{"id":8282,"date":"2020-11-03T20:07:23","date_gmt":"2020-11-03T20:07:23","guid":{"rendered":"https:\/\/www.rochester.edu\/iora-project\/?page_id=8282"},"modified":"2023-08-25T13:03:03","modified_gmt":"2023-08-25T13:03:03","slug":"iora-training-funded-agreements-2","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/iora-project\/iora-training-funded-agreements-2\/","title":{"rendered":"IORA Training: Funded Agreements"},"content":{"rendered":"<h4>User Guides:<\/h4>\n<ul style=\"font-size: 16px\">\n<li style=\"font-size: 16px\"><a href=\"https:\/\/rochester.box.com\/s\/1e1p9m5cd0psinsujrbkf2bd3qgcm9ho\" target=\"_blank\" rel=\"noopener\">IORA Glossary of Terms<\/a><\/li>\n<li style=\"font-size: 16px\"><a href=\"https:\/\/rochester.box.com\/s\/qrz0zb2inmx2qwvwxqmt2c3h70dyqx9h\" target=\"_blank\" rel=\"noopener\">Navigating and Searching the General Dashboard<\/a><\/li>\n<li style=\"font-size: 16px\"><a href=\"https:\/\/rochester.box.com\/s\/if3y0ptt5yuhfdehf9r44g6w8rtio77f\" target=\"_blank\" rel=\"noopener\">Navigating the Agreements Page<\/a><\/li>\n<li style=\"font-size: 16px\"><a href=\"https:\/\/rochester.box.com\/s\/kvns7xyutzugn9qpr8wh4hyycds7fy4b\" target=\"_blank\" rel=\"noopener\">Funding Agreements User Guide<\/a><\/li>\n<li style=\"font-size: 16px\"><strong>Video:<\/strong> <a href=\"https:\/\/youtu.be\/NgO81e9IRFw\" target=\"_blank\" rel=\"noopener\">How to Initiate a Funding Agreement (2:32)<\/a><\/li>\n<\/ul>\n<p><\/br><\/p>\n<h4>Video Quick Reference:<\/h4>\n<table width=\"921\">\n<tbody>\n<tr>\n<td colspan=\"2\" width=\"404\">\n<h4><strong>Video Title<\/strong><\/h4>\n<\/td>\n<td width=\"517\">\n<h4><strong>Link<\/strong><\/h4>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>1. INTRODUCTION<\/strong><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Key Concepts (1:58)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/323293445\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/323293445<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Key Changes to Expect in IORA (6:40)<\/td>\n<td><a href=\"https:\/\/youtu.be\/KXdcYC78j9Y\">https:\/\/youtu.be\/KXdcYC78j9Y<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>2. NAVIGATION<\/strong><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Navigate the General Dashboard (3:02)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/355218848\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/355218848<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Navigate the Agreements Page (3:33)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397291479\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397291479<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Navigate the Agreement Workspace (4:42)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397301634\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397301634<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>3. ROLES AND WORKFLOW<\/strong><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>User Roles &amp; Security (4:26)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/411586923\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/411586923<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Workflow Overview (2:54)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/411587022\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/411587022<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>4. AGREEMENT CREATION AND SUBMISSION<\/strong><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>How to Initiate a Funding Agreement (2:32)<\/td>\n<td><a href=\"https:\/\/youtu.be\/NgO81e9IRFw\" target=\"_blank\" rel=\"noopener\">https:\/\/youtu.be\/NgO81e9IRFw<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Tips for Completing a SmartForm (6:21)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/321814241\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/321814241<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Create an Agreement (4:56)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397302386\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397302386<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Submit an Agreement (:46)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397303096\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397303096<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>5. AGREEMENT REVIEW<\/strong><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Assign an Owner (1:34)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424176773\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424176773<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Agreement Owner Tasks (3:31)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/440365650\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/440365650<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Review an Agreement (1:16)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424902367\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424902367<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Request Clarification (1:05)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814248\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814248<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Respond to a Clarification Request (1:49)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397304340\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397304340<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Generate a Draft Agreement (1:36)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814324\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814324<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Assign Ancillary Reviewers (2:47)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/434042887\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/434042887<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Submit an Ancillary Review (2:46)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814447\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814447<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Log Correspondence (1:51)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814523\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814523<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Revise the Draft Agreement (1:41)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814556\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/423814556<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Move an Agreement to External Review (1:51)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424858355\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424858355<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>6. AGREEMENT FINALIZATION<\/strong><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Approve Agreement Language (1:22)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424177756\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424177756<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Create the Final Agreement (1:06)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424178802\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424178802<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Send Out Agreement for External Signature (1:37)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424179592\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424179592<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Email Final Agreement to Internal Parties (1:26)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424180233\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424180233<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Activate an Agreement (1:02)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424861218\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/424861218<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>7. AMENDMENTS<\/strong><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Create and Submit an Amendment (2:18)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397306006\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/397306006<\/a><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Approve an Amendment (1:00)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/432918867\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/432918867<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>8. REPORTING<\/strong><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td>Generate Reports (2:09)<\/td>\n<td><a href=\"https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/432935154\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/432935154<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>User Guides: IORA Glossary of Terms Navigating and Searching the General Dashboard Navigating the Agreements Page Funding Agreements User Guide Video: How to Initiate a Funding Agreement (2:32) Video Quick Reference: Video Title Link 1. INTRODUCTION Key Concepts (1:58) https:\/\/vimeopro.com\/user43881429\/university-of-rochester\/video\/323293445 &hellip; <a href=\"https:\/\/www.rochester.edu\/iora-project\/iora-training-funded-agreements-2\/\">Continued<\/a><\/p>\n","protected":false},"author":46,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-8282","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>IORA Training: Funded Agreements - Integrated Online Research Administration (IORA)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rochester.edu\/iora-project\/iora-training-funded-agreements-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"IORA Training: Funded Agreements - Integrated Online Research Administration (IORA)\" \/>\n<meta property=\"og:description\" content=\"User Guides: IORA Glossary of Terms Navigating and Searching the General Dashboard Navigating the Agreements Page Funding Agreements User Guide Video: How to Initiate a Funding Agreement (2:32) Video Quick Reference: Video Title Link 1. 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