Design a process to collect and use project-level fiscal contacts

[pbchase]

We need a process to collect and use project-level fiscal contacts.

Storage and Display

We could do this by extending the feature set of REDCap Project Ownership. We could add properties fiscal_name and fiscal_email in the project ownership code at redcap_entity_types()

Editing

We could make these fields editable by extending the functionality of buildOwnershipFieldset

Auditing

We should write a report that would run occasionally to solicit fiscal contact info for the projects that do not have it. Send these emails to the PI and the project team to solicit fiscal contact data.

Cleanup

Using email send logs to erase bad fiscal email addresses just as we do with other bad email addresses.

Using

• CC the fiscal contact on every email we send that is about pending or actual billing.
• Share the fiscal contact data with the CSBT so they can freely use it.