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- Research Management System
- Data model and import order
The tables behind Research Management System
Research Management System ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Program foundation:
Programs, People and Users establish program ownership and staff identity.
Funding and work:
Funding awards, Activities, Expenses and Milestones connect funding, assigned work and evidence to Programs.
Measured outcomes:
Outcome measures belongs to Programs; outcome results belongs to outcome measures.
Research identity:
Research projects belongs to Programs and People; research outputs belongs to research projects.
Every table, by feature
- Programs and owners1
- Funding awards2
- Activities and milestones4
- Expenses and review3
- Outcome measures and results3
- Research projects3
- Research outputs2
- Shared and settings1
- Programs
Sponsored research programs with owner, period, budget and lifecycle status.
Linked to People
- Funding awards
Funder awards attached to a program, with amount, award date, restrictions and status.
Linked to Programs - Programs
Sponsored research programs with owner, period, budget and lifecycle status.
Linked to People
- Activities
Assigned program activities with due date, owner and completion state.
Linked to Programs, People - Milestones
Program milestones with due date, completion date and completion evidence.
Linked to Programs - Programs
Sponsored research programs with owner, period, budget and lifecycle status.
Linked to People - People
Research staff, investigators and officers referenced across programs, activities and projects.
Linked to Users
- Expenses
Program expense claims with category, amount, evidence and review status.
Linked to Programs - Programs
Sponsored research programs with owner, period, budget and lifecycle status.
Linked to People - Funding awards
Funder awards attached to a program, with amount, award date, restrictions and status.
Linked to Programs
- Outcome measures
Declared outcome measures with unit, numerator and denominator definitions.
Linked to Programs - Outcome results
Reported numerator and denominator results for a measure over a stated period.
Linked to Outcome measures - Programs
Sponsored research programs with owner, period, budget and lifecycle status.
Linked to People
- Research projects
Research projects with program, principal investigator, protocol reference and period.
Linked to Programs, People - Programs
Sponsored research programs with owner, period, budget and lifecycle status.
Linked to People - People
Research staff, investigators and officers referenced across programs, activities and projects.
Linked to Users
- Research outputs
Publications, datasets, patents and presentations produced by a research project.
Linked to Research projects - Research projects
Research projects with program, principal investigator, protocol reference and period.
Linked to Programs, People
Keys and references
Preserve the Programs identity when loading awards, expenses, activities, milestones, measures and projects. Use People for the program owner, activity owner and principal investigator. Link each reported result to its defined measure and each research output to its project. Keep protocol references and external output identifiers stable during import so repeats can be reviewed.
Migration order
- Load Users and People, checking the user link for each research staff member.
- Load Programs with owner, status, period and budget.
- Load funding awards, Activities, Milestones and outcome measures against their Programs.
- Load research projects against Programs and People, then research outputs against research projects.
- Load Expenses and outcome results with their evidence; compare source totals and review identities before release.
Set up Research Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.