Features

• Funding Requests
  • Overview
  • Detail View
  • Creating a Funding Request
  • Reviewing Funding Requests
  • Managing Labels
  • Importing Funding Requests
• Funders (Funding Organizations)
  • Overview
  • Understanding Funders
  • Default Funders
  • Creating a Funding Organization
  • Editing a Funding Organization
  • Deleting a Funding Organization
  • Using Funders in Funding Requests
  • What’s next?
• Journals
  • Overview
  • Understanding Journals in CODA
  • Creating a Journal
  • Editing a Journal
  • Viewing Journal Details
  • Journal Blocklist
  • Using Journals in CODA
• Publishers
  • Overview
  • Understanding Publishers in CODA
  • Creating a Publisher
  • Editing a Publisher
  • Publisher Blocklist
  • Using Publishers in CODA
  • What’s Next?
• Blocklist
  • Overview
  • Understanding the Blocklist
  • Blocking Journals
  • Blocking Publishers
  • Viewing the Blocklist
  • Review System
  • Unblocking Journals and Publishers
  • Integration with Funding Requests
  • Block Reasons
• Invoices
  • Overview
  • Understanding Invoice Structure
  • Creating an Invoice
  • Assigning Funding Sources
  • Editing Invoices
  • Payment Tracking
  • Viewing Invoice Details
  • Importing Invoices
  • Deleting Invoices
• Creditors
  • Overview
  • Understanding Creditors in CODA
  • Creating a New Creditor
  • Viewing Creditor Details
  • Editing a Creditor
  • Using Creditors in CODA
  • Relationship with Publishers
• Funding Sources
  • Overview
  • Understanding Funding Sources
  • Creating a Funding Source
  • Editing a Funding Source
  • Using Funding Sources in Invoices
• Contracts
  • Overview
  • Understanding Contracts in CODA
  • Creating a New Contract
  • Contract Identifiers
  • Adding Publishers to a Contract
  • Managing Journal Lists
  • Viewing Contract Details
  • Editing an Existing Contract
  • Contract Status
  • Using Contracts in CODA
• Vocabularies
  • Overview
  • Understanding Vocabulary Types
  • Creating a Limited Vocabulary
  • Moving Concepts Between Allowed and Forbidden
  • Editing an Existing Limited Vocabulary
  • Deleting a Vocabulary
  • Using Vocabularies in CODA
  • Base Vocabulary Updates
• Organization Structure
  • Overview
  • Viewing Institution Details
  • Understanding the “Usable as author affiliation” Toggle
  • Institutional Identifiers
  • Creating a New Institution
  • Editing an Institution
  • Organizational Hierarchies
  • Importing Institutions from CSV
  • Exporting Institutions to CSV
  • Archiving Institutions
  • Restoring Archived Institutions
  • Deleting Institutions
• Monitoring & Reporting
  • openCost Export
• Preferences
  • Home Institution
  • Home Currency
  • Vocabulary Settings
  • How Preferences Affect Other Features