Other Research Administration Training
Research Costing Compliance (RCC) hosts a semi-annual CRA Study Group for those persons interested in taking the Certified Research Administrator exam administered by the Research Administrators Certification Council (RACC). CRA Study Group participants who attend all of the sessions will receive 2 continuing education credits towards maintaining their RCC/RAA/AGM/RAI certification(s). Partial credit, or one credit, will not be given.
The Fall 2013 issue of In Focus (pdf), RACC's semi-annual newsletter, featured an article about Duke's CRA Study Group and its success.
For more information on the exam, please visit: http://www.cra-cert.org/.
The Revision Tool is used to request revision to closeout documents or final financial reports/invoices. Requirements vary based on the circumstances. Use the appropriate guide below to ensure adequate information is provided.
Closeout Tools: Revision Tool - Form Correction
Quick reference is applicable for corrections to previously approved closeout information. Use this guidance when edits are needed due to corrections or ledger changes that impacted the initial submission of the closeout documents.
Closeout Tools: Revision Tool - Delayed Modification
Use this guide when revised closeout documents are needed to close WBSE(s) due to an extension received after initial closeout forms were completed.
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.
A guide to treating Facilities and Administrative costs as a first principle of Research Administration. This guide will help you to understand the fundamentals of F&A, know your rate, apply principles of F&A to the management of sponsored projects, and explain F&A to your PIs.
Fixed Price Award management varies by type and may require special closeout procedures. Refer to this guide for award classifications and balance requirements at closeout. A residual balance is an unobligated, unspent balance remaining on a fixed-price award at the conclusion of the project period. Reportable fixed-price awards greater than or equal to $20,000 require additional information (and approval) at closeout, per the details within the attached guide.
This on-demand, online course offers PIs and grants managers who support them with instructions, guidance, and a demonstration of how to approve a PI Attestation.
This on-demand, online course offers those working with sponsored projects a comprehensive overview of how to closeout a project using the Closeout Tasklist Utility. Videos in this offering will cover:
- How to navigate in the Tasklist
- How to create a Tasklist
- How to work in a previously created Tasklist
- How to submit a Tasklist
Videos in this course include a demonstration of how to perform actions on all aspects of the Closeout Tasklist.
This on-demand, online course offers grants managers specific instructions, guidance, and a demonstration of how to create a PI Attestation.
A decision tree that details for Grant Managers when they should seek additional assistance for managing an international research administration question or issue.
A matrix of activities occurring in International Research Administration at Duke University, and the University Offices that are involved in the support of those activities.
The checklist provides a general list of questions and actions that Grant Managers should review and complete when requesting a NCE.
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).
- Requests of Cost Distribution Changes
- Manual Salary Cost Transfer
- Supplemental Payments
- iForms Overview â€“ used to view the status of the iForm
These quick reference guides (QRGs) provide guidance and general information on using the Payroll Cost Share Tools and Reports. Each guide is specially focused on the tool or report included in its title and can be accessed by selecting the title below.
Each e-learning module demonstrates how to execute differenty functionality in the tools available to assit with managing payroll cost share. Connect directly to the training videos in LMS (When you select the link, the LMS will open. Select "Register" found on the right side of the page.)
This series focuses on how to run, navigate, and understand reports for Duke University Sponsored Projects. Each session in the series provides in in-depth look at how to run, interpret, drill down and utilize critical SAP reports to support sponsored research across the institution. Some classes have pre-requisite requirements outlined in the LMS course descriptions. Please read descriptions before enrolling in a session.
Registration for each sessions in the series will be handled through Duke's LMS. Sessions can be accessed by selecting the links below.
These sessions are recommended to those new to research administration or to seasoned administrators who want to refresh their SAP reporting skills. Continuing Education credit is offered for each of these sessions.
Sessions included in the series are:
- Sponsored Projects Reporting: Master Data Building Blocks
- Sponsored Projects Reporting: Organizational "Big Picture" Reports
- Sponsored Projects Reporting: Project ITD and Plan - "The Super Report" - ZFR1E
- Sponsored Projects Reporting: Line Item Reports
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 WBSEs, a BFR, and the DUID of a faculty member you support in order to run reports for your own codes and faculty.
This quick reference guide provides an overview of the WBSE Create Form, including when the department/center/institute is responsible for initiating the process, how to initiate and submit the form, and the steps to approve the form at the departmental level. Also included are appendices on key fields, and links to additional learning materials.
This on-demand, online course offers those working with sponsored projects a comprehensive overview of how to create a WBSE using the WBSE Create Form. Videos in this course will cover:
- An overview of the form and process
- Using the WBSE Create Form in Advance of the Award in SPS
- Using the WBSE Create Form in Advance of the Award in SAP
- Using the Create Form Utility
- Using the Create Form Management Overview
Videos in this course include a demonstration of how to perform actions on all aspects of the WBSE Create Form. Please note: there is a separate video demonstrating the WBSE Create Form approval.