Training

*Training offered outside of ORA

This eLearning provides an in-depth overview of the Account Holder Report (AHR) and includes instructions for running and reviewing a package of reports that detail and summarize financial transaction activity.

Access the Account Holder Report Overview training

Prerequisite: None
Audience: All university employees responsible for running the Account Holder Report.

This eLearning provides critical information for sponsored project administrators responsible for financial reporting and the closeout of sponsored awards, including sponsor requirements and University processes supporting these functions.

Access Financial Reporting and Closeout of Sponsored Awards training

Recommended Preparation: Allocating Allowable Costs, Cost Transfer Principles, Principles of Effort, Direct Charging of F&A, Introduction to Chart of Accounts, Research Compliance Principles for Administrators

Audience: Research Administration staff, Finance and Business Operations staff, Business Administrators.

*Training offered outside of ORA

This eLearning is designed for business office staff who review or approve subaward invoices on both Federal and non-Federal grant funding. It provides end users with an in-depth overview of policies and procedures for approving subaward invoices.

Access the Subaward Management Overview training

Preparation: Learners are highly encouraged to have taken Introduction to Sponsored Projects Administration and Subrecipient Basics and Monitoring

Audience: Research administration staff, Finance and Business Operations staff, Business Administrators.

This eLearning provides individuals with an understanding of Yale’s policies and procedures concerning the allowability and allocation of costs associated with sponsored awards.

Access the Allocating Allowable Costs training

Prerequisite: Introduction to Sponsored Projects Administration

Audience: Research administration staff, Finance and Business Operations staff, Business Administrators.

*Training offered outside of ORA

This eLearning provides an in-depth review of cost allocation methodologies for supporting purchases on sponsored awards. Learners are highly encouraged to have taken Intro to Sponsored Projects Administration (SPA) AND Allocating Allowable Costs – Online before completing this course.

Access the Cost Allocation Methodology training

Recommended Prerequisite: Learners are highly encouraged to have taken Introduction to Sponsored Projects Administration and Allocating Allowable Costs

Audience: Research administration staff, Finance and Business Operations staff, Business Administrators.

This short video (self-paced, approx. 5 minutes) reviews the rules regarding mandatory cost-sharing, voluntary cost sharing, voluntary uncommitted cost sharing, in-kind/matching, and charging effort commitments to an award.

Access Cost Sharing on Sponsored Projects training

Prerequisite: None

Audience: Those involved in the administration of sponsored projects.

This Program is assigned to individuals who prepare, approve, or authorize Cost Transfers involving sponsored projects. Said individuals must complete training in order to process Cost Transfers per Yale Policy 1305. This training outlines Yale’s policies and procedures regarding labor and non-labor Cost Transfers associated with sponsored awards.

Access Cost Transfer Preparer and Approver Training Program

Preparation: We recommend reviewing Yale Policy 1305.

Prerequisites: Introduction to Sponsored Projects Administration, Allocating Allowable Costs.

Audience: Individuals who prepare, approve, or authorize Cost Transfers involving sponsored projects. This Program gets assigned, via Workday Learning, to individuals within this audience.

This eLearning outlines Yale’s policies and procedures regarding labor and non-labor Cost Transfers associated with sponsored awards. Upon completing the course, individuals will gain foundational knowledge of policy related to Cost Transfers.

Access the Cost Transfer Principles training

Prerequisite: Allocating Allowable Costs and Introduction to Sponsored Projects Administration

Audience: All members of the Yale community involved in Cost Transfers who are not responsible for preparing or approving Cost Transfers. Refer to Cost Transfer Principles and Process training if you prepare or submit Cost Transfers.

This eLearning outlines Yale’s policies and procedures regarding labor and non-labor Cost Transfers associated with sponsored awards.

Access the Cost Transfer Principles and Process training

Prerequisite: Allocating Allowable Costs and Introduction to Sponsored Projects Administration

Audience: Individuals who prepare, approve, or authorize Cost Transfers involving sponsored projects. Beginning in Sept ‘25, this course will be assigned, via WDL, to individuals within this audience.

This eLearning provides an understanding of Yale’s policies and procedures concerning the direct charging of administrative costs to sponsored awards.

Access the Direct Charging of F&A Costs on Sponsored Awards training

Prerequisite: Introduction to Sponsored Projects Administration

Audience: Research administration staff, Finance and Business Operations staff, Business Administrators.

This virtual instructor-led (vILT) course explains the restrictions involved when making foreign flight reservations that will be charged to federal awards, reviews how to avoid booking inappropriate flights, and provides tools and resources to help PIs and business offices remain compliant with the Fly America Act and Open Skies Agreements.

Access the Fly America and Open Skies Agreement training

Recommended additional training: Booking Federally Sponsored Travel with World Travel

Audience: Research administration staff, Finance and Business Operations staff, Business Administrators, and anyone who arranges international flights charged to sponsored awards.

*Training offered by Yale School of Medicine

The Yale Center for Clinical Investigation (YCCI) Clinical Research Training Program is an opportunity for faculty and clinical research staff to ensure that research is carried out appropriately and efficiently.

*Training offered by Yale School of Medicine

FDA’s annual 3-day training course for clinical investigators focuses on non-clinical, early clinical, and phase 3 studies; issues in the design and analysis of trials; safety and ethical considerations; and FDA’s regulatory requirements related to the performance and evaluation of clinical studies. Attendees have the unique opportunity of hearing directly from FDA’s nationally renowned experts on issues critical to successful clinical research. The course is designed for physicians, nurses, pharmacists, and other health care professionals involved in clinical trials.

*Training offered outside of ORA

Individuals engaged in the conduct of a clinical trial (per the NIH definition) must complete Good Clinical Practice (GCP) training. The training must be refreshed every three years. Any of the following will satisfy the initial and/or continuing education GCP training requirement:

• Completion of an on-demand GCP course through CITI: Be advised that Human Subjects Protection Training and Responsible Conduct of Research (RCR) courses do not satisfy the GCP training requirement. The IRES IRB records are updated within 1 to 2 business days.
• Attendance at the instructor-led Essentials of Good Clinical Practice by YCCI/HRPP. The sessions are offered several times a year. Sign up for the HRPP newsletter to be notified about the upcoming sessions.
• Completion of the industry-sponsored GCP training conducted by the TransCelerate identified provider. The certificates should be emailed to hrpp@yale.edu for data entry.

Access Good Clinical Practice training

Prerequisite: None

Audience: Individuals engaged in the conduct of a clinical trial (per the NIH definition).

*Training offered outside of ORA

The purpose of this Program is to provide investigators and study teams with a review of the principles, regulations, and best practices for the conduct of human subjects research as they pertain to various aspects and kinds of research.

Access Human Subject Protection Initial training

Access Human Subject Protection training

Prerequisite: None

Audience: Researchers from Yale, Yale New Haven Health System, and affiliated institutions engaged in conduct of human subjects research, and whose Human Subjects Protection Training was completed more than 3 years ago.

This virtual instructor-led training (vILT) provides resources to support effective clinical trial budgeting, describes associated costs, demonstrates how to prepare an internal budget, identifies hidden costs, outlines elements of a sponsor’s budget, and explains post-award activities related to payment and budget changes.

Access the Clinical Trial Budgeting training

Prerequisite: None

Audience: Those involved in the administration of sponsored projects.

*Training offered by Yale School of Medicine

YSM’s Medical Research Billing Compliance website seeks to ensure that medical researchers employ proper billing practices. The website has many resources available about how to bill for services provided as part of a research study and about the laws and regulations governing the billing procedure.

• IND/IDE Support
• Data and Safety Monitoring Committee (DSMC) < Yale Center for Clinical Investigation
• Research Guidance, Study Tools and Templates
• ClinicalTrials.gov
• Registering a Study on ClinicalTrials.gov
• Sponsored Projects Policies, Procedures, and Forms
• Human Research Policies, Procedures, Guidance, and Checklists

*Training offered by Yale School of Medicine

Workday at Yale Training Guides are available on the topics of Effort Certification Work Area, Certifiers, Reviewers, and Reporting.

Links to each guide are available on the Effort Reporting page.

(Previously titled “Effort Reporting Principles”) This module provides administrators with a thorough understanding of the principles of effort reporting including the life-cycle of effort reporting, policies, regulations, key terms and concepts.

To successfully complete this course, you’ll need to attend class and pass the Principles of Effort Reporting quiz administered at the end of the training.

Access the Principles of Effort training

Prerequisite: Introduction to Sponsored Projects Administration
Audience: T>hose involved in the administration of sponsored projects

This virtual instructor-led training (vILT) is an optional supplement to the Principles of Effort eLearning with an emphasis on Effort Certification. Subject Matter Experts will expand on the course material by discussing Effort Certification case studies, Frequently Asked Questions, and audience Q&A.

Please come prepared with Effort Certification-related questions. You can also submit questions ahead of time to effort.reports@yale.edu.

Access Principles of Effort: Ask the Expert Registration

Prerequisite: Principles of Effort

Audience: Those involved in the administration of sponsored projects, specifically Effort Certification.

This course will provide administrators with a comprehensive understanding of the effort lifecycle and documentation activities as they relate to sponsored awards, as well as Yale’s policies and procedures regarding labor and non-labor Cost Transfers associated with sponsored awards.

Access the Effort Certification Reviewer Training Program

Audience: Individuals with the role of Effort Certification Reviewer (ECR) in Workday. This Program gets assigned, via Workday Learning, to individuals within this audience.

This online module explores export compliance laws, the laws and regulations which prohibit the unlicensed “export” of certain technologies (information, software, materials and other items) to foreign entities.

To successfully complete this course you’ll need to pass the Export Compliance quiz, a link to the quiz can be found at the end of the online training course.

Access the Export Compliance by CITI training

Prerequisite: None
Audience: Those involved in the administration or research of sponsored projects

This virtual Instructor-Led Training (vILT) is designed to increase awareness of export controls and inform learners of noncompliance repercussions that could result in civil or criminal penalties. Export controls are U.S. laws and regulations governing the “export” of certain controlled technologies, services, and information to foreign nationals or entities for national security and foreign policy reasons. Export compliance regulations involve activities occurring both inside and outside the U.S. This course is offered by the Office of Export Controls and facilitated by the Office of Sponsored Projects (OSP).

Access the Export Compliance training

Audience: Yale employees involved in the export of controlled technologies, services, and/or information (inside and/or outside the US).

This eLearning provides step-by-step instructions for creating a Clinical Trial Agreement in IRES. It can be revisited to serve as a reference.

Access the IRES Agreements Module for Clinical Trials training

Prerequisite: None
Audience: Research administration staff responsible for managing Clinical Trial Agreements in IRES.

This eLearning is intended for research administrators who will be creating and submitting proposals using IRES PD. Staff resuming work in IRES after a hiatus are strongly encouraged to revisit this course as a refresher.

Before registering, check with your supervisor and obtain permission to attend this course. Registration takes place before course access. We will be contacting your department to confirm the IRES access you require.

Do not take this course if you only need PD for Clinical Trials, Contracts, RPPRs, or proposal tracking, as we offer separate classes for each of those topics.

Access the IRES Proposal Development training

Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects who need access to the IRES system.

This eLearning provides step-by-step instructions for creating a contract record in IRES PD. This self-paced training involves walking through the user guide as you create your first few contract records in PD.

Access the IRES Proposal Development (PD) for Contracts training

Prerequisite: None
Audience: Research administration staff responsible for creating contract records. If you are looking for instructions for Principal Investigators (PIs) or Office of Sponsored Projects (OSP) staff, access the full guide.

This eLearning provides an overview of the IRES Proposal Tracking (PT) environment, including navigation, search functionality, and field definitions. Users are encouraged to open IRES PT and click along with the course to become familiar with navigating the PT environment. This presentation will still be helpful if you do not yet have PT access.

Access the IRES Proposal Tracking training

Prerequisite: None
Audience: Those involved in the administration of sponsored projects.

This eLearning provides step-by-step instructions for creating a Research Performance Progress Report (RPPR) child record in IRES Proposal Development (PD). It can be re-visited to serve as a reference when creating an RPPR child record.

Access the Proposal Development (PD) for NIH RPPRs training

Prerequisite: None
Audience: Research administration staff responsible for managing RPPR child records.

Introduction to Sponsored Projects Administration (Intro to SPA) provides an overview of the sponsored award process from pre-award through post award and closeout. This eLearning must be completed in one sitting, as Workday Learning does not save progress between sessions, and any progress will be lost. The estimated duration for this course is: 1.5-2 hours.

Access the Introduction to Sponsored Projects Administration training

Prerequisite: None
Audience: Research administration staff, Finance and Business Operations staff, Business Administrators.

Introduction to Sponsored Projects Administration Refresher is available for those who have completed the training.

This short video reviews the eligibility requirements for becoming a Principal Investigator (PI), including employee status, eligible ranks, required training, Patent Policy Acknowledgement Agreement (PPAA) certification, and required documents.

Access PI Eligibility: Who Can Be a PI? (self-paced, approx 5-10 minutes)

Prerequisite: None

Audience: Those involved in the administration of sponsored projects and interested in becoming a PI

This two-day half-day session is designed to walk attendees through the principles of research compliance, concentrating on what business administrators need to know about research involving animals, human research studies, conflict of interest, environmental health and safety, and export controls.

Access the Research Compliance Principles for Administrators training

Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects.

This eLearning provides a comprehensive understanding of Yale’s policies and procedures related to subrecipients and includes topics such as the roles and responsibilities of the PI and administrators throughout the subaward process, the difference between a subrecipient and a vendor relationship, the requirements for subrecipient monitoring, the processing of subrecipient invoices, and where to locate resources to assist in the subaward process.

Access the Subrecipient Basics and Monitoring training

Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects.

This eLearning is intended for research staff who work on sponsored awards and have been identified by business offices as being responsible for purchasing goods and services for a sponsored award. The course aims to raise awareness of the University and sponsor policies and regulations, and to introduce learners to tools that support the management of sponsored projects.

Access the Sponsored Projects Administration for Research Staff training

Prerequisite: None
Audience: Research staff working on sponsored awards (Federal and non-Federal) who are not PIs or co-PIs.

This eLearning is designed to provide DBOs (department business offices) with the information and tools needed to better understand the unique requirements of NIH Career Development Awards (CDAs), commonly referred to as “K” Awards. This course will cover the lifecycle of the proposal and K Award process, types of K Awards, effort requirements, RPPRs, and more.

Access the NIH K Award Fundamentals training

Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of K Awards.

This self-paced online training provides the steps necessary to create the NIH Other Support JIT and RPPR submissions, including use of the Third-Party Agreements Library and creating the Other Support Page.

Access the Other Support Page and Third-Party Agreements Library training

Prerequisite: None

Audience: Those involved in the administration of sponsored projects.

This eLearning provides a comprehensive understanding of RPPR definitions, types, due dates, and the explanation of RPPR sections. It covers best practices and institutional requirements for submitting both SNAP and non-SNAP RPPRs, along with resources to support principal investigators with publications and the Application Submission System & Interface for Submission Tracking (ASSIST) system.

Access the Submitting NIH Research Proposal Progress Reports (RPPRs)

Prerequisite: None
Audience: Those involved in the administration of sponsored projects.

Visit the Workday@Yale Sponsored Awards training website to view training materials related to sponsored award business processes performed in Workday.

The Third Research Administrator Day took place on September 18, 2025, at West Campus. Research administrators across Yale had the ability to learn, network, and connect with colleagues both in-person and virtually. Presentation slides are available to view via OneDrive link.

View the 2025 Research Administrator Day Agenda
Access the 2025 Research Administrator Day Slides and Recordings

The Second Research Administrator Day took place on September 18, 2024, at West Campus. Research administrators across Yale had the ability to learn, network, and connect with colleagues both in-person and virtually. Presentation slides are available to view via OneDrive link.

• View the 2024 Research Administrator Day Agenda
• Access the 2024 Research Administrator Day Slides and Recordings

The Inaugural Research Administrator Day took place on September 13, 2023 at West Campus. Research administrators across Yale had the ability to learn, network, and connect with colleagues both in-person and virtually. Presentation slides are available to view via Yale Box.

Access the 2023 Research Administrator Day Slides