Central Portfolio Management System (CPMS) 

What is CPMS?

The Central Portfolio Management System (CPMS) is a cloud-based system that holds the NIHR Clinical Research Network (CRN) Portfolio, as well as the network portfolios of Northern Ireland, Scotland and Wales.  CPMS is used by the CRN to support study management from set-up to completion, including completing service applications to support research delivery and recording research activity.

How do I access the Central Portfolio Management System (CPMS)?

CPMS can be accessed from the following link: https://cpms.nihr.ac.uk (opens in a new window).

How do I create a CPMS account?

Anyone working in clinical research can create a CPMS account using the following link: https://portal.nihr.ac.uk/register (opens in a new window). However, your access will differ depending on job role.

How do I resolve CPMS login Issues?

If you are having login issues please ensure that you are using the correct login details. If you are still unable to access CPMS, please email: supportmystudy@nihr.ac.uk  (opens in a new window) or the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window).

How do I reset my password in CPMS?

To reset your password in CPMS use the following link: https://portal.nihr.ac.uk/forgotpassword (opens in a new window).

Why is my study is not showing up in CPMS?

If you cannot see your study in CPMS, please contact the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window).

Who's responsible for confirming research activity in CPMS?

Research activity should be confirmed by the Chief Investigator (CI) or a nominated representative from the central study team. The person or persons responsible for confirming research activity will be listed as a Research Activity Co-Ordinator in the Study Contacts section of the CPMS record.

How do I add a new study contact in CPMS?

Please contact the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window) to add a new study contact.

Where in CPMS do I confirm research activity?

Once you have logged in to CPMS, select "Confirm Research Activity" from the left-hand side navigation bar. This will take you to a list of your studies.

How do I confirm research activity in CPMS?

Online training on how to confirm research activity in CPMS can be found on NIHR Learn (opens in a new window). You can also access this 'Quick Guide' (opens in a new window).

Why do I have to confirm zeros in CPMS?

Zeros generate in CPMS when a site has not recorded any research activity for a given month. Monitoring and confirming zeros will ensure that no research activity is missing as, if you were expecting activity, you will be able to indicate this in CPMS.

What happens when I mark the research activity as 'Confirm as Not Accurate'?

When recruitment activity is marked as "Confirm as Not Accurate" in CPMS you should provide an expected recruitment count for the site and write a message to the site if needed (please ensure this does not include any identifiable information). This sends a prompt to the site to correct their research activity in their Local Portfolio Management System (LPMS) data. Once this is corrected in LPMS, the amended research activity will appear in CPMS as "Requires Re-Confirmation".

How do I amend any information previously marked as 'Confirm as Not Accurate' or 'Confirm as Accurate'?

You can amend any information that may have previously been incorrectly confirmed as 'Not Accurate' or 'Accurate' . Navigate to the "Detailed View" tab, then click the blue "Show Filters" button. Select the confirmation status of "Confirmed - Not Accurate" or "Confirmed - Accurate" on the left-hand side and then click "Apply Filters". You can then amend any necessary lines to "Confirm as Accurate" or "Confirm as Not Accurate" as required, and then click "Save".

How do I resolve missing research activity in CPMS?

Local Portfolio Management System (LPMS) data transfers to CPMS overnight, so any data added to LPMS will be ready to be confirmed in CPMS the following day.  If research activity data is still not showing up in CPMS, please contact the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window).

What do I do if the data I have queried is not resolved?

If your "Confirmed as Not Accurate" data has still not been resolved by the participating sites, please contact the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window), who can get in touch with the local Clinical Research Networks to liaise with the local sites.

How do I resolve research activity recorded under an incorrect site in CPMS?

Please contact the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window) who can liaise with the local Clinical Research Networks and the national Portfolio team to ensure that research activity is mapped to the correct site.

How often are reminders sent out to confirm research activity in CPMS?

Reminders to confirm research activity are sent out every month if a study has any unconfirmed research activity (including zeros) up to and including the previous month. To ensure that we are reporting research activity accurately, the Chief Investigator (or their nominated representative) should confirm the accuracy of their study’s research activity data in CPMS on a monthly basis. 

How do I update study details in CPMS?

If you need to update any study details such as recruitment dates, targets, study status or any other information please contact the South London Study Support Service team on studysupport.crnslondon@nihr.ac.uk (opens in a new window) or the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window).

What is a "LPMS Upload Route" study?

A "LPMS Upload Route" study means that the research activity transfers to CPMS from the Local Portfolio Management Systems (LPMS) for confirmation by the Chief Investigator (or their nominated representative) . This is the upload route for the majority of studies in CPMS as it ensures higher quality research activity data; near real-time data enables the sponsor and local teams to communicate on exact recruitment figures and ensure they're up-to-date, and reduces the need for duplicate data entry in multiple system.

What is a "Manual Upload Route" study?

A "Manual Upload Route" study means that the central study team uploads the recruitment on behalf of all participating sites directly to CPMS. This upload route is used for studies where the participating sites are not aware of who has been recruited and thus cannot collect the information.

Do I have to confirm research activity for 'Manual Upload Route' studies?

No, when the central study team uploads the recruitment activity directly to CPMS this is deemed as confirmed and accurate for the participating sites.

How do I resolve research activity errors for 'Manual Upload Route' studies?

Please contact the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window).

What is the Annual Data Cut?

Each year the NIHR collects and publishes annual performance statistics that demonstrate how the NIHR Clinical Research Network (CRN) supports health and social care research; these figures relate to the period between April and March. It's important that study teams confirm all of their research activity by the cut off date to ensure that sites are reimbursed and recognised for their participation in Portfolio research studies.

Open Data Platform (ODP)

What is ODP?

ODP is the reporting tool for data held in the Central Portfolio Management System (CPMS). Some applications on ODP, such as "CRN South London.qvw", pull in local data from Local Portfolio Management Systems (LPMS).

How do I get access to ODP?

ODP can be accessed using the following link: https://odp.nihr.ac.uk (opens in a new window).

How do I create an ODP account?

You can create an account from https://odp.nihr.ac.uk (opens in a new window) by clicking the "Create Account" link and then completing the required information, but please note that an ODP account should be created using an NHS Trust, NHS.net or NIHR email address. If you need to use an alternative email address (e.g. a company email), you will need to submit additional information and the NIHR Coordinating Centre will use that detail to undertake additional validation steps.

How do I access the South London ODP application?

The South London ODP application is titled 'CRN South London.qvw'.

EDGE 

What is EDGE?

EDGE is Local Portfolio Management System (LPMS) used by Partner Organisations, Primary Care and Community in CRN South London. This is where local study teams manage their studies, enter capacity and capability information and record research activity. 

How do I get access to EDGE?

EDGE can be accessed at https://www.edge.nhs.uk/ (opens in a new window). EDGE logins are granted by Partner Organisations, so please contact your local R&D team if you need one. If you are unsure as to who to contact, email the South London Business Intelligence team on helpdesk.southlondon@nihr.ac.uk (opens in a new window) who can help get you in touch with your EDGE leads.

How do I resolve EDGE login problems?

You can reset your password using the "Forgotten your password?" link on the EDGE login page. If you are still having login problems, please contact your local EDGE Administrators.