Research Related Training, System Logins, Forms & Policies

Find training on electronic systems utilized to support research activities, compliance initiatives, forms, policies and more!

All For Researcher/PI System Logins For Research Admins Forms and Policies
Project managers discussing work strategy.

This training is a brief overview of navigating At-Risk Accounts effectively. From understanding the purpose of At-Risk Accounts to mastering the steps for requesting and managing them.

Man holding a clipboard and pen making notes on his research budget.

Everything you need to know about helping your PIs build their budget can be found in this course. This course ends with a full budget building simulation to get you ready for building your first real budgets.

Researcher gathering important documents for a meeting.

This course will provide the details and necessary steps to completing a category refund on an established award.

Research Application: Click Portal with image of logo.

The Click Portal is a new online administrative tool designed to help researchers and administrators better manage grants.

Associate reviewing compliance documents as his desk.

Many federal and institutional compliance regulations require training, both in person and/or online, often before you are allowed to begin your research.

Research Application: Concur with image of logo.

Authorized UB faculty and staff use Concur, the travel and expense reimbursement system, to book business travel, and to submit business travel and non-travel expenses for reimbursement.

Man shaking woman's hand over signed business contract.

This course will provide you with the ins and outs of many contract types we work with here at the University at Buffalo. This course is filled with interactive modules that will better prepare you for working with live contracts.

American flag in front of United States Capitol Building in Washington, D.C.

This link leads to a YouTube playlist with videos produced by the SUNY Research Foundation, each highlighting a major federal agency we work with and key details about them.

Male and female IT support associates monitoring computer systems on a laptop while reviewing a virtual display monitor on the wall.

Assisting researchers with their data acquisition and technology needs by providing and developing tools and resources that help meet their goals.

Hand holding a mobile phone with an abstract envelope icon to signify receiving an email.

Just In Time (JIT) requests are made by NIH typically asking for more information about your project before it is chosen to be funded. Follow this training to learn more!

Man using digital display of software to calculate research expenses.

This course will give introduce you to various funding sources that are commonly used to fund the research done at the University at Buffalo. These sources include the NIH, NSF, and other federal funding sources as well as private funding sources.

Researchers gather in boardroom for business discussion.

Access this training to dive deeper into Account Establishment's role in No-Cost Extensions.

Diverse Team of researchers develop strategy around office table.

As an Agreement Administrator, your role involves navigating grants.gov to submit extension requests, ensuring compliance with requirements, and coordinating with the Award Analyst and sponsor for approval. Access this course to learn more!

Top view of research team reviewing financial paperwork.

This training will guide you through handling no-cost extension requests, providing you with the knowledge and strategies to navigate these situations.

Team gathers to analyze research and investment information while pointing to financial data chart at meeting.

As an Award Analyst, you're the go-to person for verifying project details such as effort commitments for key personnel on the project, and communicating with key stakeholders such as the PI and Grants Administrator. Access this course to learn how to do just that.

Negotiating business - two buisness people shaking hands.

Whenever a proposal is selected to be funded, we will receive a notice of award. That notice has a great deal of information and is something we'll reference often throughout the length of the project, so it is important to have a solid understanding of how to interpret the information presented.

Research Application: OnCore with image of logo.

OnCore is a comprehensive management system that will support investigators and research staff and administrators by giving them an organizational tool.

Woman carefully reading a document.

Access this course to gain a foundational understanding of the Current and Pending/Other Support documents and what some of our major sponsors require.

Research Application: Qualtrics with image of logo.

Qualtrics is an online survey tool to build and distribute surveys, collect responses, and analyze response data. 

Research Application: REDCap with image of logo.

REDCap (Research Electronic Data Capture) is a secure web application for building and managing online surveys and databases.

Training for Research Applications: SUNY RF Help Center and Oracle with image of logos.

This training is designed to help you navigate Report Center and Oracle to effectively and efficiently locate award financial information. The course is designed for Research Administrators.

Researcher filling out forms and supporting documents.

Find forms for your research project and other supporting documentation.

Administrator reviewing financial documents.

From the hard sciences to arts or humanities, we can help calculate tuition costs and institutional overhead when putting together a grant proposal or managing your award. 

Research Website: SUNY RF Help Center with image of logo.

RF Report Center is an analytical tool allowing campuses to view integrated information from the RF business system.

Research Application: ShopBlue with image of logo.

ShopBlue is a fully integrated eProcurement system allowing authorized UB faculty and staff to place orders for necessary goods and services.

Two female researchers filling out required documentation for their grant proposal submission.

This course will give you a comprehensive overview of two major funding submission sites. You will learn the ins and outs of Grants.gov and Research.gov. This training focuses on proposal submission; and finding funding is not covered.

Research administrator reviewing grant proposal in her office.

UB provides comprehensive training for research administrators at all steps of the research lifecycle.

Taking notes on paper.

Training for Researchers and PIs

Researchers and PIs can receive tailored trainings through Sponsored Projects Services, including budgeting basics, proposal lifecycle navigation and creation of research profiles.

Text: UB Policies with image of University at Buffalo logo.

These courses are designed to introduce you to various important policies and guidelines at the University at Buffalo.  These policies must be adhered to in order to maintain eligibility for funding.  For further information, such as definitions and procedures, please feel free to access the UB Policy Library.

Text: UB Policy Library with image of University at Buffalo logo.

Find a listed policy — by its category or alphabetically, search for a policy title or search the library for keyword(s).

Two researchers viewing a brain scan on a computer monitor.

UB Research Connect is a searchable directory to explore research across our campuses and discover opportunities for collaboration.

hands using laptop to log into UB Research Proposal Whiteboard.

This training will briefly walk you through basic navigation of the Whiteboards, as well as show you the beginning steps to creating a form and posting to the Whiteboards.