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- Research Management System
- Who it's for
- Independent research institutes
Independent research institutes
An independent institute may run several projects under a program. Research Projects identifies the protocol and principal investigator for each; Funding Awards and Expenses keep the funding and claim decisions at program level. Outcome Measures define what each reported result means.
How Research Management System is set up for you
Funding context
Keep the funder, award amount, award date and restrictions attached to the program that uses them.
Research ownership
Link the principal investigator and protocol reference to the project, then attach outputs to that project.
Evidence review
Keep expense attachments, milestone evidence and outcome source material beside the records under review.
An independent institute may run several projects under a program. Research Projects identifies the protocol and principal investigator for each; Funding Awards and Expenses keep the funding and claim decisions at program level. Outcome Measures define what each reported result means.
Start with one active program and its projects. Compare the project periods with the program period, check an expense category against the award restriction, and inspect an Outcome Result with the underlying definitions and evidence.
Agree the source identifiers and a reporting period before importing historical records. The Program Officer should be able to open a program and trace its funding, assigned work, projects and results. The Reviewer should test one qualifying claim and one claim outside the award restrictions. The Research Analyst should explain a result from its numerator and denominator definitions before it is included in a report.
During the pilot, record a real exception alongside the normal case. The team should be able to identify the responsible role, the linked program and the evidence the Reviewer used. Repeat the same check when another project or reporting period is added, so the process holds beyond the first example.
[Plan the setup](/research-management-system/implementation) and [review the records](/research-management-system/data-model).
Features to start with
Roles on the team
- Program Officer
- Maintains the program record and prepares linked projects, activities and outcome definitions.
- Reviewer
- Decides award eligibility and checks submitted expense and outcome evidence independently.
- Principal Investigator
- Supplies project identity, protocol context and the resulting research outputs.
Set up Research Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.