UTRMS Resources & Training

Cross-Suite

This is a 10-min video to introduce new users to UTRMS, what it does, how it's organized, and how to best navigate through it.
Welcome to UTRMS

Learn how to use reports in UTRMS to find, sort, and filter data.
Using Custom Reports in UTRMS 

An in-progress documentation of the fields available in reports that are already created in UTRMS.
Reporting Guide for the Research Community (PDF)

Learn how to check to see if an email notification was sent from UTRMS and who received the notification. You can check for any past activity on a record in UTRMS.
How to Check Email Notifications in UTRMS

How to provide access to funding proposals in UTRMS for other team members.
Managing Access to Records in UTRMS

This video demonstrates how to add a tag to your funding proposal to identify which of the four strategic pillars best aligns with your project.
Adding Tags for Strategic Plan

Agreements

A tool designed to help users understand the Agreements Workspace.
Agreements Quick Reference Guide for Researchers (PDF)

As the main resource for the Agreements module, this document provides directions for creating and submitting Agreements, Amendments, and Ancillary Reviews, how to respond to Clarification Requests, and more.
Research Team User Guide (PDF)

Grants

A job aid describing how to create a pre-proposal record and then convert it to a full proposal in UTRMS-Grants.
Pre-Proposal Guide (PDF)

A recording of a training session introducing new users to UTRMS-Grants.
Introduction & Overview of UTRMS-Grants

Grants: Proposals

A guide providing detailed directions on how to create and submit a funding proposal in UTRMS-Grants. The guide includes how to build a budget, subawards, responding to changes, SF424s, JITs and more.
Proposal Creation & Submission Guide for the Research Community (PDF)

A quick reference guide to assist with preparing a system-to-system proposal submission in UTRMS. This is Section 9 of the Proposal Creation & Submission Guide.
Prepare SF424 for Submission (PDF)

A video recording of a training session that reviews how to create a funding proposal and budget in UTRMS.
Funding Proposals & Budgets in UTRMS

A video recording of a training session about S2S submissions using the SF424 feature in UTRMS-Grants.
SF424 in UTRMS

A video recording of a training session demonstrating budget creation in UTRMS-Grants.
Advanced Budgets in UTRMS

Grants: Awards

A document reviewing the process awards go through to become active and directions for activities PIs, DRAs, or others in the research community may need to take to prepare the award for activation.
Awards Guide for the Research Community (PDF)

A video recording of a training session introducing new users to managing awards in UTRMS-Grants.
Awards in UTRMS

A video recording of a training session demonstrating more advanced activities required for managing awards in UTRMS-Grants.
Advanced Awards in UTRMS

COI

This quick guide includes images of error messages users of UTRMS-COI commonly see and gives solutions that frequently work for each type of error.
Common UTRMS-COI Error Messages and Possible Solutions (PDF)

The main resource for the UTRMS-COI module. This guide covers how to update your Disclosure Profile, respond to Clarification Requests, review and accept a Management plan, submit a Pre-Approval Request, and check the COI Status of research teams.
COI Users Guide (PDF)

A video recording of a training session that reviews the recent change to COI policy at UT and how to manage those requirements in UTRMS.
Conflict of Interest in UTRMS

You've received an email from UTRMS stating that a new research project requires a COI Disclosure Profile update. What do you do? Watch this video to see detailed directions.
Responding to New Research Project COI Update Request

After receiving an email from UTRMS requesting that your COI Disclosure Profile is completed, what do you do? Watch this video to see the steps.
Responding to COI Update Request

IRB

An alphabetical listing of key terms to know when working in UTRMS-IRB.
IRB Glossary (PDF)

Detailed directions for how to submit a study protocol as a PI Proxy.
Submitting a Study as PI Proxy (PDF)

UT's general guide on completing tasks in UTRMS-IRB.
IRB Guide for the Research Community (PDF)

Huron's guide for tasks related to Multi-Site Studies under a Single Institutional Review Board (IRB) of record review.
IRB Multi-Site Study Guide (PDF)

IACUC

IACUC: User Guides

A general guide for the Research Community overviewing basic tasks, information on substances and procedures, research team information, creating and submitting a protocol, clarification requests, protocol maintenance, follow-on submissions, concerns, and navigation of support.
UTRMS-IACUC Reference Guide for the Research Community (PDF)

A guide on how to approach adding information to your migrated record/shell protocol.
UTRMS-IACUC Reference Guide for Migrated Records (PDF)
 

IACUC: Job Aids

Guide to where to find and modify personnel assigned to a protocol; explains protocol team members, procedure personnel assignments, and requesting personnel updates.
UTRMS-IACUC Protocol Personnel in UTRMS (PDF)

Map to Procedure SmartForm and eProtocol equivalencies.
UTRMS-IACUC Procedure Guide (PDF)

Brief guide to the Animal Justification SmartForm section.
UTRMS-IACUC Animal Justification Aid (PDF)

Brief guide to the Breeding Information SmartForm section.
UTRMS-IACUC Breeding Information Aid (PDF)

Brief guide to the Housing and Use SmartForm section.
UTRMS-IACUC Housing & Use Aid (PDF)

A short guide overviewing both assigning a PI Proxy, and submitting a record as a PI Proxy.
UTRMS IACUC PI Proxy Guidance (PDF)

Brief guide to updating animal use numbers on active protocols.
UTRMS-IACUC Update Animal Use Numbers Aid (PDF)

IACUC: Videos

A video walkthrough of the layout and functionality of the UTRMS dashboard.
UTRMS-IACUC Touring the Dashboard (Video)

A video walkthrough for both using the standard library, making a copy of a procedure if needed (for necessary modifications), and the creation of a procedure.
UTRMS-IACUC Finding, Copying, Modifying, and Creating Procedures (Video)

A video guide on updating a migrated record/shell protocol.
UTRMS-IACUC Working with your Migrated Record (Video)

A walkthrough of the review process from the researcher point of view. Overviews the workflow map, and goes through a request for clarification.
UTRMS-IACUC Review Process for the Researcher (Video)

A walkthrough for both updating your animal counts, and reviewing your animal counts. References to both IACUC and AOps.
UTRMS-IACUC & UTRMS-AOps Updating and Reviewing your Animal Counts (Video)

IACUC: FAQ

UTRMS-IACUC FAQs (coming soon)

Animal Operations

UTRMS-AOps Reference Guide for the Research Community (DOC)
UTRMS-AOps Cage Card Basics (PDF)
UTRMS-AOps FAQs (coming soon)