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For proposal intake, I set up a survey. My university uses Qualtrics and I created a survey for the PI to fill out. I do expect to have to re-create it in a few years when the university changes its survey platform which it seems to do every few years. Before that we used a fillable pdf form but that was always plagued with annoying quirks.
The key to making it handy is to set up the questions in the intake form to mirror whatever system you are entering the information into. So if the system asks for the RFP link first, the project dates second, and the name of the PI third, then the intake form asks the questions in that same order.
From: xxxxxx@lists.healthresearch.org <xxxxxx@lists.healthresearch.org> On Behalf Of Daniels, Lisa
Sent: Thursday, February 16, 2023 9:57 AM
To: xxxxxx@lists.healthresearch.org
Subject: [RESADM-L] RE: organization tools
[ This message was sent from an address outside the Larner College of Medicine. Please exercise caution when clicking links or opening attachments from this source. ]
As much as I don’t want to be a “me too” email to clog up the list serve, I am also interested in any templates other institutions would be willing to share. We are in the process of revamping our procedures because of the exponential growth in research activity we have experienced.
Procedures/policies I would be interested in are:
Proposal intake forms (when a PI notifies the OSP of an intent to submit)
Internal review of proposals
Award/contract checklists
Thank you! 😊
Lisa Daniels, CRA, CPRA
Senior Grant & Contract Officer
Marshall University Research Corporation
304-696-3368
From: xxxxxx@lists.healthresearch.org <xxxxxx@lists.healthresearch.org> On Behalf Of Dave, Avanika
Sent: Wednesday, February 15, 2023 3:56 PM
To: xxxxxx@lists.healthresearch.org
Subject: [RESADM-L] organization tools
Hello All,
Any templates for organization and SOP’s appreciated.
Many Thanks,
Avanika
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