Purpose

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

Action

· Process the subaward invoice for payment.

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.

Note

· The subrecipient invoice should be reviewed for allowability and completeness.

· All the invoices will be imported through Easy Access (Nimbello)

Prerequisites

· Create a Subaward Requisition (completed by CRS)

· Offline step outside Oracle: CRS Subaward physical invoice is mailed to department

· Department forwards CTS Subaward invoice to EasyAccess

· Invoice Record interfaced into Oracle

Approve a Subaward Invoice (completed by CRS Project Manager)

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

2. Select the Notification Bell icon.

3. Select Approve Invoice.

4. Invoice approved by CRS Project Manager.

a. Note: Once Approved by CRS Project Manager, there 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.

5. Review Invoice details and select the Approve or Reject button.

6. Select the Submit button.

a. Note: The PI’s approval and any required backup must be attached here. If you are rejecting an invoice, please add a rationale in the comment section.

7. You have now completed the process of approving a Subaward Invoice.