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Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created...

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Roles Hierarchies and Models March 30, 2017
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Page 1: Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created Date: 11/28/2017 9:16:02 AM ...

▪ Roles

▪ Hierarchies and Models

▪ March 30, 2017

Page 2: Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created Date: 11/28/2017 9:16:02 AM ...

Please be aware that this session is being recorded.

Page 3: Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created Date: 11/28/2017 9:16:02 AM ...

Today’s Agenda

▪ Introductions

▪ A change to our approach – Meetings with the

Community

▪ OSP News & Update Reminder

▪ Sponsored Project Award Setup Process Flow

▪ Frequently Asked Questions

– Panel Discussion

Page 4: Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created Date: 11/28/2017 9:16:02 AM ...

Welcome!

▪ Introductions:

– Lisa Mosley, OSP Executive Director

– New OSP Staff

▪ Brown Bag & the Research Administrators Group Meeting – What’s Changing

▪ OSP News & Updates

– New Rate Agreement

– Sponsor Updates

– Reminders

Page 5: Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created Date: 11/28/2017 9:16:02 AM ...

▪ Roles

▪ Hierarchies and Models

▪ March 30, 2017

Page 6: Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created Date: 11/28/2017 9:16:02 AM ...

Award Receipt, Review and Setup: End-to-End Process

Wo

rkd

ay S

etu

pC

on

firm

Co

mp

lian

ce

sA

wa

rd S

et-

up

in

IRE

ST

&C

Revie

wN

OA

Re

ceip

t to

Rea

dy f

or

Re

vie

w

Open IRES PT Record

Log T&C and Award Receipt

Date to Reviewer

Notify Department, PI, and Reviewer of Received NOA

Review T&CLog Set-up and

Award Receipt to IRES ASU

Review Award Documents and

IRES Record

Confirm Compliances in

Place

Receive Email Notification &

supporting Documents

Upload NOA

OSP email

GCAT email

Paper mailbox

Ready for Award Set-

up?

Central Dept email

On Hold?

Set-up Award in IRES

Check Compliance

Status

Enter Date Award Received

Service Agmt?

Email Acct. w/NOA &

Webform

Change Award Status

END

NO

YES

Change IRES Proposal Status

YES

Complete QA Review

Email to Dept. for Project

through COA/Fin Ops

NO

Review Setup Documents

Create Award Header

Create Award Line(s)/Grant(s)

Create Billing Schedule

Assign Budget Template

Capture Special Conditions

(if applicable)

Assign Award Tasks

+ Subaward Grant Line + Subaward Grant Line

Page 7: Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created Date: 11/28/2017 9:16:02 AM ...

Sponsored Project & Workday Setup FAQ’s

Panel Discussion

Page 8: Roles Hierarchies and Models - Yale UniversityPowerPoint Presentation Author: Stowe, Deirdre Created Date: 11/28/2017 9:16:02 AM ...

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