For the larger guides, use the “Find” function on your computer to search the document by key word, or use the table of contents. The keyboard short-cut for “find” on a PC is Ctrl-F. On a Mac the keyboard shortcut is Command-F.
Visit our FAQ page for frequently asked questions about UTRMS.
Agreements
| Resource Title | Description | Format | Length |
| Reference Guide | A tool designed to help users understand the Agreements Workspace. | PDF | 2 pages |
| Agreements Guide | 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. | PDF | 45 pages |
COI
| Resource Title | Description | Format | Length |
| COI Guide for Research Community | 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. | PDF | 38 pages |
| Conflict of Interest in UTRMS | 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. | Video | 50 min |
| Responding to New Research Project COI Update Request | 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. | Video | 3 min |
| Responding to 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. | Video | 5 min |
Grants
| Resource Title | Description | Format | Length |
| Pre-Proposal Guide | A job aid describing how to create a pre-proposal record and then convert it to a full proposal in UTRMS-Grants. | PDF | 2 pages |
| Introduction & Overview of UTRMS-Grants | A recording of a training session introducing new users to UTRMS-Grants. | Video | 70 min |
| Using Custom Reports in UTRMS | Learn how to use reports in UTRMS to find, sort, and filter data. | Video | 5 min |
| Reporting: UTRMS Reference Guide | An in-progress documentation of the fields available in reports that are already created in UTRMS. | PDF | 80 pages |
| PROPOSALS | | | |
| Proposal Creation & Submission Guide | 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. | PDF | 59 pages |
| S2S Submission Quick Guide | 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. | PDF | 6 pages |
| Adding Tags for the Strategic Plan | 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. | Video | 2 min |
| Managing Access to Records | How to provide access to funding proposals in UTRMS for other team members. | Video | 2 min |
| Funding Proposals & Budgets in UTRMS | A video recording of a training session that reviews how to create a funding proposal and budget in UTRMS. | Video | 87 min |
| S2S Proposal Preparation & Submission in UTRMS | A video recording of a training session about S2S submissions using the SF424 feature in UTRMS-Grants. | Video | 67 min |
| Detailed Budgeting in UTRMS | A video recording of a training session demonstrating budget creation in UTRMS-Grants. | Video | 88 min |
| AWARDS | | | |
| Awards Guide for the Research Community | 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. | PDF | 19 pages |
| Awards in UTRMS | A video recording of a training session introducing new users to managing awards in UTRMS-Grants. | Video | 94 min |
| Advanced Awards in UTRMS | A video recording of a training session demonstrating more advanced activities required for managing awards in UTRMS-Grants. | Video | 70 min |
IRB
| Resource Title | Description | Format | Length |
| IRB Glossary of Terms | An alphabetical listing of key terms to know when working in UTRMS-IRB. | PDF | 2 pages |
| Submitting a Study as PI Proxy | Detailed directions for how to submit a study protocol as a PI Proxy. | PDF | 1 pages |
| IRB Guide for UTRMS | UT's general guide on completing tasks in UTRMS-IRB. | PDF | 46 pages |
| IRB Multi-Site Study Guide | Huron's guide for tasks related to Multi-Site Studies under a Single Institutional Review Board (IRB) of record review. | PDF | 63 pages |
Project Archive
Agreements
COI
Grants
IRB