Welsh Government

Uploading recruitment data

All studies on the Health and Social Care Portfolio are required to upload their recruitment activity onto the Central Portfolio Management System (CPMS) on a monthly basis.

Why does recruitment activity need to be recorded?

Registration onto the Health and Social Care Portfolio is central to the allocation of Activity Based Funding and obtaining NHS support costs for studies.

This is calculated and allocated based on NHS recruitment activity that has been uploaded to CPMS for each Portfolio study.

How do you upload recruitment activity onto CPMS?

Before you can upload recruitment data to a study, you will need a CPMS user account. The Chief Investigator, Study Coordinator and Research Activity Coordinator (as identified in the study registration form) will be registered with the access rights to the study.

All study team roles (within CPMS) are able to upload recruitment data, however it is the Research Activity Coordinator who has overall responsibility for recruitment upload.

A recruitment data template will then need to be completed and uploaded to CPMS every month.

Useful resources

CPMS user guides

If you experience any problems or have a query please contact portfolio@wales.nhs.uk