G-FINDER Survey Tutorial




I. Before you start


display of log-in information and contact helpdesk if problems hyperlinked to the contact us page

tips and information on accessing new data Continuing grants: If you have grants from previous years that are ongoing (‘continuing grants’) you can select, edit and upload these once you begin the survey. Multiple financial tables: If you have multiple financial tables, before starting data entry, group your data to match your financial tables (e.g. grants for funds disbursed, grants for funds received collated together). It is easiest to enter one financial table at a time. For example, if you both give and receive funds, divide your data into these two categories. Sort grants by disease (focus area): It will make it much quicker to enter data if you have sorted your data at grant level by disease (focus area) with all products for that disease so that you do not need to swap between categories.


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II. No data to report this year


display to select no data to report which appears in a separate button, noting that organisations should only select this if certain that there is no data to report. If unsure, contact the helpdesk.


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III. Financial tables

 

displays the financial tables to show that if you have a previous grant that can be re-used if in the scope and continuing for the next financial year.


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IV. Product development partnership(PDP)

 

If you're a PDP or intermediary, the first financial table you see will be a table to record the funding you received from others. You will now need to go through the 3-step process to enter grants you received. If your organisation also gives funding to other organisations and/or incurs internal R& D expenses (e.g. staff directly involved in R&D projects, or internal product development facilities), you will also need to enter data in the relevant tables


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V. Continuing grants from the previous year

 

displays information for continuing grants including options for upload.


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VI. Continuing Grants: Editing

 

displays information for continuing grants including options for upload Editing the grants that you want to include this year (if you want them to be changed or updated) can be done by selecting grants with the ‘Edit’ button. You can edit multiple grants at a time. Only grants that match the G-FINDER scope can be selected.


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VII. Continuing Grants: Uploading

 


displays


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VIII. Adding a new organisation

displays information on adding organisations


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IX. Check your data

screenshot of check my data tab

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X. Completing the survey(one financial table)


How to submit your data when you only have one table


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XI. Completing the survey (multiple financial tables)


 Some organisations will have more than one R&D role: for instance, they may not only provide but also receive funding, and will therefore need to complete more than one financial table. When you've finished entering ALL data for your first table, you can move to your next financial table Click the 'Continue to next table' button at the bottom of your screen, complete each financial table one at a time

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XII. Troubleshooting

if you receive an error message, you may need to change internet settings, by clicking on internet explorer, tools, security and then select a zone, with custom level miscellaneous, allow it to enable display mixed content



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XIII. Example



Entering new financial data



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We select ‘Tuberculosis' in 'Step 1 - Focus', then 'Continue'IMPORTANT: If you do not know what disease your grant funding was allocated to, select ‘Can not be allocated to one disease’. If you’re still not sure what to select, please contact the G-FINDER helpdesk.  If you select this option you will not need to complete ‘Step 2 – Product’ or ‘Step 3 – R&D Area’. Instead it will take you to an active row to enter grant data



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We select 'drugs' in 'Step 2 - Product', then 'Continue' in Example 1b



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We select 'Discovery and preclinical' in 'Step 3 - R&D Area', then 'Continue' in Example 1c



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After entering the three steps, the financial table is now live, ready for the first entry. In the description column, the focus (tuberculosis) > product (drugs) > and R&D area (discovery and preclinical) appear at the left of the first data entry row. We enter details of our grant, including recipient organisation, description, amount and 'Save' in example 1d



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We select 'New entry (same selection)' to enter our next grant for tuberculosis drug discovery. When entering details about the grant in the description, we can enter as much information as we like. Note that columns marked * are compulsory in example 1e



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We finish entering ALL of our tuberculosis drug discovery and preclinical grants. Now we move to the next R&D area that we fund, still with the focus of tuberculosis. We select ‘Change R&D area’ for example 1f



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In the tab it shows our existing selection (‘tuberculosis > drugs’) For Step 3 – R&D Area we now choose ‘clinical development’ and select ‘Continue’ in example 1g



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Our new selection 'Tuberculosis > Drugs > Clinical development' will now appear as a blank row below previous entries in the financial table. We enter the grant details and select 'Save'. We continue the process until all tuberculosis drug data has been entered in example 1h



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Moving to a new product
Once we have finished entering tuberculosis drug data, we select a new tuberculosis product area. In our example, we choose to enter tuberculosis preventive vaccine investments, starting with clinical development grants We select 'Change Product' taking us to Step 2. Step 2 (product) we choose 'Vaccines (Preventive)' then 'Continue'. Step 3 (focus) we choose 'Clinical development' then 'Continue'. The new selection appears as a new blank row in the financial table Tuberculosis > Vaccines (Preventive) > Clinical development where we can now enter our tuberculosis preventive vaccine data in Example 1i



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Moving to a new disease. As we fund both tuberculosis and leprosy R&D, when we have finished entering all tuberculosis data, we enter our leprosy R&D funding. We select 'Change disease' to take us to step 1. For Step 1 (focus) we select 'Leprosy' and 'Continue' For Step 2 (product) we select 'Drugs' and 'Continue' For Step 3 (R&D area) we select 'Clinical development' then 'Continue'We enter leprosy drug data in the new blank row ‘Leprosy > Drugs > Clinical development’ TIP:  We enter all data for leprosy drugs, before changing to a new leprosy product (for example, leprosy diagnostics). Then we enter all data for leprosy diagnostics, followed by any other leprosy products, before changing the disease. In example 1j



Top In example 1k While entering data, we use the ‘Save’ button to save changes. To temporarily stop data entry, we use the 'Exit and return to survey later' button. WE DO NOT select 'Submit' after finishing data entry for individual products or disease areas or financial tables. WE ONLY select 'Submit' when there is no more data to enter, in any of the financial tables (or disease/product areas) because once we 'Submit‘ we are unable to re-enter the survey



Resources visit www.policycuresresearch.org for the final report



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