Podcast
Questions and Answers
The operations team is responsible for conducting quarterly reviews of client details and funding accounts.
The operations team is responsible for conducting quarterly reviews of client details and funding accounts.
False (B)
New funding accounts can be registered by the treasury as needed based on the protocols in place.
New funding accounts can be registered by the treasury as needed based on the protocols in place.
True (A)
The service team is involved in selecting applicable funding accounts and payment methods.
The service team is involved in selecting applicable funding accounts and payment methods.
False (B)
The metrics associated with funding accounts are revised by the service team before being attached as documentation.
The metrics associated with funding accounts are revised by the service team before being attached as documentation.
The scope of work is gathered by the service team based on the executed master service agreement.
The scope of work is gathered by the service team based on the executed master service agreement.
Flashcards
Protocol Creation
Protocol Creation
The process of setting up and managing the financial aspects of a research study, including funding account assignments and payment methods.
Treasury
Treasury
The department responsible for registering and updating client details, managing funding account assignments, and ensuring compliance with financial regulations.
Quarterly Review
Quarterly Review
A regular review to check that all financial activities are accurate, compliant, and authorized.
Operations Team
Operations Team
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Scope of Work
Scope of Work
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Study Notes
Protocol Creation: Treasury Role
- Treasury registers and updates client details and funding account assignments in the system.
- Treasury also registers new funding accounts as needed.
- Treasury performs quarterly reviews to ensure compliance, authorized changes are complete and accurate.
Protocol Creation: Operations Team Role
- Operations team continues and further sets up protocols in the system by selecting applicable funding accounts and payment methods.
- Operations team revises the metrics and attaches documentation in the system as needed.
- Operations team updates the tracker form listing all awarded studies.
Protocol Creation: Service Team Role
- Service team reviews and gathers the scope of work defined in the executed master service agreement or scope of work.
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