Other Research Administration Training

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Pre-Award: Office of Research Support (Campus)

The Office of Research Support (ORS) offers training on pre-award and compliance topics, such as Finding Funding and Introduction to Export Controls, for Campus grant managers/research administrators. ORS also holds Grant Manager Meetings to provide regulatory updates, agency updates, internal processes and other information pertinent to campus departments. Training offered by ORS counts as RCC continuing education credit.
Duration: 3 hours
Format: Classroom Training
To Register:

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Pre-Award: Office of Research Administration (Medical Center)

The Office of Research Administration (ORA) offers various training opportunities for the School of Medicine (SOM) grant managers/research administrators on pre-award and electronic research administration topics, such as Sponsored Projects System (SPS), Grants & Contracts 101 and 201, eSubmissions, eSNAP and Other Support. ORA also holds quarterly Research Administrator Meetings to provide regulatory updates, agency updates, internal processes, and other information pertinent to the SOM departments. Training offered by ORA counts as RCC continuing education credit.
Prerequisite(s): 1. Introduction to Duke Accounting and Business Practice
2. Introduction to Duke G/L Accounts
Duration: 3 hours
Format: Classroom Training
To Register:

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Faculty Projection and Reporting Tool for Grants Managers and Business Managers

This course offers instruction on the steps for using the Faculty Projection and Reporting Tool, as well as a discussion about the business processes driving the tool and how the tool may be used in support of Faculty serving as the Principal Investigator for sponsored research and / or who may have Startup funds. For those with access to the tool, this is a hands-on computer session. The emphasis of this class is placed on the process of providing projections for Research related cost objects/funds based on your Faculty's preferences.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Grants Managers, Business Managers, or other staff who would like to learn about what the Faculty Projection and Reporting tool offers and how it may be used to support their Faculty who serve as Principal Investigators for sponsored research and/or have Startup funds.
Prerequisite(s): 1. University Reporting: Sponsored Projects
2. Basic understanding of the projection process currently used in your department and experience providing financial support to your Faculty who are Principal Investigators.
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: Projection and Reporting Tool Guide (webpage)
How to Access This Training in Duke’s LMS (pdf)

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Sponsored Projects Web Reporting

This course provides instruction on using web tools found in the Duke@Work Portal to manage sponsored research projects. The course is designed to provide hands-on training on running reports relevant to faculty support, project management, and project closeout. Please come prepared with a few WBSE’s, a BFR, and the DUID of a faculty member you support in order to run reports for your own codes and faculty.

The course includes an assessment (quiz) and evaluation in support of Research Costing and Compliance training. Those participants that complete the post class evaluation and pass the assessment with at least an 80% will earn 1 continuing education credit towards the RCC annual continuing education requirement.
Target Audience: Anyone who works with Sponsored Projects and has attended the University Reporting: Sponsored Projects class.
Prerequisite(s): 1. SAP University Reporting: Sponsored Projects
2. Access to the Grants Management tab on Duke@Work
Duration: 2 hours
Format: Classroom Training
To Register:
Related Materials: Advanced Sponsored Projects Reporting User Guide (webpage)
How to access SAP Advanced Sponsored Projects Reporting in Duke LMS (pdf)

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Payroll Access Training for Grant Managers - New GAPs and Tools: Classroom

An overview of new Payroll Access GAPs & technology, ensuring Grant Managers direct access to pertinent data.

The class reviews:
  • Tools/Reports in Duke@Work, including selected iForms, NEW Weighted Average Report, NEW Employee Data Search and NEW Institutional Base Salary
  • NEW GAPs: 200.171, Cross Organizational Unit Payroll Management on Sponsored Projects; and 200.172, Payroll Access for Effort Management on Sponsored Projects
  • Roles & Responsibilities/Best Practices to ensure compliant effort management through life of project with effort discussions re: cross-departmental, Centers/Institutes, Parent/Child
  • Guidance on escalation process for resolving cross-departmental payroll issues
  • Enhancements improving payroll actions and iForms efficiency
Due to the content, it is strongly advised that GMs with limited to no iForms experience view Payroll Access Training for Grant Managers - Online iForms Overview - Video prior to attending (available via LMS).
Target Audience: Grant managers
Duration: 2 hours
Format: Classroom Training
To Register:
Related Materials: Grant Manager Guide (webpage)
Quick Reference (webpage)

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SAP University Reporting: Sponsored Projects

This course focuses on how to run, navigate, and understand reports for Duke University Sponsored Projects. The course is taught in the SAP Production client. New custom reports are included, as well as line item detailed reports. Printing and exporting reports to Excel is covered. While the drill down process is covered, the details on documents are not included in this class. To gain the most benefit from this class:
  1. Be certain you can log into SAP (using your own User Name and ID).
  2. Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
Registration for this session will be handled through Duke's Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: University Reporting-Sponsored Projects User Guide (webpage)
How to Access This Training in Duke's LMS (pdf)

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SAP Advanced Sponsored Projects Reporting

This course covers more advanced ways to use the tools and reports initially taught in the University Reporting Sponsored Projects course, as well as additional tools and reports available in SAP and SAP Business Warehouse. This course also exposes participants to other web reporting tools available on Duke@Work to support Principal Investigators and Grants Management functions.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Anyone who works with Sponsored Projects and has attended the University Reporting: Sponsored Projects class and has working knowledge of SAP Business Warehouse.
Prerequisite(s): 1. SAP University Reporting: Sponsored Projects
2. Access to SAP as well as the Grants Management tab/role on Duke@WORK
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: Advanced Sponsored Projects Reporting User Guide (webpage)
How to Access This Training in Duke's LMS (pdf)

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