Page 420 - eBOOK VERSION 8 BOOK 2 of 2 JUL 2022

STANDARD OPERATING PROCEDURE Research Administration SOP No: F001
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PURPOSE & INTRODUCTION
The purpose of this standard operating procedure (SOP) is to outline the process for managing the Research Finance mailbox in Outlook.
SCOPE
The Research Finance inbox is accessible by the Research Finance Team and Research Administration Leadership. Members of the Finance Team have access to view, manage, and respond to email request send to Research.finance@childrens.com. The Senior Financial Analysts is responsible for managing the Research Finance mailbox in Outlook daily. All emails received are routed to the appropriate team members for review.
RESPONSIBILITIES & SPECIFIC PROCEDURE
This SOP applies to Children’s Health Finance group in Research Administration.
The Research Finance mailbox contains several Folders and subfolders. The purpose of each Folder and subfolder folders is outlined below.
3.1. The Active Items tab contains folders for all research staff that have access to the Research Finance inbox. An email that requires follow up from a staff member is forwarded to the appropriate team member then the email is filed in the appropriate team member’s folder.
3.2. Emails pertaining to CMO/GMO agreements are filed in the CMO/GMO folder.
3.3. Emails pertaining to CTCA’s are filed in the CTCAs folder.
3.4. Emails received from Taylor Gheen are filed in the Data Analytics folder.
3.5. Emails received from Rong Huang are filed in the Bio Stat Folder.
3.6. All completed emails are to be filed in the History and Email chains folder so a record of the email activity is stored.
3.7. IntegReview invoices are forwarded to Nancy Reveles and cc Director of Research Finance, Greg Gramling, then file email in the IntegReview Folder.
3.8. Invoice questions will be routed to the FA (per PI alpha split) and file the email in the Invoice questions folder.
3.9. Emails received from the lab (Amanda Cortinas, Matt Quintero, John Burns, etc.) are filed in the Lab folder.
3.10. SOA modification questions or requests are forwarded to Jayni George and file the email in the MOD folder.
3.11. Emails regarding Service Package Grants are filed in the SPG folder.
3.12. SOA request emails are filed in the SOA folder. Forward the email request for an SOA or SOW review to Jayni George with the message, “Jayni, please add to your que for review.” Follow the same process for CCBD SOA’s, except you will forward the email request to Sharon Posey, CCBD Manager.
SOP Title: Managing The Research Finance Mailbox