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Suggested Training Tracks
Begin training with Sponsored Projects with our introductory course: Introduction to Sponsored Projects Administration. This on-demand eLearning is the prerequisite for the majority of our courses.
* = Learning content offered outside of OSP
Introduction to Sponsored Projects Administration (Intro to SPA) provides an overview of the sponsored award process from pre-award through post award and closeout. This eLearning must be completed in one sitting, as Workday Learning does not save progress between sessions and any progress will be lost. The estimated duration for this course is: 1.5-2hrs.
Learning Objectives:
- Recall award basics and terminology
- Understand proposal preparation, submission, negotiation, & acceptance on an introductory level
- Recognize the processes of award setup and managing the award
- Understand regulatory compliance on an introductory level
- Familiarity with reporting obligations, award closeout, and audits
Access the Introduction to Sponsored Projects Administration training
Prerequisite: none
Audience: Those involved in the administration of sponsored projects
This short video reviews the eligibility requirements for becoming a Principal Investigator (PI), including employee status, eligible ranks, required training, Patent Policy Acknowledgement Agreement (PPAA) certification, and required documents.
Access PI Eligibility: Who Can Be a PI? (self-paced, approx 5-10 minutes)
Audience: Those involved in the administration of sponsored projects and interested in becoming a PI
This half-day session is designed to walk attendees through the principles of research compliance concentrating on what business administrators need to know about research involving animals, human research studies, conflict of interest, environmental health and safety, and export controls.
To successfully complete this course, you’ll need to attend class and pass the Research Compliance Principles for Administrators quiz administered at the end of the training.
Access the Research Compliance Principles for Administrators training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects
This module provides a comprehensive understanding of Yales policies and procedures related to subrecipients and includes topics such as the roles and responsibilities of the PI and administrators throughout the subaward process, the difference between a subrecipient and a vendor relationship, the requirements for subrecipient monitoring, the processing of subrecipient invoices and where to locate resources to assist in the subaward process.
To successfully complete this course, you’ll need to pass the Subrecipient Basics and Monitoring online quiz administered at the end of the training.
Training materials are currently being updated to reflect Workday business processes and will be online again soon. If you have any questions contact: osp.trainings@yale.edu.
Access the Subrecipient Basics and Monitoring training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects
Instructor-led and online training modules cover the same information. Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.
This online module is designated for lab staff and lab staff managers identified by business offices as having a responsibility for purchasing goods and services for a sponsored award. It is designed to raise awareness of University and sponsor policies and regulations and introduce the attendee to tools that support the management of sponsored projects. Topics covered include roles and responsibilities, allowability of costs, allocating allowable costs, purchasing strategies, travel charges, and record retention.
To successfully complete this course, you’ll need to take the online training and pass the online quiz administered at the end of the training.
Access the What Research Staff Need to Know About Spending Sponsored Projects Funds training
Prerequisite: None
Audience: Lab staff responsible for purchasing
This online module explores export compliance laws, the laws and regulations which prohibit the unlicensed “export” of certain technologies (information, software, materials and other items) to foreign entities.
To successfully complete this course you’ll need to pass the Export Compliance quiz, a link to the quiz can be found at the end of the online training course.
Access the Export Compliance by CITI training
Prerequisite: None
Audience: Those involved in the administration or research of sponsored projects
This virtual Instructor-Led Training (vILT) is designed to increase awareness of export controls and inform learners of noncompliance repercussions that could result in civil or criminal penalties. Export controls are U.S. laws and regulations governing the “export” of certain controlled technologies, services, and information to foreign nationals or entities for national security and foreign policy reasons. Export compliance regulations involve activities occurring both inside and outside the U.S. This course is offered by the Office of Export Controls and facilitated by the Office of Sponsored Projects (OSP).
Access the Export Compliance training
Audience: Yale employees involved in the export of controlled technologies, services, and/or information (inside and/or outside the US).
Introduction to Sponsored Projects Administration (Intro to SPA) provides an overview of the sponsored award process from pre-award through post award and closeout. This eLearning must be completed in one sitting, as Workday Learning does not save progress between sessions and any progress will be lost. The estimated duration for this course is: 1.5-2hrs.
Learning Objectives:
- Recall award basics and terminology
- Understand proposal preparation, submission, negotiation, & acceptance on an introductory level
- Recognize the processes of award setup and managing the award
- Understand regulatory compliance on an introductory level
- Familiarity with reporting obligations, award closeout, and audits
Access the Introduction to Sponsored Projects Administration training
Prerequisite: none
Audience: Those involved in the administration of sponsored projects
This short video reviews the eligibility requirements for becoming a Principal Investigator (PI), including employee status, eligible ranks, required training, Patent Policy Acknowledgement Agreement (PPAA) certification, and required documents.
Access PI Eligibility: Who Can Be a PI? (self-paced, approx 5-10 minutes)
Audience: Those involved in the administration of sponsored projects and interested in becoming a PI
This self-paced online training provides the steps necessary to create the NIH Other Support JIT and RPPR submissions, including use of the Third-Party Agreements Library and creating the Other Support Page.
Access the Other Support Page and Third-Party Agreements Library training
Audience: Those involved in the administration of sponsored projects.
This eLearning is intended for research administrators who will be creating and submitting proposals using IRES PD. Staff resuming work in IRES after a hiatus are strongly encouraged to revisit this course as a refresher.
Prior to registering, check with your supervisor and obtain permission to attend this course. A registration process takes place prior to course access. We will be contacting your department to confirm the IRES access you require. Do not take this course if you only need PD for Clinical Trials, Contracts, RPPRs, or proposal tracking as we offer separate courses for each of those topics.
Learning Objectives:
- Recognize the features and navigation of IRES PD
- Apply the procedures for: Proposal initiation & creation (system to system and non-system to system), Entering budgets into the PD system, Certification and approval process overview, Child records
- Identify resources for assistance
Access the IRES Proposal Development training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects and need access to the IRES system
This online course provides an overview of the IRES* Proposal Tracking (PT) environment including navigation, search functionality, and field definitions. Users are encouraged to open IRES PT and click along with the course to become familiar with navigating in the PT environment. This presentation will still be useful if you do not yet have PT access.
* IRES: Integrated Research Enterprise Solution
Access the IRES Proposal Tracking training
Prerequisite: None
Audience: Those involved in the administration of sponsored projects
Introduction to Sponsored Projects Administration (Intro to SPA) provides an overview of the sponsored award process from pre-award through post award and closeout. This eLearning must be completed in one sitting, as Workday Learning does not save progress between sessions and any progress will be lost. The estimated duration for this course is: 1.5-2hrs.
Learning Objectives:
- Recall award basics and terminology
- Understand proposal preparation, submission, negotiation, & acceptance on an introductory level
- Recognize the processes of award setup and managing the award
- Understand regulatory compliance on an introductory level
- Familiarity with reporting obligations, award closeout, and audits
Access the Introduction to Sponsored Projects Administration training
Prerequisite: none
Audience: Those involved in the administration of sponsored projects
This online module is designated for lab staff and lab staff managers identified by business offices as having a responsibility for purchasing goods and services for a sponsored award. It is designed to raise awareness of University and sponsor policies and regulations and introduce the attendee to tools that support the management of sponsored projects. Topics covered include roles and responsibilities, allowability of costs, allocating allowable costs, purchasing strategies, travel charges, and record retention.
To successfully complete this course, you’ll need to take the online training and pass the online quiz administered at the end of the training.
Access the What Research Staff Need to Know About Spending Sponsored Projects Funds training
Prerequisite: None
Audience: Lab staff responsible for purchasing
This self-paced online training provides the steps necessary to create the NIH Other Support JIT and RPPR submissions, including use of the Third-Party Agreements Library and creating the Other Support Page.
Access the Other Support Page and Third-Party Agreements Library training
Audience: Those involved in the administration of sponsored projects.
This online course provides an overview of the IRES* Proposal Tracking (PT) environment including navigation, search functionality, and field definitions. Users are encouraged to open IRES PT and click along with the course to become familiar with navigating in the PT environment. This presentation will still be useful if you do not yet have PT access.
* IRES: Integrated Research Enterprise Solution
Access the IRES Proposal Tracking training
Prerequisite: None
Audience: Those involved in the administration of sponsored projects
* Training offered by Yale School of Medicine
(*) Course for financial research administrators
An in-depth overview of the Account Holder Report (AHR), providing users with instructions on running and reviewing a package of reports with detailed and summarized financial transaction activity.
Access the Account Holder Report Overview training
Prerequisite: None
Audience: This presentation is designed for advanced users, who are familiar with running the Account Holder Reports, in order to gain a deeper understanding of the content and application of the Account Holder Report.
(*) Course for financial research administrators
This module provides individuals with an understanding of Yale’s policies and procedures concerning the allowability and allocation of costs associated with sponsored awards.
To successfully complete this course, you’ll need to pass the Allocating Allowable Costs online quiz, which is linked at the end of the training.
Access the Allocating Allowable Costs training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects
Instructor-led and online training modules cover the same information. Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.
(Previously: Cost Allocation Methodology)
* Training offered by Yale School of Medicine
(*) Course for financial research administrators
An in-depth review of cost allocation methodologies for the support of purchases on sponsored awards. Learners are highly encouraged to have taken Intro to Sponsored Projects Administration (SPA) AND Allocating Allowable Costs – Online before completing this module.
Access the Cost Allocation Methodology training
Recommended Prerequisite: Intro to Sponsored Projects Administration (SPA) AND Allocating Allowable Costs – Online
Audience: Those involved in the administration of sponsored projects.
(*) Course for financial research administrators
This short video reviews the rules regarding mandatory cost-sharing, voluntary cost sharing, voluntary uncommitted cost sharing, in-kind/matching and charging effort commitments to an award.
Access Cost Sharing on Sponsored Projects (Self-paced video, approx 5 minutes.)
Prerequisite: None
Audience: Those involved in the administration of sponsored projects
(*) Course for financial research administrators
This module provides training for the processing of both labor and non-labor cost transfers. Course objectives are to increase awareness and understanding of Federal regulations related to cost transfers, to provide a thorough understanding of Yale’s policies and procedures, and the process to properly and efficiently prepare, document, approve, and submit a cost transfer.
To successfully complete this course, you’ll need to pass the Cost Transfer Principles online quiz, which is linked at the end of the training.
Access the Cost Transfer Principles training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects
Instructor-led and online training modules cover the same information. Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.
(*) Course for financial research administrators
This module is available to participants who are interested in learning more about the direct charging of administrative type costs to sponsored awards. The learning objectives for this course are to increase awareness of Yale’s research policies and procedures, provide an understanding of when acceptable exceptions may exist, and provide information on how to appropriately document exceptions.
To successfully complete this course, you’ll need to pass the Direct Charging of F&A Costs online quiz, which is linked at the end of the training.
Access the Direct Charging of F&A Costs on Sponsored Awards training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects
Instructor-led and online training modules cover the same information. Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.
(*) Course for financial research administrators
This module explains the restrictions involved when making foreign flight reservations that will be charged to federal awards, reviews how to avoid booking inappropriate flights, and provides tools and resources to help PIs and business offices remain compliant with the Fly America Act and Open Skies Agreements.
Access the Fly America and Open Skies Agreement training
Prerequisite: None
Audience: Those involved in the administration of sponsored projects
(*) Course for financial research administrators
This module provides critical information for sponsored project administrators responsible for financial reporting and the close out of sponsored awards, including sponsor requirements and University processes supporting these functions.
To successfully complete this course, you’ll need to attend class and pass the Financial Reporting and Closeout quiz administered at the end of the class.
Access the Financial Reporting and Closeout training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects
(*) Course for financial research administrators
(Previously titled “Effort Reporting Principles”) This module provides administrators with a thorough understanding of the principles of effort reporting including the life-cycle of effort reporting, policies, regulations, key terms and concepts.
To successfully complete this course, you’ll need to attend class and pass the Principles of Effort Reporting quiz administered at the end of the training.
Access the Principles of Effort training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects
Introduction to Sponsored Projects Administration (Intro to SPA) provides an overview of the sponsored award process from pre-award through post award and closeout. This eLearning must be completed in one sitting, as Workday Learning does not save progress between sessions and any progress will be lost. The estimated duration for this course is: 1.5-2hrs.
Learning Objectives:
- Recall award basics and terminology
- Understand proposal preparation, submission, negotiation, & acceptance on an introductory level
- Recognize the processes of award setup and managing the award
- Understand regulatory compliance on an introductory level
- Familiarity with reporting obligations, award closeout, and audits
Access the Introduction to Sponsored Projects Administration training
Prerequisite: none
Audience: Those involved in the administration of sponsored projects
*Training offered by Yale School of Medicine
The Yale Center for Clinical Investigation (YCCI) Clinical Research Training Program is an opportunity for faculty and clinical research staff to ensure that research is carried out appropriately and efficiently.
*Training offered by Yale School of Medicine
FDA’s annual 3-day training course for clinical investigators focuses on non-clinical, early clinical, and phase 3 studies; issues in the design and analysis of trials; safety and ethical considerations; and FDA’s regulatory requirements related to the performance and evaluation of clinical studies. Attendees have the unique opportunity of hearing directly from FDA’s nationally renowned experts on issues critical to successful clinical research. The course is designed for physicians, nurses, pharmacists, and other health care professionals involved in clinical trials.
*Training offered by Yale School of Medicine
This course provides training in Good Clinical Practice (GCP) through the Good Clinical Practice (US FDA Focus) web-based program on the CITI website. The course can be used to meet the requirements of sponsors or funding agencies requiring that researchers who conduct clinical research demonstrate knowledge of good clinical practices.
*Training is offered by Yale School of Medicine
This is an online delivered training course for investigators and key personnel performing research with human subjects.
Researchers who need to complete the Human Subject Continuing Education Requirement can choose additional training modules by clicking on the Alternates Available.
This module provides resources supporting effective clinical trial budgeting, describes associated costs, demonstrates how to prepare an internal budget, identifies hidden costs, describes elements of a sponsor’s budget, and describes post award activities related to payment and budget changes.
Access the Clinical Trial Budgeting training
Prerequisite: None
Audience: Those involved in the administration of sponsored projects
*Training offered by Yale School of Medicine
YSM’s Medical Research Billing Compliance website seeks to ensure that medical researchers employ proper billing practices. The website has many resources available about how to bill for services provided as part of a research study and about the laws and regulations governing the billing procedure.
Introduction to Sponsored Projects Administration (Intro to SPA) provides an overview of the sponsored award process from pre-award through post award and closeout. This eLearning must be completed in one sitting, as Workday Learning does not save progress between sessions and any progress will be lost. The estimated duration for this course is: 1.5-2hrs.
Learning Objectives:
- Recall award basics and terminology
- Understand proposal preparation, submission, negotiation, & acceptance on an introductory level
- Recognize the processes of award setup and managing the award
- Understand regulatory compliance on an introductory level
- Familiarity with reporting obligations, award closeout, and audits
Access the Introduction to Sponsored Projects Administration training
Prerequisite: none
Audience: Those involved in the administration of sponsored projects
This module provides a comprehensive understanding of Yales policies and procedures related to subrecipients and includes topics such as the roles and responsibilities of the PI and administrators throughout the subaward process, the difference between a subrecipient and a vendor relationship, the requirements for subrecipient monitoring, the processing of subrecipient invoices and where to locate resources to assist in the subaward process.
To successfully complete this course, you’ll need to pass the Subrecipient Basics and Monitoring online quiz administered at the end of the training.
Training materials are currently being updated to reflect Workday business processes and will be online again soon. If you have any questions contact: osp.trainings@yale.edu.
Access the Subrecipient Basics and Monitoring training
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects
Instructor-led and online training modules cover the same information. Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.
(Previously: Subaward Management Overview)
*Training offered by Yale School of Medicine
This course is designed for finance staff who review or approve subaward invoices on both Federal and non-Federal grant funding. It provides end-users with an in-depth overview of policy and procedures around the approval of subaward invoices.
Upon completion participants will know how to:
- Identify the steps required to process a subaward invoice
- Classify the roles within invoice processing and define their duties and responsibilities
- Resolve invoice content issues
- Explain the difference between a subrecipient relationship and a vendor relationship
- Review and approve subrecipient invoices on time and accurately
- Generate Workday reports to review subaward invoices
- Distribute prepayments to a subrecipient
Access the Subaward Management Overview training
Prerequisite: None
Audience: Finance staff who review or approve subaward invoices on both Federal and non-Federal grant funding.
This online course provides an overview of the IRES* Proposal Tracking (PT) environment including navigation, search functionality, and field definitions. Users are encouraged to open IRES PT and click along with the course to become familiar with navigating in the PT environment. This presentation will still be useful if you do not yet have PT access.
* IRES: Integrated Research Enterprise Solution
Access the IRES Proposal Tracking training
Prerequisite: None
Audience: Those involved in the administration of sponsored projects