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Systems User Guides

The NIHR IS Team have produced a series of users guides to assist individuals using the portfolio database and other applications.

Click on the links below to download the guides.

UK CRN Portfolio Data Definitions document
Provides a single reference point for all data items and their definitions, within the current UK CRN Portfolio database. This document is version 4.2. You can submit your feedback on this document via the service desk. All comments will be reviewed and collated resulting in quarterly updates to this document being published. In addition, this document will be updated in line with major releases of the Portfolio database.

CRN CC Portfolio Data Definitions document

NIHR CRN Portfolio Glossary
This glossary focuses on the terms which are used in the Portfolio pages of the NIHR CRN website, in Portfolio documentation (e.g. NIHR CRN Portfolio guidance documents, the data definitions document and System User Guides) and in the UK CRN Portfolio Database. Terms in this glossary which are also fields in the Portfolio Database are shown in bold text, and, as these terms appear in Data Definitions document this glossary expands on the definition and puts the term into context. This document is version 1.0. You can submit your feedback on this document via the portfolio helpdesk. All comments will be reviewed and collated into the next version as appropriate. In addition, this document will be updated in line with major releases of the Portfolio database in line with the Data Definitions document.

NIHR CRN Portfolio Glossary

User Guides

The Add / Amend Details of an Existing Study User Guide (v1.5) provides guidance for Portfolio Managers, Study Coordinators, Chief Investigators and Record Administrators on completing an initialised study on the NIHR CRN Portfolio or making changes to a study that has previously been approved and released to the live NIHR CRN Portfolio database. Uploaded on 02 Jun 2010.

Add / Amend Details of an Existing Study User Guide

The Contacts Management User Guide (version 1.0) provides guidance for Portfolio Managers, Study Coordinators, Chief Investigators and Record Administrators on managing study contacts for studies on the NIHR CRN Portfolio. Uploaded on 16 December 2009.

Contacts Management User Guide

The Uploading Recruitment Data: an Recruitment Data Contact's User Guide (version 1.1) provides guidance for Recruitment Data Contacts on uploading recruitment data for non-commercial studies on the NIHR CRN Portfolio. This guide replaces the NIHR CRN CC Accrual Upload System User Guide (v1.5 Aug 2008), which has been archived. Uploaded on 16 December 2009.

Uploading Recruitment Data: an Recruitment Data Contact's User Guide

Uploading Recruitment Data: a Quick Reference Guide for Recruitment Data Contacts

The Uploading Recruitment Data: a Portfolio Manager's User Guide (version 1.1) provides guidance for Portfolio Managers on uploading recruitment data for non-commercial studies on the NIHR CRN Portfolio. This guide replaces the NIHR CRN CC Accrual Upload System User Guide (v1.5 Aug 2008), which has been archived. Uploaded on 16 December 2009.

Uploading Recruitment Data: a Portfolio Manager's User Guide

Uploading Recruitment Data: a Quick Reference Guide for Portfolio Managers

The Approve or Reject Changes to a Study User Guide (version 1.2) provides guidance for Portfolio Managers on approving or rejecting changes to a study on the NIHR CRN Portfolio. Uploaded on 16 December 2009.

Approve or Reject Changes to a Study User Guide

Approve or Reject Changes to a Study Quick Reference Guide

The Initialise a New Study User Guide (version 1.2) provides guidance for Portfolio Managers on creating an inital record of a clinical research study on the NIHR CRN Portfolio. Uploaded on 16 December 2009.

Initialise a New Study User Guide

Initialise a New Study Quick Reference Guide

The UKCRN Web Portal User Guide (version 1.1) provides guidance for new users on registering for a new UKCRN Portal account for existing user on signing in to the UKCRN Portal. Uploaded on 16 September 2009.

UKCRN Web Portal User Guide

A quick reference guide for new users on how to register for a UKCRN Portal account. Uploaded on 16 September 2009.

Registering for a UKCRN Portal Account - Quickstart Guide

A quick reference guide for new and existing users on how to sign in to the UKCRN Portal. Uploaded on 16 September 2009.

Signing in to the UKCRN Portal - Quickstart Guide

The My Profile User Guide (version 1.0) provides guidance for new and existing UKCRN Portal account holders on using My Profile to manage your UKCRN Portal account details and request permissions for access to applications within the Enhanced Portfolio Management System. Uploaded on 05 August 2009.

My Profile User Guide

The People Administration User Guide (version 1.0) provides guidance for Topic and Coordinating Centre administrators on how to create new UKCRN Portal accounts and manage the details and permissions of existing accounts. Uploaded on 05 August 2009.

People Administration User Guide

The Validate Roles User Guide (version 1.0) provides guidance for NIHR Service desk and Topic and Coordinating Centre role validators on validating requests from users for access to the suite of Enhanced Portfolio Management System applications on the UKCRN Portal. Uploaded on 05 August 2009.

Validate Roles User Guide

The Validate Organisations and Locations User Guide (version 1.0) provides guidance for the NIHR Service Desk and other organisation-location validators on validating new organisations and locations added into the Portfolio system by UKCRN Portal account holders. Uploaded on 05 August 2009.

Validate Organisations and Locations User Guide

NIHR CRN Portfolio Search Version 2.2 User Guide

NIHR CRN Portfolio Search Version 1.2 User Guide for Devolved Nations

Local Portfolio Management System (LPMS) User Guide (v1.0 01/12/2006)

Quick User Guide: Managing the non-CRN NIHR Infrastructure Support Option (Version 1.0, effective 1 April 2011)

Supporting Documents

NIHR CRN Recruitment Site Codes (updated nightly)

NIHR CRN Portfolio Accrual Upload Status Codes [for Report R019] (v1.0 10/09/2007)

Specification for NIHR CRN CC Standard Accrual Data Format (v1.7 16/08/2007)

NIHR CRN Ethnicity Codes

Accrual Data template file - July 2008 (blank spreadsheet)

NIHR CRN Portfolio Database Minimum Dataset (version 1.6 March 2010)