New Study Participants ProcessUpdated 41608

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New Study Participants Process-Updated 4/16/08
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Study Participants new Process
Benefits Include

• Replacing the use of petty cash vouchers and its
  limitations
• Tracks usage by fund by study
• Allows time for cashiers office to anticipate
  cash needs
• Initiates reconciliation process of cash
  disbursements to study participants

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Study Participants new Process
Pilot Group Role

• Pilot group was selected to represent the current
  pool of studies
• Pilot group will begin this process after all
  necessary set up is complete (i.e. access, fund
  information, reconciliation process, etc)
• Pilot groups location (i.e. Clark St, Main
  campus, Marcey)

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Study Participants new Process
Pilot Group Responsibilities

• Designate individuals who will be responsible for
  requesting/picking up cash for study participants
• Designate individuals who will be responsible for
  reconciling

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How to Log in to the Study Participants Share
Point Site
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Study Participants Share Point Site
From the SharePoint Site

• Go to My Team

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Study Participants Share Point Site
From the SharePoint Site

• Select Study Visit Reimbursements

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Study Participants Share Point Site
The Study Visit Reimbursements Site
Click on Study Visit Form
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Study Participants Share Point Site
From the Study Visit Reimbursements Site

• Go to Fill out This Form

Click on Fill Out This Form
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Study Participants Share Point Site
From the Study Visit Reimbursements Site

• This is the form to be filled out each time a
  reimbursement request is needed UPDATED

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Study Participants Share Point Site
From the Study Visit Reimbursements Site UPDATED

• Required Fields
• Department Name
• Requestor
• Email
• Phone/Ext
• Fund
• Sub-account
• Pick Up date
• First/Last Name
• Visit Date

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Study Participants New Process
Completed Forms

• Will be routed via email to cashiers office for
  cash disbursement request
• Any cash not disbursed must be returned to
  cashiers office immediately
• Each study is subject to audits on reconciling of
  cash

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Study Participants New Process
Next Steps

• This will be applicable to all studies
• After a three month period of the assigned pilot
  group, it will be rolled out to all active studies