The following guide is intended for employees who are looking to view or complete any of the following actions:

• Answer business questions using the CRS Active Trials dashboard in Orbit

 

• Orbit Link: Orbit (uchicago.edu)

 

• What are my active trials by organization or program?
  • Input an organization or program into the respective filter
  • The CRS Active Trials table will be filtered to the active trials for the specified organization or program
• What are my active trials by award?
  • Input an award number into the Award Number filter
  • The CRS Active Trials table will be filtered to the active trials for the specified award
• What are the expenses for a project?
  • Utilize the filters to filter for the specified project
  • The dashboard will show the active trials for the specified project
  • View the Expenses column in the CRS Active Trials table to see expenses for the specified project
• Which awards end this year?
  • Utilize the Award End Date filter by inputting the Award End Date as between Jan 1sts 2023 and Dec 31st 2023
  • The dashboard will be filtered to awards that end this year

 

Project Organization: The owning organization of the project, which can differ from the expenditure organizations on a project.

 

Potential LOV (List of Values):

• 26220-MED Hematology & Oncology
• 26241-NEU Neurology
• 26364-PED Critical Care         

 

Project Number: A unique identifier for each CRS Project.  The Project for each award contains financial and demographic information at a more granular detail than the award. All clinical research study projects managed by OCR/CTFG will start with "CRS".

 

IRB #: The number assigned by the institutional review board to the award.

 

IIT identifier: If a clinical research study is investigator initiated, a “Y” will display in this column, otherwise a “N” will display.

 

Protocol ID: A short description of the award.  Most often the Sponsor assigned Protocol number

 

Primary Sponsor: The funder for a particular award.

 

Award Number: A unique identified for each CRS Award.  Awards are grants, funding, or financial support provided to researchers or medical institutions to conduct clinical trials and studies.

 

Entity: Will always display BSD (Biological Sciences Division)

 

Program: A Program is a subspecialty of clinical research studies within an Organization.

 

IDC Rate: Displays the IDC rate for a particular clinical research study project.

 

Award Project Budget: The anticipated total contract value for a particular clinical research study project, not to be confused with the revenue earned to date displayed in the AR Invoice Amount field.

 

AR Invoice Amount: The revenue invoiced out to the sponsor for work completed to date on a clinical research study Project.

 

Expense: Expenses that have posted to a particular clinical research study project to date

 

Current Total Cost Balance: Represents total Earnings (AR Invoice Amount) less total Expenses posted to a particular clinical research study project.

 

Current Fund Balance: The Fund Balance is the Total Funding amount (anticipated total contract value for a particular clinical research study project) less the Expenses posted to date.  Not to be confused with the revenue earned to date displayed in the AR Invoice Amount field.

 

Direct Cost Balance: Represents total Earnings less total Expenses posted to a project less the indirect costs.