Please note: A PDF version of this guide is available for download at the bottom of the article.

The iRIS™ Animal Resource Center (Animal Resource Center) module groups tasks relevant to management of studies involving animal subjects. Animal Resource Center includes tools to assist with livestock management, livestock facilities management, materials ordering and billing, and study documentation and processing.

This manual is focused on Animal Resource Center Review Board Administration Notifications.

Navigation in iRIS™

iRIS™ includes two standard navigation tools on all pages nested one or more levels beneath the primary Workspace page of the module currently in use (e.g., Study Assistant, Conflict of Interest Assistant, Animal Resource Center, etc.): a Path directory tree, and Back buttons.

Path Directory Tree

The Path item at the upper left of iRIS™ pages provides a hyperlinked menu directory tree, allowing the user to quickly navigate back through the path they followed to get to their current location. Path appears on all pages nested at least one level beneath the main workspace

In the example shown the user is viewing the Broadcast Notice Add a new notice page. This page is nested three levels beneath the main workspace page, as indicated by the three links available in the Path directory tree: Home, board admin and broadcast notice.

Click on broadcast notice in the Path to navigate up one level in the directory tree, to the main Broadcast Notice page. There are now two levels in the Path directory tree: board admin and Home.

Click on board admin in the Path to navigate up one level in the directory tree, to the Board Administration page. There is now one level in the Path: Home.

Click on Home in the Path to navigate up one level in the directory tree, to the main Workspace page. No Path item is displayed here because the user is now at the top-most level of the directory tree.

Back Button

The second navigation tool is the Back button, which appears on all pages nested at least one level beneath the main workspace. The Back button takes the user to the same location as the last link shown in the Path.

In the example shown above, both the Back button and the broadcast notice link in the Path return the user to the Broadcast Notice page:

Clicking the Back button on the Broadcast Notice page returns the user to the Board Administration page, as indicated by the last link in the Path directory tree shown in the screenshot above.

Note that where the Back button appears on a page with editable fields or document upload controls, clicking the button before saving changes returns the user to the same location as the last link shown in the Path without saving changes.

Review Board Notification Setup

The Review Board Notification Setup panel, accessed via Animal Resource Center > Review Board Administration, provides links for configuration of various standardized notification types to be sent to applicable study personnel and board members.

Notifications configured here are automatically sent to applicable personnel when study tasks (e.g., review, signoff, set meeting availability, etc.) are assigned, completed, or overdue.

General Notification Setup Process

The general procedure for creating and editing notifications in iRIS™ is the same, regardless of type. A text editor panel is opened for creation and formatting of the notification boilerplate text, and system Merge Codes are optionally inserted to pull system data field values into the notification.

As shown in the example screenshot above:

The Title field is used as the subject line in the notification e-mail.

Some notifications include a Send E-Mail Notification Yes/No selection field. If “Yes” is selected the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Most notifications are automatically routed to responsible personnel based on their assigned role in the iRIS™ system, but some include an Add button for selection of specific iRIS™ users to receive the notification.

As shown in the screenshot above, some reminder notification types include a Notification if Within field, to specify how many days ahead of the task due date the notification is to be sent.

As shown in the screenshot above, some reminder notifications include a Notify every ? Days field to specify how frequently the reminder is to be re-sent until the assigned task or signoff is complete.

As shown in the screenshot above, some signoff exceeded notifications include a Notify when signoff has not been completed within ? Days field. When a requested signoff is overdue, this field specifies a reminder notification is to be sent ? Days after the due date.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor.

See the Using Merge Codes in Notifications section of this manual, immediately following, for more information.

Using Merge Codes in Notifications

Merge Codes are used to pull data from iRIS™ records into documents, templates, forms and system webpages. Merge Codes are selected from a picklist, there is no need to write or edit any programmatic code to use Merge Codes.

iRIS™ pages used for creation of email, document and form templates contain a text editor with standard text editing and formatting tools. Desired boilerplate text is entered, leaving spaces open for insertion of Merge Codes where applicable.

In the screenshot below a Vendor Email Template has been created to address the problem of incorrect sex counts in a livestock order. Empty spaces are left open where Merge Codes are to be inserted.

To insert a Merge Code, place the cursor in the text editor where the corresponding data value should appear, then click the Insert Merge Code button to open the Merge Codes picklist.

The Insert Data Merge Code popup window displays. Scroll down to the sections of the list labeled for Animal Resource Center and select the desired Merge Code. In this example, the Merge Code for “Order Number” is selected.

Click the Cancel button to close the popup without inserting the Merge Code.

Click the OK button to insert the Merge Code. The selected Merge Code is inserted in the template at the cursor location.

In the screenshot below, Merge Codes for “Vendor Name”, “Order Number”, “Date Received”, “Order - Number of Females”, “Order - Number of Males”, “Receive – Number of Females”, “Receive – Number of Males”, and “Order – Order Date” are inserted.

Merge Code List

Depending on the user’s data access rights and the institution’s Review Board Administration settings, the Merge Code list can include system data from the following categories:

Review Board	Study Financial Information
Meetings	Submission Information
Multi-Site	Animal Resource Center Request Information
Study Personnel	Animal Resource Center Ordering Information
Study Contacts	Animal Resource Center Receiving Information
Form Creator	Animal Resource Center Cage Information
Department Reviewer and Signoff	Study/IRB/IACUC Application Information

Most of the Merge Codes in the picklist are grouped under category titles. As shown in the screenshot below, category titles are offset by dashed lines. Selectable Merge Code items are indicated by blue boxes.

Category titles are not Merge Codes and cannot be inserted in the cage card template. If a title item is selected and the OK button is clicked, an error popup window displays.

Merge Codes Applicable to Animal Resource Center

Categories and Merge Codes from the list that are most applicable to Animal Resource Center are summarized in the table below.

---Animal Resource Center Request Info ---	---Animal Resource Center Ordering Info ---	---Animal Resource Center Receiving Info ---	---Animal Resource Center Cage Info ---
Number of Females	Order - Order Date	Date Received	Cage Type
Number of Males	Expected Delivery Date	Purchase Cost	Bar Code
Age Size	Confirmation Number	Service Cost	Cage - Cage ID
Species Name	Method of Ordering	Container OK	Cage - Species
Strain Name	Vendor Name	General Appearance	Cage - Strain
Order Number	Vendor Contact	Eyes, Ears, Nose, Mouth	Cage - Number of Males
Request - Order Date	Vendor Phone	Urogenital, Anus	Cage - Number of Females
Preferred Delivery Date	Vendor Fax	Respiratory	Cage - Number of Unknown Sex
Preferred Vendor	Vendor Email	Hydration	Cage - Cage Card Comments
Request - Stock Number/Code	Order - Species	Receive - Number of Males	Cage - List of Animal IDs
Request - Age/Size	Order - Strain	Receive - Number of Females
Request - Number of Males	Order - Stock Number/Code	Must go through Quarantine
Request - Number of Females	Order - Age/Size	Receive - Number of Cages
Request - Number of Cages	Order - Number of Males	Receive - Approved Location
Request - Approved Location	Order - Number of Females
	Order - Number of Cages
	Order - Approved Location

Merge Codes Applicable to Meetings

Categories and Merge Codes from the list that are most applicable to meetings are summarized in the table below.

---Review Board Info ---	---Meeting Attendance Codes ---	---Submission Info ---
Review Board Name	Meeting Call to Order	Submission Approval Date
Review Board Committee Name	Meeting New Business	Submission Type
Chairperson Name (Last Name, First Name)	Meeting Old Business	Submission List of all reviewers
Chairperson Name (First Name, Last Name)	Meeting Miscellaneous	Submission Primary Reviewer
Chairperson First Name	Meeting Closing Comments	Submission Secondary Reviewer
Chairperson Middle Name	Meeting Actual Start Time	Submission all additional reviewers over secondary
Chairperson Last Name	Meeting Actual End Time	Submission AD Hoc Reviewers
Chairperson Degree	Meeting Planned Start Time	Item Number on Agenda
Chairperson Address	Meeting Planned End Time	All Project Departments
Chairperson Phone	Meeting Chair (Last, First)	All Project Institutions
Chairperson EMAIL	Meeting Chair (First, Last)	Project Title
Electronic Signature	Total Voting Members	Project Short Title
Meeting Date	Quorum	Project Status
Meeting Location	Voting Members Present	Study Title
	Non-Voting Members Present	Study Alias
	Alternate Members Present	Study Status
	Members Absent	Sponsor/Funding Source
	Member Ex-officio Present	Proposal Number
	Administrative Staff Present	Proposal Title
	Guests Present	Proposal Short Title
	Meeting Motions	Project Award Number
		Project Previous Award Number
		Project Open Ended
		Is Archived
		Archived Location

Animal Health Record Notifications

Animal health and life status notifications can be automatically sent to applicable study personnel any time a change in subject animal health or life status is saved to the system. These notifications are configured on the Animal Resource Center – Animal Health Records page. To access the page, navigate to Animal Resource Center > Review Board Administration > Animal Health Record Setup link.

The Animal Resource Center – Animal Health Records page opens. The page looks as shown below when no notifications are configured.

There are two (2) types of animal health record notifications, one for life status changes and one for health status changes.

Configured animal life status notifications (e.g., Deceased, Euthanized, etc.) are shown in the List of Animal Life Status Notifications list at the top of the page. Configured animal health status notifications (e.g., Healthy, Immunosuppressed, etc.) are shown in the List of Animal Health Status Notifications list at the bottom of the page.

Both types employ the same general add/edit form, shown below.

The Type of Notification is pre-populated as either “Animal Life Status” or “Animal Health Status”.

The Title field is used as the subject line in the notification e-mail.

The Status field provides a dropdown list of life statuses for a life status notification, and a dropdown list of health statuses for a health status notification. Note that these lists are configured under Animal Resource Center > Review Board Administration > System Setup tab, via the Setup Life Status and Setup Health Status links.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

As the note on the Send To line indicates, study personnel are automatically added to the routing list for this type of notification. An Add button is provided for selection of specific, additional iRIS™ users to receive the notification.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Animal Status Notification

Navigate to Animal Resource Center > Review Board Administration > Animal Health Record Setup link.

The Animal Resource Center – Animal Health Records page opens. Click the applicable Add a New Notification button.

The Edit Animal Status Notification page opens for creation of the notification.

The example shown above is a life status notification, so its Type of Notification field specifies “Animal Life Status”. In a health status notification, this field would read “Animal Health Status”.

Enter a Title for the notification. This text will appear as the e-mail subject line of the notification.

Select a Status from the dropdown list. The example shown above is a life status notification, so its Status field contains the life status dropdown list (configured via Animal Resource Center > Review Board Administration > Setup Life Status link). In a health status notification, this field would contain the health status dropdown list (configured via Animal Resource Center > Review Board Administration > Setup Health Status link).

As the note on the Send To line indicates, study personnel are automatically added to the routing list for this type of notification. Click the Add button to select specific, additional iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

As shown in the screenshot above, the user directory can be searched by full or partial Last Name or First Name, by Department, or by any combination of the three. Enter desired search criteria in the top section of the form and click the Find button. Search results display in the lower part of the page.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) is (are) added on the Edit Animal Status Notification page.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

As shown below, desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The notification is added on the Animal Resource Center – Animal Health Records page.

Because the example is a life status notification the record is added to the List of Animal Life Status Notifications. Health status notifications are added to the List of Animal Health Status notifications.

Notice that a Delete Notification(s) button now appears above the applicable notification list. This button only appears when the list has at least one entry. Notice also that the Add a New Notification button remains, indicating that multiple animal life status notifications can be created. The same is true for animal health status notifications.

Edit Animal Status Notification

Navigate to Animal Resource Center > Review Board Administration > Animal Health Record Setup link.

The ARC – Animal Health Records page opens. Click the icon in the Edit column for the applicable notification.

The record is opened for editing in the Edit Animal Status Notification page.

Make desired changes to the notification.

Title text will appear as the e-mail subject line of the notification.

The example shown above is a life status notification, so its Status field contains the life status dropdown list (configured via Animal Resource Center > Review Board Administration > Setup Life Status link). In a health status notification, this field would contain the health status dropdown list (configured via Animal Resource Center > Review Board Administration > Setup Health Status link).

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Revise boilerplate text and Merge Codes as desired in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The notification is revised on the Animal Resource Center – Animal Health Records page.

Delete Animal Status Notification

Navigate to Animal Resource Center > Review Board Administration > Animal Health Record Setup link.

The ARC – Animal Health Records page opens.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox in the far-left column for the notification(s) to be deleted and click the Delete Notification(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The record is deleted on the ARC – Animal Health Records page.

Notice that the Delete Notification(s) button no longer appears when the applicable notification list is empty.

Transfer Signoff Notifications

Transfer signoff notifications can be configured in the iRIS™ system via a transfer signoff notification setup page. When configured, these notifications are automatically sent to applicable study personnel when a transfer signoff task is initially assigned or when an assigned transfer signoff task is incomplete. A separate setup page is provided for each of the following three study personnel roles:

— Internal Transfer Originating PI

— Internal & External Transfer Coordinator

— Internal & External Transfer Veterinarian

To access the respective setup pages, navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

The contents of the respective setup pages are the same for all three study personnel roles, and each contains options to configure four notification types.

A Transfer Signoff Notification is sent to applicable study personnel when their signoff is required for an animal transfer order.

A Transfer Signoff Denial Notification is sent to applicable study personnel when their signoff for an animal transfer order is denied by the applicable Board.

A Transfer Signoff Reminder Notification is sent to applicable study personnel when the signoff due date has not yet passed AND signoff has not yet been received.

A Transfer Signoff Exceeded Notification is sent to applicable study personnel when the signoff due date has passed AND signoff has not yet been received.

As shown in the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured its When to Notify (where applicable), Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured its When to Notify, Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

As shown in the screenshot below, the configuration panel for each of the two (2) types of transfer signoff notification contains the same fields.

The Title field is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

As shown below, the same general configuration panel is used for both transfer signoff reminder and transfer signoff exceeded notification types, though the Type of Notification and notification frequency field differ.

The Title field is used as the subject line in the notification e-mail.

In a transfer signoff reminder notification type the notify frequency field is Notify every ? Days (shown in the screenshot above). This field specifies how frequently the reminder is to be re-sent until signoff is complete.

In a transfer signoff exceeded notification type the notify frequency field is Notify when signoff has not been completed within ? Days (shown below). This field specifies the notification is to be sent ? Days after the due date.

Boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Configure Transfer Signoff Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

The contents of the respective setup pages are the same for all three roles, and each contains options to configure four notification types.

As illustrated by the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured (red boxes)

— until a notification type is configured, its Title, Send E-Mail Notification, and When to Notify (where applicable) fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title, Send E-Mail Notification, and When to Notify (where applicable) fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

As shown in the screenshot below, the two (2) types of transfer signoff notification are accessed in the upper portion of the screen.

Click the applicable Add Notification button. A panel opens for configuration of the notification.

The configuration panel for each of the two notification types contains the same fields. However, the Type of Notification field reads “[User Role] Signoff Notification” for signoff notifications and “[User Role] Signoff Denial Notification” for signoff denial notifications.

Enter the desired subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the applicable notification setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created. This is the case for both transfer signoff notification types when configured.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised. This is the case for both transfer signoff notification types when configured.

Edit Transfer Signoff Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

The contents of the respective setup pages are the same for all three roles, and each contains options to configure four notification types.

As illustrated by the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured (red boxes)

As shown in the screenshot below, the two (2) types of transfer signoff notification are accessed in the upper portion of the screen.

Click the icon in the Edit column for the applicable notification. The selected notification is opened in a configuration panel.

Make desired changes in the configuration panel fields.

The Title field is used as the subject line in the notification e-mail.

Enter desired boilerplate text and Merge Code changes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel.

The notification is revised on the applicable notification setup page.

Delete Transfer Signoff Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

The contents of the respective setup pages are the same for all three roles, and each contains options to configure four notification types.

As illustrated by the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured (red boxes)

— until a notification type is configured its Title, Send E-Mail Notification, and When to Notify (where applicable) fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured its Title, Send E-Mail Notification, and When to Notify (where applicable) fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

As shown in the screenshot below, the two (2) types of transfer signoff notification are accessed in the upper portion of the screen.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the applicable notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Configure Transfer Signoff Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

The contents of the respective setup pages are the same for all three roles, and each contains options to configure four notification types. Click the applicable link to open the respective notification setup page.

As illustrated by the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured (red boxes)

As shown in the screenshot above, transfer signoff reminder notification types are accessed in the lower portion of the screen. Click the applicable Add Notification button. A panel opens for configuration of the notification.

As shown above, for a signoff reminder notification type, the Type of Notification field reads “[User Role] Signoff Reminder Notification”. The same field reads “[User Role] Signoff Exceeded Notification” for a signoff exceeded notification type.

Enter the desired subject line of the notification email in the Title field.

As shown in the screenshot above, for a signoff reminder notification type the notification frequency field is Notify every ? Days. For that type of notification, enter how frequently the reminder is to be re-sent until signoff is complete, in days.

As shown in the screenshot below, for a signoff exceeded notification type the notification frequency field is Notify when signoff has not been completed within ? Days field. For that type of notification, enter the number of days after the due date the reminder is to be sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the applicable notification setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created. This is the case for all signoff reminder and signoff exceeded notifications when configured.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised. This is the case for all signoff reminder and signoff exceeded notifications when configured.

Edit Transfer Signoff Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

As illustrated by the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured (red boxes)

As shown in the screenshot below, transfer signoff reminder notification types are accessed in the lower portion of the screen.

Click the icon in the Edit column for the notification. The notification is opened in a configuration panel.

Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

As shown in the screenshot above, for a signoff reminder notification type the notification frequency field is Notify every ? Days. This field specifies how frequently the reminder is to be re-sent until signoff is complete, in days.

As shown in the screenshot below, for a signoff exceeded notification type the notification frequency field is Notify when signoff has not been completed within ? Days. This field contains the number of days after the due date the reminder is to be sent.

Boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the configuration panel. The notification is revised on the applicable notification setup page.

Delete Transfer Signoff Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

The contents of the respective setup pages are the same for all three roles, and each contains options to configure four notification types.

As shown in the screenshot above, transfer signoff reminder notification types are accessed in the lower portion of the screen.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the applicable notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Task Notifications

Task assignment, reminder, overdue and completion notifications can be configured in the iRIS™ system via a task notification setup page. When configured, these notifications are automatically sent to applicable study personnel when a task is initially assigned, assigned and not yet complete, overdue, or complete. Three separate setup pages are provided for the following four types of task notification:

— Overdue Task

— Task Assignment, Assigned Task Reminder

— Task Complete

To access the respective setup pages, navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

An Overdue Tasks Notification is sent to applicable study personnel when an assigned task is overdue.

A Task Assignment Notification is sent to applicable study personnel when a task is assigned to them, and an Assigned Task Reminder Notification is sent to applicable study personnel when their assigned task is not yet complete.

A Task Complete Notification is sent to applicable study personnel when their assigned task is accepted as complete.

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

The same configuration form is used for all four task notification types.

The Title field is used as the subject line in the notification e-mail.

The Add button opens a user search form for lookup and selection of one or more specific iRIS™ users to receive the notification.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Configure Task Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

Note that the task assignment notification and assigned task reminder notification are both configured via the Task Assignment Notification link.

The applicable task notification setup page opens.

As shown in the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

Click the applicable Add Notification button. In this example, a Task Assignment Notification is being configured.

A configuration panel is opened for the notification. The same configuration panel is used for all four task notification types.

Enter the desired subject line of the notification email in the Title field.

Click the Add button to select one or more specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added in the Send To field of the configuration panel.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

As shown below, desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the applicable task notification setup page.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised. This is the case for all task assignment notifications when configured.

Edit Task Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

Note that the Task Assignment Notification and Assigned Task Reminder Notification are both configured via the Task Assignment Notification link.

The applicable task notification page opens.

As shown in the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

In this example, a Task Assignment Notification is being revised. Click the icon in the Edit column for the applicable notification.

The notification is opened in an edit panel. The same edit panel is used for all four task notification types.

Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

Click the Add button to select one or more specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

As shown below, desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the edit panel. The notification is revised on the applicable task notification setup page.

Delete Task Notification

Navigate to Animal Resource Center > Review Board Administration > [applicable setup link].

Note that the Task Assignment Notification and Assigned Task Reminder Notification are both configured via the Task Assignment Notification link.

The applicable task notification page opens.

As shown in the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification.

In this example, a Task Assignment Notification is being deleted.

Click the Delete Notification button. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the notification configuration.

Click CONFIRM to delete the notification configuration and close the popup. The selected notification type is now unconfigured on the applicable task notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Invoice Setup and Notification

The iRIS™ system enables setup of a standardized notification tied to invoices, such that when an invoice is generated applicable study personnel are automatically notified. To access the setup page, navigate to Animal Resource Center > Review Board Administration > Invoice Setup and Notification link.

The Invoice Setup and Notification page opens.

In the example shown above, the notification is configured.

An Edit icon and Delete Notification button are provided for the email notification when it is configured.

As shown in the example below, when the email notification is unconfigured the Type field defaults to “Invoice Setup and Notification”, the Title and Send E-Mail Notification fields are set to “Not Defined” and the Edit icon and Delete Notification button are removed. An Add Notification button appears in place of the Delete Notification button.

The Select Invoice PDF Template field on the upper part of the page includes a dropdown list of available invoice PDF templates, as shown in the screenshot below.

Note: Invoice templates are configured via iRIS™ > System Administration > Site List Setup tab > Finance Setup section > Define Study Invoice Templates link.

A notification is configured on the bottom part of the page, then an invoice template is selected from the dropdown list in the upper part of the page and the Save Template button is clicked to associate the notification with the selected template.

Configure Invoice Setup and Notification

Navigate to Animal Resource Center > Review Board Administration > Invoice Setup and Notification link.

The Invoice Setup and Notification page opens. In the example shown below, the notification is configured.

Notice that there is no add button provided in the Email Notification Setup area of the page, indicating that only one such notification can be configured at any time and is used for all invoices where notification is desired. An Edit icon and Delete Notification button are provided for the email notification when it is configured.

In the screenshot below, the notification is unconfigured.

When the email notification is unconfigured the Type field defaults to “Invoice Setup and Notification”, the Title and Send E-Mail Notification fields are set to “Not Defined” and the Edit icon and Delete Notification button are removed. An Add Notification button appears in place of the Delete Notification button.

Click the Add Notification button.

The Setup Cost Center Email Notification page opens for configuration of the notification.

The Type of Notification field is set to “Cost Center Email Notification”.

Enter the desired subject line of the notification email in the Title field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the configuration and close the Setup Cost Center Email Notification page. The notification is configured on the Invoice Setup and Notification page.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised. This is the case for all invoice setup notifications when configured.

Select the desired invoice template in the Selected Invoice PDF Template dropdown list, then click the Save Template button to associate the configured notification with the invoice template.

The Invoice Setup and Notification page reloads with the selected template still selected in the Select Invoice PDF Template field.

Edit Invoice Notification

Navigate to Animal Resource Center > Review Board Administration > Invoice Setup and Notification link.

The Invoice Setup and Notification page opens. In the screenshot below, the notification is unconfigured.

In the example shown below, the notification is configured.

Click the icon in the Edit column of the Email Notification Setup section of the page.

Note that it does not matter which invoice template, if any, is currently selected in the Select Invoice PDF Template field. The process described in this section is specific to the notification itself. Any pre-existing association(s) between the notification and invoice template(s) remain in place, though going forward the revised version of the notification will be sent when associated invoices are generated.

The notification is opened for editing in the Setup Cost Center Email Notification page. Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the Setup Cost Center Email Notification page. The notification is revised on the Invoice Setup and Notification page.

Delete Invoice Notification

Navigate to Animal Resource Center > Review Board Administration > Invoice Setup and Notification link.

The Invoice Setup and Notification page opens.

CAUTION: Deleting a configured invoice notification de-configures the notification and removes its association from any invoice templates with which it has previously been associated. Until the notification is reconfigured, no notification will be sent when invoice templates previously associated with the now-unconfigured notification are generated.

Click the Delete Notification button. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the Invoice Setup and Notification page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Review Response Notifications

A review response notification is automatically sent to applicable study personnel when the review board returns a response or requests submission changes. Optionally, review response reminder notifications can also be configured to send when the board has not yet received a reply from the study.

Both types of notification are configured on the Review Response Notification Setup page.

To access the page, navigate to Animal Resource Center > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review. Notice that placeholders for these notifications are pre-populated, and while these notification types can be edited, they cannot be deleted. Notice also that no add buttons are provided for these notification types, only one version of each type can be configured.

— the “Submission Correction” notification type is sent when the board has completed a submission review and requests one or more specific corrections followed by re-submission

— the “Review Response” notification type is sent when the board has completed a submission review and sends a response other than a request for corrections (e.g., request for additional forms, request for Conflict of Interest (COI) documentation, etc.)

The blue box encloses reminder notifications for each of the two response notification types. Unlike response notifications, multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

Correction / Response Notification Setup

Navigate to Animal Resource Center > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

— the “Submission Correction” notification type is sent when the board has completed a submission review and requests one or more specific corrections followed by re-submission

The blue box encloses reminder notifications for each of the two response notification types.

Click the icon in the Edit column for the applicable review response notification.

The notification is opened in a configuration panel.

In this example a “Submission Correction” notification is being configured, but the configuration panel is the same for a Review Response notification.

Enter the desired subject line of the notification email in the Title field.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Correction / Response Reminder Notification Setup

Both types of notification are configured on the Review Response Notification Setup page.

To access the page, navigate to Animal Resource Center > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review.

The blue box encloses reminder notifications for each of the two response notification types. Multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

Configure Response Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review.

The blue box encloses reminder notifications for each of the two response notification types. Multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

Click the Add a New Reminder Notification button for the applicable reminder notification.

The notification configuration panel opens. The same configuration form is used for both types of reminder notification.

In this example a “Submission Correction Reminder Notification” is being configured.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the due date the notification is to be sent in the Notification if Within field.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Notice that the Add a New Reminder Notification button remains, indicating that additional reminder notifications of this type can be created. This is true for both reminder notification types.

Also notice that an icon is now available in the Edit column for the configured reminder, indicating that it can be revised, and a Delete Reminder Notification button is now available as well. This is true for both reminder notification types when configured.

Edit Response Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review.

The blue box encloses reminder notifications for each of the two response notification types. Multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

Click the icon in the Edit column for the applicable reminder notification.

The notification is opened in a configuration panel.

In this example a “Submission Correction Reminder Notification” is being configured.

Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the configuration panel. The notification is revised on the notification setup page.

Delete Response Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review.

The blue box encloses reminder notifications for each of the two response notification types. Multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox in the far-left column for the applicable reminder notification, then click the Delete Reminder Notification(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that because no other reminder notifications of this type are configured, the Delete Reminder Notification(s) button no longer appears.

Reviewer Notifications

When configured, a reviewer notification is automatically sent to applicable study personnel when a new assignment is entered for a reviewer, a reviewer task is complete, or a reviewer is un-assigned from a task.

Reviewer reminder notifications can also be configured to automatically send when a reviewer task is assigned but has not yet been completed.

Both types of notification are configured on the Reviewers Complete Notification page.

To access the page, navigate to Animal Resource Center > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed. Notice that placeholders for these notifications are pre-populated, and while these notification types can be edited, they cannot be deleted. Notice also that no add buttons are provided for these notification types, only one version of each of these notifications can be configured at any time.

— the “Reviewers Complete” notification type is sent to the study Assigned Analyst when a review status is changed to complete

— the four “Reviewer Assignment” notification types (“Agenda”, “Expedited”, “Exempt”, “Process Administrative”) are sent to the study Assigned Reviewer(s) when a new task for the applicable review type is assigned

— the “Reviewer Unassignment” notification type is sent to the applicable study Assigned Reviewer when that reviewer’s task is un-assigned

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type. When configured, this notification type is automatically sent when a study reviewer task is assigned but has not yet been completed.

As illustrated by the screenshot above:

— only one version of each reviewer complete/assignment/unassignment notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title, Send E-Mail Notification, and When to Notify (“Reviewer Assignment Pending Reminder” notification type only) fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured, its Title, Send E-Mail Notification, and When to Notify (“Reviewer Assignment Pending Reminder” notification type only) fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

The same configuration panel is used for all six (6) of the reviewer complete/assignment/unassignment notification types.

The Title field is used as the subject line in the notification e-mail.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Configure Reviewer Notification

Navigate to Animal Resource Center > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

As illustrated by the screenshot above:

— only one version of each reviewer complete/assignment/unassignment notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

In the screenshot below, no notifications are configured. Click the applicable Add Notification button.

A notification configuration panel opens. The same configuration panel is used for all six (6) of the reviewer notification types enclosed by the red box in the screenshot above.

In this example an “Agenda Reviewer Assignment Notification” is being configured.

Enter the desired subject line of the notification email in the Title field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created. This is the case for all reviewer complete/assignment/unassignment notification types when configured.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised. This is the case for all reviewer complete/assignment/unassignment notification types when configured.

Edit Reviewer Notification

Navigate to Animal Resource Center > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

As illustrated by the screenshot above:

— only one version of each reviewer complete/assignment/unassigned notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

Click the icon in the Edit column for the applicable notification type.

The notification is opened in a configuration panel. The same configuration panel is used for all reviewer complete/assignment/unassignment notifications.

In this example an “Agenda Reviewer Assignment Notification” is being revised. Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is revised on the notification setup page.

Delete Reviewer Notification

Navigate to Animal Resource Center > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Configure Reviewer Reminder

Navigate to Animal Resource Center > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

Click the “Reviewer Assignment Pending Reminder” Add Notification button. The notification configuration panel opens.

Enter the desired subject line of the notification email in the Title field.

Enter how frequently, in number of days, the reminder is to be re-sent until the review task is complete in the Notify every ? Days field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised.

Edit Reviewer Reminder

Navigate to Animal Resource Center > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

Click the Edit icon in the far-left column for the “Reviewer Assignment Pending Reminder” notification type (shown in screenshot below).

The notification is opened in a configuration panel.

Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

The Notify every ? Days field specifies how frequently the reminder is to be re-sent until the task is complete.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is revised on the notification setup page.

Delete Reviewer Reminder

Navigate to Animal Resource Center > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the “Reviewer Assignment Pending Reminder” Delete Notification button (shown in screenshot below).

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Internal Documents Notification

The review board can upload study documents internal to the review board and optionally, can send uploaded documents to specific iRIS™ users for review or response.

When configured, internal documents notifications are automatically sent to applicable study personnel to inform them they have been selected by the board to receive and/or review an internal board document.

This type of notification is configured on the Setup Internal Document Notification page.

To access the page, navigate to Animal Resource Center > Review Board Administration > Internal Documents Notification Setup link.

The Setup Internal Document Notification page opens.

Add Internal Documents Notification

Navigate to Animal Resource Center > Review Board Administration > Internal Documents Notification Setup link.

The Setup Internal Document Notification page opens.

Click the Add Notification button. A configuration panel opens.

This notification type does not have a content field. Text entered in the Title field doubles as the notification text. Bear this in mind when entering Title field text. In the example above the full text entered in the Title field is, “A document has been routed to you through iRIS for review/action. Please log in for details.”

Note that the Title field has an eighty (80) character limit, including spaces.

If there are specific iRIS™ users who typically need to be included in distribution of internal board documents, they can be added to the distribution list from this page. Later, when an internal board document is uploaded, if the board member elects to distribute the uploaded document additional study personnel and specific iRIS™ users can be added to the distribution list without altering the distribution list specified here.

Click the Add button to select specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added on the Setup Internal Document Notification page.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Click the Save Notification button. The notification is configured on the Setup Internal Document Notification page.

Notice that the Add Notification button has been replaced with a Delete Notification button, an Edit icon has been added for the notification, and the full Title field text is displayed.

Edit Internal Documents Notification

Navigate to Animal Resource Center > Review Board Administration > Internal Documents Notification Setup link.

The Setup Internal Document Notification page opens.

Click the icon in the Edit column. The notification is opened in a configuration panel.

Make desired changes in the configuration panel.

Text entered in the Title field doubles as the notification text. Bear this in mind when revising Title field text. In the example above text entered in the Title field is revised to say, “A document has been routed to you through iRIS for review or action. Please log in for details.”

Note that the Title field has an eighty (80) character limit, including spaces.

Click the Add button to select specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added on the Setup Internal Document Notification page.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Click the Save Notification button. The notification is revised on the Setup Internal Document Notification page.

Notice that on this page, the full Title field text is displayed.

Delete Internal Documents Notification

Navigate to Animal Resource Center > Review Board Administration > Internal Documents Notification Setup link.

The Setup Internal Document Notification page opens.

CAUTION: Deleting the configured internal document notification de-configures the notification and removes its future association from any internal board documents. Until the notification is reconfigured, no notification will be sent when internal board documents previously associated with the now-unconfigured notification are sent.

Click the Delete Notification button. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The notification is now unconfigured on the Setup Internal Document Notification page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification.

Internal Routing Notification

Internal submission routing signoff notifications can be configured in the iRIS™ system via a submission routing signoff notification setup page. When configured, these notifications are automatically sent to applicable study personnel when a transfer signoff task is initially assigned or completed. This type of notification is configured on the Internal Routing Notification page.

To access the page, navigate to Animal Resource Center > Review Board Administration > Internal Routing Notification link.

The Internal Routing Notification page opens.

As shown in the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

Add Internal Routing Notification

Navigate to Animal Resource Center > Review Board Administration > Internal Routing Notification link.

The Internal Routing Notification page opens.

Click the applicable Add Notification button. In this example, the RB Internal Routing Complete Notification is being configured.

Enter the desired subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the applicable recipient(s) whose signoff/review task is complete. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Edit Internal Routing Notification

Navigate to Animal Resource Center > Review Board Administration > Internal Routing Notification link.

The Internal Routing Notification page opens.

Click the icon in the Edit column for the applicable notification. In this example, the RB Internal Routing Signoff Notification is being revised.

Make desired changes to the subject line of the notification email in the Title field.

Make desired changes to boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is revised on the notification setup page.

Delete Internal Routing Notification

Navigate to Animal Resource Center > Review Board Administration > Internal Routing Notification link.

The Internal Routing Notification page opens.

CAUTION: Deleting the configured internal routing notification de-configures the notification. Until the notification is reconfigured, no notification will be sent when internal submission routing tasks are completed.

Click the applicable Delete Notification button. In this example the “RB Internal Submission Routing Complete Notification” is being deleted.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The notification is now unconfigured on the Setup Internal Routing Notification page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification.

Meeting Notifications

The iRIS™ system allows for configuration of four (4) general categories of notification related to review board meetings:

— Pre Review notifications alert attendees who must complete a review task before the meeting, and are automatically sent to intended attendees when the meeting is scheduled

—Meeting Agenda notifications inform intended attendees a revised or finalized copy of the agenda is available, and are automatically sent when changes are saved to the agenda

—Meeting Minute notifications inform attendees a draft or finalized copy of meeting minutes is available, and are automatically sent when draft meeting minutes are saved

— Meeting Attendance notifications either request that intended attendees set their meeting availability (automatically sent to intended attendees when the meeting is scheduled) or inform the Coordinator that an intended attendee has changed their availability (automatically sent to Coordinator when the intended attendee takes that action)

The configuration pages for these notification types are accessed via Animal Resource Center > Review Board Administration > [applicable notification link].

Pre Review Notification

Pre Review notifications can be configured to automatically alert review board meeting attendees who must complete a prereview task prior to attending the meeting. Four (4) different prereview notification types are available for configuration, each for a different review type:

— Prereview Agenda Assignment Notification, for full board reviews

— Prereview Expedite Notification, for expedited reviews

— Prereview Exempt Notification, for exempt reviews

— Prereview Administrative Notification, for administrative reviews

All four (4) of these notification types are configured via the Prereview Notification Setup page. To access the page, navigate to Animal Resource Center > Review Board Administration > Pre Review Assignment Notification link.

The Prereview Notification Setup page opens.

The configuration form for all four (4) of these notification types is the same.

The Title field is used as the subject line in the notification e-mail.

The Send To field specifies whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Pre Review Notification

Navigate to Animal Resource Center > Review Board Administration > Pre Review Assignment Notification link.

The Prereview Notification Setup page opens.

Click the Add Notification button for the applicable notification type. The Edit Prereview Notification page opens for configuration of the notification. The same configuration form is used for all four (4) prereview notification types.

Enter the desired subject line of the notification email in the Title field.

Select the checkbox for “Principal Investigator”, “Study Contact” or both to specify which study personnel should receive the notification in the Send To field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the Edit Prereview Notification page. The notification is configured on the notification setup page.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised.

Edit Pre Review Notification

Navigate to Animal Resource Center > Review Board Administration > Pre Review Assignment Notification link.

The Prereview Notification Setup page opens.

Click the icon in the Edit column for the applicable notification type. The notification is opened in the Edit Prereview Notification page. The same configuration form is used for all four (4) prereview notification types.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

Select the checkbox for “Principal Investigator”, “Study Contact” or both to specify which study personnel should receive the notification in the Send To field.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the Edit Prereview Notification page. The notification is revised on the notification setup page.

Delete Pre Review Notification

Navigate to Animal Resource Center > Review Board Administration > Pre Review Assignment Notification link.

The Prereview Notification Setup page opens.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification type. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Meeting Agenda And Minute Notifications

Four different types of meeting agenda and minute notifications can be configured to automatically alert attendees to changes in agenda and minutes status:

— Revised Meeting Agenda Notification, sent to all committee members when the agenda is revised

— Final Meeting Agenda Notification, sent to all committee members when the agenda is finalized

— Draft Meeting Minute Notification, sent to attendees marked “present” during the meeting when draft minutes are prepared

— Final Meeting Minute Notification, sent to attendees marked “present” during the meeting when finalized minutes are published

All four (4) of these notification types are configured via the Meeting Agenda and Minute Notification Setup page. To access the page, navigate to Animal Resource Center > Review Board Administration > Meeting Agenda And Minute Notification Setup link.

The Meeting Agenda and Minute Notification Setup page opens.

The configuration form for all four (4) of these notification types is the same.

The Title field is used as the subject line in the notification e-mail.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Meeting Agenda / Minute Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Agenda And Minute Notification Setup link.

The Meeting Agenda and Minute Notification Setup page opens.

Click the applicable Add Notification button.

A configuration form is opened for creation of the notification. The configuration form for all four (4) of these notification types is the same.

Enter the desired subject line of the notification email in the Title field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The notification is configured on the Meeting Agenda and Minute Notification Setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created. This is the case for all meeting agenda and minute notifications when configured.

Edit Meeting Agenda / Minute Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Agenda And Minute Notification Setup link.

The Meeting Agenda and Minute Notification Setup page opens.

Click the icon in the Edit column for the applicable notification.

The notification is opened in a configuration form for editing. The configuration form for all four (4) of these notification types is the same.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the configuration form. The notification is revised on the Meeting Agenda and Minute Notification Setup page.

Delete Meeting Agenda / Minute Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Agenda And Minute Notification Setup link.

The Meeting Agenda and Minute Notification Setup page opens.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Meeting Attendance Notification Setup

Two types of meeting attendance notification can be configured.

— the Meeting Attendance Notification is automatically sent to intended meeting attendees when the meeting is scheduled, and requests that the attendee set their availability for the meeting

— the Member Attendance Change Notification is automatically sent to the Coordinator when any intended attendee changes their meeting availability status

Both notification types are configured via the Meeting Attendance Notification Setup page. To access the page, navigate to Animal Resource Center > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the red box in the screenshot above, the Meeting Attendance Notification list appears in the upper part of the page. When no notifications of this type are configured the list is empty and an Add a New Notification button is provided.

As shown in the screenshot below, when a notification of this type is configured it is shown in the list. An Edit icon and Delete Notification(s) button are added, and the Add a New Notification button remains for configuration of additional notifications of this type.

Add Meeting Attendance Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the red box in the screenshot above, the Meeting Attendance notification list appears in the upper part of the page. When no notifications of this type are configured the list is empty and an Add a New Notification button is provided.

Click the Add a New Notification button.

The Edit Meeting Attendance Notification page opens.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the meeting date the notification is to be sent in the Notification if Within field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is added to the list in the upper portion of the Meeting Attendance Setup page.

Notice that an Edit icon is provided for the notification, and a Delete Notification button is added for the list.

Edit Meeting Attendance Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

Click the icon in the Edit column for the applicable notification.

The notification is opened for editing in the Edit Meeting Attendance Notification page.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the meeting date the notification is to be sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is revised in the upper portion of the Meeting Attendance Setup page.

Delete Meeting Attendance Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox in the far-left column for the applicable notification and click the Delete Notification button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that in this example, because the notification list is now empty, the Edit icon and Delete Notification button no longer appear.

Meeting Attendance Change Notification Setup

Two types of meeting attendance notification can be configured.

— the Meeting Attendance Notification is automatically sent to intended meeting attendees when the meeting is scheduled, and requests that the attendee set their availability for the meeting

— the Member Attendance Change Notification is automatically sent to the Coordinator when any intended attendee changes their meeting availability status

The Meeting Attendance Notification Setup page opens.

As highlighted by the blue box in the screenshot above, the Meeting Attendance Change notification appears in the lower part of the page. When no notifications of this type are configured the Title and Send E-mail Notification fields are set to “Not Defined” and an Add Member Attendance Change Notification button is provided.

As shown in the screenshot below, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add a New Notification button, indicating that only one notification of this type can be configured.

Add Meeting Attendance Change Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

When the notification is unconfigured, click the Add Member Attendance Change Notification button.

The Edit Meeting Attendance Notification page opens.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the meeting date the notification is to be sent in the Notification if Within field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is configured in the lower portion of the Meeting Attendance Setup page.

As shown in the screenshot above, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add Member Attendance Notification button, indicating that only one notification of this type can be configured.

Edit Meeting Attendance Change Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As shown in the screenshot below, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add Member Attendance Notification button, indicating that only one notification of this type can be configured.

When the notification is configured, click its Edit icon.

The notification is opened for editing in the Edit Meeting Attendance Notification page.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the meeting the notification is to be sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is revised in the list in the lower portion of the Meeting Attendance Setup page.

Delete Meeting Attendance Change Notification

Navigate to Animal Resource Center > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As shown in the screenshot below, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add Member Attendance Notification button, indicating that only one notification of this type can be configured.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Member Attendance Change Notification button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Outcome Letter Notifications

Three types of review board outcome notifications can be configured in the iRIS™ system:

— RB Outcome Letter Notification, automatically sent to applicable study personnel when an outcome letter is sent

— Outcome Signoff Letter Notification, automatically sent to applicable study personnel when an outcome letter signoff task is assigned

— Outcome Signoff Complete Notification, automatically sent to the Assigned Analyst when an outcome letter signoff task is completed

All three notification types are configured via the RB Outcome Letter Notification page. To access the page, navigate to Animal Resource Center > Review Board Administration > Outcome Letter Notification link.

The RB Outcome Letter Notification setup page is opened.

The RB Outcome Letter Notification is set up via the top section of the page (red box).

The Outcome Signoff Letter Notification is set up via the middle section of the page (blue box).

The Outcome Signoff Complete Notification is set up via the bottom section of the page (green box).

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

As shown in the screenshot below, the configuration page for all three of these notification types contains the same fields.

The Title field is used as the subject line in the notification e-mail.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Outcome Letter Notification

Navigate to Animal Resource Center > Review Board Administration > Outcome Letter Notification link.

The RB Outcome Letter Notification setup page is opened.

The RB Outcome Letter Notification is set up via the top section of the page (red box).

The Outcome Signoff Letter Notification is set up via the middle section of the page (blue box).

The Outcome Signoff Complete Notification is set up via the bottom section of the page (green box).

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

Click the applicable Add button to configure the desired notification type. The selected notification type is opened in the Edit RB Outcome Letter Notification page.

Enter the desired subject line of the notification email in the Title field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration page. The notification is configured on the RB Outcome Letter Notification page.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised. This is the case for all outcome letter notifications when configured.

Edit Outcome Letter Notification

Navigate to Animal Resource Center > Review Board Administration > Outcome Letter Notification link.

The RB Outcome Letter Notification setup page is opened.

The RB Outcome Letter Notification is set up via the top section of the page (red box).

The Outcome Signoff Letter Notification is set up via the middle section of the page (blue box).

The Outcome Signoff Complete Notification is set up via the bottom section of the page (green box).

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

Click the icon in the Edit column for the applicable notification type.

The selected notification type is opened for editing in the Edit RB Outcome Letter Notification page.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the configuration panel. The notification is revised on the RB Outcome Letter Notification page.

Delete Outcome Letter Notification

Navigate to Animal Resource Center > Review Board Administration > Outcome Letter Notification link.

The RB Outcome Letter Notification setup page is opened.

The RB Outcome Letter Notification is set up via the top section of the page (red box).

The Outcome Signoff Letter Notification is set up via the middle section of the page (blue box).

The Outcome Signoff Complete Notification is set up via the bottom section of the page (green box).

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the delete button for the applicable notification type.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Outstanding Stipulations Notifications

Outstanding stipulation notifications can be configured to automatically alert applicable study personnel when a stipulation is entered. Different versions of this notification type can be configured to address different stipulation requests.

This type of notification is configured on the Outstanding Stipulations Notification Setup page. To access the page, navigate to Animal Resource Center > Review Board Administration > Outstanding Stipulations Notification link.

The Outstanding Stipulations Notification Setup page is opened.

The Edit Outstanding Stipulations Notification page is used for configuration of this notification type.

The Title field is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

Select checkboxes for “Principal Investigator” and “Study Contact” are provided in the Send To field, to specify which study personnel should receive the notification.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Outstanding Stipulations Notification

Navigate to Animal Resource Center > Review Board Administration > Outstanding Stipulations Notification link.

The Outstanding Stipulations Notification Setup page opens.

Click the Add a New Notification button. The Edit Outstanding Stipulations Notification page opens.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the due date the notification is to be sent in the Notification if Within field.

In the Send To field, select the checkbox for “Principal Investigator”, “Study Contact” or both to add them to distribution.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the Outstanding Stipulations Notification Setup page.

Notice that the Add a New Notification button remains, indicating that additional notifications of this type can be created for different types of stipulations.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised, and a Delete Notification(s) button is now available as well.

Edit Outstanding Stipulations Notification

Navigate to Animal Resource Center > Review Board Administration > Outstanding Stipulations Notification link.

The Outstanding Stipulations Notification Setup page opens.

Click the icon in the Edit column for the applicable notification. The notification is opened for editing in the Edit Outstanding Stipulations Notification page.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

In the Send To field, select the checkbox for “Principal Investigator”, “Study Contact” or both to add them to distribution.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is revised on the Outstanding Stipulations Notification Setup page.

Delete Outstanding Stipulations Notification

Navigate to Animal Resource Center > Review Board Administration > Outstanding Stipulations Notification link.

The Outstanding Stipulations Notification Setup page opens.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox in the far-left column for the applicable notification and click the Delete Notification(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

If deleting the notification has left the list on this page empty the Edit icon and Delete Notification(s) button no longer appear.

Special Purpose Forms Response Notifications

Notifications related to submission corrections and review responses can be configured in the iRIS™ system on the Special Purpose Response Form Notification Setup page. When configured, these notifications are automatically sent to applicable study personnel as follows:

— a Submission Correction notification is sent when a request for submission corrections is saved to the system

— a Review Response notification is sent when a board review response request is saved to the system

— a Submission Correction Reminder notification is sent X days before the due date for requested submission corrections, where X is a number specified in the notification configuration form

— a Review Response Reminder notification is sent X days before the due date for a requested review response, where X is a number specified in the notification configuration form

All four of these notification types are configured on the Special Purpose Response Form Notification Setup page. To access the page, navigate to Animal Resource Center > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction and Review Response notification types are configured in the upper portion of the page (red box in screenshot above).

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

The same configuration form, shown below, is used for Submission Correction and Review Response notification types.

The Title field is used as the subject line in the notification e-mail.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

The same configuration form, shown below, is used for both Submission Correction Reminder and Response Pending Reminder notification types.

The Title field is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

Boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Submission Response Notification Setup

Two types of submission response notifications are configured in the iRIS™ system on the Special Purpose Response Form Notification Setup page:

— a Submission Correction notification is sent when a request for submission corrections is saved to the system

— a Review Response notification is sent when a board review response request is saved to the system

Both notification types are configured on the Special Purpose Response Form Notification Setup page. To access the page, navigate to Animal Resource Center > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission response notifications are configured in the upper portion of the page (red box in screenshot above).

Notice that while an Edit icon is provided for these notifications in the far-left column, there are no add or delete buttons. This means that only one version of each notification type can be configured, and that the configured notifications cannot be deleted.

Click the Edit icon for the applicable notification type.

The selected notification type is opened in the Edit Submission Notice page for revision. The same configuration form, shown below, is used for both types.

Make desired changes in the Title field, which is used as the subject line in the notification e-mail.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected notification type is revised on the Special Purpose Response Form Notification Setup page.

Submission Response Reminder Notification Setup

Two types of submission response notifications are configured in the iRIS™ system on the Special Purpose Response Form Notification Setup page:

— a Submission Correction notification is sent when a request for submission corrections is saved to the system

— a Review Response notification is sent when a board review response request is saved to the system

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

The same configuration form, shown below, is used for addition or revision of both reminder types.

The Title field is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Submission Response Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

Click the Add a New Reminder Notification button for the applicable notification type.

The Edit Submission Notice page opens for configuration of the reminder. The same configuration form, shown below, is used for both reminder notification types.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the due date the notification is to be sent in the Notification if Within field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected reminder type is added on the Special Purpose Response Form Notification Setup page.

Notice that an Edit icon is available for the reminder, and now that at least one reminder of this type is configured a Delete Reminder Notification(s) button is added for the type.

The Add a New Reminder Notification button remains, indicating that multiple versions of this reminder type can be configured.

Edit Submission Response Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

Click the Edit icon for the applicable notification type.

The notification is opened for editing in the Edit Submission Notice page. The same configuration form, shown below, is used for both reminder notification types.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected reminder type is revised on the Special Purpose Response Form Notification Setup page.

Delete Submission Response Reminder Notification

Navigate to Animal Resource Center > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox(es) in the far-left column for the applicable reminder type(s) and click the Delete Reminder Notification(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Reminder Notification(s) button no longer appear.

ARC Review Board Administration Notifications 11.02.01-P1.pdf
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