Download - M-Inform: Overview of Changes June 2013
M-Inform: Overview of Changes
June 2013
Agenda
M-Inform is moving to eResearch on 07/01/13 What to Expect What’s Staying the Same What’s Changing M-Inform Overview of Discloser Role Disclosure Form: Training & Question Changes Changes to COI Sub-Contracts Documents M-Inform: Future Enhancements Resources for Help
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What to Expect
M-Inform is moving to eResearch on 07/01/13– Look & feel changes
Navigation Home Workspace (i.e., “hub”) Training page
– Disclosure question updates Outside interest “screening” questions Family members Travel question Relationship to research question
– Data prior to FY13 will not beconverted
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Have a link to M-Inform on your unit’s web site?
Update the URL to point to https:// minform.it.umich.edu or to Wolverine Access on or after 07/01/13.
https://www.umms.med.umich.edu/minform/ will no longer work
What’s Staying the Same
Your responsibility to disclose (and the reasons for disclosing) annually per U-M, unit, and/or PHS guidelines
The M-Inform name & roles
Wolverine Access log-in
Disclosure process:– Initial question identifies if outside interest exists– If have an outside interest, complete additional nine questions
Resources for help with disclosures:– In M-Inform: Links to help and training– Technical: ITS Service Center ([email protected])– U-M Policy: [email protected]– Unit guidelines: Check with your unit
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M-Inform Today M-Inform as of 07/01/13
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New Concept – Disclosure(s) grouped into one record
What’s Changing
HUB displays each outside interest disclosure as individual record
Access each disclosure individually
Sign each disclosure individually
Home workspace replaces HUB Displays one record containing all
your outside interest disclosures Access the record to:
– Add/update outside interest disclosure(s) as a group
– Sign once to submit the group– Review disclosure(s) for an
individual as a group
Navigation in M-Inform will be similar to eResearch applications (e.g., Proposal Management)
What’s Changing
“Annual Disclosure” – to update previous FY disclosure(s) for annual review
“Update” – to add a new disclosure to your group or change an existing disclosure in your group after annual review is complete
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New Concept – Disclosure(s) grouped into one record
Three (3) types of disclosures based on the action required:
The Name field shows the type of disclosure, identified by it’s title (e.g., Annual Disclosure)
“Research Initiated” – created by a COI Office to obtain more information from the discloser when a new research activity (PAF, HUM, etc.) has a relationship to a disclosed outside interest (may result in COI Management Plan)
THE DISCLOSER’S PERSPECTIVEM-Inform Overview:
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The Discloser’s Perspective
Four (4) tabs: My Disclosures – displays
the disclosure(s) requiring action
In Progress – view-only list of your disclosure(s) and it’s state (e.g., Draft)
Under Management Plan –list of your research activities where an outside interest is being managed.
Inactive – view-only list of your historical outside interests.
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M-Inform: Discloser Home Workspace (“Inbox”)
Remember: Your outside interest disclosure(s) is grouped into a record. The record displays here.
The Discloser’s Perspective
My Disclosures tab: Action Required lists the
disclosure to view, edit, and sign
Under Review lists the disclosure you signed and submitted for unit review.
Current Outside Interest… lists high-level information about your reported outside interests.
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M-Inform: Discloser Home Workspace (“Inbox”)
You will have only one “annual” or “update” disclosure at a time in the Action Required list
The Discloser’s Perspective
Disclose & SFI Training Pageto complete the annual training requirement
Related Outside Intereststo change your disclosure qualification (e.g., relatedness, equity, etc.)
Disclosure Details to:– Update an existing outside
interest– Enter Estimated effort for an
outside interest (for FY14)– Add/remove an outside interest– Sign once for the disclosure
group (all disclosures) 10
M-Inform: Discloser Home Workspace (“Inbox”)
After you’re familiar with navigating in M-Inform, you can “jump to” a specific disclosure page in the Edit menu
To edit an Annual Disclosure, select Introduction from the Edit menu to start the disclosure form. Then click Continue in the form to go to:
The Discloser’s Perspective
If submitted, but not reviewed If submitted & reviewed Action Required & Under
Review lists are empty Click
to add a new outside interest or update an existing one.
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M-Inform: Discloser Home Workspace (“Inbox”)
The Discloser’s Perspective
After signing a disclosure, how you access it to edit depends on where it is in the review cycle:
Action Required list is empty Under Review list displays the
disclosure– Select “Unsign Disclosure” from
the Activities menu to move it to the Action Required list to edit.
DISCLOSURE QUESTION & OTHER CHANGES
M-Inform Overview:
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What’s Changing: Training Page
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One training page - streamlined text, definitions, and policy links (not shown) in one location
Page automatically displays once per year to fulfill U-M policy & PHS regulations
Discloser must attest to reading the SFI Training. Unit Assistant can see attestation, but can’t complete on behalf of a discloser
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What’s Changing: Initial Question Answer one multiple choice question to identify if outside interest needs
to be disclosed (same categories) If you mark “None…,” continue to sign and submit your disclosure If you select an option, continue to provide outside interest details New! Ability to identify if a family member is a U-M employee
Family Member Information
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Identifies for whom you are disclosing Only see names listed as UM Family Member(s) if you
selected “yes” to the family member question on the Related Outside Interests page of the disclosure
What’s Changing: Question 1
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Question displays for all disclosers (not just PHS). Frequent traveler? Upload & maintain a spreadsheet to
report travel.
What’s Changing: Question 7
Travel Instructions and examples provided for clarity
What’s Changing: Question 9
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Related Research If you answer “Yes,” click Continue to
go to the Research Activities page – Select from a list of your PAFs, HUMs,
SUBKs (etc.) or add projects to identify their relationship to the outside interest
If you answer “No,” click Continue to return to the Disclosure Details page to sign your disclosure
What’s the Same Conflict of Interest Policy
Certification required for each Subrecipient
– Required at time of proposal– Captures the subcontractor’s COI
policy certification method Certified to the Federal
Demonstration Partnership (FDP) Clearing House
Not certified to the FDP Clearing House, but agrees to adopt the PHS FCOI policy.
Does not have a PHS FCOI policy and will report through University of Michigan.
What’s Different Updated Letter of Commitment to
Establish a Subrecipient Agreement (i.e., Form 1)
– U-M will accept verification that subrecipient is listed on FDP Clearing House
New Non-UM Affiliate Disclosure Form for subrecipients that choose to disclose to UM.
Elimination of Conflict of Interest Policy Certification (i.e., Form 2)
– Language in the Subcontract agreement replaces the need for this form.
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Updated Forms Available July 1, 2013
SUBK FCOI Process Change
New Forms will be available at: http://orsp.umich.edu/projects/grants_contracts/subagreements.html
M-Inform: Future Enhancements
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IRB COI integrating with M-Inform (September 2013)• All study team
members required to disclose
• IRB application (Accept Role activity) to display disclosure status and link to M-Inform
• Ability to accommodate non-UM disclosers via “Friends” account
RESOURCES FOR HELPM-Inform Overview:
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Resource: Decision Tree
Need help? Use the decision tree to determine if you should disclose an activity.
Available on:– OVPR web site @
http://research.umich.edu/conflict-of-interest/m-inform-decision-tree/
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Resource: Web Pages
Need a definition for an M-Inform term (e.g., outside interest)? Use the Glossary
Available on:– http://research.umich.edu/conflict-of-interest/m-inform-glossary/
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Resource: Web Pages
A revamped OVPR Conflict of Interest web page will provide:– Links to M-Inform job aids for all roles– Contact information for COI Offices– Links to applicable PHS and U-M policies for COI
Available on:– http://research.umich.edu/conflict-of-interest/outside-interest-
disclosure/ 23
Coming Soon!
QUESTIONS?M-Inform Overview:
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