Sponsor Hierarchy

 

The Sponsor Hierarchy maintenance document is used to establish and maintain hierarchical listings of Sponsors that are made available for display and selection in various areas of the system, including other e-docs.  KC tracks sponsors at the lowest level at which your institution interacts with them.  However, your institution can define in KC the relationships between individual sponsors.  

Sponsor Hierarchies are a key component for reporting.  For reporting, you may need to add together data for related sponsors.  Use Sponsor Hierarchy to roll-up two or more sponsors into a single group.

For example, a number of individual institutes make up the National Institute of Health (NIH).  Two of those institutes are the National Institute of Allergy & Infectious Disease and the National Institute on Aging.  NIH, along with other sponsors like the Center for Disease Control and the Food and Drug Administration, are part of the Department of Health and Human Services (DHHS).  KC tracks individual sponsored awards at the institute level, but for reporting purposes, you may need to report all NIH or all DHHS awards together.

 

KC provides these levels within a Sponsor Hierarchy:

 

Sponsor Hierarchy Rules:

•      You may put individual sponsors in a group and/or in a subgroup. 

•      A group can contain either subgroups or sponsors, but not both. 

•      You must have at least one group in a Sponsor Hierarchy.

•      You must have at least one sponsor or subgroup in each group. 

•      A subgroup must contain at least one sponsor.

•      You can only list a sponsor once in each Sponsor Hierarchy.  In other words, you cannot put the same sponsor in two groups or subgroups in the same Sponsor Hierarchy.

In the example described above, part of the sponsor hierarchy could look like this:

1.  DHHS (Sponsor Hierarchy)

a.  NIH (Group)

i. National Institute of Allergy & Infectious Disease (Sponsor)

ii.          National Institute on Aging (Sponsor)

b.  Center for Disease Control

c.  Food and Drug Administration

Each Sponsor Hierarchy must contain at least one group before you save it.

Document Layout

Figure 869 Sponsor Hierarchy Maintenance Document Example Layout

Sponsor Hierarchy Section

The Sponsor Hierarchy tabbed section allows you to create a new Sponsor Hierarchy, copy an existing one, or delete one.

Table 546 Sponsor Hierarchy Maintenance Document – Sponsor Hierarchy Section Field Descriptions

Field	Description
Sponsor Hierarchy	Figure 870 Sponsor Hierarchy Field List Option Examples Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.
New Sponsor Hierarchy Name	Required.  Type to enter a textual name for the sponsor hierarchy as it is commonly referred to.
	Click the create new button after you’ve entered text in the New Sponsor Hierarchy Name field.
	Click the copy button to copy a node.
	Click the delete button to delete a sponsor hierarchy.
Cancel	Click the cancel button to close the screen.

Examples

Figure 871 Sponsor Hierarchy Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 547 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Action Buttons	For more information, see  “Action Buttons” on page 81 in Selection, Entry and Action Tools.