Agreements Module
OVERVIEW
The Agreements Module supports the creation and tracking of proposal submission records and facilitates pre and post award administration of funded and unfunded research agreements.
This includes grant and contract agreements, material transfer agreements, non-disclosure agreements, clinical trial agreements, and industry sponsored agreements.
Financial Conflict of Disclosures are also connected with the Agreements module to efficiently meet proposal submission guidelines.
Pre-Award features
Overview
The Agreements Module proposal and agreement functions allow for the submission and management of over 30 record types through one single gateway.
Insight's Agreements Module allows oversight of awarded research projects, essential to any effective research administrative platform.
Seamless record updates, interfaces to institutional ERP systems, sponsor commitments, electronic records management are just some of the important functions of the module.
Key Features
- Organizational hierarchy to accommodate all research stakeholders
- Smart form to allow for different information collection depending on record type
- Document management system (security, versioning and data management)
- Identify and handle multiple funding opportunities
- Templates to pre-populate forms
- Set permissions on various levels of the proposals
- Budget development tool
- Allows for user defined routing or approval queues
- Group routing and approval for related document
post award
OVERVIEW
The Agreements Module allows oversight of awarded research projects, essential to any effective research administrative platform. Seamless record updates, interfaces to institutional ERP systems, sponsor commitments, electronic records management are just some of the important function of the module.
Key Features
- Seamless integration with proposal submission to award process
- Allows alternative budgeting approaches such as per patient, fixed price, or milestone
- Extensive automated deliverables to support post award work streams
- Robust financial oversight and reporting capabilities
- Expenditure reporting roll ups by Principal Investigator, lab, division, and Department
- Bi-directional flow with ERP Financial System
- Accounts Receivable and Billing and Revenue functionality
- Notifications when final awards are executed
- Encumbering of expenses
- Total effort tracking over time per employee
Effort Certification Module
OVERVIEW
The Effort Certification Module allows users to manage the process of reviewing effort commitments, pay data, adjust, and complete required effort certifications at pre-determined intervals.
Key Features
- Accommodate multiple effort certification periods that are dependent on Department/type of employee
- Allow for comparison of actual to committed effort to be tracked in system and/or accept committed effort data proposal
- Create transactions to update both payroll and general ledger salary distributions.
- Allocate salaries across user defined periods
- Validate account/center numbers with the general ledger system.
- Multiple Certifiers
- Assign effort percentages and amounts
- Salary Cap Warning & Calculation
- Effort/Salary Planning and Projection
Compliance Modules and sub-modules
OVERVIEW
The integrated Compliance Module has four sub-modules that allow users to manage IRB, IBC, IACUC protocols and Conflict of Interest Disclosures of all related outside activity.
Insight also provides seamless data integration between all modules.
Key Features
- Human, Animal and BioSafety protocols
- Provide permissions hierarchy for routing approvals
- Indicate, in real time, where the proposal is within the workflow process to determine status and progress
- Automated IRB, IBC, or IACUC protocol expiration reminders
- Reactivate or clone archived protocols
- Allow end users (Deans, Department Heads, etc.) to access reports for their college or academic unit
- Conflict of Interest
- Vivarium (Lab Animal Management)
Administration Module
OVERVIEW
The Administration Module can be protected and be used to limit access to specific individuals to support system and security administration. User defined roles drive security and access to accommodate a large and complex organization with multiple hierarchies, units and locations.
This module also provides audit trails and the ability to track utilization by users.
Insight provides automated notifications and warnings via email and within Insight. Emails contain detailed information and provide the opportunity to communicate on a variety of research based actions and requests.
space module
OVERVIEW
The Space Module allows users to manage and report on all space where research occurs by linking projects (Agreements), people, and assets to specific locations.
Key Features
- Tracking all space in an institution
- Associating Principal Investigators with a given set of space
- Associating occupants and accounts with a given set of space
- Assigning functional usage of space by percentage for all usage types
- Facilitating annual space inventorying and certification process
- Assigning assets to a given set of space
- Space utilization reporting
- Density reporting - Dollar & FTE