Page 41 - eBOOK VERSION 8 BOOK 2 of 2 JUL 2022

STANDARD OPERATING PROCEDURE
Research Administration SOP No: A003
SOP Title: Onboarding (New Employees and New Assignments)
Request Access to the Following:
Shared Drive Access
Badge Access (3rd, storage room, and specific department)
Mailbox Access (if applicable)
Access to eResearch systems
Requesting EPIC access (person to mirror)
Order any necessary supplies or materials (per TL inventory)
Table 5.2.2: Research Education
Assign Cornerstone CBTs and CITI training requirements
Schedule Epic training courses
Schedule eIRB/Velos training
Schedule Onboarding trainings indicated in the
“Things to Assign” educator folder.
Schedule IATA training
Assign Initial & Ongoing Competencies
Table 5.2.3 Team Lead
Ensure Accesses with Administrative Coordinator
Obtain signed Job Description
Obtain signed Conflict of Interest (COI)
Assign Ongoing Cornerstone Training
Assign Annual Lawson Goals
Assign HEICS- Emergency Code Checklists
Schedule Coordinator Skills Competency Training
Schedule 1-1s and Huddles and Unit Events
Schedule PI Introductory meetings
Sync communication structure and Onboarding Plan with
Director, Educator, preceptor(s), buddy, and Team Member
5.3 Onboarding and Competency Documentation (initial and ongoing)
5.3.1 Upon completion of 5.1 and 5.2, research educator assigns competencies in Lawson and sets a communication structure and training schedule with the new
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