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Award management workflowsAward management workflows
Who is this page for?
This page is intended for clients who have recently bought Pure, or a new part of Pure, and are currently or will soon be working on an implementation project with a Pure Implementation Manager. It provides general information that is applicable to all Pures; your Implementation Manager will help you address the details specific to your individual case.
Introduction
Adapting existing application, award and project workflows or creating a new, custom-defined workflow can be a complex task. Your Implementation Manager (IM) can help you implement award management workflows in Pure, but first you will need to document your existing processes in detail, using the template tables below.
Your IM will review and assess your processes and give you feedback on how they can be configured as workflows in Pure.
Examples of populated award management templates
Application workflow
|
Workflow step |
 |
 |
 |
 |
 |
 |
| Phase | Submission | Review | Peer review | Ethical review | Research audit and review approval | Final approval |
| Approver/Checker | Researcher self-check | Research operations and project management office | Peer reviewers |
Ethical committees |
Research audit and review committee |
Research operations and project management office |
| Process description and tasks in this phase |
Creates application
Fills in at least all mandatory fields |
Checks if info is complete
Checks proposals for conflict of interest, strategy alignment etc.
|
Proposals are sent to external/internal reviewers to assess the proposal, make comment(s) and score it against set criteria Peer reviewer fills bank form (Appendix 3) after fully reviewing the proposal Research operations and project management office sends peer reviews to the Principal Investigator for modifications Chief Scientific Officer or Chief Medical Officer assesses reviewer comments |
Applications that have received enough support from reviewers will go forward to:
|
Applications that have received final approval from the ethical committees can proceed to the Research audit and review committee to confirm that the proposals are consistent with:
|
Research operations and project management office issues final project and budget approval Award/project record is created |
|
Comments |
Sends application to pre-approval | Pre-approver is assigned | Peer review is done based on a form outside of Pure |
Ethical committee type based on the types of activity (nature of activity) Ethical review is done based on a form outside of Pure |
Decision and budget discussion on final proposal | Final budget approval in collaboration with Chief Scientific Officer or Chief Medical Officer |
Award workflow
| Workflow step | |
|
|
|
|---|---|---|---|---|
| Phase | Entry in progress | For approval | Approved | Validated |
| Approver/Checker | PI/Research office | Editor of projects | Editor of projects (faculty) | Editor of projects (university) |
| Process description & tasks in this phase | Checks that information from application is still valid |
Adds allocated time
Adds additional information on milestones and assigns tasks to administrative staff and PI, CoI etc. |
||
| Comments |
Project workflow
| Workflow step | |
|
|
|
|
|---|---|---|---|---|---|
| Phase | Entry in progress | For approval | Approved | Validated | |
| Approver/Checker | |||||
| Process description & tasks in this phase | |||||
| Comments |
Updated at July 27, 2024