Key Functionality of CPMS

Basics

The Central Portfolio Management System (CPMS) is a national information system that enables the National Institute for Health and Care Research Research Delivery Network (NIHR RDN) to:

• Capture high-quality information about the research studies on our portfolio

• Ensure visibility of this information to staff across our network (in the form of direct access to the study record in CPMS)

• Capture research activity once and access it from multiple systems

• Provide data to the Open Data Platform, where a range of detailed reports are available that help to manage performance and deliver studies

CPMS works in conjunction with other services, several of which are operated by third-parties. 

Vital Business Functions

The key functionality that CPMS provides are set out at a high level in the list below:

• View studies - Can view studies in line with permissions granted

• Update studies - Can make study management updates in line with permissions granted

• Recruitment - Can upload recruitment data to studies in line with permissions granted

• Confirmation - Can confirm recruitment data for studies in line with permissions granted

• Submissions - 

  • • Received into CPMS from IRAS via API feed from Health Research Authority (HRA)

    • Commercial study submissions can be made within CPMS

    • Non-Commercial application submissions can be made within CPMS

    • Interactive Costing Tool (ICT) submissions can be made within CPMS

    • Schedule of Events Cost Attribution Template (SoECAT) submissions can be made within CPMS

• Reporting download  - Provision of overnight reporting extract in time for ODP to be able to load it

• LPMS API integrations - Provision of overnight data extract in time for Local Portfolio Management Systems (LPMS) systems to be able to load it

• Email Notifications - user actions in the system will trigger automated emails to study or submission contacts

CPMS benefits

CPMS is a flexible data handling system that can respond to environmental changes, for example: structural and geographical changes in the NHS. 

This flexibility means:

• CPMS helps the Clinical Research Network record research activity more accurately and enables close to real-time reporting of the NHS environment.

• CPMS allows seamless data entry of recruitment, information and study progress, enabling research performance management at local and national levels.

CPMS provides benefits in three key areas:

1. Reducing duplication and maximising resources

• Enter data once - data entered into CPMS is made available to Local Portfolio Management Systems, ensuring consistency across systems. In addition, CPMS is able to receive information such as  Capacity and Capability dates from LPMSs. 

• CPMS directly interfaces with IRAS (Integrated Research Application System), ensuring applications made using IRAS that indicate they require network support are immediately received directly into CPMS for eligibility assessment, reducing manual data entry tasks.

2. Data quality

• Reduced inconsistency - organisation data are standardised within CPMS, which means mapping of data is automated, reducing manual entry and inconsistency

• Greater accuracy - based on role or organisation, users will be able see the same data, in the same format, for the same studies, which means data is more consistent and reporting more accurate

3. Visibility of data

• Open up access to study records - depending on role, and Organisation, LCRN staff are now able to both view and edit study records (with appropriate confirmation checks for Key data). This reduces the time taken to communicate changes, and means information relevant to a study (including notes and comments) can be quickly and easily shared and accessed.

• Monitor and address study performance more effectively - CPMS will provide national performance data, but be able to drill down to individual site data too

• View documents - documents such as the protocol and those generated during Study Support processes will be accessible within CPMS, saving users time logging out of and into different systems

CPMS Hours of Availability

Standard hours of service availability apply to CPMS : 

• Normally CPMS will be available 24x7

• Core hours of availability are 8am-8pm on working days (Monday - Friday, excluding bank holidays), and these are the hours within which the service is fully supported

• Maintenance work is scheduled outside of business hours, normally after 5pm

• Support requests which require manual intervention are normally picked up between 9am and 5pm

Acceptable Use

When someone signs up for a CPMS account they agree to its terms and conditions. 

You are expected to follow to these whenever you use CPMS. 

Privacy Statement

You can review the CPMS Privacy Statement on this site