Payments: Training Information
- Go to: Account/access setup
- Go to: Emailed training link
- Go to: Training details table
- Go to: Training self-enrollment
- Go to: Supplemental training
- Go to: Training lookup
- Go to: Account/access changes
- Go to: Account/access termination and reactivation
- Go to: Questions about training
Is training a required part of the account/access setup process for Participant Payments?
Yes, in order to access Participant Payments, a user must first complete role-based training.
Training can be accessed in Canvas and will vary depending on the selected role.
Although it is not specific to Participant Payments, current HIPAA training is required for access because it contains Protected Health Information (PHI). Refer to the UW-Madison Office of Compliance HIPAA Training website for a link to the Canvas training for UW-Madison staff.
How does one initiate the account/access setup process for Participant Payments?
The account/access setup process for Participant Payments begins with the submission of a single access request form. It is highly recommended that supervisors submit the request form on behalf of their staff to ensure accurate completion. You can use the Clinical Trials System Account Lookup tool to see whether someone already has a Participant Payments account.
I was emailed a link to the training for Participant Payments, may I forward it to my colleague for them to complete training too?
No, the training links for Participant Payments are not to be shared with others. Refer to the previous question/answer for information about how to initiate the account/access setup process for others and they will receive their own training links as part of the process.
What are the titles, brief summaries, durations, and modalities of the training courses for Participant Payments?
| Title | Brief summary | Duration (approximate) | Modality |
|---|---|---|---|
| Introduction to Participant Payments | Navigation and Overview of the Payments system for all users | 10 min | Canvas |
| Managing Protocols in Participant Payments |
How to set up protocol details, visits, details, reimbursements, and add protocol users |
15 min | Canvas |
| Managing Participant Records in Participant Payments |
How to search for, create, or edit a participant record; add a participant to a protocol; link a guardian account; troubleshoot account status messages |
10 min | Canvas |
| Managing Visits, Stipends, and Reimbursements |
How to document visits, stipends, and reimbursements in Payments; handling rejected payment requests |
10 min | Canvas |
| Reviewing Payments in Participant Payments |
How to locate and pay pending transactions; rejecting and editing a payment |
10 min | Canvas |
| Replacing Payment Cards |
How to replace a lost, stolen, or expired card; locate payment card resources for participants |
8 min | Canvas |
| Running Reports | How to run reports; overview of some standard reports available | 6 min | Canvas |
How can I tell which training courses I have to self-enroll in?
When an access request is submitted, you will receive an automated email with links to self-enroll in Canvas courses that correspond to the tasks selected on the request form.
Are training courses available for review outside of the account/access setup process?
Yes, if you have previously taken the Canvas courses, you are welcome to return to them at any time to review the information.
When initially taking the courses, they are set up for you to work through the topics chronologically. Once you have completed the modules within the course, you may revisit individual topics in any order.
Are there ways to supplement the required training courses?
Yes, and they include:
- Training provided by project owners or delegates
- Applications User Group Meetings (UGMs) for continued learning (refer to Applications User Group Meeting (UGM) Recordings for more information)
Is there a way to look up whether someone has completed Participant Payments training and when?
Yes, you can use the Participant Payments Account Training Lookup to review which training type has been completed and when.
If my account/access needs have changed, are additional training courses required?
Additional training may be required if your account/access needs have changed. Submit a single access request form and indicate what has changed.
If my account/access was terminated for Participant Payments, do I have to complete the training again to reinstate my account/access?
If your account/access was terminated due to inactivity (no logins for 365 days) or you left your position and later returned to a position using Participant Payments, then you do have to complete the training again to reinstate your account/access. Refer to the How does one initiate the account/access setup process for Participant Payments? section above for further instruction.
Who do I contact with questions about the training during or after completing it?
Submit your questions to the Research Applications Support Portal for general Participant Payments questions.