Admin
Configures access and record structure for the research team.
Can
- Manage Users, People, Programs
- View funding awards, research projects, research outputs
- Research Management System
- Roles and permissions
Who can do what in Research Management System
Separate program preparation, independent review, finance follow-up and research reporting.
Who can do what
| Role | Programs and owners | Funding awards | Activities and milestones | Expenses and review | Outcome measures and results | Research projects | Research outputs |
|---|---|---|---|---|---|---|---|
| Admin | Edit | View | Edit | — | — | Edit | View |
| Program Officer | Edit | View | Edit | View | Edit | Edit | Edit |
| Reviewer | View | Approve | View | Approve | Edit | View | — |
| Finance Officer | View | View | View | Edit | — | — | — |
| Principal Investigator | View | — | Edit | — | View | View | View |
| Research Analyst | View | — | View | — | Edit | View | View |
Each role in detail
Program Officer
Maintains the program record and prepares linked projects, activities and outcome definitions.
Can
- Manage Programs, Activities, Milestones, outcome measures, research projects, research outputs
- View funding awards, Expenses, outcome results
Starts on: Expense drafts for submission
Reviewer
Decides award eligibility and checks submitted expense and outcome evidence independently.
Can
- Manage funding awards, Expenses, outcome results
- View Programs, Milestones, outcome measures, research projects
Reviews and approves
- Approve funding awards, Expenses
Starts on: Expense status board
Finance Officer
Prepares expense claims and records their reviewed payment status.
Can
- Manage Expenses
- View Programs, funding awards, Milestones
Starts on: Expense drafts for submission
Principal Investigator
Supplies project identity, protocol context and the resulting research outputs.
Can
- Manage Activities
- View Programs, research projects, research outputs, Milestones, outcome measures, outcome results
Starts on: Open Activities
Research Analyst
Maintains outcome definitions and period results for program reporting.
Can
- Manage outcome measures, outcome results
- View Programs, research projects, research outputs, Milestones
Starts on: Outcome result periods
Set up Research Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.