Training Materials

NEW TO THE SYSTEM OR NEED A REFRESHER? USE THE LINKS BELOW TO VIEW THE TRAINING GUIDES

Quick Overview

General FAQ and Common Issues

How to submit a ticket for an issue (this is a download)

Full Training Guide for PI’s, Grant Managers and Delegates (this is a download)

CR@D – Reports User Guide v1.1

How to Add a Facility User and Link to a Project

How To Remove a Facility User

How to Assign a Principal Investigator-Delegate

How to Establish a New User

How to Manage Projects

How to Manage Notifications

How to Create a Service Request

How to Create an Eform Service Request

How to View an Existing Service Request

How to Edit an Existing Service Request

How to Add Services to a Service Request

How to Cancel a Service Request

How to Reject a Service Request

How to Delete Services Performed from a Service Request

How to Delete a Service Request

How to Create a Reservation Request

How to Edit a Reservation Request

How to Cancel a Reservation Request

How to Reject a Reservation Request

How to View Historical Reservation Requests

How to Approve a Reservation Request

How to Modify Actual Usage in a Reservation

How to Manage Invoices

How to Create a New Invoice Manually

How to Prepare a Service Task Request for Invoicing

How to Prepare a Reservation for Invoicing by Updating Actual Usage

How to Preview a Service Task’s Associated Invoice Prior to Billing

How to Preview a Reservation’s Associated Invoice Prior to Billing

How to Manually Force Invoice Locking

How to Add Service Performed to a Reservation

How to Access Reports

How to Manage Estimates

How To Set a Yearly Calendar For Auto Invoice Locking

How do I View a Fund Source in CoreResearch@Duke?

External Billing Set-up User Guide

CR@D – Manage Invoices User Guide v1.0 (this is a download)

LastPass Configuration with CoreResearch at Duke (this is a download)