Manage Institutions

An institution is a higher-level internal body that receives grants or awards to conduct research or studies. For example, a university or a hospital that receives funding from an agency to conduct research. The institution follows a one-directional hierarchy.

1. In the Setup and Maintenance work area, go to the Manage Institutions task.

2. Perform any one of the following actions based on whether you want to create, edit, or delete an institution:

   • Click the Create icon to create an institution.

   • Select the institution you want to edit and click the Edit icon.

   • Select the institution you want to delete and click the Delete icon.

     Note: You can't delete an institution if it's used by a business unit or an award. Additionally, if contacts, certifications, or audits exist for an institution, then you can't delete an institution.

3. Add or edit the institution name, the name of the parent institution to which the current institution reports, the Data Universal Numbering System Number, NIH IPF number, and DHHS Entity number.

4. Under General Information tab, complete the following sections as appropriate:

   Section	Description
   Locations	An institution must have one primary location. The primary location is specified in the Federal Financial report. Specify one or more locations for an institution. Indicate if the location is: An award location that issues invoices to sponsors. A billing location that receives awards.
   References	Reference for the institution for identification purposes. For example, research center, hospital, and so on.
   Additional Information	Use the Institution flexfield to capture and track institution attributes that are specific to your organization.

5. Click Contacts and complete the following sections as appropriate:

   Section	Description
   Contact Persons	Persons to contact in an institution.
   Official Types	Official types to classify institution contacts as per their role in the institution or organization. For example, DEAN, PROVOST, and so on. A contact can have multiple official type roles. Evaluate processes when requested by sponsors and issue certifications. You can carry out various audits for the institution and resolve audit alerts.

6. Click Compliance. Add or edit the certification name, certification period, status, sponsor who's requiring certification, and the relevant external reference number that a compliance committee supplies.

7. Click Audits. Add or edit audit types and program coverage details such as the sponsor, auditor, date range, and the report. The auditor issues alerts if any gaps are found. The resolution official works through the alerts and resolves them.

8. Click Save and Close.