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  • 1.  Outside Interests - Implementation Advice - Form Building and Workflow

    Posted 17 days ago
    Hello Colleagues!

    I hope your new year is off to a good start.  We have begun implementation of the Outside Interests application, and want to utilize Cayuse's strengths and best practices to improve our research COI program.

    A little bit about us: we're a public land-grant university with engineering, pharmacy, and veterinary colleges but no medical, dental, or allied health programs.  Our sponsored programs group will likely complete Cayuse Platform modernization after our OI go-live date this spring.

    We plan to rollout the narrowly-focused FCOI disclosure form & workflow first, using the Annual Disclosure function, then broaden our disclosure scope to include COC and other types of conflicts. We also plan to add the Research Disclosure function when the new Platform for sponsored programs is up and running.

    All this to say that if you have thoughts, experience, or advice to share at this time, especially with respect to forms and workflow, we would appreciate hearing from you!

    Rebecca



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    Rebecca Henry
    RCOI Program Administrator
    Oregon State University
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  • 2.  RE: Outside Interests - Implementation Advice - Form Building and Workflow

    TEAM CAYUSE
    Posted 15 days ago

    Hello from down the road in Eugene, Rebecca!

    Let me tag a few COI users to see if anyone has words of wisdom to share: @Erik Schneebeck, @Louise Griffin, @Jessica Prim, @Tammy Jobes, @Eric Boerngen, @Becky Welch, @Jennie Kulczyk, @Patricia Cornette, @Melissa Beck, @Kristine Nowak. Would any of you fine folks have suggestions for Rebecca?

    ​​​​​​​​​​

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    Simon Helton
    He/him
    Community Manager
    Cayuse
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  • 3.  RE: Outside Interests - Implementation Advice - Form Building and Workflow

    Posted 14 days ago
    Hi Rebecca,

    Per our director who was the lead on the Cayuse COI implementation:

    • Leverage the expertise of the Cayuse Team to help build forms that at the surface level are very simple (most of our academic folks have NO conflict, so making things very broad at first will help them get through the process quicker, increasing compliance %'s), then get into details with Yes responses opening up new sections. It's a great feature of the system. 
    I hope this helps!
    Melissa

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    Melissa Beck
    Associate Director
    University of North Carolina-Greensboro
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  • 4.  RE: Outside Interests - Implementation Advice - Form Building and Workflow

    CAYUSE CHAMPION
    Posted 14 days ago
    I agree with this concept. Our first page really just explains what constitutes an outside interest and then asks them if they have one. If they say no, we have them certify that they have read the policies and then they are done. If they answer yes, then we ask for more information about their outside interest.

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    Eric Boerngen
    Outreach Coordinator, Research and Graduate Studies
    Illinois State University
    edboern@ilstu.edu
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  • 5.  RE: Outside Interests - Implementation Advice - Form Building and Workflow

    CAYUSE CHAMPION
    Posted 14 days ago
    Hi Rebecca,

    Cayuse Outside Interests was one of the easier modules to implement. The branching logic works great when building your form. My biggest advice would be two items. First, really think through who is going to be required to complete their annual disclosure before assigning roles. Everyone that is assigned the role of COI Disclosee will receive the emails, and be required to complete an annual disclosure. Next, would be to think through all of the questions that you will need to have everyone answer. Those can be your base questions and then you can add other sections that will open up based on how people answer the first set of required questions. The additional questions can be on the same page, or in a new section of their own.

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    Eric Boerngen
    Outreach Coordinator, Research and Graduate Studies
    Illinois State University
    edboern@ilstu.edu
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  • 6.  RE: Outside Interests - Implementation Advice - Form Building and Workflow

    Posted 13 days ago
    Hi Rebecca,

    We implemented COI about a year ago. We are a regional state university with a recent bump to R2 status but with a relatively small (but fast-growing) research footprint. Most of our PIs also have no conflicts.

    Our university has a separate system for overall COC/COI, which we aren't allowed to use for SP/Office of Research purposes. We use Cayuse for collecting information on financial conflicts of interest in research per our sponsor reporting requirements.

    We made heavy use of the smart form and only have questions appear if they are relevant. This really cuts down on confusion.

    We also added a foreign influence question before the SFI question, to catch if any of our faculty are having independent conversations with foreign entities regarding their research. It's possible we are missing any contract/funding arrangements with collaborators which aren't going through our legal department, as well as wanting to keep on top of the fraud and espionage issues.  My one problem is that the question isn't reportable so we have to comb through them individually since we automatically approve those with no SFI to report. We are a small office on the compliance side (me and 2 IRB professionals) so as much as we can automate the better.

    If you have any other questions, please reach out.


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    Kristine F. Nowak, Ph.D.
    Director of Research Compliance, Office of Research
    Kennesaw State University
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