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Funding Processes and Guidance

The following guidance was established to ensure compliance with funder terms and conditions; accurate and consistent recording of information in all systems and to ensure all parts of the PGR Funding Management process were completed efficiently and effectively with clear roles and responsibilities.

General information on sources of funding for postgraduate students can be found on the University's funding website.

Set up and activate activity code

The following documents provide information on the following;

  • The process for setting up PGR studentship Oracle Activity codes
  • The use of Oracle Activity codes
  • Roles and responsibilities in the process for setting up PGR studentship Oracle Activity codes
  • The different types of PGR studentships available
  • How to structure and manage a P code as a studentship

Process map

-          Set up and Activate Activity Code

-          Make an addition to an activity code/ request an amendment

 

Process Guidance

-          Activity Code Request Form PGR

-          Oracle Activity Coding of PGR Studentship Process Guidance

-          How to structure and manage a P code as a studentship

Approval of expenditure RTSG / Consumables

The following documents provides information on the following;

  • iProc and Key Travel expenditure
  • Expenditure on PR7 / PR4A / PR4Bs
  • Three monthly review of expenditure

iProc and Key Travel expenditure

Process map

-          Approval of expenditure RTSG / consumables – iProc and Key Travel

Process Guidance

-          iProc and Key Travel guidance

-          Sample text for email to student and supervisor

-          PGR Funding: Guide to funding eligibility and Terms and Conditions


Expenditure on PR7 / PR4A / PR4Bs

Process map

-          Approval of expenditure RTSG / consumables - PR7 (Expenses) / PR4 (Advance) and PR4B (Expenses with advance)

Process Guidance

-          Link to PR7PR4A and PR4B

-          Sample text for email to student and supervisor

-          PGR Funding: Guide to funding eligibility and Terms and Conditions


Three monthly review of expenditure

Process map

-          Review of Expenditure by Code Reviewer

 

-          PGR Funding: Guide to funding eligibility and Terms and Conditions

 

Change in Circumstances including Re-registration/ Progression

The following documents provide information on the following;

  • Managing interruptions
  • Managing extensions
  • Managing student discontinues / withdraws
  • Managing change in model of attendance
  • Managing progression
  • Funding eligibility and terms and conditions

Process maps

-          Change in Circumstances: Interruptions

-          Change in Circumstances: Extensions

-          Change in Circumstances: Student discontinues / withdraws

-          Change in Circumstances: Change in mode of attendance FT to PT, PT to FT

-          Change in Circumstances: Progression

Process Guidance

-          Campus Solutions Financial Award Processing: Guidelines and Good Practice for PGR Students

-          PGR Fee Guidance for Change in Student Circumstances

-          Checklist for managing implications of change in PGR student status

-          PGR Funding: Guide to funding eligibility and Terms and Conditions

-          Research Student Management Guide  

PGR Funding Management Glossary

There are a number of acronyms, abbreviations and specific terms associated with postgraduate research and funding. We have summarised the most common in the glossary.