report in Grant - Reporting.

Edit and re-register a financial report

The project leader must approve the financial report before it is submitted to the funding body.

When the project leader declines the financial report

• The project leader cannot edit the financial report, but they can decline and suggest changes to the reporting officer.
• The project leader sends in suggested changes. Every reporting officer who has access to the reporting folder in Prisma, will be able to read the message.
• Prisma unlocks the financial report for editing.
• The report officer re-registers the financial report when the information is correct.
• Prisma forwards the financial report to the project leader before it is submitted to the funding body.

When the funding body demands further information

• Every reporting officer who has access to the reporting folder in Prisma, will be able to read the message from the funding body. The project leader will also receive the message from the funding body.
• Prisma unlocks the financial report for editing.
  
• The report officer re-registers the financial report when the information is complete.
• Prisma forwards the financial report to the project leader before it is submitted to the funding body.
  

Scientific report

The project leader of the awarded grant writes and registers the scientific report. The scientific report is submitted directly to the funding body.

Learn more on how the project leader writes and registers the scientific report in Grant - Reporting.