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Add Items to Cycles

You can create a new Cycle for managing items or add items to an existing Cycle. When you create a new Cycle for an item, the system will populate the Cycle’s details with values based on that item.

When you create a child action of an item already in a cycle, the system automatically adds the new child item to the parent’s cycle. For example, when you create a funding action from within an application, the system automatically includes that child funding action in the parent application’s cycle.

For more information on parent/child relationships in SPAERC, see the section on Items & Relationships.

To create a new cycle for an item

  1. From the open item, click the Cycle Details tab.
  2. In the pop-up window, click Create new cycle and attach [item type]. This will take you to the Cycle Detail page, with the basic fields such as the PI, sponsor, and short title filled in based on the information specified in the item.
  3. Click Save & Close this Cycle.

To add an item to an existing Cycle

There are two ways to add an item to an existing Cycle: from the open item or from within the Cycle.

From the open item

Note: when starting from the open item, you will need identifying information to search for the Cycle from the open item.

  1. From the open item, click the Cycle Details tab.
  2. In the Pop-up window that opens, click Search for an existing cycle to attach.
  3. In the Cycle Search window, enter the appropriate details for your search and click Search.  Note: to erase the search terms you entered, click Reset; to cancel the Cycle association, click Cancel.
  4. Locate the Cycle you want, and click Relate on the right-hand column to add the item to the Cycle. The Cycle Detail page for that Cycle will display.

From within the Cycle

  1. Click on the Relationships – Add to Cycle link.
  2. Select the item type (Applications or Admin Actions) from the drop-down menu. A set of search criteria will appear based on the item type.
  3. Enter the appropriate details for your search and click Search.  Note: to erase the search terms you entered, click Reset; to cancel the item search, click Cancel.
  4. Locate the item you want to add and click Add to Cycle at the far right of the item. Any child items will also move to the new cycle.

If the item you are adding is currently in another cycle, the Cycle Overwrite page will display. Click Confirm Overwrite to complete the process.