{"id":43620,"date":"2022-09-16T12:03:19","date_gmt":"2022-09-16T19:03:19","guid":{"rendered":"https:\/\/www.washington.edu\/research\/?page_id=43620"},"modified":"2026-03-30T16:38:57","modified_gmt":"2026-03-30T23:38:57","slug":"pi-resources-quick-start","status":"publish","type":"page","link":"https:\/\/www.washington.edu\/research\/pi-resources-quick-start\/","title":{"rendered":"PI Resources Quick Start"},"content":{"rendered":"<div class=\"col-md-6\">\n<div class=\"boxmodule-box\" aria-labelledby=\"box-header\">\n<h2 id=\"box-header\">NEW! Financial Reporting Tool demos for PIs<\/h2>\n<p>Requires UW NetID to view.<\/p>\n<ul>\n<li><a href=\"https:\/\/uwconnect.uw.edu\/finance?id=kb_article_view&amp;sysparm_article=KB0035743\">PI Dashboard<\/a><\/li>\n<li><a href=\"https:\/\/uwconnect.uw.edu\/finance?id=kb_article_view&amp;sysparm_article=KB0035647\">Post-Award Dashboard<\/a><\/li>\n<\/ul>\n<p><a href=\"https:\/\/uwconnect.uw.edu\/finance?id=kb_article_view&amp;sysparm_article=KB0035743\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/PI-Dashboard-screenshot.png\" alt=\"Screenshot of PI Dashboard in Workday\" width=\"406\" height=\"230\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col-md-6\">\n<div class=\"boxmodule-box\" aria-labelledby=\"box-header\">\n<h2>Tips for Navigating Workday<\/h2>\n<p>Requires UW NetID to view.<\/p>\n<p><a href=\"https:\/\/uwconnect.uw.edu\/kb_view.do?sysparm_article=KB0035744\">Workday Navigation Tips<\/a><br \/>\n<a href=\"https:\/\/uwconnect.uw.edu\/finance?id=kb_article_view&amp;sysparm_article=KB0035744\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/Tips-for-Accessing-screenshot.png\" alt=\"Screenshot of Tips for Customizing Workday Search \" width=\"418\" height=\"234\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<h2>Plan\/Propose<\/h2>\n<ul>\n<li><a href=\"\/research\/myresearch-lifecycle\/plan-and-propose\/write-proposal\/proposal-prep-quick-guide\/\" target=\"_blank\" rel=\"noopener\">Proposal Preparation Quick Guide<\/a>\n<ul>\n<li><a href=\"\/research\/faq\/proposal-prep-resources\/\" target=\"_blank\" rel=\"noopener\">FAQ What Resources are Available to Help Me Prepare at Proposal at the UW?<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"\/research\/step-by-step-proposal-submission-quick-guide\/\" target=\"_blank\" rel=\"noopener\">Step by Step Proposal Submission Quick Guide<\/a>: Walk through administrative steps, tools and processes for the proposal submission process<\/li>\n<li><a href=\"\/research\/resources\/funding-opportunities\/\" target=\"_blank\" rel=\"noopener\">Funding Opportunities<\/a>: Internal and external funding opportunities<\/li>\n<li><a href=\"http:\/\/depts.washington.edu\/research\/funding\/limited-submissions\" target=\"_blank\" rel=\"noopener\">Limited Submissions<\/a>: Grants, awards and fellowships that limit the number of applications coming from one institution<\/li>\n<li><a href=\"\/research\/myresearch-lifecycle\/plan-and-propose\/select-funding-source\/\" target=\"_blank\" rel=\"noopener\">Determining between a sponsored program, gift or service activity<\/a><\/li>\n<\/ul>\n<h2>Setup<\/h2>\n<ul>\n<li><a href=\"\/research\/myresearch-lifecycle\/setup\/sponsor-requirements\/agreement-considerations\/\" target=\"_blank\" rel=\"noopener\">Agreement Considerations<\/a>: Typical elements of a sponsored research agreement with the UW.<\/li>\n<li><a href=\"\/research\/myresearch-lifecycle\/setup\/collaborations\/agreement-types\/\" target=\"_blank\" rel=\"noopener\">Agreement Types<\/a>: Information on a variety of agreement types, their purpose, and contact instructions. Includes Data Use Agreements, Confidentiality Agreements, and more&#8230;<\/li>\n<li><a href=\"https:\/\/guides.lib.uw.edu\/research\/dmg\" target=\"_blank\" rel=\"noopener\">Data Management Research Guides<\/a>: UW Libraries resources.<\/li>\n<li>Subawards:\n<ul>\n<li>Review <a href=\"\/research\/myresearch-lifecycle\/plan-and-propose\/write-proposal\/additional-considerations\/#proposal-prep-sub\" target=\"_blank\" rel=\"noopener\">considerations for subawards<\/a> at the UW<\/li>\n<li><a href=\"\/research\/faq\/subrecipient-vendor-consultant\/\" target=\"_blank\" rel=\"noopener\">Subrecipient, Contractor\/Vendor, Consultant?<\/a><\/li>\n<li><a href=\"\/research\/policies\/subawards-checklist-from-proposal-to-closeout\/\" target=\"_blank\" rel=\"noopener\">Subawards Checklist from Proposal to Closeout<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"\/research\/myresearch-lifecycle\/setup\/compliance-requirements-non-financial\/information-privacy-and-security\/\" target=\"_blank\" rel=\"noopener\">Information, Privacy and Security<\/a><\/li>\n<\/ul>\n<h3>Manage<\/h3>\n<ul>\n<li><a href=\"\/research\/myresearch-lifecycle\/manage\/award-changes\/\" target=\"_blank\" rel=\"noopener\">Award Changes:<\/a> Provides guidance on managing programmatic changes, requesting prior approval, requesting no cost extensions,\u00a0 and more&#8230;<\/li>\n<li>NEW! Financial Reporting Tools demos: KB Connect articles (require NetID login)\n<ul>\n<li><a href=\"https:\/\/uwconnect.uw.edu\/finance?id=kb_article_view&amp;sysparm_article=KB0035647\">Post Award Dashboard demo<\/a><\/li>\n<li><a href=\"https:\/\/uwconnect.uw.edu\/finance?id=kb_article_view&amp;sysparm_article=KB0035743\">PI Dashboard in Workday demo<\/a><\/li>\n<li><a href=\"https:\/\/uwconnect.uw.edu\/kb_view.do?sysparm_article=KB0035744\">Tips and Tricks for Accessing Reports in Workday demo<\/a><\/li>\n<\/ul>\n<\/li>\n<li>\u00a0Subawards\n<ul>\n<li><a href=\"\/research\/myresearch-lifecycle\/manage\/subawards\/\" target=\"_blank\" rel=\"noopener\">Manage Subawards<\/a><\/li>\n<li><a href=\"\/research\/policies\/subawards-checklist-from-proposal-to-closeout\/\" target=\"_blank\" rel=\"noopener\">Subawards Checklist from Proposal to Closeout<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"\/research\/myresearch-lifecycle\/manage\/compliance-requirements-non-financial\/information-privacy-and-security\/\" target=\"_blank\" rel=\"noopener\">Information Privacy and Security<\/a><\/li>\n<li><a href=\"https:\/\/finance.uw.edu\/pafc\/effort-reporting\/effort-reporting-systemprocesses\/certifying-statements\" target=\"_blank\" rel=\"noopener\">Manage your Effort Reporting<\/a><\/li>\n<li><a href=\"https:\/\/guides.lib.uw.edu\/research\/dmg\/datasharing\" target=\"_blank\" rel=\"noopener\">Publishing and Sharing Research Data<\/a>: Library <span id=\"s-lg-guide-description\">Guide of resources related to the many aspects of research data management. Data management encompasses the processes surrounding collecting, organizing, describing, sharing, and preserving data.<\/span><\/li>\n<li><a href=\"\/research\/faq\/what-tools-and-resources-are-available-for-award-data-and-reporting\/\">What tools and resources are available for award data and reporting?<\/a><\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/compliance\/research-security-at-uw\/\">Research Security<\/a><\/li>\n<\/ul>\n<h3>Closeout<\/h3>\n<ul>\n<li><a href=\"\/research\/myresearch-lifecycle\/closeout\/\" target=\"_blank\" rel=\"noopener\">Lifecycle guidance for all stages of Closeout<\/a><\/li>\n<\/ul>\n<h3><a name=\"training\"><\/a>Training and Training Resources<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.washington.edu\/research\/required-training\/\" target=\"_blank\" rel=\"noopener\">Required Research Training<\/a>: A dynamic resource to assist researchers and their teams in identifying Required Research Trainings\n<ul>\n<li><a href=\"https:\/\/myresearch.washington.edu\/training\/transcript\/\" target=\"_blank\" rel=\"noopener\">MyResearch Training Transcript (MRTT)<\/a>: Transcript of your required training completions and requirements<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/hr.uw.edu\/pod\/courses-and-workshops\/faculty-grants-management\/\" target=\"_blank\" rel=\"noopener\">Grants Management for Investigators (GMI)<\/a>: Required for PIs (faculty and non-faculty) no later than twelve months following submission of their first proposal, though recommended soon upon arrival at the UW<\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/compliance\/responsible-conduct-of-research-rcrtraining\/\" target=\"_blank\" rel=\"noopener\">Responsible Conduct of Research<\/a>: Information regarding sponsor requirements, and University offerings, for Responsible Conduct of Research (RCR) Training.<\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/research-administration-learning\/introduction-to-research-administration\/\" target=\"_blank\" rel=\"noopener\">Introduction to Research Administration<\/a>: Survey course designed to help individuals build a foundational body of knowledge within research administration at the UW<\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/hsd\/zipline\/\" target=\"_blank\" rel=\"noopener\">Zipline<\/a>: Help on using the Human Subjects Division\u2019s e-IRB system, the portal for viewing and managing all of your IRB applications<\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/hsd\/training\/required-training\/irb-101-online-tutorial\/\" target=\"_blank\" rel=\"noopener\">IRB 101 Online Tutorial<\/a>: Covers the basics of human subjects research and provides important practical information about navigating the IRB process at UW<\/li>\n<\/ul>\n<h3>Compliance<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.washington.edu\/research\/compliance\/foreign-interests-in-sponsored-programs\/\" target=\"_blank\" rel=\"noopener\">Foreign Interests in Sponsored Programs<\/a>\n<ul>\n<li><a href=\"https:\/\/www.washington.edu\/research\/myresearch-lifecycle\/manage\/compliance-requirements-non-financial\/export-control\/\" target=\"_blank\" rel=\"noopener\">Federal Research Security by Design<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/compliance\/financial-conflicts-of-interest-fcoi\/\" target=\"_blank\" rel=\"noopener\">Financial Conflict of Interest (FCOI)<\/a>: The FCOI Policy, <a href=\"https:\/\/www.washington.edu\/research\/policies\/gim-10-financial-conflict-of-interest-policy\/\/\" target=\"_blank\" rel=\"noopener\">Grants Information Memorandum (GIM) 10<\/a>, establishes guidelines for disclosure of Significant Financial Interests and management of Financial Conflicts of Interests in research, sponsored programs, and technology transfer activities at the University.<\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/myresearch-lifecycle\/manage\/compliance-requirements-non-financial\/export-control\/\" target=\"_blank\" rel=\"noopener\">Export Controls<\/a><\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/hsd\/\" target=\"_blank\" rel=\"noopener\">Human Subjects Division<\/a><\/li>\n<li><a href=\"https:\/\/sites.uw.edu\/oawrss\/\" target=\"_blank\" rel=\"noopener\">Office of Animal Welfare<\/a><\/li>\n<li><a href=\"https:\/\/www.ehs.washington.edu\/research-lab-safety\" target=\"_blank\" rel=\"noopener\">Environmental Health and Safety<\/a><\/li>\n<li><a href=\"https:\/\/finance.uw.edu\/pafc\/\" target=\"_blank\" rel=\"noopener\">Post Award Fiscal Compliance<\/a><\/li>\n<\/ul>\n<h3>Collaboration<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.washington.edu\/research\/shared-research-facilities-resources\/\" target=\"_blank\" rel=\"noopener\">Shared Research Facilities and Resources<\/a><\/li>\n<li><a href=\"https:\/\/www.washington.edu\/research\/collaboration\/centers-and-institutes\/\" target=\"_blank\" rel=\"noopener\">Research Centers and Institutes<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>NEW! Financial Reporting Tool demos for PIs Requires UW NetID to view. PI Dashboard Post-Award Dashboard Tips for Navigating Workday Requires UW NetID to view. Workday&#8230;<\/p>\n","protected":false},"author":20,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/page-builder.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-43620","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>PI Resources Quick Start - UW Research<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.washington.edu\/research\/pi-resources-quick-start\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"PI Resources Quick Start - UW Research\" \/>\n<meta property=\"og:description\" content=\"NEW! 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