Maintain & extend this guide

  • One repo, one site: all guidance in docs/
  • Use pull requests for edits (even if just one maintainer) to preserve history
  • Add updates to Changelog

Adding your institution’s SOPs

  • Add your local SOP links under:
    • References
    • Role-based quickstarts
    • Transition plan

Quarterly review checklist

At least once per quarter, verify these source-of-truth pages and notices:

  • Use the short checklist page: Quarterly Checklist (Maintainers)

  • NIH Common Forms hub
  • NOT-OD-26-018 and any newer implementation/FAQ notices
  • NIH forms-directory pages for Biographical Sketch Common Form, NIH Biographical Sketch Supplement, and CPOS Common Form
  • eRA Commons help for ORCID
  • NLM Support Center articles for CPOS XML upload and upload errors
  • NIH Application Guide pages that affect when CPOS is attached at application stage

After content changes:

  • Update docs/changelog.md
  • Rebuild/redeploy GitHub Pages
  • Spot-check the published site (home page, ORCID page, biosketch supplement page, CPOS overview, appendix, and FAQ) to confirm the live site matches the repo

Screenshot policy

This repo includes safe SVG placeholders. Replace with screenshots that your institution is allowed to publish.