Training, FAQs and Other Resources


Training Tools

Title Description Link Original Posting Date
Decision Tree: What is Subject to Inclusion Policy? A tool for understanding how to monitor inclusion based on sex/gender, race and ethnicity in research.




Slides: Updates on Reporting Race and Ethnicity to NIH for Clinical Research

The purpose of this slide deck is to briefly review the reporting of race and ethnicity of clinical research participants to the NIH and recent updates to the reporting formats.


July 30, 2014

Podcast on NIH's Inclusion Policy: Understanding Race and Ethnicity

Audio podcast with Dr. Meredith Temple-O'Connor describing how grantees and applicants should be reporting race and ethnicity to the NIH in their clinical research grants.



July 26, 2013

Podcast on Including Women, Children, and Minorities in Clinical Research

Audio podcast showcasing the requirements for including women, minorities and children in clinical research.



April 6, 2011


FAQ Title Description Link Original Posting Date
FAQ: Inclusion Based on Sex / Gender, Race, and Ethnicity* FAQ questions about the NIH inclusion policy, Inclusion Information When Submitting NIH Applications/ Proposals, How Inclusion Is Considered in the NIH Peer Review Process and Funding Decisions for Applicants, and How to Collect and Report Sex/Gender, Race, and Ethnicity in Awarded NIH Projects. Website December 4, 2013

FAQ: Reporting Race and Ethnicity to the NIH*

FAQ questions about reporting race and ethnicity including: I. Overview of Racial and Ethnic Standards, II. Collection of race and ethnicity information from research participants, and III. How to report race and ethnicity information to the NIH.


July 30, 2013

FAQ: Monitoring Inclusion When Working with Existing Datasets*

FAQ questions about monitoring inclusion when working with existing datasets or other types of existing resources involving human subjects. Website

February 3, 2014

FAQ: Monitoring Inclusion in Non-U.S. Research Participants*

FAQ questions about monitoring inclusion in non-U.S. research participants including conducting a study with sites within the US and outside the US. Website May 21, 2014
FAQ: Grants Closeout and Inclusion* FAQ questions about how to handle inclusion concerns during the grants closeout process. Website November 3, 2014

Other Resources

Title Description Link Original Posting Date

Annual Comprehensive Reports on Monitoring Adherence: Inclusion of Women and Minorities in Clinical Research

Biennial reports, Monitoring Adherence to the NIH Policy on the Inclusion of Women and Minorities as Subjects in Clinical Research; Comprehensive Report: Tracking of Clinical Research, published by the Department of Health and Human Services are shown. The data tables included in these reports provide documentation of the monitoring of inclusion with some degree of analysis. Website

January 14, 2014

User Guide: Instructions for PIs on Accessing IMS via Commons Status

The purpose of this guide is to provide instruction for navigating the Inclusion Management System (IMS) for viewing and maintaining inclusion enrollment data associated with applications and awards.

This guide also covers how PIs can access IMS via the eRA Commons Status. It does not cover information regarding submitting inclusion data with the Research Performance Progress Report (RPPR).

October 23, 2014

Inclusion Management System (IMS) Tutorial:
IMS for Principal Investigators (PIs)

Tutorial video for Principal Investigators (PIs) on accessing IMS via eRA Commons Status.


March 2015