Training
OSR Training Library
Last updated: 07/7/2020
Available Trainings
Session | Description | Date | Time | Format |
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Intro to Science & Security | Background on the development and renewed interest in foreign influence in research. | April 9, 2020 | CBT | |
Other Support | Updates and guidance on the changes in Other Support requirements. Click here for the presentation. | April 9, 2020 | 2:00 - 3:00 PM | Webinar Recording |
Data Security | This presentation will focus on why securing unpublished and controlled research data is so important, will provide information on state and federal data security requirements as well as foreign travel tips, and provide a guide to Information Security resources available at UNC. | September 24, 2020 | 2:00 - 3:00 PM | Webinar Recording |
Last updated: 11/12/2020
Available Trainings
Session | Description | Date | Time | Format |
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COVID-19 Impacts on Industry Sponsored Projects | This webinar will provide an overview and guidance on working with industry partners during this time of uncertainty. Click here for the presentation. | June 4, 2020 | 2:00 - 3:00 PM | Recording |
Impact of COVID-19 on Federal Funding | Participants will get a broad overview of how to manage Federal funding sources if their project is impacted by COVID-19, as well as resources and guidance on how to work with OSR to communicate any impacts to their sponsors. Click here for the presentation. | July 7, 2020 | 2:00 - 3:00 PM | Recording |
Impacts of COVID-19: Managing Non-Profit Funded Projects | The webinar will discuss the unique characteristics of non-profit funding. It will provide an overview of the University’s Policies related to the pandemic and their impact on non-profit funding. We will cover the Office of Sponsored Research (OSR) Prior Approval Request (PAR) process and tips and tools for working with our Non-Profit Sponsors as well as the University’s resources and FAQ’s. Click here for the presentation. | August 13, 2020 | 2:00 - 3:00 PM | Recording |
Impacts of COVID-19 on Salary and Effort Management | This session covers important impacts of COVID-19 on both salary and effort management. It provides a change in OSR guidance on these subjects. Click here for the presentation. | Pre-recorded Webinar |
National Council of University Research Administrators (NCURA) Training
The NCURA Life Cycle of the Award webinar series offers training on several broad research administration topics that are relevant to many institutions. Individuals who complete the webinar series will gain insight and knowledge of the award lifecycle from proposal development through award management, and become familiar with a variety of compliance topics essential to research administration.
- CBT: Submitting Prior Approvals and Budget Revisions
The Office of Sponsored Research is pleased to announce updates for two important research administration processes: Prior Approval Requests and Budget Revisions. New tools have been developed to streamline both processes for department users with a new form for each process that can be used universally across all projects. This Computer Based Training (CBT) walks users through all the steps required to using the new forms. The new forms and accompanying quick reference guides and instructions may be found in Forms & Tools (link to forms page). - CBT: Grants.gov Workspace
This Computer Based Training (CBT) provides users a guide to working in Grants.gov Workspace. Workspace is a shared, online environment where members of a grants team may simultaneously access and edit different forms for a federal grant application.
Effort Certification and Reporting Technology (ecrt) Training
Certifying personnel effort on sponsored research projects is a regulatory requirement under constant scrutiny by the Office of the Investigator General, NIH, and other federal agencies. The ecrt training resource provides the training and resources to complete the required reporting.
Other Training Library
Training for Researchers and Research Administrators
Office of Clinical Trials Training
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Clinical Research Updates
Provides the most recent updates pertaining to clinical trials at the University, which was presented at UNC’s NRP June Meeting. - Clinical Research Personnel Training
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Good Clinical Practice (GCP)
GCP is the international ethical and scientific standard expected in the design, conduct, performance, monitoring, auditing, recording, analysis, and reporting of clinical trials. Effective October 1, 2014, all UNC-CH investigators and research staff who are involved in the design, conduct, or reporting of clinical trials involving human subjects AND a drug, device, or biologic are expected to document completion of GCP training.
This training provides guidance and an overview on working as a clinical research personnel at the University.
Conflict of Interest (COI) Training
COI Training is required for all individuals involved in research at UNC-Chapel Hill. The training will inform the individual of the University’s policies on conflict of interests, individual disclosure responsibilities and the Federal regulations on financial conflict of interests. Training must be reviewed and completed at least every four years.
Environmental Health and Safety (EHS) Training
EHS provides guidance and training on how to understand and comply with regulations regarding biological, chemical, radioactive and other hazardous material used in research.
Finance Training
Training and documentation provided by the UNC Finance Office for ConnectCarolina and related finance applications, such as InfoPorte and ePro.
Health Insurance Portability and Accountability Act (HIPPA) Training
Training for campus personnel regarding protected health information (PHI) and its transmission.
Institutional Animal Care and Use Committee (IACUC) Training
IACUC provides oversight of all animal subjects used in research at the University in compliance with Federal regulations.
Office of Human Research Ethics (OHRE) Training
Training provided for the ongoing educational process for Institutional Review Board (IRB) members, the staff of the IRB Office, campus researchers and their related administrative team on the ethical concerns and regulatory and organizational requirements for the protection of human subjects research.
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Collaborative Institutional Training Initiative (CITI)
All faculty and staff involved in Human Subject Research at the University must complete required CITI training related to the protection of human subject research.
Office of Research Information Systems (ORIS) Training Portal
This resource includes training from various central offices and centers involved in research at the University and provides a training tracking system for users.
Research Compliance Learning Community
A resource offered by the Research Compliance Program that includes training resources and contact information to aid campus researchers and department administrators involved in research at the University.
Responsible Conduct of Research (RCR) Training
A resource offered by the Research Compliance Program that includes the University’s Plan for Training in RCR along with helpful information for other research related resources.
Research Systems Training
RAMSeS Training
RAMSeS is the proposal submission system and award management system used for administrative management of all research agreements at the University.
Click here to access the RAMSeS Campus User Guide.
Cayuse Training
This is a proposal creation system, which corresponds with Grants.gov for submitting funding applications for specific Federal agencies.
ConnectCarolina Training
Training is provided by ITS, in collaboration with other central offices, on how to use the various applications within ConnectCarolina and InfoPorte for HR, Finance, Student Administration, and Research related activities. Click here for access to training for Research Administrators.
External Training Resources
- National Council of University Research Administrators (NCURA) Education Opportunities
- National Institutes of Health (NIH) Grants Training
- National Institutes of Health (NIH) eRA Commons User Guides
- National Science Foundation (NSF) Toolkit
- Grants.gov User Help
- Society of Research Administrators International (SRA) Education Opportunities
OSR Training Events
OSR Town Hall
Town Halls are annual meetings where the Office of Sponsored Research shares updates in an interactive session and answers questions posed by the audience.
Agenda:
- Effort Certification
- Operational Excellence Rollout
- PPI Eligibility Policy
- SRA Training
- OSR RAFTs
- Carolina RAPiDs
- Science & Security Training (this has been rescheduled from the date in the recording)
- Symposium
- Project Notifications
- RAMS Reports
Symposium for Research Administrators
The annual UNC Symposium for Research Administrators is a forum used to provide campus department administrators the most current information on policies, regulations, and best practices for conducting research at the University.
What are RAFTs?
RAFTs provide in-person training and networking opportunities for the campus research community. Presenters may be from OSR and/or the Sponsored Programs Office, Central Office Administrators, Department Administrators, and/or any combination. The goal is to provide in-person training and discussions on relevant topics in research administration and sponsored projects management.
RAFTs will occur on a triannual basis, are open to all, and while registrations are not required for attendance, RSVP’s will be requested in order to ensure rooms with the appropriate capacity are reserved.
Format of RAFTs
The format will allow time for presenters to speak/train on a specific topic or process and then open into a forum for discussion with the audience participants. Open discussions and dialogue will be encouraged and an opportunity for submitting questions beforehand will be provided with RSVPs.
- Society of Research Administrators (SRA) Training: Basics of Research Administration
- Finding funding
- Pre-award
- Award acceptance
- Compliance
- Post-award
- Society of Research Administrators (SRA) Training: A Walk-Through of NIH Awards with Workshops on Export Controls and NIH Training Grants
- NIH as an Organization
- Proposal Representations & Certifications, including Standard Terms and Conditions of Awards and Audit
- Public Policy Requirements
- Review of Cost Considerations
- Modular Awards, Payments, and Cash Flow
- Public Access
- Research Resources
- Intellectual Property
- Compliance areas
- Export Control Regulations and Compliance
- How to Work with NIH Training Grants
Dates: April 27-28, 2017 and July 27-28, 2017
The purpose of this training is to provide participants with a broad overview of the various aspects involved in research administration. The 2-day intensive course will discuss all areas of research administration:
Dates: November 12-13, 2019
Over one and half days this course will walk you through NIH requirements upon submission of a proposal and acceptance of an award; exploring how these requirements and terms drive institutional culture and compliance. Topics include:
Workshops:
Upcoming Training

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Symposium for Research Administrators
The annual UNC Symposium for Research Administrators is a forum used to provide campus department administrators the most current information on policies, regulations, and best practices for conducting research at the University. Go to symposium.web.unc.edu to learn more or click on the logo below.
For any questions regarding the annual symposium, please email osr_symposium@unc.edu