Researcher 1: New Project Submission

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National Research Network Researcher 1: New Project Submission IRBNet provides the research community with an unmatched set of secure, web-based collaboration tools to support the design, management, review and oversight of research involving human subjects, animal models, recombinant DNA, and more. As a Researcher, Research Manager, or Research Coordinator, you should know how to log into IRBNet and then: Manage Projects from your My Projects page Create Your First Electronic Project Design and Assemble Your First Project Submission Share with Your Research Team Send Project Mail to Research Team Members Sign Your Project Package Submit Your Project Package for Review Revise Incomplete Submissions 1 Access Review Decisions and Board Documentation RESEARCH DATAWARE Innovation in Research Management 2001 2015 Research Dataware. LLC All rights reserved.

Committee Member Log into IRBNet at: www.irbnet.org 2

Access My Projects The My Projects page provides you with access to all of your research projects. ü Access your institution s forms and instructions here. 3 ü NOTE: The search feature at the top allows you to search by Project Tags, as well as fields such as Principal Investigator, Key Words, Internal Reference Number and Sponsor.

Manage your My Projects page Organize your projects and manage workflow using Project Tags and Archiving. 4 ü Create and edit Project Tags by clicking this link. ü Click here to Archive projects which are no longer active. ü Add a personal tag (only you can see it) or a shared tag (everyone with access can see it) to create your personalized filing structure.

Create your New Project Provide basic information about your project. ü The asterisk indicates a required field. 5

Assemble your Submission Package Review instructions, then begin to add your project documents (attachments and document wizards) for submission purposes. ü Drop down menu reveals institutionspecific libraries. ü Select appropriate document and download. ü If your institution requires the completion of an online IRBNet Document Wizard, click Start a Wizard and select the form here. 6 2 ü Drag and drop, or click Attach New Document, to add multiple completed documents at one time. 1

Assemble your Submission Package (continued) Multiple documents may be added at once by clicking Attach New Document, or by dragging onto the page from your desktop. 7

Finish incomplete documentation. ü Incomplete documentation is indicated within the Document Type field. Submission packages with incomplete items are prevented from submission. ü Incomplete items are indicated in (red). ü Click (please select) to choose Document Type. 1 2 3 4 View document View document revision history Update Delete document 1 2 3 4 ü To finish incomplete (incomplete) Smart Forms, click the ( ) pencil. 8

Add relevant Training & Credentials (T&C) records, as required. Be sure to link any required T&C documents, from the T&C records of any team members shared on the project. ü Submission package notes may be added here to aid later reference by your team. ü NOTE: For information on uploading and managing T&C documents, see the New User Registration energizer. ü Click to Link any necessary T&C documents to this package. ü This lists all T&C documents for every team member shared on this project. 9

Share with your Research Team Give access to any team member with whom you will be collaborating. ü Almost every project requires the Share designation. 10

Select your colleague s institution You may collaborate both within your Institution and across Institutions in the course of your project. ü Select Research Institution to share with a team member. 11 ü Select the Organization in which your colleagues are members. ü The default organization highlighted is your home institution.

Set the proper level of access You may grant each member of your team the level of access that they require. ü Grant only the level of access required for each collaborator. 12

Communicate with your Project Team Use the Send Project Mail tool to quickly communicate with your team. 13

Sign your project package Electronic signatures become a permanent part of your electronic audit trail. ü Choose your project role from the drop down menu. ü Sign according to your institution s requirements. 14 ü Anyone shared with access to the project may sign a study.

Submit your project s package for review You may submit your project s package to one or more boards for review. ü The default board for your institution is highlighted. 15

Submit to your Board The system enables you to send a message to your coordinator and indicate the submission type. IRBNet knows the coordinator of your committee. ü Send a kind word to your local board administrators! Note: The package will be locked upon submission. 16

Did you submit an incomplete package? If you have forgotten to add a necessary document or need to make a quick change to a recently submitted project package, CONTACT YOUR LOCAL BOARD ADMINISTRATOR. For advanced topics, such as submitting subsequent packages (for reportable events, continuing reviews, modifications, etc.), please refer to the R2. CONTACT YOUR LOCAL BOARD COORDINATOR if you have questions. 17

Managing unlocked packages If revisions are needed before your submission is reviewed, your coordinator may unlock the package for you to revise. Unlocked projects can easily be managed from the My Projects page. ü Open your project by clicking the Project Title. ü Indicates your Coordinator has unlocked the package for further revisions. 18

Make necessary revisions While the package is unlocked, from the Designer page you may add or revise documents, before you Mark Revisions Complete. ü Indicate to your board administrator you have completed your revisions. This will re-lock the package. ü View complete audit trail of package locking and unlocking. Instructions from your Coordinator may be found here. ü Attach additional documents here. 19

Receive your review decision Review decisions are available in real time from your Project Overview. ü Click Review Details. 20

Review Review Details, including decisions and board documentation Review Details include Agenda Date, Review Type, Status, Effective and Expiration Dates, as well as decision letters, stamped documents and other Board Documents. ü Follow the review process here. ü Board Documents and review information for all packages can be found here. ü Board documents will appear here. 21

Where to Get Help... Your local Committee Office can offer you assistance and training on IRBNet as well as advice on how to comply with important policies and standards as you use IRBNet. 22 RESEARCH DATAWARE Innovation in Research Management 2001 2016 Research Dataware. LLC All rights reserved.