Connections and source ownership

• Funder portals. Agree how award terms, restrictions and reporting dates reach the program team. Keep the award record tied to the program after import.
• Finance and payment systems. Agree which system confirms payment before an approved expense is recorded as paid. Reconcile claim amounts and the recorded Paid status during the pilot.
• Publication repositories. Agree how output identifiers and publication dates are checked against the external source. Keep each output linked to its research project.
• Source evidence storage. Decide where original expense, milestone and outcome evidence is retained and how attachments are reviewed.

Name a source owner and receiving owner for each connection. Test a repeated award, a corrected payment confirmation and an output identifier already in use. Compare funder, award date and amount before importing an award again; compare protocol references and output identifiers before adding research records. Review errors with the Program Officer, Finance Officer or Principal Investigator according to the record involved.

Plan the first operating cycle.