Purpose

The following guide is intended for Clinical Research Studies (CRS) Project Managers who are looking to view or complete any of the following actions:

Action

· Approve or Reject a Subaward Requisition

Terminology

· Subaward: A CRS Subaward is an outgoing subcontract with another research institution participating in a multi-site clinical trial to assist in achieving the trial's enrollment goals. Payments for CRS subawards are dependent upon subject enrollment.

Prerequisites

· Create a Subaward Requisition in Procurement Purchase Requisitions

· Project Manager submits CRS Subaward Requisition against a project with a prefix of CRS.

Approve or Reject a Subaward Requisition

1. Select the OKTA Single-Sign-On button and then complete the sign-in steps.

2. Select the Notification Bell icon.

3. Select Approve Requisition.

a. Note: this will be a Workflow step where the CTFG Approval Group will be routed the approval. This is a group consisting of all CRS project administrators.

4. Review Requisition details, including:

a. Amount ($25,000 threshold for indirect charging)

b. Supplier

c. Supplier Site – Should be labeled Subaward

d. POETAF

e. Any attachments

f. *The approver should select the requisition number hyperlink to review the actual requisition record.

5. Select the Approve or Reject button.

6. Select the Submit button.

a. Note: If you are rejecting a requisition, please add a rationale in the comment section.

7. You have now completed the process of Approving or Rejecting a Subaward Requisition.