To use Researchfish, you will need to accept an administrator invitation (this could be from an existing account holder for your organisation or from a Researchfish member of staff). You will then have access to various tools.
 

Clicking each data label expands further information allowing you to drill down to more specific details. For example, in the PI section, there is also a Last Accessed section which informs you of the last time the PI accessed their award in Researchfish. If any awards are in a submission period, they will also be colour-coded based on their submission status:

Awards allows you to locate specific awards. You can search by award reference, award title, funder, or award holder name.

Information on each award is displayed in columns, such as award holder details, funding start and end date, etc. You can use the Change Columns button to determine which columns are enabled.

Searching for an Award

You can search for awards by specific variables. There are multiple ways to consider. Once found, this is where you are able to manage your awards. Short descriptions of each search field are listed below.

• Award(s): Search by award ID or award title.
• Funder: Search for awards based on the Funding Organisation.
• Researcher or Primary Investigator (PI): Search by name of the award holder.

Underneath the three default fields, you also have the option to Add search term...
 

You can enter multiple research criteria at once.

• Award Type: [Capital/Infrastructure, Fellowship, Research Grant, Studentship, Travel, Other]
• Discipline: [Arts &Humanities/Generic/Life Sciences/Physical Sciences/Social]
• Submission Status > Submitted/Not Submitted
• Never Accessed
• Date added to Researchfish > Select Dates

Tip: Not found your awards? Check with the funding organisation that they have enabled ‘Data Sharing’.

 

Administrator Level (RO Full):

• Category: This allows you to search for awards that you have assigned to specific categories.
• Reporting Node: Search for award based on assigned node
• Response Codes

What are Response Codes?

Response codes are a status or code of an award, determined by the funder to specify the requirements for each award submission expectation.

 

Research Organisations can refer to these to follow up with their award holders.

1	A submission is expected this year.
2	No submission is expected this year. The award holder has a one-year exemption as a result of long-term leave e.g. illness, maternity/paternity, etc.
3	No further submissions are expected against this award – the award holder is retired/no longer active in research and/or the grant ended more than five years ago.
4	The award holder is expected to make a submission, but is no longer at your organisation. This award does not contribute to your organisation’s compliance statistics and you are not expected to follow up with them.
5	Submission is optional/non-mandatory.

 

 

Free Text Search

Above the table of awards, on the right side of the page, there is a search box to insert free text if you want to further narrow your search, for example, to show all awards that display the word ‘computer’ type this in the search box and all relevant awards with this keyword will display.
 

 

 

Administrator Level (RO Full) - Bulk Updating & Editing Awards

You can bulk update your awards and assign them categories or nodes in one go. (see settings to create categories or nodes). You can also download the Data report documents.

1. Run a search for the awards you want to assign the category/node to (or download).
2. Use the checkboxes on the left or use the Select All checkbox at the top of the list 
3. Scroll down to the bottom of the page and select the Choose Action drop-down menu. Select the desired action from the drop-down (e.g. ‘Alter Category’ > [Category name] > ‘Save.’)
    

 

 

User Accounts allow you to send administrator invitations to other people you wish to assist you in overseeing your organisation on Researchfish. Add New Users by selecting ‘Add a New Administrator,’ to allow them an insight into n your organisation.

• Full Access - This role grants full access to the system - read and write data. Full-access users can amend the permission roles of other users, create more users or delete old ones.
• Non-admin access - This role grants only read-only access, and the recipient cannot edit award data such as categories or nodes
• Upload Access - In order to use the Eval Data Uploader, you will need to be an RO Admin with ‘Upload’ access.
• Content management - This role enables the user to edit the details that appear for your organisation on the Our Members page
• API Access - The API User role must be selected if users wish to access Researchfish data using the Application Programming Interface (API).

This page allows you to include your organisation details such as your Primary/Web Contact Details which allows other members of the Researchfish community to contact you (such as other ROs or Funders.) You can upload your organisation logo to be displayed in areas where your details are displayed. You can also provide any organisation details and your website.

This enables you to add and edit categories that are used to filter/group together specific awards. To add a category:

1. Select ‘Add New Category’
2. Enter the name, type of category (e.g. select one value, select multiple values), and the names of the values.
3. Choose to save the category or save and add awards (where you will be redirected to the awards tab). (See “Awards” on how to bulk apply your Categories).

A Reporting Node allows a department administrator access to e-Val, but they can only see awards within a specific node. Nodes, or Reporting Nodes, allow a particular section or department of an organisation to be able to view and report on only the awards that are relevant to them, as opposed to viewing the data for the entire organisation. Nodes are created by the 'Add a new node' button. Create your Node name, and fill out the details of the Node admin. They will then receive access to any particular awards that have been assigned to that Node.

Select the Outcome type of the activity and the date range you want to view:

Reports make it easy to gain insights into the information reported in Researchfish. Clicking on any of the output-type sections will generate a report based on your organisation’s information. You will be able to add a comparator, export the raw data, and export a Word document of the report, or all reports in a combined document after clicking on a section. The full report or selected sections can be downloaded to a Word Doc (DOCX) or Excel (XLSX).

The Exports feature of e-Val allows you to Export the raw data collected by your award holders. You can create an Export using any of the Common Outcomes in use by your organisation, as well as selecting to view LiveData. All Exports are constructed using the .CSV file format and will show on the My Downloads page.

To view other members of the Researchfish community, navigate to the Our Community page where you will also be able to see when other submission periods are taking place. Our largest ‘multi-funder submission period’ takes place from the beginning of February through to the middle of March. This includes UKRI, CRUL, BHF, NIHR, and many more.