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- Research Management System
- Process
- Expense and outcome review
Expense and outcome review
Check money and measures against their source evidence. Begin with a linked program and carry its identity into each related record. The team can then follow the decision and its evidence without relying on a separate narrative.
Step by step
-
Expense submission Finance Officer
Submit a claim with category, amount and attachment.
- Submit a claim with category, amount and attachment
- Updates Expenses, Programs
-
Expense review Reviewer
Approve or reject the claim against restrictions.
- Approve or reject the claim against restrictions
- Updates Expenses, Funding awards
ApprovalA person approves before the work moves on. -
Outcome measure Research Analyst
Agree unit and numerator and denominator definitions.
- Agree unit and numerator and denominator definitions
- Updates Outcome measures, Programs
-
Outcome result Research Analyst
Record values, period and evidence.
- Record values, period and evidence
- Updates Outcome results, Outcome measures
-
Evidence review Reviewer
Check the result and claim independently.
- Check the result and claim independently
- Updates Outcome results, Expenses
ApprovalA person approves before the work moves on. -
Payment and completion Finance Officer
Record payment after approval; separately inspect milestone evidence.
- Record paid expense status; the Program Officer records milestone completion evidence
- Updates Expenses, Milestones
Who does what
Roles and permissions- Finance Officer
- , Reviewer, Research Analyst.
- Use [the access plan](/research-management-system/roles) to decide who prepares, reviews and reads each record.
Set up Research Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.