Course Offerings

Below is a list of the Research Administration instructor-led training and online courses that are offered throughout the year. To find classes or register, please visit ULearn.  Search for the title of the class or use keyword RESEARCH ADMINISTRATION to see a full listing of all ORA offerings.  

Advanced InfoEd Proposal Development

This interactive hands-on workshop will guide experienced InfoEd users through advanced topics in Proposal Development (PD).  Topics include:  Human Subjects and Clinical Trials, Subawards, Complext Budgets, Validating Applications and Troubleshooting.  Advanced tips and tricks will be provided.  Experience with InfoEd and knowledge of the NIH application submission process is required.  

Award Set Up

The Award Set Up class is being offered by the Office of Research Administration and will cover the award set up process for sponsored programs. After completing this session participants will: Recognize how an award is set up; Assess when to use the Advance Account Form, List how to request an Advance Account; Identify how to prevent a delay in award set up. This class is recommended for individuals who in research administration 

Clinical Trial Payment Card (ClinCard)

Discover how the Clinical Trial Payment Card (ClinCard) can facilitate the way study participants are compensated for their involvement in research studies.  

Developing Study Budgets in Clinical Research

The Office of Research Administration offers a course for  Clinical Research Coordinators, Principal Investigators, Department Research Financial Administrators and anyone else involved in development and review of clinical research budgets. The course reviews processes for budget development for research proposals submission, budget review and working with ORA on securing appropriate funding for externally-funded agreements.  It also includes budgeting procedures for internally-funded clinical research. Some hands-on tools will be demonstrated and provided to all participants. Course includes extended Q&A portion.

Export Control Compliance Basics

This course is designed to provide a very high overview of export control laws and regulations and how they apply to University business activities; provides resources and guidance for additional information. This course is beneficial for all University employees especially those involved in administrative functions including purchasing, contract negotiations, hiring of foreign nationals, research, international travel, shipping of controlled items, engineering, and security.

How to Submit to ORA

Do you know what is required by ORA when you submit a document for processing? During this class we will discuss what to submit to ORA, where to submit it and when it is required. The class is not intended to be a proposal submission class, but  instead it is intended to identify the documentation ORA requires to process: applications/proposals, outbound subawards, industry clinical trial agreements, work orders to JHS under the JHS Master Clinical Research and other documentation. At the end of the class, participants will be able to: State what documents are needed and which mailbox to use when you submit to ORA Pre Award, Post Award, Export Control and Strategic Initiatives; Identify the tools available to help you determine what and when to submit to ORA. This class is intended for individuals who are in research administration.

How to Close Out

How do you close out an award? During this 2-hour session we will discuss how to close out a sponsored award. After the session, you will be able to: Identify the necessary reports to close out an award; Recognize  who closes out the project; Discuss who reconciles; Apply applicable terms and conditions, policies and best practices to close out; and Define costs and recognize expenditure cut offs. This session is recommended for individuals who work with grants and contracts.

Introduction to InfoEd Proposal Development 

InfoEd Proposal Development  (PD) is a web-based system for submitting applications to the National Institutes of Health (NIH).  InfoEd pre-populates application forms, provides validations to ensure an error-free submission, transmits applications electronically, and securely stores proposal documentation for future reference.  This is an introductory hands-on workshop.  Participants will be led through the process of creating, validating, routing, submitting and tracking an NIH application using best practices in InfoEd.  Basic NIH terms and the Standard Form 424 (SF424) will be introduced.  Job aids and tips for successful submission will be provided.  
Pre-requisite: Introduction to InfoEd Proposal Development online module available through ULearn.  

ORA Brown Bag Discussion Group

Monthly discussion group is lead by ORA leadership.  A topic is provided monthly and discussion ensues about this topic during the first half of the session. The second portion of the session is an open forum and individuals are encouraged to bring questions, ideas, and feedback to ORA leadership.  
  • January 29, 2019 - Successful NIH Submission Through InfoEd PD
  • February 26, 2019 - Close Out Financial Reporting 
  • March 26, 2019 - Monitoring Your PI's Awards
  • April 30, 2019 - The Outbound Subaward Process
  • May 28, 2019 - Contracting: What Does It Entail? 

Research Administration at the U Curriculum

The Office of Research Administration (ORA) developed a Research Administration Program to promote a culture of proficiency, integrity and research facilitation. This training program integrates the fundamentals of Research Administration, UM procedures in pre and post award, as well as skills in Workday grants management and compliance. This is a mandatory 3-day program for individuals who support sponsored projects; specifically for those who have one or more of the roles of Workday Cost Center Sponsored Programs Manager, Award Analyst, Grant Manager, Grant Financial Analyst or an individual with Department Administrator role in InfoEd. Learn more about the Research Administration at the U curriculum.


Workday: Managing Salaries on Grants (Monthly Employees) 

This class covers: 1) how to manage salaries of employees who are paid monthly; 2) how to calculate percentages for costing allocations which start or end mid-period and are not aligned with pay period (typically happens with grants); 3) how to enter costing allocations in Workday and 4) how to enter Payroll Accounting Adjustments in Workday.  This is a hands-on class where participants will use case studies to practice.  This class is reocmmended for individuals who work with sponsored programs.  

Workday: Managing Salaries on Grants (Bi-Weekly Employees) 

This class covers: 1) how to manage the salaries of bi-weekly employees; 2) how to calculate percentages for costing allocations which start or end mid-period and are not aligned with the pay period (typically happens with grants); 3) how to enter costing allocations in Workday; and 4) how to enter Payroll Accounting Adjustments (PAA)  in Workday.  This class is a hands-on class where participants will use case studies to practice. This class is recommended for individuals who work with sponsored programs.  

Workday: 9 Months Faculty Appointments

This class will cover how to calculate salary and enter information in Workday for faculty who have academic appointments. 


Below is a list of Computer-Based Learning courses available through ULearn.  To find classes or register, please visit ULearn.  Keyword: Research Administration.

Introduction to ORA
This learning activity is a high level overview of the Office of Research Administration (ORA).  At the conclusion of this computer-based learning, you will have a better understanding of ORA and the services we provide to the University community. 

Effort Reporting

The federal government requires that the distribution of salaries and wages charged to sponsored activities be documented. UM utilizes an after-the-fact reporting process. Effort commitments and salaries charged to sponsored activities must be fulfilled as proposed/awarded. All faculty, staff and graduate students whose salary is charged to a sponsored activity must certify effort on a specific schedule set by the University. These individuals who must certify their effort are called CERTIFIERS. There are 5 modules that make up the Effort Reporting training.
  • All About Effort
  • Navigating the System
  • Certifying and Processing Effort
  • Reviewing My Payroll
  • My Statements Page

Introduction to InfoEd Proposal Development (for NIH)

This is a Computer Based Learning course that introduces participants to the InfoEd Proposal Development System for NIH. InfoEd streamlines the proposal development process. It is a web-based system that is accessible almost anywhere by Mac and PC users. There is no additional software required. InfoEd pre-fills agency forms and includes built-in agency validations. It stores proposals in a secure environment and provides a database of all proposals submitted. After completing this course, sign up for the InfoEd Proposal Development Hands-On Workshop where each participant completes a Proposal application.

 For questions or more information about training, please email