The different sections of the study can be viewed from the Study Overview page. Each section is designed to act as a step on the road to completing your R&D study.
The Study Flow
- Initial Data Entry
- Expert Review
- Once all above sections have been completed, click Submit for Review on the Expert Review section.
- Your study will now be reviewed by a member of the Expert Team based on the information that you provided.
- If your Service Provider requires corrections or further information, your team will receive an email with further instructions. Once these criteria have been met, return to the Expert Review section and click Resubmit for Review.
- Finalizing Study
- Once review has been accepted, the expert team will use the information that you provided to calculate your R&D credit and generate your final reports.
Completion Progress
As you move through the sections, you will notice the completion circles on the Study Overview fill. When the study reaches 100% completion, the circle will change to solid blue and a checkmark indicating the sections completion. You can also view the study's status from the Dashboard and at the top of the Study Overview page. 