Human Research Study Participant Remuneration – Custodian Training is Available

    March 20, 2024

    Summary

    • A new course, Human Research Study Participant Remuneration – Custodian Training is available in Workday Learning for Principal Investigators and Custodians.
    • Individuals with open study participant advances received this message on March 18th and will be assigned the training in Workday Learning.  However, we strongly recommend that you review and share this information with the appropriate faculty or research staff who may be impacted.

    Details

    Custodians play a critical role in ensuring remuneration is provided to human research study participants, creating and clearing spend authorizations and managing and safeguarding funds. To better equip custodians to fulfill this vital role, the Financial Review Enhancement project team, in collaboration with the Finance Training and Development team, has developed a new self-directed training module, Human Research Study Participant Remuneration – Custodian Training. This training, available in Workday Learning, will equip Principal Investigators and custodians with the foundational knowledge needed to successfully fulfill their roles as defined in the updated 3417 PR.01 Human Research Study Participant Remuneration Process.

    As part of the OneFinance Strategic Initiative, this training was developed to simplify and standardize the way custodians are trained to ensure all custodians understand their role in building our culture of financial integrity and proper stewardship of Yale resources. 

    Who Is This Training For?

    This training is strongly recommended for Principal Investigators and custodians with research studies that provide remuneration and/or reimbursement to human research study participants.  The training is also recommended for Business Office or other staff who have a role in processing or approving transactions related to this process. 

    • Individuals with open study participant advances have received this message and have been automatically assigned* the training in Workday Learning; it will appear in the Recommended for You section of the learner’s Workday Learning dashboard. 
    • Training has not been automatically assigned for the other recommended groups referenced above.  They can enroll in the training at the course URL: Workday Learning: Human Research Study Participant Remuneration - Custodian Training

    *Automatic assignment of this training will only be done upon the initial course release.  Moving forward, Business Offices should direct new Principal Investigators, new custodians or other relevant individuals to the training as part of the Pre-Authorization process outlined in 3417 PR.01 Human Research Study Participant Remuneration Process, section 3C.  

    Questions?