Themis reference cards for research administrators
The following reference cards are recommended for staff members who need to administer their department or faculty research activities or provide support to researchers within their department/faculty.
Please note: each of the pdf files will open in a new page.
Human ethics (HEAG administrator)
Ethics administration workbench
- Using the Human Ethics Administration Workbench in Themis (89 kb)
- Searching for applications in the Administration Workbench (74 kb)
- Navigating the Application Summary screen (65 kb)
Application management
- Reviewing an ethics application - Minimal path (79 kb)
- Managing the status of human ethics applications (98 kb)
- Adding an application to a HEAG committee agenda (58 kb)
- Updating an application via the Administration Workbench (89 kb)
- Adding or deleting a researcher via the Administration Workbench (46 kb)
- Attaching documents to an ethics application (48 kb)
- Reviewing an ethics annual report (184 kb)
Reports and correspondence
- Running human ethics application reports (105 kb)
- Generating review sheets for ethics applications (67 kb)
- Generating agenda reports for ethics applications (60 kb)
- Recording committee outcomes for ethics applications (76 kb)
- Generating approval letters for ethics applications (72 kb)
- Generating outcome reports for ethics applications (59 kb)
- Customising emails relating to ethics applications (124 kb)
HEAG committee management
- Updating a Human Ethics Advisory Group in Themis (65 kb)
- Using the Meeting Management function in Themis (79 kb)
Animal ethics (Animal Facility Manager/Head of Department)
- Using the Animal Ethics Workbench (94 kb)
- Searching for an application in the Animal Ethics Workbench (40 kb)
- Animal Facility Manager - Signing off an animal ethics application (94 kb)
- Head of Department - Signing off an animal ethics application (117 kb)
Grants and contracts (Research Administrator/Head of Department)
Submissions
- Searching for a submission record in your Workbench (100 kb)
- Reviewing a submission application (64 kb)
- Approving a submission application (65 kb)
- Understanding the status of your Themis Submission (76 kb)
Proposals
- Using the Research Proposals Workbench in Themis (121 kb)
- Searching for a proposal record in your Workbench (99 kb)
- Updating the Agreement Administrator in a proposal record (54 kb)
- Proposal status definitions (53 kb)
Agreements
- Using your Research Agreements Workbench (144 kb)
- Searching for an agreement record in your Workbench (99 kb)
- Updating the Agreement Administrator in an agreement record (53 kb)
- Using the Agreement Queries section in your Workbench (101 kb)
- Agreement status definitions (31 kb)
- Tracking agreement income and expenditure using the Group Code report (44 kb)
- Assigning Group Code report access (31 kb)
Deliverables management
- Viewing the deliverables required for your agreement record (97 kb)
- Updating contracted deliverables via the Agreement Workbench (45 kb)
- Adding Project Management deliverables to an agreement record (50 kb)
- Overview of the Agreements milestone notification process (111 kb)
- Actioning a technical milestone notification (37 kb)
- Escalation process of an Agreement technical milestone notification (35 kb)
- Actioning an Agreement invoice creation notification (75 kb)
- Updating a deliverable invoice generated in Themis Agreements (68 kb)
- Agreements notification workflow matrix (33 kb)
Publications (Publication Co-ordinator/Academic Liaison Officer)
- Recording a publication in Themis (124 kb)
- Recording past publications in Themis (52 kb)
- Creating and using the Alias List in Themis Publications (90 kb)
- Creating a publisher in Themis Publications (35 kb)
- Creating a journal in Themis Publications (39 kb)
- Bibliographic details available within a publication category (149 kb)
- Verifying a publication record (for Publication Co-ordinators) (42 kb)
- Approving a publication record (for Academic Liaison Officers) (81 kb)
- Certifying a publication record (for Heads of Departments) (80 kb)
- Uploading multiple research publications (122kb)