This manual will guide you through the process of using the System Configuration menu item under System Administration on the homepage of your iRIS software. System Configuration allows the System Administrator to customize the software to the institution’s specifications. This includes tasks such as setting up email properties, setting the minimum length required for passwords, setting certain fields within the software to be turned on or off, and many other configuration tasks. The System Properties are found in Home 🡪 System Administration 🡪 System Configuration.
System Configuration – Properties Setup
The Properties Setup screen will allow you to navigate through the various types of Properties. The list on the left displays each main category the system properties are associated to; below you will find each list categorized and explained.
You can click on a group link and the properties associated to that group will populate on the right side of the page. Each property listed will have the Name, the Value and a description of what the property will do. The Name is the name stored in the database and throughout the application so that when the property is set iRIS will search for all cases containing that property Name and set the rules according to how the property was set. The Value determines what you are going to do to the Name. If you turn on (set the property Value to Yes) then iRIS will turn that Name on in the database and throughout the application. The description provides insight on what the property is and what it will affect if turned on or off.
There are two main types of Values for the properties.
- Yes/No – This type of property will instruct iRIS to turn on or off a certain property. Typically, if the property is set to Yes then the feature is on in iRIS. If it is set to No, then the feature is off. This is to be assumed unless otherwise noted for the specific property. Example:
Login Page When Set to “Yes”:
Login Page When Set to “No”:
- Text Field – this type of property will require a text input. This is most common with types of fields that require specific information like an email address property. It will need an email address input in order for the property to be considered active in iRIS. Or number input such as “how many minutes” you want a user locked out when they have to many failed login attempts:
Check to encrypt permanently: The properties with a text value have a encrypt option. It is not recommended that you select this checkbox unless needed. This will encrypt the input of the Text Field both in the database and on the screen. This should only be set for password type Text Fields, shown in the screen shot above, although it is available for many of the text field properties found within this manual.
Once a property is located and set to a specific value, it is VERY IMPORTANT that you remember to save the page in order for that value to take effect in iRIS.
Note: Sometimes you may need to log out of iRIS and log back in to see the effect of the property.
This manual will go through each property within the groups and describe them with additional details, along with some helpful screen shots, displaying how the function is changing in iRIS when the property is changed. Each System property also has a description within iRIS that will give you additional guidance on the functionality of that property.
Animal Resource Center Settings
These settings pertain to the Animal Resource. This area will only display if you have purchased the Animal Resource Assistant module.
Audit Table Settings
Audit Tables are data backups that are created whenever new data is added to a Table. Your system typically comes with these items set as needed, it is only recommended to adjust these items if you are sure of their functionalities.
COI Settings
This area will only display and be available if you have purchased the Conflict of Interest Assistant module; please see the COI administration manuals for additional information.
iRIS Interfaces
These settings should only be adjusted after consulting an iRIS Project Manager or Customer Support Representative.
LDAP User Authentication Settings
These settings should only be adjusted after consulting an iRIS Project Manager or Customer Support Representative.
Login Page Settings
Settings on this page change the options associated with the iRIS login page, where users will be login into their iRIS account. Please see the User Accounts Manual for details regarding adding users and User Accounts maintenance.
PROPERTY
| DESCRIPTION |
| system.number_password_reuse | This property will keep a history in the database of the passwords that a user has used. The number that it is set to will be the total number of recent passwords kept. For example, if this property is set to 3, then a user will not be able to change his/her password to the past three they have used before. If they attempt to do so then an error message will occur.
When set to 0, this property will have no effect, and users can use any password they have used in the past, except for the one that is currently in effect.
|
| system.sysadmin_login_contact | Text entered into this field will be displayed on the login screen
|
| system.use_account_request | Setting this option to No will remove the button allowing potential users from requesting a new account from the Login screen.
|
| system.use_account_request_in_my_assistant | Setting this option to No will remove the button in the My Assistant menu that allows existing users to request new accounts for potential users.
When set to Yes this option will be available in the My Assistant drop-down on user’s home screen for all users.
|
| system.use_forgot_password_request | Setting this option to No will remove the button on the Login screen that allows users to request a password reset.
When a user requests a new password, they will need to enter their User ID and then click Send Password; their password will be sent to the e-mail address they have on file in iRIS.
|
| system.use_request_id_password | Setting this option to Yes will allow new potential users (who are requesting an iRIS account) to choose their own User ID and Password from the Login screen as well as the Request New Account page in the My Assistant menu (if applicable).
|
| system.use_required_mailing_address_ request | Setting this option to Yes will set the Mailing Address field to *required within the Account Request screen. |
| system.use_ucsf_account_request | Consult with iMedRIS before changing this setting. This property controls whether iRIS uses Account Request page.
|
Password Security Settings
There are various properties that will allow control over the password requirements in iRIS. Also, within this group are controls over system timeouts, user account expirations and allowances for the number of failed login attempts before the system will lock the users account. Please see the User Accounts Manual for additional details regarding adding users, and additional aspects of the User Accounts maintenance.
PROPERTY
| DESCRIPTION |
| system.allow_modifying_userid | Setting this option to Yes will allow System Administrators to modify User ID’s within Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User]
Set to Yes Set to No
|
| system.enforce_strong_password | Setting this option to Yes will force users to choose a password which contains at least (3) characters from the following (4) sets: A-Z, a-z, 0-9, and {}[],.<>;:'"?/|\`~!@#$%^&*()_-+= .
Note: system.min_password_length will also be checked upon password change and creation.
|
| system.failed_logins_lockout_minutes | The value in this field determines the number of minutes a user is locked out of the system when they reach the amount of failed logins set in system.number_of_failed_logins.
Note: The System Administrator can unlock a locked account by going Home 🡪 System Administration 🡪 User Accounts and selecting Unlock Account within the user details screen.
Additionally, a notification can be setup to go out to the System Administrator in the event of a user being locked out of their account. *Please see the User Accounts Manual for additional details.
|
| system.min_password_length | If you require your password to be at least a certain amount of characters you may set this property to enforce this requirement.
If the property is set to 4 then a user must have at least 4 characters in their password, or the system will not allow them to save when they are attempting to change their password.
|
| system.minimum_username_length | The value in this field sets the minimum number of characters that can be used in a User ID.
|
| system.notify_acct_exp_days | The value in this field sets the number of days that notifications will be sent to a user warning them of account expiration.
Note: only (1) warning will be sent to the user.
|
| system.number_of_failed_logins | This value sets the number of failed logins before the user’s account is locked for the amount of time specified in system.failed_logins_lockout_ minutes.
|
| system.password_alpha_numeric | Setting this option to Yes will require both letters and numbers in a user’s password. If set to No, then a user’s password will not require numbers. This can be used in the place of the Strong Password property.
|
| system.password_expiration_period | The value in this field sets the number of days before a password expires and must be reset. When using the Use Password Expiration property set the Expiration Period here. This amount is captured in days. So, if the property reads 30 then every 30 days a user will be alerted to change their password when they attempt to log in.
*Note: In order for this property to be effective, the Password Expiration property system.use_password_expiration, below, must be set to Yes.
|
| system.session_timeout_in_minutes | The value in this field sets the number of minutes a user can be idle before being logged out of the system.
Note: After this time has passed, a user will be taken to a notification screen allowing them to choose to log out or stay logged in. If left, the system will eventually continue and log the user out of the system.
|
| system.systemSecurity | This setting determines the type of user authentication used by iRIS. Possible options include: DB (for Users from the iRIS data base), LDAP (for LDAP users only – Active Directory), or DB-LDAP (Hybrid, both LDAP & Data Base users).
Note: It is recommended that you consult iMedRIS before changing this setting, if your system is already being utilized by users, it is crucial that this setting not be adjusted.
|
| system.use_account_expiration | Setting this option to Yes will allow System Administrators to expire a User Account on a specific date.
The date can be added/changed from Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User]
Additionally, System Notifications can be setup to notify the system administration (or other specific user) and the user whose account is to expire. *Please see the List Conifguration & Maintenance – Notifications manuals for additional information. |
| system.use_password_expiration | Setting this option to Yes will activate Password Expiration, this will automatically expire user passwords after the amount of days set in system. password_experiation_period.
|
| system.webservice_authen_url | Consult with iMedRIS before changing this setting. If your system needs Web Service authentication, the URL can be added here.
|
Print Friendly PDFS
This is a collection of properties that will allow you to control information you want to populate into the study personnel merge code used in mapping to PDFs in the Forms Designer. There are fields associated to the study personnel merge code that you can opt to include within this code by setting the properties to yes. If you would like additional information regarding this area, please contact your iMedRIS Project Management or Customer Support Representative.
Project Application Setup, Project Budget, Project Default Settings, Project Doc Screen Setup, Equipment, Project Sponsor
If your system is setup with Projects turned on (only available with specific modules) each of these areas should be available within your system properties. If this portion of iRIS has not been turned on, you will not see these areas available. Please see the Project Assistant Administration manuals for additional information regarding this setup, if any further information is needed, please contact your iMedRIS Project Manager or Customer Support Representative.
Recruiting Assistant Settings
This area will only display and be available if you have purchased the Recruiting Assistant module; please see the Recruiting Assistant administration manuals for additional information.
Reports Administration
The settings on this page affect the functionality of the Reports Administration tool. Please see the System Report Builder Manual for additional information on the Reports within iRIS.
PROPERTY
| DESCRIPTION |
| system.grant_user_access | Setting this option to Yes will allow the Administrator to control the access to specific reports based on System Roles. Setting this option to yes will make this functionality available in 2 different areas, described below.
Home 🡪 System Administration 🡪 System Report Administration
Home 🡪 System Administration 🡪 System Report Builder 🡪 My Reports.
|
| system.hide_excel_study_plane | This property gives the user the option of exporting data to an excel format when clicking the Print Friendly button in an Application, a Study Plan construction, or in a Submission.
|
| system.report_builder | Setting this option to No will completely hide the Report Builder tool in System Administration from all users.
|
| system.use_csv_report_format | Setting this option to Yes will give users the option of exporting reports into *.csv format.
|
| system.use_download_report_page | This property is used to remove proxy caching for reports documents by allowing report to be downloaded from a download page.
|
| system.use_max_row_restriction | Setting this option to No will enforce no limit upon the number of rows that can be displayed in a report.
Warning: This could impact system performance when reports are being run if this limit is not set high enough. It is not recommended adjusting this setting from what it is set as when your system was provided to you.
|
| system.use_max_row_size | The value in this field will determine the maximum number of rows that can be fetched in a report when system.use_max_row_restriction is set to Yes.
Warning: Setting this number too high can impact system performance when reports are being run. It is not recommended adjusting this setting from what it is set as when your system was provided to you.
|
system.use_report_auditing | Setting this option to “No” (default is “Yes”) disables the displaying of audit information related to a specific report (how often a report is run and the data that was contained in the previously run report.
When this property is set to “Yes” the History tab will become available in the Report Scheduler, as seen in the image below. *Note: the ‘system.use_report_scheduler’ property must be set to Yes.
*Please see the Sys Admin – Report Builder Manual for additional details on report scheduling.
|
| system.use_report_builder_dashboard | Setting this option to Yes will display the Reporting icon on the home page. *Please see the System Report Builder Manual for additional details.
|
| system.use_report_scheduler | Setting this option to No will disable the ability for users to schedule reports to be run and emailed to them at specific times. When turned on this feature is available within the System Report Administration of System Administration, as seen below.
*Please see the Sys Admin – Report Builder Manual for additional details on report scheduling.
|
Reserved Settings
The Reserved Settings in iRIS are not available for general use, only an iMedRIS employee can adjust this information. Please contact your Project Manager or Customer Support Representative if you have any questions regarding the properties within this area.
Shibboleth User Authentication Settings
The Shibboleth User Authentication Settings in iRIS are not available for general use, only an iMedRIS employee can adjust this information. Project Manager or Customer Support Representative if you have any questions regarding the properties within this area.
Study Animal Management
The settings on this page affect the functionality under the Animal Management tab of a study. Animal Management is accessible within an IACUC study record that has been flagged as using Animal Management. Please see the Animal Resource Center- Study Management Manual for additional information on the Animal Management tab within iRIS.
Study Application Setup
These properties affect the Study Application.
PROPERTY
| DESCRIPTION |
| system.restrict_submission_form_with_application_dv | Setting this option to Yes will allow you to create and add a Study Submission Form to one submission form at a time if they have a Study Application Data Value. |
| system.study_app_allow_revision_from_list | Setting this option to Yes will all you to create revisions to an application from the Study Application list. If the property is set No, the Create a Revised Application icon will not display.
|
| system.study_app_require_dept_admin | Setting this option to Yes will require a Department Administrator to be associated to the Study when the Studies, Key Study Personnel are being added to section 3.0 of the application, if one is not selected the user will get an error message and will not be able to continue until they have selected one for this role.
*Note: Requires ‘system.use_study_dept_admin’ set to Yes.
Additionally, the user associated to this role can be set to sign off on Submissions before they are routed to the Review Board.
|
| system.study_app_require_faculty_advisor | Setting this option to Yes will require a Faculty Advisor to be associated to the Study when the Studies, Key Study Personnel are being added to section 3.0 of the application, if one is not selected the user will get an error message and will not be able to continue until they have selected one for this role.
*Note: Requires ‘system.use_study_faculty_advisor’ set to Yes.
Additionally, the user associated to this role can be set to sign off on Submissions before they are routed to the Review Board.
|
| system.use_assign_authorized_delegate | Setting this option Yes will allow users to assign other members the authority to delegate. The PI can assign an Authorized Delegate to regulate tasks on their behalf.
|
| system.use_nonstudy_personnel_section | Setting this option Yes will allow the selection of Non-Study personnel associated with the study.
|
| system.use_rb_application_section | Setting this option to Yes will enable the ability to select which Review Board a Study Application should be accessed by, from the application itself (Adds a Section 4.0 to the ‘Study Shell’), as seen below.
*Note: This feature has essentially been replaced with all of the available features in the System Workflow Designer but is still available if you would like to utilize it.
|
| system.use_study_admin_assistants | Setting this option to No will disable the ability to include Administrative Assistants as Key Study Personnel (KSP) in section 3 of the study application.
|
system.use_study_app_accural_ceilng
| Setting this option to Yes will allow users to enter a subject Accrual Ceiling in section 1.0 when creating a new Study Application.
|
| system.use_study_app_accural_target | Setting this option to Yes will allow users to enter a subject Accrual Target when creating a new Study Application. *Note: This field will also be made available within the Study Management 🡪 Study Summary area of the study (after it has been set for that study).
|
| system.use_study_app_add_new_type | When this property is set to Yes users will have the ability to add additional applications to a study record.
Clicking on the Add a New Application Type button will prompt the user to choose an application.
Multiple applications can be associated to the study record, but only when this property is turned on. If the property is set to No the Add a New Application Type button will not appear on this screen.
|
| system.use_study_app_animal_facility_managment | *This feature is related to our ARC module; please see the ARC modules specific system administration manuals for additional details.
|
| system.use_study_app_classification | Setting this option to Yes will display a Study Classification drop-down list on Section 1 of the Study Application. *Note: This field will also be made available within the Study Management 🡪 Study Summary area of the study (after it has been set for that study).
The list can be edited or populated in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Study Classification. *See the List Configuration & Maintenance – Site List Setup Manual for additional details.
|
| system.use_study_app_edc | Setting this option to Yes will display the question “Is this Study using Electronic Data Capture?” but ONLY when the question “Is this Study using Subject Management” is answered Yes.
Note: system.useSubjectManagement & system.use_rb_EDC in Reserved Settings must both be set to Yes.
|
| system.use_study_app_emergency_use | Setting this option to Yes will display a question asking if the Study is Emergency Use.
|
system.use_study_app_is_animal_ research | Setting this option to Yes will display a question asking if the Study uses Animal Research. *Note: This field will also be made available within the Study Management 🡪 Study Summary.
|
| system.use_study_app_is_peds | Setting this option to Yes will display a question on Section 1 of the Study Application asking if the Study is Pediatric.
|
| system.use_study_app_peds_category | Setting this option to Yes will display a list of Pediatric Categories on Section 1 of the Study Application when the user indicates that the study is Pediatric. *Note: This field will also be made available within the Study Management 🡪 Study Summary area of the study (after it has been set for that study).
*Note: Requires system.use_study_app_is_peds also set to Yes.
The list of Pediatric Categories can be populated in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 PEDS Category. *See the List Configuration & Maintenance – Site List Setup Manual for additional details.
|
| system.use_study_app_phase | Setting this option to Yes will display a Study Phase drop-down list on Section 1 of the Study Application. *Note: This field will also be made available within the Study Management 🡪 Study Summary area of the study (after it has been set for that study).
This list can be populated in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Study Phases. *See the List Configuration & Maintenance – Site List Setup Manual for additional details.
|
| system.use_study_app_research_type | Setting this option to Yes will display a Research Type drop-down list on Section 1 of the Study Application. *Note: This field will also be made available within the Study Management 🡪 Study Summary area of the study (after it has been set for that study).
This list can be populated in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Research Type List. *See the List Configuration & Maintenance – Site List Setup Manual for additional details.
|
| system.use_study_app_staff_personnel | Setting this option to No will remove the option to select Research Staff personnel on Section 3 of the Study Application.
|
| system.use_study_app_therapeutic_area | Setting this option to Yes will add a drop-down list that allows users to identify a Study Therapeutic Area on Section 1 of the Study Application—the options in this list are hardcoded and cannot be modified. *Note: This field will also be made available within the Study Management 🡪 Study Summary area of the study (after it has been set for that study).
|
| system.use_study_dept_admin | Setting this option to No will remove the option to select Designated Department Approval(s) on Section 3 of the Study Application.
|
| system.use_study_faculty_advisor | Setting this option to Yes will add the option to select a Faculty Advisor on Section 3 of the Study Application.
|
| system.use_study_pi_type | Setting this option to No will remove the option to select PI Type on Section 3 of the Study Application.
|
| system.use_study_pi_type_dept_chair | Setting this option to No will remove the option to select Department Chair as a PI Type on Section 3 of the Study Application.
Note: Requires system.use_study_pi_type set to Yes.
|
| system.use_study_pi_type_fellow | Setting this option to No will remove the option to select “Fellow” as a PI Type on Section 3 of the Study Application.
Note: Requires system.use_study_pi_type set to Yes.
|
| system.use_study_pi_type_resident | Setting this option to No will remove the option to select “Resident” as a PI Type on Section 3 of the Study Application.
Note: Requires system.use_study_pi_type set to Yes.
|
| system.use_study_pi_type_student | Setting this option to No will remove the option to select “Student” as a PI Type on Section 3 of the Study Application.
Note: Requires system.use_study_pi_type set to Yes.
|
Study Budget
This area is only applicable if you have purchased the Study Finance Assistant Portion of iRIS. Please see the Study Management - Finance Assistant manuals for additional information.
Study Consent Screen Setup
The properties in this area affect the features and functionality available with the Study Consent Tools.
PROPERTY
| DESCRIPTION |
| system.allow_approved_consent_ viewed_after_submission_closed | Setting this option to Yes will hinder the Study users from seeing the consent approvals (if given) until a submission with approved consent documents has been closed by the Review Board.
When set to No:
When Set to Yes:
|
| system.allow_modify_consents_from_list | Setting this option to Yes will control whether Researchers are able to edit consents from the Study Management Consent List. |
| system.allow_modify_master_consents_from_list | Setting this option to Yes will control whether Researchers are able to edit Master consents from the Study Management Master Consent List. |
| system.consent_category_required | Setting this option to Yes will require a Category to be selected when adding a Consent Form.
Drop-down displayed to users:
This list can be populated in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Study Consent Category. *See the List Configuration & Maintenance – Site List Setup Manual for additional details.
|
| system.use_auto_void_consent | Setting this option to Yes will automatically VOID Consent Documents when they have reached, they’re expiration date. To automatically void Approved consents after they have expired set this property to yes. When activated, this property will stamp a red void across the Approved PDF version of the consent form after the expiration date passes. |
| system.use_consent_builder | Setting this option to No will remove the option to select Consent Templates that are created by the Consent Builder Utility located in Home 🡪 Review Board Assistant 🡪 Review Board Administration 🡪 System Setup 🡪 Setup Consent Builder Template. Note: Consent Templates created by the Consent Builder Templates contain Dynamic Information that is inserted by Merge Codes.
|
| system.use_consent_template | Setting this option to No will remove the ability to select Consent Templates that are created in Home 🡪 Review Board Assistant 🡪 Review Board Administration 🡪 System Setup 🡪 Setup Consent Template.
These templates can be populated in Home 🡪 Review Board Assistant 🡪 Review Board Administration 🡪 System Setup 🡪 Study Consent Templates. *See the Review Board Administration Manual for additional information.
|
| system.use_default_consent_ language | Text entered into this box will determine the default language that is selected when adding a Consent Form to a Study.
Drop-down displayed to users:
The list of languages available for selection can be defined in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Language.
*Note: The language entered in the above property must match one that has been defined in the Language Menu within Site List Setup. *See the Sys Admin - List Config – Site List Setup – Site List Setup Manual for additional details.
|
| system.use_reconsent_on_consent | Setting this option to No will remove the option to select whether or not Subjects will be required to re-consent when a new Consent Form is approved by the Review Board.
|
| system.use_sponsor_consent_version | Setting this property to Yes will display the Sponsor Version number on study consents.
|
| system.use_study_consent_checkout | This setting should ALWAYS be set to Yes; this allows the Check-out feature for Consent Documents.
|
| system.use_study_consent_revision_uses_existing | Setting this option to No will prompt users to upload a new Consent Form when they click the Add Revision button on an existing Consent Document. Setting this option to Yes will copy the existing document, allowing users to make changes to it.
|
Study Contract
The properties in this area affect the features and functionality available within the Study Contract Screen.
PROPERTY
| DESCRIPTION |
| system.allow_modify_contracts_from_list | Setting this option to Yes will give the user the ability to add a revised version of the contract from the Contract Document(s) List. |
| system.require_contract_service_ agreement | Setting this option to Yes will require the user to select an option on the Master Service Agreement question.
*Note: Requires system.use_contract_service_agreement to be set to Yes.
|
| system.require_contract_type | Setting this option to Yes will require the user to select a Contract Type when uploading or revising a Contract Document.
*Note: Requires system.use_contract_type to be set to Yes.
|
| system.require_study_contract_is_sub_award | Setting this option to Yes will require users to select an option on the Sub-Award Contract question.
|
| system.require_study_contract_service_agreement | Setting this option to Yes will require users to select the Master Service Agreement on the Contract question.
|
| system.require_study_contract_sponsor | Setting this option to Yes will require users to make a selection from the drop-down list for the Associate the Study Sponsor question.
|
| system.require_study_contract_sub_contract | Setting this option to Yes will require a subrecipient selection from the drop-down list for the Select the Subrecipient question. Note: users must select the Yes option to the question asking the user if the contract document is a sub-award contract in order for the Subrecipient question to display.
|
| system.use_contract_type | Setting this option to Yes will display a drop-down list allowing the user to select a Contract Type when uploading or updating a Contract Document.
This list can be populated in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Study Contract Type. *See the Sys Admin - List Config – Site List Setup Manual for additional details.
|
| system.use_contract_service_agreement | Setting this option to Yes will allow the system to collect the Contract Master Service Agreement.
|
| system.use_contract_type | Setting this option to Yes will allow the system to collect the Contract Type.
|
| system.use_study_contract_amount | Setting this option to Yes will allow the contract amount to be used on the Study Contract Documents.
|
| system.use_study_contract_approval_date | Setting this option to Yes will allow the approval date to display within the Study Contract Documents.
|
| system.use_study_contract_checkout | Setting this option to Yes will allow the checkout functionality to be used in the Contract Document(s) page.
|
| system.use_study_contract_expiration_date | Setting this option to Yes will allow the expiration date to display on the Study Contract Documents page.
|
| system.use_study_contract_is_sub_award | Setting this option to Yes will display the question asking the user if the Contract Document is a a Sub-Award Contract.
|
| system.use_study_contract_service_agreement | Setting this option to Yes will display a question asking the user if the Contract Document is a Master Service Agreement.
|
| system.use_study_contract_sponsor | Setting this option to Yes will display a drop-down list allowing the user to select Associate a Study Sponsor.
|
| system.use_study_contract_sub_contract | Setting this option to Yes will display a drop- down list allowing the user to select a Subrecipeient.
|
| system.use_study_contract_type | Setting this option to Yes will control whether the system collects the Contract Type. |
Cost Center
The properties in this group pertain to the Cost Center section of a module, to enable any of these features locate it’s corresponding property within this group and set it to “No”. Each property is default to “Yes”. This area will be available if a financial module is related to your study.
Study Default Settings
The properties in this area affect the default features and behavior of a Study.
PROPERTY
| DESCRIPTION |
| system.add_irb_number_on_study_create | Setting this option to Yes will assign an IRB Number to a Study when it is initially created (after saving Section 1 of the Study Application).
*Note: The IRB Number is pulled from a configurable calculator in Home 🡪 IRB Assistant 🡪 Review Board Administration 🡪Setup Study Numbering. *Please see the Review Board Administration Manual for additional information on configuring this item.
|
| system.allow_study_key_personnel_non_invest_change | Setting this option to Yes will allow Principal Investigators (PI) to change the Key Study Personnel (KSP) without requiring approval from the Review Board (property does not allow PI to Add/Remove Additional PI’s).
|
| system.allow_study_to_see_analysts_on_task_detail | Setting this option to Yes will allow Principal Investigators (PI) to have an analyst column in the task details.
|
system.allow_study_to_see_ reviewers | Setting this option to Yes will allow Study Personnel to see, within Submission History, which reviewer(s) were assigned Review Tasks by the Review Board.
|
| system.allow_study_to_see_reviewers_on_task_detail | Setting this option to Yes will allow Principal Investigators (PI) to have an analyst column in the task details (see image below). |
system.display_subject_management
| Setting this option to Yes will display the Subject Management tab on a study.
|
| system.find_study_for_all_users | Setting this option to No will disable the ability for users with access to the Study Assistants “Find a Study” feature to search for studies in which they are not listed as KSP.
|
| system.master_study_identifier_display_type | The value in this field (“IRB”, “IACUC”, “PROJECT NUM”, “GRANT” and “CONTRACT”) determines which number will be displayed on the Study Header. If “IRB” is selected, but an IRB number does not exist, then no number will be displayed.
|
| system.use_3yr_continuation_notice | Setting this property to Yes will enable the 3yr Continuing Review Notification Setup within Review Board Notification Setup for IACUC and IBC.
|
| system.use_3yr_full_renewal_notice | Setting this property to Yes will enable the 3yr Full Renewal Notification Setup within Review Board Notification Setup for IACUC and IBC.
|
| system.use_alias_in_header_always | Setting this option to Yes will always display the Study Alias in the Study Header. *For more information on the Study Alias Label, see the List Configuration and Maintenance Manual. Set to “Yes”
Set to “No”
|
| system.use_formatted_submission_reference_number | Setting this option to Yes will change the format of the system reference number to (RB_NUMBER-Form Abv-Version.Revision)(see image below). |
| system.use_IACUC_in_header | Setting this option to Yes will display the IACUC Number in the Study Header. Note: If system.use_alias_in_header_always is set to “No”, the IACUC Number will replace the Study Number/Alias in the Study Header.
Set to “Yes”
Set to “No”
|
| system.use_IBC_in_header | Setting this option to Yes will display the IRB Number in the Study Header. Note: if system.use_alias_in_header_always is set to “No”, the IRB Number will replace the IRB Number with Alias in the Study Header.
Set to “Yes”
Set to “No”
|
| system.use_initial_review_auto_set_status | Setting this option to Yes will automatically change the Study Status from Draft to Pending Initial Review when an Initial Review Submission Form is submitted to the Review Board.
|
| system.use_IRB_in_header | Setting this option to Yes will display the IRB Number in the Study Header.
Set to “Yes”
Set to “No”
Note: if system.use_alias_in_header_always is set to “No”, the IRB Number will replace the IRB Number with Alias in the Study Header.
|
| system.use_my_study_copy | Setting this option to No will remove the ability to copy studies within My Studies (user must be the original Study Author).
|
| system.use_my_study_delete | Setting this option to No will remove the ability to delete Draft studies within My Studies (user must be the original Study Author).
*Note: Only studies in Draft status can be deleted, regardless of how this property is set.
|
| system.use_my_study_view_details | Setting this option to Yes will control whether the user is presented the option to view details of a study under my studies. |
| system.use_notify_study_contact_on_PI_signoff | Setting this option to Yes will allow Study Contacts to receive PI Signoff Notifications.
|
| system.use_notify_study_contact_on_PI_signoff_reminder | Setting this option to Yes will allow Study Contacts to receive PI Signoff Reminder Notifications.
|
| system.use_project_number_for_iacuc | Setting this option to Yes will use the Project Number as the IACUC Number when a Grants Project is converted into an IACUC Study. For more information, see the IACUC Manual, and contact your Project Manager or Customer Support Representative.
|
| system.use_project_number_for_irb | Setting this option to Yes will use the Project Number as the IRB Number when a Project is converted into an IRB Study in the workflow. This is usually used if a project must be submitted to the IRB and the IACUC. Please contact your iMedRIS Project Manager for additional information.
|
| system.use_project_number_pool_for_irb_number_assignment | Setting this option to Yes will use the Project Number pool when assigning an IRB Number to a Study. This is used in cases where the system has multiple IRBs that share from the same pool of generated IRB Numbers. Contact your iMedRIS Project Manager for additional details.
|
| system.use_SRB_in_header | Setting this option to Yes indicate whether the SRB number is the master number to display in the study header. |
| system.use_study_close_exempt | Setting this option to Yes will give the Principal Investigator the ability to close exempt studies from the My Studies section on the home screen. In order for this property to function appropriately the System Administrator needs to configure the settings for the “Exempt” Study Status. This setting can be found under System Administration > List Configuration & Maintenance > Setup System Study Status > “Closed – Exempt”. **Please reference the release notes for more information on this feature. |
| system.use_study_close_open_exempt | Setting this option to Yes will give the principal Investigator the ability to close and open exempt studies from the My Studies section on the home screen. |
| system.use_study_print_approved_items | Setting this option to Yes will allow users to print their current approved study applications, documents, consents etc. |
| system.use_study_project_number | Setting this option to Yes will cause a master study project number to be created when a study is initially created. Additional configuration may be needed for this property to work correctly, please contact your iMedRIS Project Manager for additional information.
*Note: This project number will be available in read only format within the Study Summary of the study as well. |
| system.use_study_withdraw_submission | Setting this option to Yes will allow the Principal Investigator to withdraw submissions in progress from the home screen section. |
| system.use_void_outcome_letter_correspondence_view | When this property is set to Yes, the Outcome Letter attachment within Study Management 🡪 Study Correspondence will display “Void” if it has been made void by the review board. When this property is set to no, the “Void” label will not appear.
|
Study Device Screen Setup
The properties in this area affect the features and functionality available within the Study Device Screen.
PROPERTY
| DESCRIPTION |
| system.show_device_date_created | Setting this option to Yes will display the Date Created in the System Device List found in Home 🡪 IRB Assistant 🡪 Review Board Administration 🡪 List Maintenance Setup 🡪 Device Configuration List.
Set to “Yes” Set to “No” *Note: The Add a Device feature can also be found in the IRB Assistant 🡪 Review Board Administration > List Maintenance Setup. The Master list here and the Master in the List Configuration and Maintenance area are linked together, adding a device in one of these areas will add it to the other. |
| system.use_device_combined_with_drugs | Setting this option to Yes will display a question in the Study Device Details screen which asks if the device will be combined with drugs.
|
| system.use_device_fda_status | Setting this option to Yes will display an FDA Status multi-select box, allowing personnel to select any application FDA Status options.
|
| system.use_device_hde_number | Setting this option to No will remove the ability to input the HDE Number associated to the Device, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_hud_device | Setting this option to No will remove the ability to indicate whether or not the device is a Humanitarian Use Device (HUD) / Humanitarian Device Exemption (HDE), when adding a device to the study Device Data Value, within a form.
|
| system.use_device_ide_number | Setting this option to Yes will allow an IDE number to be associated with the Device, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_indication | Setting this option to Yes will enable the Device Indication within the Study Device Details screen.
|
| system.use_device_is_fda_approved | Setting this option to Yes will allow users to indicate whether or not the device is FDA Approved, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_is_ide_neccessary | Setting this option to Yes will allow users to indicate whether or not an Investigational Device Exemption (IDE) is necessary, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_is_new_device | Setting this option to Yes will allow users to indicate whether or not the device has already been approved, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_manufacturer_supplier | Setting this option to No will remove the name of the Device Manufacturer/Supplier from the Study Device Details screen, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_manufacturer_supplier_required | Setting this option to Yes will make the manufacturer/supplier of Device field as a required field in the device entry screen.
|
| system.use_device_medicare_category | Setting this option to Yes will allow a Medicare Category (A or B) to be selected, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_questions_value_null | Setting this option to Yes will allow the entry of null values for all the fields in the device entry screen.
|
| system.use_device_select_risk | Setting this option to Yes will allow a risk level to be associated to the Device (options are: Significant Risk, Non-Significant Risk), when adding a device to the study Device Data Value, within a form.
*Note: The risk option labels cannot be modified.
|
| system.use_device_sponsor_attendance | Setting this option to Yes will display a question regarding sponsor assistance with the surgery/procedure associated to this device.
|
| system.use_device_storage | Setting this option to No will remove the option to input a Storage Location for the device, when adding a device to the study Device Data Value, within a form.
.
*Note: the property system.use_device_storage_location must also be set to “No” to turn this field off completely and must also be set to “Yes” to turn it on.
|
| system.use_device_storage_location | Setting this option to No will remove the option to input a Storage Location for the device, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_supplied_at_no_cost | Setting this option to No will remove the option to select whether or not the device has been supplied at no charge, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_who_holds_ide | Setting this option to No will remove the option to select an IDE Holder, when adding a device to the study Device Data Value, within a form.
|
| system.use_device_who_holds_ide_CTEP_option | Setting this option to Yes will display CTEP (Cancer Therapy Evaluation Program) as an available selection for IDE Holder, when adding a device to the study Device Data Value, within a form.
Note: system.use_device_who_holds_ide must be set to Yes.
|
Study Document Screen Setup
The properties in this area affect the features and functionality available within the Study Document Screen.
PROPERTY
| DESCRIPTION |
| system.allow_modify_documents_from_list | Setting this option to Yes will allow the researchers to revise documents from the Study Management Documents List.
|
| system.auto_fill_version_date | Setting this option to Yes will control if the user needs to manually select the document version date from uploaded document.
|
| system.doc_category_required | Setting this option to Yes will allow a Study Document Category to be selected and associated with the Document.
|
| system.use_auto_populate_study_doc_title | Setting this option to Yes will automatically populate the Document Title with the name of the electronic document when it is uploaded.
|
| system.use_sponsor_document_version | Setting this option to Yes controls whether the sponsor version number is used on Study Documents. |
| system.use_study_document_checkout | This setting should ALWAYS be set to Yes; this allows the Check-out feature for Other Study Documents.
|
| system.use_study_document_revision_uses_existing | Setting this option to No will remove the ability to create a document revision based on a copy of the original document. Rather than allowing the user to enter this information, the system will automatically number the version as new documents are being uploaded.
Study Document Add:
|
Study Drug Screen Setup
The properties in this area affect the features and functionality available within the Study Drug Screen.
PROPERTY
| DESCRIPTION |
| system.show_drug_date_created | Setting this option to Yes will display a Date Created column in the Study Drug Screen.
Set to “Yes”
Set to “No” *Note: The Add a Drug feature can also be found in the IRB Assistant 🡪 Review Board Administration > List Maintenance Setup. The Master list here and the Master in the List Configuration and Maintenance area are linked together, adding a drug in one of these areas will add it to the other.
|
system.study_drug_allow_add_to_master_list
| Setting this option to Yes will allow personnel to add a new drug to the Master List directly from the Form/Application rather than requesting that an Administrator add the drug to the Master List for them. Set to “Yes”
Set to “No”
|
| system.use_drug_admin_instr | Setting this option to No will remove the ability to input any Administration Instructions associated to the drug.
|
| system.study_drug_select_allow_only_one | Setting this option to Yes will allow the user to add only one drug to a single study when the drug is being added with the following Data Value: “Study Drug Selection”. When set to No, the user will have the ability to add multiple drugs to the study. When set to “Yes”
When set to “No”
|
| system.use_drug_authorized_to_prescribe | Setting this option to No will remove the ability to input the Investigators Authorized to Prescribe the drug.
|
| system.use_drug_contraindications | Setting this option to No will remove ability to input any known Contraindications associated to the drug.
|
| system.use_drug_dose_range | Setting this option to Yes will allow a Dose Range to be input.
|
| system.use_drug_fda_approved_and_not_ind | Setting this option to No will remove the ability to record a rationale for exemption if the device is FDA Approved and an IND is not required.
|
| system.use_drug_fda_status | Setting this option to Yes will add the ability to associate the following FDA status.
*Note: Requires the property ‘system.use_drug_indication’ to be set to Yes.
|
| system.use_drug_frequency | Setting this option to No will remove the ability to record a Frequency associated to the drug’s dosage.
|
| system.use_drug_generic_name | Setting this option to Yes will add the Generic name of the drug (if applicable) to the drug screen when adding a drug to a study using the Study Drug data value.
|
| system.use_drug_id_who_preparing | Setting this option to No will remove the ability to record preparation details associated with the drug’s administration.
|
| system.use_drug_ind_number | Setting this option to No will remove the ability to associate an IND (Investigational New Drug) Number with the drug.
|
| system.use_drug_indic_under_invest | Setting this option to No will remove the option to record any possible Indications under Investigation associated with the drug.
|
| system.use_drug_indication | Setting this option to Yes will display the Drug Indication question.
Note: When this property is turned on, the approval questions within Drug Details will lock down and update based on the Drug Indication selected.
|
| system.use_drug_investigational_name | Setting this option to Yes will display the Investigational Drug Name on the Study Device Entry screen, if this information as entered when the drug was added to the system.
|
| system.use_drug_investigational_pharmacy | Setting this option to No will remove the ability to indicate if the investigational pharmacy is dispensing the drug.
|
| system.use_drug_is_fda_approved | Setting this option to No will remove the ability to indicate if the Drug is FDA Approved.
|
| system.use_drug_is_ind_neccessary | Setting this option to No will remove the ability to indicate if an IND is necessary.
|
| system.use_drug_is_new_drug | Setting this option to No will remove the ability to indicate if it is a new drug or a new use of an already approved drug.
|
| system.use_drug_manufacturer_name | Setting this option to No will remove the ability to input the manufacturer or source of the investigational drug.
|
| system.use_drug_manufacturer_name_required | Setting this option to Yes will enable the name of the name manufacturer or source of investigational drug/biologic as a required field.
|
| system.use_drug_no_change | Setting this option to Yes will add a “No Change” comment (if applicable) at the bottom of the drug screen when adding a drug to a study using the Study Drug data value.
|
| system.use_drug_not_fda_licensed_facility_details | Setting this option to No will remove the ability to provide details regarding the purity, quality, stability and sterility of the investigational drug if it is provided by a non-FDA Approved facility that will be supplying it.
|
| system.use_drug_possible_antidotes | Setting this option to No will remove the ability to record any potential or actual antidotes for excessive or adverse drug effects.
|
| system.use_drug_questions_value_null | Setting this option to Yes will allow the entry of null values for all the fields in the drug entry screen. |
| system.use_drug_possible_effects | Setting this option to No will remove the ability record any potential untoward effects, their systems and treatment.
|
| system.use_drug_route_of_administration | Setting this option to No will remove the ability to input a Route of administration in the drug screen when adding a drug to a study using the Study Drug data value.
|
| system.use_drug_storage | Setting this option to No removes the information regarding the storage of the drugs in the drug screen when adding a drug to a study using the Study Drug data value. *Note: Requires ‘system.use_drug_indication’ to be set to Yes.
|
| system.use_drug_storage_location | Setting this option to No will remove the ability to record the drug’s Storage Location in the drug screen when adding a drug to a study using the Study Drug data value.
|
| system.use_drug_storage_restrictions | Setting this option to No will remove the ability to record any drug storage restrictions/considerations in the drug screen when adding a drug to a study using the Study Drug data value.
|
| system.use_drug_supplied_at_no_cost | Setting this option to No will remove the ability to select whether or not the drug is being supplied at no cost.
|
| system.use_drug_using_ind_on_another | Setting this option to No will remove the ability to select whether or not the IND is being used in another research project.
|
| system.use_drug_using_ind_on_another_list_irb_nums | Setting this option to No will remove the ability to record any Protocol Numbers that the IND is already being used on.
|
| system.use_drug_who_holds_ind | Setting this option to No will remove the ability to select the IND Holder.
|
| system.use_drug_who_holds_ind_CTEP_option | Setting this option to Yes will allow CTEP to be selected as an IND Holder.
|
Study IACUC Analgesia
The properties in this area control what fields displayed on the Study Analgesia entry screen for IACUC Assistant studies. This option only works with the IACUC review board.
Study IACUC Anesthetic
The properties in this area control what fields displayed on the Study Anesthetic entry screen for IACUC Assistant studies. This option only works with the IACUC review board.
Study IACUC Euthanasia
The properties in this area control what fields displayed on the Study Euthanasia entry screen for IACUC Assistant studies. This option only works with the IACUC review board.
Study IACUC Fluid Extract
The properties in this area control what fields displayed on the Study Fluid Extract entry screen for IACUC Assistant studies. This option only works with the IACUC review board.
Study IACUC Paralyzing Agent
The properties in this area control what fields display on the Study Paralyzing Agent entry screen for IACUC Assistant studies. This option only works with the IACUC review board.
Study IACUC Species Strain
The properties in this area control what fields display on the Study Species Strain entry screen for IACUC Assistant studies. This option only works with the IACUC review board.
Study IACUC Tranquilizing Drug
The properties in this area control what fields display on the Study Tranquilizing entry screen for IACUC Assistant studies. This option only works with the IACUC review board.
Study Invoice
These properties affect the Invoice History section. This option only works with the IRB review board.
PROPERTY
| DESCRIPTION |
| system.use_labor_on_invoice | Setting this option to Yes will allow labor as a cost to be included in the invoice.
|
| system.use_study_invoice_number | Setting this option to Yes will generate an invoice number once an invoice is initially created. IRB Assistant > Invoice History.
|
Study Management Settings
These areas are related to our Study Management Portion of iRIS which is a tab is used to manage studies; please see the See iRIS manuals for additional information.
PROPERTY
| DESCRIPTION |
| system.required_visit_type_for_plan | Setting this option to Yes will require a visit type for each visit in the Study Plan. This option only works with the Study Assistant. This can be found under Study Assistant 🡪 Study Management 🡪 Study Management 🡪 Construct Study Plan 🡪 Visit Timeline 🡪 Setup Timeline 🡪 Type.
|
| system.use_study_accrual_ceiling | Setting this option to Yes will display the Accrual Ceiling in the Study Profile. Home 🡪 Module Assistant 🡪 Find a Study 🡪 > Study Management 🡪 Study Summery/Profile.
|
| system.use_study_crf_monitoring | Setting this option to Yes will allow user to view a summary if CRF Forms from the Project Plan.
|
| system.use_study_ctep_number | Setting this option to Yes will display the CTEP Number in the Study Profile. Home 🡪 Module Assistant 🡪 Find a Study 🡪 > Study Management 🡪 Study Summery/Profile.
|
| system.use_study_current_enrollment | Setting this option to Yes will display the CTEP Number in the Study Profile. Home 🡪 Module Assistant 🡪 Find a Study 🡪 > Study Management 🡪 Study Summery/Profile.
|
| system.use_study_plan_order_by | Setting this option to Yes will allows the order by for each procedure in the arm definition. This option only works with the Study Assistant. This can be found under Home 🡪 Study Assistant 🡪 Find a Study 🡪 > Study Management 🡪Construct Study Plan.
|
| system.use_study_plan_service_code | Setting this option to Yes will display the service for each procedure in the arm definition. This option only works with the Study Assistant.
|
| system.use_study_plan_soc | Setting this option to Yes will set a Standard of Care next to each Procedure in the arm definition section. This option only works with the Study Assistant module. |
Study Profile
The properties in this area control what is displayed on the Study Summary/Profile screen.
PROPERTY
| DESCRIPTION |
| system.show_IACUC_full_renewal_expiration | Setting this option to No will remove the IACUC Full Renewal Expiration date in the Find a Study screens when displaying studies by IACUC Number.
*Note: This option only works with the IACUC review board. If your Institution has purchased this review board, please contact your Project Manager or Customer Support Representative for any additional questions.
|
| system.show_IBC_full_renewal_expiration | Setting this option to Yes will display an IBC Full Renewal Expiration date column in the Find a Study screens when displaying studies by IBC Number.
*Note: This option only works with the IBC review board. If your Institution has purchased this review board, please contact your Project Manager or Customer Support Representative for any additional questions.
|
| system.use_consent_form_required | Setting this option to Yes will display an indicator of whether or not Consent Forms are required for the Study. This indication is displayed for studies on the Study Summary screen of Study Management as read-only for Study Users depending on their access.
|
| system.use_ct_indicator | Setting this option to Yes will display an indicator of whether or not Clinical Trials are involved in the Study. This indication is displayed for studies on the Study Summary screen of Study Management as read-only for Study Users depending on their access.
|
| system.use_emergency_use | Setting this option to Yes will display whether or not the study is Emergency Use. This indication is displayed for studies on the Study Summary screen of Study Management as read-only for Study Users depending on their access.
|
| system.use_fda_regulated | Setting this option to Yes will display whether or not the study is FDA Regulated. This indication is displayed for studies on the Study Summary screen of Study Management as read-only for Study Users depending on their access.
|
| system.use_federally_funded | Setting this option to Yes will display whether or not the study is Federally Funded in the Study Summary screen of Study Management. This field displays as read-only to the study, but can be edited by the review board (although, dependent on the role access provided).
|
| system.use_genetic_testing | Setting this option to Yes will display whether or not the study involves Genetic Testing. This indication is displayed for studies on the Study Summary screen of Study Management as read-only for Study Users depending on their access.
|
| system.use_ind_ide | Setting this option to Yes will display whether or not the study has an IND/IDE associated to it. This indication is displayed for studies on the Study Summary screen of Study Management as read-only for Study Users depending on their access.
|
system.use_inspection_locations
| This setting this to Yes only applies to the IACUC module; if you have purchased this portion of iRIS please see the IACUC administration manuals for additional information regarding this proper |
| system.use_PHI_disclosed | Setting this option to Yes will indicate whether or not PHI has been disclosed on the study. This indication is displayed for studies on the Study Summary screen of Study Management as read-only for Study Users depending on their access.
|
| system.use_pi_initiated | Setting this option to Yes will indicate whether or not the PI initiated the study. This indication is displayed for studies on the Study Summary screen of Study Management as read-only for Study Users depending on their access.
|
| system.use_study_accural_target | Setting this option to No will remove the ability to see the Accrual Target on the Study Summary/Profile screen.
|
| system.use_study_blinding_method | Setting this option to No will remove the ability to see the Blinding Method on the Study Summary/Profile screen.
|
| system.use_study_classification | Setting this option to No will remove the Study Classification from the Study Summary/Profile screen.
|
| system.use_study_coordinating_number | Setting this option to No will remove the Coordinating Study Number from the Study Summary/Profile screen.
|
| system.use_study_enroll_deadline_dates | Setting this option to Yes will display the Enrollment Deadline and Final Monitor Date on the Study Summary/Profile screen.
|
| system.use_study_enrollment | Setting this option to No will remove the Current Enrollments data value on the Study Summery/Profile screen.
|
| system.use_study_finance_role | Setting this option to Yes will display the Finance Role on the Study Summary/Profile screen.
|
| system.use_study_keywords | Setting this option to Yes will display the Study Keywords on the Study Summary/Profile screen.
|
| system.use_study_peds_category | Setting this option to No will remove the Peds Category from the Study Summary/Profile screen. *See the List Configuration and Maintenance – Site List Setup manual for additional information on configuring this item.
|
| system.use_study_phase | Setting this option to No will remove the Phase from the Study Summary/Profile screen. *See the List Configuration and Maintenance – Site List Setup manual for additional information on configuring this item.
|
| system.use_study_radiation_use | Setting this option to No will remove Radiation Use from the Study Summary/Profile screen. *See the List Configuration and Maintenance – Site List Setup manual for additional information on configuring this item.
|
| system.use_study_research_type | Setting this option to No will remove the Research Type displayed on the Study Summary/Profile screen. *See the List Configuration and Maintenance – Site List Setup manual for additional information on configuring this item.
|
| system.use_study_storage_code | Setting this option to No will remove the Storage Code displayed on the Study Summary/Profile screen.
|
| system.use_study_therapeutic_area | Setting this option to No will remove the Therapeutic Area from the Study Summary/Profile screen.
|
| system.use_study_va_number | Setting this option to No will remove the VA Number from the Study Summary/Profile screen. |
Study Species
This area is related to our IACUC Assistant module; please see the IACUC administration manuals for additional information.
Study Sponsor
This group of properties works with the Sponsor Matrix found in the Study Management tab of the Study application; they control the appearance and operation of the sponsor matrix.
PROPERTY
| DESCRIPTION |
| system.allow_repeat_study_sponsor_per_cat | Repeat Sponsor - If you need to capture a sponsor throughout different sponsor types set this property to Yes. It will allow you to add the same sponsor to your study, but only once per sponsor type. When set to no, the user will receive the following pop-up window when attempting to add the same sponsor within the same sponsor type.
|
| system.require_CFDA_number_for_funding_role | Setting this option to Yes will require a CFDA Number to be entered when ‘Funding’ is selected as the Sponsor Role. *Note: Requires the property ‘system.use_ucsf_funding’ to be set to Yes.
|
| system.require_grant_number_for_funding_role | Setting this option to Yes will require the Grant Number to be entered when ‘Funding’ is selected as the Sponsor Role.
|
| system.require_sponsor_po_number | Setting this option to Yes will require a PO Number to be entered when ‘Passthrough’ is selected as the Sponsor Role.
|
| system.require_sponsor_subaward_number | Setting this option to Yes will require a Subaward/Subcontract Number to be entered with ‘Passthrough’ is selected as the Sponsor Role.
|
| system.study_sponsor_allow_add_to_master_list | Setting this option to Yes will allow personnel to add a new Sponsor to the Master List directly from the Form/Application rather than requesting that an Administrator add the Sponsor to the Master List for them. Set to “Yes”
Set to “No”
|
| system.study_sponsor_prime_allow_only_one | Setting this option to Yes will limit the number of Primary Sponsors that can be associated to a Study to one.
|
| system.study_sponsor_select_allow_only_one | When set to Yes, this property allows you to control whether a research team is allowed to apply multiple sponsors to a single study when the sponsor is being added with the following Data Value: “Study Sponsor Selection” When set to “Yes”
When set to “No”
|
| system.project_sponsor_allow_add_to_master_list | This property is the same as the one for the study side, but just applies to the project side. Setting this option to Yes will allow personnel to add a new Sponsor to the Master List directly from the Form/Application rather than requesting that an Administrator add the Sponsor to the Master List for them. |
| system.project_sponsor_prime_allow_only_one | This property is the same as the one for the study side, but just applies to the project side. Setting this option to Yes will limit the number of Primary Sponsors that can be associated to a Study to one. |
| system.project_sponsor_select_allow_only_one | This property is the same as the one for the study side, but just applies to the project side. When set to Yes, this property allows you to control whether a research team is allowed to apply multiple sponsors to a single study when the sponsor is being added with the following Data Value: “Study Sponsor Selection”. |
| system.use_contact_in_sponsor_matrix | This property regulates the appearance of the Contact column in the sponsor matrix and allows the sponsor matrix to establish the link to the sponsor contact info, if applicable.
|
| system.use_deliverable | This property will enable a Deliverable screen within Sponsors associated to a project. This page is only available from within a review board (Finance Assistant or Grants and Contracts Assistant). This page will allow indication of any deliverables to the sponsor in order to receive payment. |
| system.use_funding_error_when_none | This property regulates whether the user is required to identify a funding source in the sponsor matrix or not. If this property is turned on, then the following error message will display when the user attempts to save the sponsor roles without identifying a funding source. When both the Funding and Pass-through options are turned off, this error message will not work regardless of whether or not it is turned on.
|
| system.use_matrix_auditing | Setting this property to Yes will cause the Sponsor Role to allow the selection of Auditing.
|
| system.use_matrix_coordinating_center | Setting this property to Yes will cause the Sponsor Role to allow the selection of Coordinating Center.
|
| system.use_matrix_cro | Setting this property to Yes will cause the Sponsor Role to allow the selection of CRO.
|
| system.use_matrix_data_coordination | Setting this property to Yes will cause the Sponsor Role to allow the selection of Data Coordination.
|
| system.use_matrix_funding | Setting this property to Yes will cause the Sponsor Role to allow the selection of funding. |
| system.use_matrix_monitoring | Setting this property to Yes will cause the Sponsor Role to allow the selection of Monitoring.
|
| system.use_matrix_passthrough | Setting this property to Yes will cause the Sponsor Role to allow the selection of Passthrough.
|
| system.use_matrix_payor | Setting this property to Yes will cause the Sponsor Role to allow the selection of Payor.
|
| system.use_matrix_protocol_control | Setting this property to Yes will cause the Sponsor Role to allow the selection of Protocol Control.
|
| system.use_matrix_subrecipient | Setting this property to Yes will cause the Sponsor Role to allow the selection of Sub recipient.
|
| system.use_non_ucsf_grant_number | Setting this property to Yes will allow users to enter a Grant Number for Studies Not Funding thru the institution within the Study Sponsor Details area.
|
| system.use_period_of_performance | This property will allow users to indicate a period of performance for their sponsors.
|
| system.use_sponsor_award_number | This property is applicable if the system.use_sponsor_matrix property is set to No. When set to Yes, this property will display the Sponsor Award Number field in the Study Sponsor Information screen (see screenshot under the Sponsor Matrix property).
|
| system.use_sponsor_contact | Set this property to Yes to enable a sponsor contact area for each sponsor added to a project.
|
| system.use_sponsor_contract_type | This property is applicable if the system.use_sponsor_matrix property is set to No. When set to Yes, this property will display the Sponsor Contract Type field in the Project Sponsor Information screen (see screenshot under the Sponsor Matrix property).
|
| system.use_sponsor_explain_discrepancies | This property is applicable if the system.use_sponsor_matrix property is set to No. When set to Yes, this property will display the Sponsor Explain Discrepancies field in the Project Sponsor Information screen (see screenshot under the Sponsor Matrix property).
|
| system.use_sponsor_external_PI | This property is applicable if the system.use_sponsor_matrix property is set to No. When set to Yes, this property will display the Sponsor External PI field in the Project Sponsor Information screen (see screenshot under the Sponsor Matrix property).
|
| system.use_sponsor_funding_through | This property is applicable if the system.use_sponsor_matrix is set to No. When set to Yes, this property will display the Sponsor Funding through field in the Study Sponsor Information screen (see screenshot under system.use_sponsor_matrix).
|
| system.use_sponsor_grant_title | This property is applicable if the system.use_sponsor_matrix property is set to No. When set to Yes, this property will display the Sponsor Grant Title field in the Project Sponsor Information screen (see screenshot under the Sponsor Matrix property).
|
| system.use_sponsor_matrix | When set to Yes, this property enables the sponsor matrix as the main input for study sponsors. However, when set to No, the matrix is not used as the input. Rather, sponsors can be added to the study in a list format: When adding sponsors to this list, the entire master list of sponsors can be searched and selected from. When a sponsor is selected, then the following screen will display to specify Sponsor Information: This allows for certain details of the sponsor to be specified for the project like the role, contacts, award number, etc. |
| system.use_sponsor_PI | Setting this property to Yes will allow users to enter a Principal Investigator Name within the Study Sponsor Details area.
|
| system.use_sponsor_primary_grant_holder | This property is applicable if the system.use_sponsor_matrix property is set to No. When set to Yes, this property will display the Sponsor Primary Grant Holder field in the Project Sponsor Information screen (see screenshot above).
|
| system.use_sponsor_proposal_number | This property is applicable if the system.use_sponsor_matrix property is set to No. When set to Yes, this property will display the Sponsor Proposal Number field in the Project Sponsor Information screen (see screenshot above).
|
| system.use_study_sponsor_primary_grantee | Setting this property to Yes will allow users to enter Primary Grantee information when “Is Institution the Primary Grant Holder?” is flagged as No within the Study Sponsor Details area.
|
| system.use_study_sponsor_project_period | Setting this property to Yes will allow users to a date range for the Project Period within the Study Sponsor Details area.
|
| system.use_ucsf_funding | If needed, request further details from your iMedRIS Project Manager or Customer Support Representative.
|
Subject Add
The properties in this group pertain to making certain fields within Subject Add (Study Assistant -> Subject Management -> Subject Tracking -> Add a New Subject) are used or required. Each property controls a field within the Add Subject information page. To remove a field from the page, locate its corresponding property within this group and set it to “No”. Each property is default to “Yes”.
Subject Demographic
The properties in this group pertain to making certain fields within Subject Demographic (Study Assistant -> Subject Management -> Subject Demographics) are used or required. Each property controls a field within the Subject Management information page. To remove a field from the page, locate its corresponding property within this group and set it to “No”. Each property is default to “Yes”.
Subject Management
These areas are related to our Subject Management Portion of iRIS; please see the Subject Management administration manuals for additional information.
Subject Protocol Tracking
The properties in this group pertain to the Subject Protocol Tracking page (Study Assistant -> Subject Management -> Subject Protocol Tracking), to enable any of these features locate its corresponding property within this group and set it to “No”. Each property is default to “Yes”.
Subject Screening
The properties in this group pertain to the Subject Screening (Study Assistant -> Subject Management -> Subject Screening), to enable any of these features locate its corresponding property within this group and set it to “No”. Each property is default to “Yes”.
Subject Registration
The properties in this group pertain to making certain fields within Subject Demographic (Study Assistant -> Subject Management -> Subject Registration) are used or required. Each property controls a field within the Subject Registration information page. To remove a field from the page, locate its corresponding property within this group and set it to “No”. Each property is default to “Yes”.
System Business Associate and System Business Associate Contact
The properties in this group pertain to making certain fields within the Business Associate list (System Administration -> List Configuration and Maintenance -> Business Associates) editable or read-only. Each property controls a field within the Business Associate Info page. To make a field read-only, locate its corresponding property within this group and set it to “No”. Each property is default to “Yes”.
In the example below, the property system.allow_bus_assoc_address_city_editable has been set to “No” and the field in Business Associate Info is read-only.
The last property in this group (system.use_sponsor_management) controls whether the user will have the ability to add sponsors to the system through System Administration or through a study. Setting this property to “No” will disable the Merge Associate Records, Add a New Associate, and Delete Selected Associate(s) buttons within System Setup of Business Associate List.
System Default Settings
The properties in this section control various System level features.
PROPERTY
| DESCRIPTION |
| system.add_user_who_is_creating_task_to_task_name | Setting this property to Yes will display the name of the current user under Event Description when the task on the Submission History page is assigned to a user.
Note: This property only affects the Submission Histories while the property is on. If the property is turn on and a user is assigned a task, the assigner’s name will be shown. However, if the property is turned off and another task is assigned, that task will not have the assigner’s name associated with the task. |
| system.allow_add_physician_on_config_screen | Setting this option to No will remove the Add and Delete buttons from the Physician List screen located in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Physician List.
*Note: If this property is set to No then users accounts can only be added to the Physician list within those specific User Accounts, by checking the Physician Checkbox.
|
| system.allow_sysadmin1_config_user_groups | Setting this option to Yes will enable the Config User Groups option within System Administration Level 1.
Note: The property in System User Profile Settings “system.use_user_groups” must also be set to Yes.
|
| system.allow_users_to_clear_tasks_from_UI | Setting this option to Yes, will allow users to clear the tasks from the home screen under the Tasks section. When the property is turned on an additional column located to the left of the tasks will display.
This will allow users to manually select tasks that have been assigned the same user. **For more information on this feature, please review the release notes.
|
| system.allowSysAdmin1ToConfigSite | Setting this option to No will remove the ability of the System Administrator I System Role to Add or Delete Departments within their System Administration Level 1 tools. This list of departments pulls from the Master List in System Administration 🡪 List Configuration and Maintenance Add or Delete Departments List. If a department is updated there it will also update here, and likewise.
|
| system.banner_image | The value in this text field is the location of the iRIS banner that is displayed throughout the system.
*Note: You can also upload your image through System Administration – List Configuration and Maintenance – Setup System Images. If you choose to use the property, you must first ensure that the image file is stored on the application server and you must type in the location of that image file in this property. |
| system.default_country | The particular country that is entered into this property will be selected by default when defining a board in System Administration-List Configuration and Maintenance – Define the Review Board(s).
|
| system.default_editor_url | This property should be preset by your iMedRIS Project Manager and editing this property is not advised. If you have questions regarding this property, please contact your Project Manager.
|
| system.default_state | The particular State that is entered into this property will be selected by default when defining a board in System Admin-System Admin.
|
| system.editor_url_list | This property should be preset by your iMedRIS Project Manager and editing this property is not advised. If you have questions regarding this property, please contact your Project Manager.
|
| system.homepage_worklist_expand_all | Setting this option to Yes will indicate if the homepage Tasks panel will display all the details of the tasks initially when the user enters the homepage screen. |
| system.include_submissions_in_progress | Setting this option to Yes will display any Submissions in Progress in the Outstanding Submissions table on the Study.
|
| system.IRB_allow_cont_review_notification_selection_No | Setting this option to Yes will allow the system to send a type of continuing review notification based on study status. This property will function only if system.use_new_commonrule is active and if the Type of Review Notification is setup. The Type of Review Notification setup can be found under the System Administration 🡪 List Configuration and Setup 🡪 Set-up System Study Status 🡪 Click any study status to edit 🡪 Type of Review Notification. The system administrator must associate the Type of Review Notification desired with the Study Status. ** This property only applies to the IRB module. |
| system.isSep_end_month_financial_calendar | This property indicates whether the end month of financial calendar is September. If no, the end month of financial calendar is December. This is used when incorporating budgets with your studies or projects in iRIS.
|
| system.logo_image | A property used to control the image that displays on the homepage in Classic View of the iRIS System.
*Note: You can also upload your image through System Administration – List Configuration and Maintenance – Setup System Images. If you choose to use the property, you must first ensure that the image file is stored on the application server and you must type in the location of that image file in this property.
|
| system.logon_image | The text in this field is the path to the graphic on the Login Screen.
*Note: You can also upload your image through System Administration – List Configuration and Maintenance – Setup System Images. If you choose to use the property, you must first ensure that the image file is stored on the application server and you must type in the location of that image file in this property. |
| system.max_file_size | The value in this field is used to control the maximum file size that iRIS can is able to process.
|
| system.redirect_link_base_url | This property is used by System Redirect link creation functionality using merge code replacement.
|
| system.sched_minute_interval | This property indicates how far apart the minute values are in a combo box. (i.e. 5 = {0, 5, 10, 15, 20, 25, 30, 35, 40, 45, 50, 55}) for scheduling appointments.
|
| system.SRB_allow_cont_review_notification_selection_No | Setting this option to Yes will allow the system to send a type of continuing review notification based on study status. This property will function only if system.use_new_commonrule is active and if the Type of Review Notification is setup. The Type of Review Notification setup can be found under the System Administration 🡪 List Configuration and Setup 🡪 Set-up System Study Status 🡪 Click any study status to edit 🡪 Type of Review Notification. The system administrator must associate the Type of Review Notification desired with the Study Status. ** This property only applies to the SRB module. |
| system.study_IACUC_procedure_allow_add_to_master_list | Setting this property to Yes will allow a user on an IACUC study to add procedures to the IACUC Procedures master list.
|
| system.study_procedure_allow_all_studies | Setting this property to Yes will allow the procedure added by a Principal Investigator on their studies to show to other Principal Investigators. |
| system.use_accept_stipulation | Setting this property to Yes will display the Accept the Stipulation question to the user.
|
| system.use_accept_stipulation_required | Setting this property to Yes will require the user to answer the Accept the Stipulation question. |
| system.use_activex_with_rtf_load | Setting this property to Yes will also cause the system to save any document added to the system through the embedded Word editor as an .rtf in addition to being saved as a .doc file. Note: when using this property, both system.use_activex_word_editor must also be set to Yes. |
| system.use_activex_word_editor | Setting this option to No will disable the ActiveX embedded Microsoft Word.
No
Yes
|
| system.use_comp_personnel_in_email_to | When set to Yes, this property allows Compliance Personnel to be included in the pre-populated list of recipients for Correspondence.
|
| system.use_custom_menus | Setting this option to Yes will allow the System Administrator to add custom navigation links to the My Assistant menu via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Other Configuration(s) 🡪 Define My Assistant Navigation Links.
*Note: See the List Configuration & Maintenance manuals for additional information.
|
| system.use_dept_code_display | Setting this option to Yes will display the Department Code with the Department Name on the Header.
*Note: Departments are defined in List Configuration & Maintenance 🡪System Setup; see this manual for additional information.
|
| system.use_display_review_board_meetings | Setting this option to Yes will display a Review Board Meetings link on the My Assistant portion of the navigation bar.
|
| system.use_jr_IACUC_admin_restrictions | If this property is set to “Yes”, the user with IACUC Jr. Administrator access will be able to view all of the links with IACUC Assistant > Review Board Administration, and if the property is set to “No”, then the user will not get the option to modify the following links:
“System Setup” tab Board Configuration Options
“List Maintenance Setup” tab
|
| system.use_master_application | Setting this option to Yes will allow the system to use a master application. |
| system.use_monitor_concurrent_access | Within certain the eProposal Project Application and Project Budget screens, when two or more users are viewing/editing a document, the following window will appear when this property is set to “Yes”. When this property is enabled, there are no restrictions for usage, meaning the users can continue work within these areas at the same time.
|
| system.use_multiple_sub_comp_print | Setting this option to No will remove the ability to select and print multiple items in the Submission Components.
|
| system.use_my_document_library | Setting this option to Yes will allow the system to include a Document Library for each user.
|
| system.use_my_widgets | Setting this option to Yes will display my widgets on the home page.
|
| system.use_no_menu_cookie | Entering Yes into this text field will turn off cookies that save your current position on the navigation menu after logging out of iRIS.
|
| system.use_new_commonrule | Setting this option Yes will determine whether the system will use new common rule at outcome page. |
| system.use_new_form_version_window_cancel | Setting this option Yes will display whether the user is allowed to close the window without converting the form. |
| system.use_PI_authorized_delegates | Setting this option Yes will allow the Principal Investigator to authorize other members to sign off on items on their behalf. |
| system.use_researcher_dashboard | Setting this option to Yes will replace the home page with Researchers Dashboard. |
| system.use_researcher_workspace | Setting this option to Yes will replace the home page with Researchers workplace. |
| system.use_school_code_display | Setting this option to No will remove the School Code from displaying on the Header.
*Note: Departments are defined in List Configuration & Maintenance 🡪System Setup; see this manual for additional information.
|
| system.use_stipulation_explanation | Setting this option to Yes will display the accept stipulation explanation section within Correction Form (see image below). |
| system.use_stipulation_explanation_NA_required | Setting this option to Yes will require the Principal Investigator to provide an explanation on how they have addressed the stipulation when the answer to “Do you accept this stipulation?” is answered as N/A. |
| system.use_stipulation_explanation_No_required | Setting this option to Yes will require the Principal Investigator to provide an explanation on how they have addressed the stipulation when the answer to “Do you accept this stipulation?” is answered as NO. |
| system.use_stipulation_explanation_Yes_required | Setting this option to Yes will require the Principal Investigator to provide an explanation on how they have addressed the stipulation when the answer to “Do you accept this stipulation?” is answered as YES. |
| system.use_stipulation_rating | Setting this option to Yes will allow a stipulation rating to be chosen when assigning stipulations.
*Note: Stipulation Ratings are defined in List Configuration & Maintenance 🡪 Site List Setup; see this manual for additional information.
|
| system.use_UI_V2 | Setting this option to No will change the user interface to the older version of iRIS.
|
| system.use_UI_V2_calendar | Setting this option to No will remove the calendar panel from the homepage.
|
| system.use_UI_V2_metrics | Setting this option to No will remove the metrics panel from the homepage.
|
system.use_view_audit_log
| When this property is set to Yes, a View Audit Trail button will populate within the Research Application form screens within Research Assistant. This button will allow a user to view a history of any changes made to the current version of the Application form and run a comparer of what those changes were.
|
| system.usePIAccountRequest | Setting this option to Yes will allow the PI to create inactive accounts for KSP that need to be added to a study.
|
System Department/Site Setup
The properties in this area affect the features and functionality associated with Department/Site setup.
PROPERTY
| DESCRIPTION |
| system.allow_add_dept_from_ui | Setting this option to No will remove the ability Add New Departments via Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.allow_delete_dept_from_ui | Setting this option to No will remove the option to delete departments via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.allow_edit_from_user_interface | Setting this option to No will remove the ability Add New User via Home 🡪 System Administration 🡪 User accounts |
| system.dept_allow_add_sub_dept | Setting this option to No will remove the ability to add Sub Departments via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.dept_code_is_editable | Setting this option to No will remove the ability to edit the Department Code once it has been defined. Department Codes can be edited in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.dept_inst_is_editable | Setting this option to No will remove the ability to edit the Institution Name once it has been defined. Institution Names can be edited in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.dept_name_is_editable | Setting this option to No will remove the ability to edit the Department Name once it has been set. Department names can be edited in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_business_partner_code | Setting this option to No will remove the ability to associate a Business Partner Number with a Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_academic_delegate | Setting this option to Yes will allow a Department Academic Delegate Contact to be assigned to the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_accounts | This displays a list of the cost centers that have been associated to the department, in department configuration. Cost Centers can be linked to departments in the cost center configuration > List configuration & Maintenance area.
|
| system.use_dept_admin_contact | Setting this option to Yes will allow a Department Administrator Contact to be added to the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_chair | Setting this option to Yes will allow a Department Chair Contact to be added to the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_contact | Setting this option to Yes will allow a Department Contact to be added to the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_cost_center | Setting this option to No will remove the ability to associate a Cost Center Code with the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_drug_delivery_address | Setting this option to Yes will allow a Drug Delivery Address to be associated with the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_entity_type | Setting this option to Yes will allow a Department Entity Type to be associated with the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
*Note: Please see the List Configuration and Maintenance Manual for additional information on configuring this item.
|
| system.use_dept_lead_PI_contact | Setting this option to Yes will allow a Department Lead PI Contact to be added to the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_legal_name | Setting this option to Yes will allow a Legal Name to be associated with the Department via: will allow a Department Contact to be added to the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_network_status | Setting this option to Yes will add a Network Status drop-down menu to the Department in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
The Network Statuses can be defined in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Setup Network Status.
|
| system.use_dept_notes | Setting this option to Yes will add the ability to add notes to the Department in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_parent_code | Setting this option to Yes will assign a Parent Code to each Sub Department when it is added via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s) 🡪 Add Sub Department.
|
| system.use_dept_rx_contact | Setting this option to Yes will allow a Department Rx Contact to be added to the Department via: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_school_code | Setting this option to No will remove the Department Code column on the Departments table in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s) as well as remove the ability to associate a Department Code with a Department.
|
| system.use_dept_short_name | Setting this option to Yes will add a Department Short Name field to the Department in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_sig_authority_doc | Setting this option to Yes will add the ability to upload Department Signature Authority Documents to the Department in: Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
| system.use_dept_tax_id | Setting this option to Yes will allow a Tax ID to be associated with the Department in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Define the Department(s).
|
System Document Conversion Settings
The properties in this area affect the behavior of the Document Conversion functionality. Note: contact your iMedRIS Project Manager or Customer Support representative before adjusting the settings within these fields.
PROPERTY
| DESCRIPTION |
| system.convertWordToPDF | Setting this option to Yes will convert Word documents to PDF every time the Word Document is opened.
|
| system.max_document_conversion_thread_count | Text entered into this box will be used to calibrate the number of parallel threads will be used for document conversion. Max value is 50.
|
| system.printer_friendly_pdf | Setting this option to Yes enables the user to select whether or not to view a form in a Printer Friendly view. If this property is set to Yes, the user can select PDF Form when printing a form.
|
| system.use_open_html_to_pdf_conversion | Setting this option to Yes will enable the system to use openhtmltopdf for pdf conversion. |
System Financials
The properties in this area are related to System Financials which mainly deals with Charge Master. Consult with iMedRIS prior to changing these settings.
PROPERTY
| DESCRIPTION |
| system.charge_master_primary_code | This property determines the primary check code when uploading the Charge Master template. *Note: The value must be: CPT_CODE, SERVICE_CODE. |
| system.use_charge_master_Fed_cost | Setting this option to Yes will allow the system to use a FED cost for Charge Master. |
| system.use_charge_master_patient_chargen | Setting this option to Yes will allow the use of patients charge for Charge Master. |
| system.use_charge_master_PI_payout_amount | Setting this option to Yes will allow users to use PI payout amount as an option for Charge Master. |
| system.use_charge_master_research_rate | Setting this option to Yes will allow users to use the research rate option for Charge Master |
| system.use_charge_master_vendor_payout_amount | Setting this option to Yes will allow users to use the vendor payout amount as an option for Charge Master. |
| system.use_finance_uploads | Setting this option to Yes will display the Financial Upload Interface. |
| system.use_general_system_account | Setting this option to Yes will allow users to select an account to be the default account. |
System Multisite
The properties in this group pertain to the Multisite Studies to enable any of these features locate its corresponding property within this group and set it to “No”. Each property is default to “Yes”. Please see the System Multisite manual for additional information regarding this area.
System Security
The properties in this area are related to System Security. Consult with iMedRIS prior to changing these settings.
PROPERTY
| DESCRIPTION |
| system.httpsprotocols | Text entered into this box will be used to set SSL protocol setting for SHA-2 Certificate.
|
| system.remove_hazardous_input_ char | Setting this option to Yes will remove hazardous characters from user input.
|
| system.use_csrf_validation | Setting this option to Yes will enable a Cross Site Request Forgery (CSRF) token validation. *important: backspace key and browser’s back button may get the token of sync.
|
| system.use_lenient_referer_validation | Setting this option to Yes will enable a Cross Site Request Forgery (CSRF) refer header validation. *important: If the referrer EXISTS and doesn't match with the system's domain, access will be denied.
|
| system.use_prevent_session_fixation | Setting this option to Yes will change the session’s id after successful/failed login attempt.
|
| system.use_secure_cookies | Setting this option to Yes will activate Secure Cookies that are for use with ‘https://’ domains only.
|
| system.use_user_challenge | Setting this option to No will deactivate the User ID and Password challenge/prompt when signing off on a form.
|
System Signoff and Submission Settings
The properties in this area control the behavior of the System Signoff and Submissions area of a Study.
PROPERTY
| DESCRIPTION |
| system.allow_attaching_submitted_applications | Setting this option to Yes will allow the Research Team to attach previously submitted Applications to new Submission Forms.
|
| system.allow_attaching_submitted_consents | Setting this option to Yes will allow the Research Team to attach previously submitted Consent Documents to new Submission Forms.
|
| system.allow_attaching_submitted_documents | Setting this option to Yes will allow the Research Team to attach previously submitted Documents to new Submission Forms.
|
| system.allow_attaching_submitted_forms | Setting this option to Yes will allow the Research Team to attach previously submitted Attachment Forms to new Submission Forms.
|
| system.allow_revise_all_submitted_apps | Setting this option to Yes will allow the Research Team to revise previously submitted versions of the Study Application.
|
| system.allow_revise_all_submitted_project_apps | Setting this option to Yes will allow the Research Team to revise previously submitted versions of the Project Application.
|
| system.allow_revise_last_approved_app | Setting this option to Yes will limit the study personnel to only revise the last approved version of the study application or current version.
*Note: This property functions correctly ONLY when the following property is set to “No” system.allow_revise_all_submitted_apps Set to “No”
**Note: this property is system wide, and will configure the settings for all areas that the application can be revised, including return response and subform’s with an application attached.
|
| system.allow_revise_last_submitted_app | Setting this option to Yes will give the user the option to revise only the last submitted version of the study application and the current attached version. When set to Yes the research/study personnel is limited to these two choices.
*Note: This property functions correctly ONLY when the following property is set to “No” System.allow_revise_all_submitted_apps **Note: this property is system wide, and will configure the settings for all areas that the application can be revised, including return response and subform’s with an application attached. |
| system.allow_sharing_member_comments_on_forms | Setting this option to Yes will allow Research Staff to see comments by the Review Board Members on forms.
|
| system.always_use_signoff_comment | Setting this option to No will remove the ability to add comments to a Submission Signoff.
|
| system.default_additional_signoff_submission_routing | Setting this option to Yes will auto-select Yes as the response to the Signoff Submission Routing question.
|
| system.default_all_dept_admin_signoff_on | Setting this option to Yes will auto select all Department Administrators as additional personnel for routing signoff.
|
| system.default_all_ksp_signoff_on | Setting this option to Yes will auto select all KSP as additional personnel for routing signoff.
|
| system.default_co_invest_signoff_on | Setting this option to Yes will auto select all Co-Investigators as additional personnel for routing signoff. |
| system.replace_attached_consent_on_revision | Setting this option to Yes will cause Consent Documents that are attached to and being revised from within a form to be replaced by the revised version.
|
| system.replace_attached_document_on_revision | Setting this option to Yes cause Other Documents that are attached to and being revised from within a form to be replaced by the revised version.
|
| system.use_dept_chair_check_on_submission | Setting this option to Yes will allow a selection of Personnel for all sites (when multiple sites are set up) associated to the study rather than the default department only.
|
| system.use_response_wizard_window | Setting this option to No will remove the Revise/attach icon that appears over the Submission Components on a Review Response and Pre-Review Correction Forms.
|
| system.use_signoff_display_message_instructions | When set to Yes this property will automatically display a message on COI sign off page with instructions of credentials to use for specific institution. * This message cannot be configured in the system.
|
| system.use_signoff_question_bypass | When set to Yes, this property will automatically bypass the question of whether the user needs certain personnel to signoff before submitting, but rather brings the user straight to the Setup Submission Routing Signoff screen. When set to no, the following screen will appear when the user initiates the signoff process by submitting the form.
|
| system.useAlternateSignoff | Setting this option to Yes will activate the Alternate Signoff function. This allows personnel to select other individuals who are authorized to apply an electronic signature to Submission forms in their absence. To add an Alternate Signoff, go: Home 🡪 My Assistant 🡪 My Account Information 🡪 Signoff Availability.
Click Add Alternate Signoff to add someone who is authorized to sign in your absence.
When you are not going to be available for submission review/signoff, set No to I am Available for reviewing submissions for signoff and then click Save Changes.
Note: Only new tasks will be sent to your alternate signoff, all current tasks will remain.
|
| system.useDesignatedDepartmentReviewer | Setting this option to Yes will cause any Designated Department Personnel (System Level Role) to be automatically selected in Additional Signoff Routing.
|
| system.useSignoffList | When set to Yes, this property will cause the “Routing Signoffs” option to be available in My Assistant, which allows a user to sign off on more than one submission at a time and provides the ability to signoff department routing in bulk.
|
System Timesheet Settings
If Time and Effort is turned on in Reserved Settings, then these properties will affect your system. If Time and Effort is not turned on, then these properties will not be displayed. Please see the Time and Effort System Administration manuals for additional information regarding this area.
System Update Settings
These properties configure the System Update feature. Consult with iMedRIS prior to changing these settings.
PROPERTY
| DESCRIPTION |
| system.system_update_backup_path | Important: Consult with iMedRIS before changing these settings (Default is C:\Temp\iRISBackup).
|
| system.system_update_download_path | Important: Consult with iMedRIS before changing these settings (Default is C:\Temp\iRISUpdate).
|
| system_exclusion_list_thread_time | Important: Consult with iMedRIS before changing these settings. |
System User Profile Settings
The properties in this area control the various features and functionality of User Accounts.
PROPERTY
| DESCRIPTION |
| ssystem.use_ssn_required | Setting this option to No will make Social Security a non-required field in User Accounts.
|
| system.display_LDAP_ID | When set to Yes, this property will display the LDAP ID in place of the User ID on the User Accounts screen. This property will work depending on whether your system is set up to use LDAP settings.
|
| system.restrictUserAccountNotes | When set to Yes, the Notes area within My Assistant -> My Account Information will be read only. The origin of these notes is System Administration -> User Accounts -> Notes.
|
| system.show_addt'l_email_address | Setting this option to Yes will allow the System administrator to add a secondary email to the user profile to be used for notification, if the user doesn’t not want to receive notifications to be sent to the email in the iRIS system.
|
| system.show_cell_phone | Setting this option to Yes will add text fields to associate a Cell Phone to a User Account.
|
| system.show_CITI_ID |
|
| system.show_configurable_field | Setting this option to Yes will display a configurable field on My Account 🡪 Profile page.
|
| system.show_configurable_field_1 | Setting this option to Yes will display a configurable field 1 on My Account 🡪 Profile page.
|
| system.show_configurable_field_2 | Setting this option to Yes will display a configurable field 2 on My Account 🡪 Profile page.
|
| system.show_degree | Setting this option to Yes will display a degree field on My Account 🡪 Profile page.
|
| system.show_department | Setting this option to Yes will display a department field on Account 🡪 Profile page.
|
| system.show_email_address | Setting this option to Yes will display a department field on My Account 🡪Profile page.
|
| system.show_fax | Setting this option to Yes will display a department field on My Account🡪Profile page.
|
| system.show_financial_disclosure | Setting this option to No will remove the ability to add Disclosures within User Accounts in: Home 🡪 My Assistant 🡪 My Account Information 🡪 Disclosures.
|
| system.show_gender | Setting this option to Yes will display a department field on My Account My Account🡪 Profile page. |
| system.show_internal_mailing_address | Setting this option to Yes will display internal mailing address field in the user profile.
|
| system.show_job_title | Setting this option to Yes will display a job title field on My Account t🡪 Profile page.
|
| system.show_mailing_address | Setting this option to Yes will display a mailing address field on My Account My Account🡪 Profile page.
|
| system.show_middle_name | Setting this option to Yes will display a middle name field on My Account My Account🡪 Profile page.
|
| system.show_pager | Setting this option to Yes will display a pager field on My Account My Account🡪 Profile page.
|
| system.show_personal_URL | Setting this option to Yes will display a personal URL field on My Account My Account🡪 Profile page.
|
| system.show_phone_number | Setting this option to Yes will display a phone number field on My Account My Account🡪 Profile page.
|
| system.show_physical_address | Setting this option to Yes will display a physical address field on My Account My Account🡪 Profile page.
|
| system.show_PI_status_waiver | Setting this option to Yes will display a Principal Investigator status wavier field on My Account 🡪 Profile page. |
| system.show_prefix | Setting this option to Yes will display a prefix field on My Account 🡪 My Account Profile page.
|
| system.show_relationship_to_institution | Setting this option to Yes will display a relationship to institution field on My Account 🡪 Profile page. |
| system.show_representational_capacity | Setting this option to Yes will display a representational capacity on My Account 🡪 Profile page. |
| system.show_specialty | Setting this option to Yes will display a specialty field on My Account 🡪 Profile page. |
| system.show_status | Setting this option to Yes will display a status field on My Account 🡪 Profile page.
|
| system.show_suffix | Setting this option to Yes will display a suffix field on My Account 🡪 Profile page. |
| system.show_vaccination_history | This property indicates whether the Vaccination History tab is displayed under the My Account information from My Assistant.
|
| system.system.use_faculty_member_required | Setting this option to Yes will make the faculty member a required field in user Accounts.
|
| system.use.required_configurable_field | Setting this option to Yes will make the configurable field required in user Accounts.
|
| system.use.required_configurable_field_1 | Setting this option to Yes will make the configurable 1 field required in user Accounts.
|
| system.use.required_configurable_field_2 | Setting this option to Yes will make the configurable 2 field required in user Accounts.
|
| system.use_academic_position_title_required | Setting this option to Yes will make the academic position title field required in user Accounts. |
| system.use_additional_employee_id | Setting this option to Yes will allow an Alternate Employee ID to be associated to the User Account—this ID is only visible to System Administrators via Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User]
|
| system.use_allow_overtime | Setting this option to Yes will display the allow overtime field in user Accounts. This will give the user the ability to be exempt to do overtime when using the Timesheet tool in iRIS to track the employees’ hours.
|
| system.use_cell_phone_required | Setting this option to Yes will make the Cell Phone a required field in user Accounts.
|
| system.use_degree_selection | Setting this option to Yes will change the Degree text field into a drop-down menu. The selectable options are not editable. This property takes effect in (2) areas:
No
Yes
|
| system.use_department_required | Setting this option to Yes will make the department a required field in user Accounts.
|
| system.use_email_required | Setting this option to No will make the Email Address a non-required field in User Accounts. |
| system.use_email_required_label | Setting this option to No will remove the Email Address Required label next to the Email Address text field.
|
| system.use_employment_type | When set to Yes, this property will make the Employment type drop down list available to the user.
|
| system.use_employee_ID_required | Setting this option to Yes will make the employee ID field required in user Accounts. |
| system.use_fax_required | Setting this option to Yes will make the fax field required in user Accounts. |
| system.use_gender_required | Setting this option to Yes will make the gender field required in user Accounts. |
| system.use_internal_mailing_address_required | Setting this option to Yes will make the internal mailing address field required in user Accounts. |
| system.use_job_title_required | When set to Yes, this property will cause the Job Title field to be required in the User Profile Screen.
Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Job Titles & Pay Scales. Please see the List Configuration and Maintenance manuals for additional information regarding these configurations.
|
| system.use_last_department_addition_default | Setting this option to Yes will automatically set the last added department as the default. The department access can be found in System Administration 🡪 User Accounts 🡪 Assign Access.
|
| system.use_mailing_address_required | Setting this option to Yes will make Mailing address a requited field on My Account 🡪 Profile page.
|
| system.use_middle_name_required | Setting this option to Yes will make Middle Name a required field on My Account 🡪 Profile page.
|
| system.use_military_info | Setting this option to Yes will allow the System Administrator to record any applicable Military Service associated with particular personnel within Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User].
The options available within each drop-down menu can be edited from: Home 🡪 System Administration 🡪 List Configuration and Maintenance.
|
| system.use_pager_required | Setting this option to Yes will make the pager field required in user Accounts.
|
| system.use_personal_question_answer_required | Setting this option to Yes will make the personal question answer field required in user Accounts. |
| system.use_personal_URL_require | Setting this option to Yes will make Personal URL a required field.
|
| system.use_phone_number_required | Setting this option to No will make the Phone Number a non-required field in User Accounts.
|
| system.use_representative_specific_ entity | Setting this option to No will remove the ability to associate specific entities with User Accounts.
Personnel can add or remove entities via Home 🡪 My Assistant 🡪 My Account Information.
System Administrators can add or remove entities via Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User]
|
| system.use_representative_specific_entity_required | Setting this option to Yes will make Specific Entities a required field. |
| em.use_request_purpose_required | Setting this option to Yes will require personnel to explain the reason why they are requesting an account for a colleague. New accounts can be requested from Home 🡪 My Assistant 🡪 Request New Account.
|
| system.use_required_configurable_field_2 | Setting this option to Yes will make configurable 2 a required field. |
| system.use_physical_address_required | Setting this option to Yes will make Physical Address a required field on My Account 🡪 Profile page.
|
| system.use_PI_status_waiver_required | Setting this option to Yes will make PI Status a required field on My Account 🡪Profile page.
|
| system.use_prefix_required | Setting this option to Yes will make prefix a required field on My Account 🡪Profile page.
|
| system.use_relationship_to_institution_required | Setting this option to Yes will make Relationship to Institution a required field on My Account 🡪Profile page.
|
| system.use_representational_capacity_required | Setting this option to Yes will make Representational Capacity a required field on My Account 🡪Profile page.
|
| system.use_specialty_required | Setting this option to Yes will make Specialty a required field on My Account🡪Profile page.
|
| system.use_status_required | Setting this option to Yes will make Status a required field on My Account🡪Profile page.
|
| system.use_suffix_required | Setting this option to Yes will make Suffix a required field on My Account🡪Profile page.
|
| system.use_suffix_selection | Setting this option to Yes will change the Suffix text field within User Accounts into a drop-down menu.
No
Yes
Items can be added to the list of possible selections via Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Site List Setup 🡪 Suffix List.
|
| system.use_switch_user | Setting this option to No will remove the ability for System Administrators to switch to other User Accounts views via Home 🡪 System Administration 🡪 User Accounts.
|
| system.use_switch_user_for_admin_ level1 | Setting this option to Yes will allow System Administrator I to switch User Accounts.
|
| system.use_synch_user_groups | Setting this option to Yes will synch proposals or studies with the user group setup. Removing or adding a user to a group will cause that user will be added or removed as key personnel from the project associated to the group. |
| system.use_user_academic_position | Setting this option to Yes will add an Academic Position/Title text field to the information in Home 🡪 My Assistant 🡪 My Account Information.
|
| system.use_user_account_ management | Setting this option to No will remove the ability of System Administrators to add User Accounts via Home 🡪 System Administration 🡪 User Accounts.
|
| system.use_user_account_security_ question | Setting this option to No will allow personnel to choose their own personal security question and answer within Home 🡪 My Assistant 🡪 My Account Information.
|
| system.use_user_authorized_delegates | Setting this option to Yes will ask if the User Profile will allow Authorized Delegates.
|
| system.use_user_detailed_mailing_ addr | Setting this option to Yes will display more detailed mailing address fields within Home 🡪 My Assistant 🡪 My Account Information and Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User].
|
| system.use_user_employee_id | Setting this option to No will allow an Employee ID’s to be associated to User Accounts via Home 🡪 My Assistant 🡪 My Account Information and Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User].
|
| system.use_user_groups | Setting this property to Yes will enable the Manage User Groups link within System Administration 🡪 List Configuration and Maintenance 🡪 System Setup. This area allows you to create and manage groups of research personnel to associate batch users to a study or project at one time.
|
| system.use_user_internal_mailing_ addr | Setting this option to No will remove the Internal Mailing Address text field from User Accounts.
|
| system.use_user_is_faculty | Setting this option to Yes will display an indication of whether personnel are Faculty or not within User Accounts.
|
| system.use_user_mailing_addr | Setting this option to No will remove the Mailing Address text field within User Accounts.
|
| system.use_user_personnel_question_answer | Setting this option to Yes will allow Personnel and System Administrators to select an option from a list of pre-defined security questions from within their User Account. Personnel can change their security question from Home 🡪 My Assistant 🡪 My Account Information; System Administrators can change security questions from Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User].
The list of security questions can be defined in Home 🡪 System Administration 🡪 List Configuration and Maintenance 🡪 Password Personal Question
|
| system.use_user_physical_mailing_addr | Setting this option to No will remove the Physical Address text field from User Accounts.
|
| system.use_user_profile_nihdegreetype | Setting this option to Yes will display a NIH Degree Type filed My Account 🡪 Profile page. |
| system.use_user_profile_ssn | Setting this option to Yes will add text fields to associate a Social Security Number to a User Account. Personnel can input this information from Home 🡪 My Assistant 🡪 My Account Information; System Administrators, from Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User].
|
| system.use_user_service_history | Setting this option to Yes will allow System Administrators to add Service History to User Accounts via Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User].
|
| system.user_editable_ldap_cell_phone | Setting this option to Yes will allow the LDAP Cell Phone Number to be edited.
|
| system.user_editable_ldap_degree | Setting this option to Yes will the user to modify the Degree field brought in from the LDAP. |
| system.user_editable_ldap_email | Setting this option to Yes will allow the LDAP E-Mail Address to be edited.
|
| system.user_editable_ldap_fax | Setting this option to Yes will allow the LDAP Fax Number to be edited.
|
| system.user_editable_ldap_first_name | Setting this option to Yes will allow the LDAP First Name to be edited.
|
| system.user_editable_ldap_last_name | Setting this option to Yes will allow the LDAP Last Name to be edited.
|
| system.user_editable_ldap_middle_name | Setting this option to Yes will allow the LDAP Middle Name to be edited.
|
| system.user_editable_ldap_pager | Setting this option to Yes will allow the LDAP Pager to be edited.
|
| system.user_profile_degree_mandatory | Setting this option to Yes will make the Degree field a required answer in Home 🡪 My Assistant 🡪 My Account Information and Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User].
|
| system.user_profile_location_mandatory | Setting this option to Yes will make the Mailing Address a required answer in Home 🡪 My Assistant 🡪 My Account Information and Home 🡪 System Administration 🡪 User Accounts 🡪 [Select User].
|
| system.user_upload_allow_add | Setting this option to No will remove the ability to upload User Profiles as New Users.
|
| system.user_upload_allow_update | Setting this option to No will remove the ability to update currently existing User Profiles when uploading new User Profiles.
|
Tech Transfer Contract
The Tech Transfer Contract Settings in iRIS are not available for general use, only an iMedRIS employee can adjust this information. Please contact your Project Manager or Customer Support Representative if you have any questions regarding the properties within this area.
Web Authentication
This area contains high level configurations for your system. Please contact your iMedRIS Project Manager or Customer Support Representative before adjusting the information within this area.
© iMedRIS Data Corporation