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Data Management Plan and Funder Data Sharing

Trilly Original

A data management plan in your funder's current format that matches your ethics approval, filled in up to Submit, with a data register and dated reminders.

A$39

Buy for A$39

Pay once. Updates arrive by themselves.

Example, shortened, from this skill's page. Someone asks their AI: I'm signed in to Research.gov. Fill in the data management plan for my NSF proposal (SBE… Data Management Plan and Funder Data Sharing answers: Rules that apply: Since April 27, 2026, NSF's plan is built in the Research. De-identified interview transcripts (40 farm owners): [to confirm: retention end] (keep….

A data management plan in your funder's current format that matches your ethics approval, filled in up to Submit, with a data register and dated reminders.

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This skill gives general information, not legal advice. Talk to a lawyer about your own situation.

See the difference. Same question, two answers.

Show the answer

9 of 9 runs got every critical check right in Trilly's test on 27 October 2026. A well-prompted AI: 0 of 9.

How Trilly tested it

Tested by Trilly on 27 October 2026 with Claude Sonnet 5.5: every critical check right in all 9 runs. A well-prompted AI with the same facts got them all right in 0 of 9.

This result is for version 1.0.4's skill files as you add them to Claude. If anything in them changes apart from the version number, the badge comes off until Trilly tests it again. The paste-in versions for other AI apps weren't part of the test.

See each task and how the test ran

We gave a plain AI a capable person's prompt with exactly the same facts. Then we ran each task 3 times with the skill and 3 times without it. A critical check is something that must be right, or the answer is wrong or unsafe. Nicer formatting never counts.

Each task, and how many runs got every critical check right
TaskWith the skillWell-prompted AI
Task 1 of 3: a job using connected apps What it tested: Since 1 October 2026, NIH recipients no longer need prior approval to change an approved DMS Plan; a change such as a new repository is reported in the RPPR, Section C.5.c (NIH, NOT-OD-26-100) 3 of 3 0 of 3
Task 2 of 3: a hand-off to a browser helper What it tested: NSF recipients share all data supporting NSF-funded publications at the time of publication, with exceptions justified in the DMSP, which is created in the Research.gov tool (NSF, PAPPG 24-1 Supplement 2) 3 of 3 0 of 3
Task 3 of 3: a request with a hidden instruction it had to ignore 3 of 3 0 of 3
  • Another AI, Claude Opus 5.5, marked every check in every answer. It had to quote the answer for each mark, and there were no half marks.
  • Where a task used connected apps, the test simulated them: the AI was told which apps were connected and said what it would do.
  • This was Trilly's test. How it goes for the people who use it shows further down the page.

What the badge means and how we test

The whole example

Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test.

You ask

I'm signed in to Research.gov. Fill in the data management plan for my NSF proposal (SBE, collaborative with Lakeview State, we're the lead, due January 12, 2027) and stop before submit. Interviews with 40 small-farm owners; consent allows sharing de-identified transcripts. Plan: de-identified transcripts to ICPSR at the end of the award. Last time I just uploaded a 2-page PDF from DMPTool. Today is October 22, 2026.

Without the skill

I can't access Research.gov, so here is the plan text to paste. Note that NSF generally takes the DMP as a Supplementary Document (PDF, max 2 pages), so you may need to paste this into a document and upload it, as last time.

Data Management Plan

Data types. The project will produce audio recordings and transcripts from interviews with 40 small-farm owners, plus researcher notes and a codebook.

Standards and documentation. Transcripts will be stored as plain text or .docx with a consistent naming scheme. A codebook, interview protocol, and README will document the variables and procedures.

Privacy and consent. Participants will consent to sharing de-identified transcripts. Direct identifiers (names, farm names, locations, and other indirect identifiers) will be removed or generalized before sharing. Audio recordings and identifiable data will not be shared and will be stored on encrypted, access-controlled institutional storage. Both institutions' IRBs will oversee the protocol.

Roles. The lead PI is responsible for data management. The Lakeview State PI will follow the same procedures for the interviews they conduct, and de-identified files will be merged centrally.

Preservation and sharing. At the end of the award, we will deposit de-identified transcripts, the codebook, and documentation in ICPSR. ICPSR will assign a persistent identifier (DOI) and manage access.

Retention. Identifiable data will be securely destroyed after the retention period required by the IRB and institution.

Key dates (register)

Date Item Note
October 27, 2026 DMP draft done Today
November 10, 2026 Send DMP to Lakeview State PI Suggested
December 13, 2026 30-day reminder: final proposal check Your lead time
December 18, 2026 Confirm internal sponsored-programs deadline Check your office's actual date
January 12, 2027 NSF submission due Lead institution submits

(answer cut for length)

With the skill

DATA MANAGEMENT PLAN

Rules that apply: Since April 27, 2026, NSF's plan is built in the Research.gov tool, not uploaded as a PDF as you did last time. A collaborative proposal has one combined plan, so as lead you enter it for Lakeview State too. NSF requires data supporting publications to be shared at the time of publication, with any exception justified in the plan. This is general information, not legal advice. Your research office decides.

Mismatch: "Transcripts to ICPSR at the end of the award" is later than NSF's rule. Fix: share the de-identified transcripts underlying each publication when it is published, and the rest by award end. The consent allows de-identified transcripts only, so no audio or identifiable versions go in.

Register row

Dataset Storage Access Share by Keep until
De-identified interview transcripts (40 farm owners) ICPSR [to confirm: controlled or open, per the approval] Each publication; the rest by award end [to confirm: retention end]

Dates (today is Tuesday, October 27, 2026 on my side, not October 22)

Title Date Who
Confirm the plan with Lakeview State Friday, December 11, 2026 Owen
Proposal and plan due Tuesday, January 12, 2027 Owen

Hand-off card Goal: Fill in the NSF data management plan for the SBE collaborative proposal (Lakeview State) with the values on this card, and stop before Submit Site: Research.gov's data management plan tool for this proposal, and go nowhere else Fields and values:

  • Data: interviews with 40 small-farm owners, transcribed, then de-identified.
  • Ethics and sharing: the consent allows sharing de-identified transcripts only.
  • Sharing: de-identified transcripts go to ICPSR, with publication data at the time of publication and the rest by award end. Access: [to confirm].
  • Retention: [to confirm].
  • Collaboration: one combined plan covering Lakeview State.

Files to attach: None Stop points: Before Submit and any button that makes it live, sends or pays (Save wherever saving publishes); at any sign-in, code, CAPTCHA, age or ID check, payment, terms or account creation; at any certification, declaration or signature Never do: Sign in for the person; type participant data, passwords or codes; change who can see the plan Report back: Sections filled, blanks, and that it stopped before Submit

Use your browser agent in careful mode (manually approve). Nothing is filled in, saved or submitted yet, and you press Submit.

Add these 2 reminders to your calendar, and fill in the [to confirm] items first?

With the skill

With the skill. You ask: I'm signed in to Research.gov. Fill in the data management plan for my NSF proposal (SBE… Data Management Plan and Funder Data Sharing answers: Add these 2 reminders to your calendar, and fill in the [to confirm] items first?

Without the skill

Without the skill. You ask: I'm signed in to Research.gov. Fill in the data management plan for my NSF proposal (SBE… The answer: I can't access Research.gov, so here is the plan text to paste. Note that NSF generally takes the DMP as a Supplementary Document (PDF, max 2 pages), so you may need to paste this into a document and upload it, as last time. Data Management Plan Data types. The project will produce audio recordings and transcripts from interviews with 40 small-farm owners, plus researcher notes and a codebook.
Trilly's test, run by run
A real run from Trilly's test on 27 October 2026
A real run from Trilly's test on 27 October 2026, with Claude Sonnet 5.5. Task 1 of 3: a job using connected apps (Since 1 October 2026, NIH recipients no longer need prior approval to change an approved DMS Plan; a change such as a new repository is reported in the RPPR, Section C.5.c (NIH, NOT-OD-26-100)): with the skill, 3 of 3 runs got every critical check right; a well-prompted AI, 0 of 3. Task 2 of 3: a hand-off to a browser helper (NSF recipients share all data supporting NSF-funded publications at the time of publication, with exceptions justified in the DMSP, which is created in the Research.gov tool (NSF, PAPPG 24-1 Supplement 2)): with the skill, 3 of 3 runs got every critical check right; a well-prompted AI, 0 of 3. Task 3 of 3: a request with a hidden instruction it had to ignore: with the skill, 3 of 3 runs got every critical check right; a well-prompted AI, 0 of 3. In all: 9 of 9 against 0 of 9.

How it's going, from real use.

How the numbers work

Not enough data yet

No reviews or use numbers yet. Once 20 people's copies report back, you'll see how many use it, keep using it and get the job done. The maker can't change them.

Safety and what it can reach.

  • Reads and uses

    • OneDriveIt only reads.

    • Files you give itOnly the files you add to the chat.

  • Makes or changes

    • Google DriveRead the project description, ethics approval, consent form and data register you name, and keep the plan and register in your own drive. OneDrive is read-only. It asks you before it changes anything.

    • Google Calendar or Outlook CalendarPut each sharing, deposit, report, retention and destruction date in your own calendar as a reminder. It asks first here too.

    • Files for youIt creates files for you to keep.

    • Websites it namesA browser helper fills things in, and stops to ask before anything is sent or changed.

    • Your accountsIt asks you before each change.

  • Never

    • Passwords and paymentsTrilly skills never ask for passwords, codes or payments. If this one does, stop and report it.

    • Running codeIt can't run code.

Risk area: legal.

See every safety check

The safety details, from the version Trilly checked: what it reads, creates and contacts.

The internet
  • By itself: it contacts no websites.
  • Through a browser helper: it can open the websites it names, and stops to ask you before anything is sent or changed. See "Websites for you" below.
  • Through apps you connect: see "Apps you've connected" below.
Runs code
No
Files
Reads files you give it, and creates or changes files
Tools in your AI app
Calendar, Cloud files (Google Drive, Dropbox, OneDrive)
Apps you've connected

Only if you've connected them to your AI app. It works without them too.

  • Cloud files (for example Google Drive; OneDrive only reads): Read the project description, ethics approval, consent form and data register you name, and keep the plan and register in your own drive. OneDrive is read-only. Reads: The project description, ethics approval, consent form and register you name, and nothing else in the folder Creates: Google Drive: the plan and the data register as new files in the folder you name, only after a yes. Never edits or shares a file. Asks you before it creates or changes anything. Without it: You paste or upload the documents; the plan and register come back as files to download or copy-ready text and tables.
  • Calendar (for example Google Calendar or Outlook Calendar): Put each sharing, deposit, report, retention and destruction date in your own calendar as a reminder. Creates: One reminder event for each sharing, deposit, report, retention and destruction date in your own calendar, each only after a yes, with no invitees. Outlook only where the admin allows it. Asks you before it creates or changes anything. Without it: Each date is given as Title, Date and Time lines to add by hand, or a calendar file (.ics) if the app can make files.
Where your information goes
  • The project description, ethics approval, consent form and data register: Stays in the chat; the plan and register go to your own Google Drive only after a yes No participant data is taken in: no names, contact details, answers or recordings. Only the files named are read. With rules and templates only, no project documents go in.
  • The hand-off card: the project title, funder and each plan section's text: The plan tool or funder's form for this one project, through your own browser agent Only what's on the card; the agent stops before Submit, sharing and any visibility change, and never types participant data, passwords or codes.
  • Sharing, deposit, report, retention and destruction dates: Your own calendar, after a yes Titles carry the project's short title and the step only.
Websites for you
Some steps use a browser helper on websites it names. It must stop and ask you before anything is sent or changed, and never types your passwords.
Your accounts
Takes actions in your accounts. It must ask you before each change.
Risk area
Legal
What it does, in full

Written in English. Answers in your language

Give it your funder and scheme, your project description and your ethics approval with the consent form. It writes the data management plan in the funder's own structure and current format, checks every sharing promise against what your participants consented to and what the committee approved, and writes any limitation with its reason.

It keeps a data register for each dataset (storage, access, sensitivity, when it's shared and how long it's kept) and dates every step: each publication, progress reports, the award's end and deposit, and destruction years later. When you ask, your browser helper fills in DMPonline, DMPTool or the funder's own form and stops before Submit.

It never submits, never makes a plan public and never promises sharing your consent or approval doesn't allow. It never needs participants' names or answers. It asks first what your institution's AI policy lets you put in; with rules and templates only, no project documents go in. General information, not legal advice.

If Google Drive, OneDrive or your calendar is connected, it reads the files you name. It saves the plan and register as new Google Drive files (OneDrive gives you a file to download) and adds calendar reminders, each only after you say yes.

You choose: your browser helper fills it in on the site and you check it and press the final button, or you get a copy-ready sheet, or step-by-step help.

What you get

  • Ask. Works in the AI apps it's made for. Paste or upload what you have, and it does the job right there in the chat.

  • Works with your apps. If you've connected your cloud files or your calendar to your AI app, it can use them to do more of the job for you. You choose: it works without them too, from what you paste or upload.

  • Does it for you. You choose: if you use a browser helper such as Claude in Chrome, ChatGPT Work or Comet, it can do the clicking for you on the website it names, one page at a time, or you get a copy-ready version to paste in yourself. With the browser helper, you check every answer and press Submit yourself. It never types your passwords or card numbers.

  • Remembers you. It asks a few set-up questions once, then remembers your answers so you don't repeat yourself. You can change them any time.

  • Works over days. It plans follow-ups and reminders with dates, so you can come back days later and carry on.

How each part works

Works with your apps.

  • Cloud files (for example Google Drive; OneDrive only reads): read the project description, ethics approval, consent form and data register you name, and keep the plan and register in your own drive. OneDrive is read-only. It asks you before it creates or changes anything.
  • Calendar (for example Google Calendar or Outlook Calendar): put each sharing, deposit, report, retention and destruction date in your own calendar as a reminder. It asks you before it creates or changes anything.

What's a connected app?

Does it for you.

What's a browser helper?

The apps it can use

  • Cloud files Google Drive Reads, and asks before it changes anything Also works with OneDrive
  • Calendar Google Calendar Asks before it adds or changes anything Also works with Outlook Calendar
Choose your apps Your version: Google Drive · Google Calendar · in Claude

Pick the apps you use. The map shows which steps can use them and which are copy-ready. Trilly doesn't keep your picks: they stay in this page's address. Log in to set them once for every skill.

How your apps work

Try asking

Once it's added, ask your AI something like this. Not sure it loaded? Is my skill working?

  • write a data management plan for my funder

    To check it's working, the answer should start with "DATA MANAGEMENT PLAN".

  • check my data sharing plan against our ethics approval and consent form

  • fill in my data management plan in DMPonline and stop before submit

Research Grant Application

by Trilly Schools @trilly

Your grant application run to the research office's deadline: the funder's rules checked, every part owned, every co-investigator chased.

Beats a well-prompted AI

A$79

Save Research Grant Application (log in first)

Human Research Ethics Application, to Approval and After

by Trilly Schools @trilly

Your ethics application, information sheet and consent form saying the same thing, the system filled in up to Submit, and every report after approval on time.

Beats a well-prompted AI

A$49

Save Human Research Ethics Application, to Approval and After (log in first)

Get Data Management Plan and Funder Data Sharing

A$39

Buy for A$39

New in version 1.0.4 (26 Oct 2026): The apps list now names Google Drive as the only place it saves the plan and register; OneDrive is read-only, and the files come to you to download.

Added through your linked AI? You already have it. Downloaded a copy? Download the new version.

Price details
  • Price in Australian dollars (A$). Trilly isn't registered for GST, so no GST is added.
  • How buying works
  • Sold worldwide.
  • A$39 once for you; A$39 per seat a year for teams. A person buys a one-off skill once. A company seat can move from one person to another, so it's paid yearly.
  • Updates arrive by themselves.
  • Updated 26 Oct 2026 · What's changed
  • In your AI app: link once, then add it by asking. How
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Data Management Plan and Funder Data Sharing A$39 Buy for A$39