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

This manual will guide you through the process of using the Analyst Dashboard menu item in the IACUC Assistant group on the homepage of your iRIS software. The Analyst Dashboard is a tool available for Review Board Coordinators where analyst assignments can be accessed. Assignments to other analysts can also be accessed from here, and submissions related to a specific meeting date can be reviewed.

All your complete and incomplete Analyst Assignments can be viewed within your dashboard. When accessing the Analyst Dashboard, you will initially be directed to the Analyst Assignment view. The Analyst Dashboard will be organized into different queues based on the Submission Process Type selected by the board: Submission Assigned to you (No Review Process/ Process Administratively) , Submission Assigned to you, Submissions awaiting Study Team, Submissions awaiting Exempt or Administrative Review, Submissions awaiting Expedited Review, Submissions awaiting Designated Reviewer, and Submissions awaiting Full Scheduling Review.

To the left of the page you can switch screen views, view the agenda for different meeting dates, and view a 30-day calendar.  The Switch View area contains links to the Inbox and Analyst Assignment.  This view will allow you to see your current analyst assignments with the ability to filter the results for a specific date.

Inbox/ Analyst Assignment

The Inbox link displays all analyst assignments for the review board. This includes your own assignments as well as assignments for the other analysts that have been assigned a submission. The search criteria at the top of each of the queues will allow you to search for specific assignments. The Inbox page contains the table shown below containing all analyst assignments for the board. The page also contains search and view options that can help you identify current analyst assignments as well as previously completed assignments.  You can click the Close Search button to hide the search criteria.  The icon will hide the menu on the left, allowing the Task List queue to display on the entire page. You may sort the submissions by any of the columns from IACUC Number to Assigned Analyst by clicking on the column.  You may then indicate the sort order alphabetically from A-Z or Z-A.

The filter options allow you to easily find and access any submission that has been assigned.  The Filter the Awaiting Submissions option will allow the user to apply the filter to the awaiting submissions sections: Submission Type contains a list of submission form types.  The search criteria at the top of each queue will allow you to search for specific submissions. You can select the Close Search link to hide the search criteria or select the Open Search link to show the search criteria. The filter options allow you to easily find and access any submissions that have been assigned. Once you have applied the filter, the Find button must be selected to apply the filter(s) to the queue.

Click to open – Access the submission and all the components by clicking the icon in the open column.  Please see the IACUC Assistant - Submission Processing manual for additional information.

The Analyst Assignment and Inbox links share the same function except the Analyst Assignment link will only display your specific assignments.

Committee Meetings

The Upcoming Committee Meeting area displays the next upcoming meetings, with the closest meeting in red.   From this view, you can access submissions placed on a particular meeting date, and view/edit the setup for the meeting. (Please see the IACUC - Meetings manual for additional information.)

You will be able to view different meetings by clicking on any meeting date underneath the Upcoming Committee Meetings or Past Committee Meetings section.  

Analyst Specific Tasks

The Analyst Assignment home screen task populates when you have been assigned as an analyst. The task will stay on your home screen until the task has been completed. Additionally, you may receive an email notification indicating that you have an analyst assignment. Opening this task navigates you to the General Information tab within submission processing.

The Submission Reviewers Complete notification populates under the All Tasks- Outstanding  home screen when an assigned reviewer has completed their reviewer checklist. Additionally, you may receive an email notification indicating that the reviewer has completed their checklist. Opening this task navigates you to the Pre-Review Screening tab within submission processing.

The Internal Submission Routing Signoff notification will populate under the All Tasks- Outstanding  home screen when all internal routing for this submission is complete. Additionally, you may receive an email notification indicating that all internal routing signoffs have been completed. Opening this task navigates you to the Internal Submission Routing tab within submission processing.

The Outcome Letter Signoff notification will populate under the All Tasks- Outstanding  when all signatures on an Outcome Letter for this submission have been collected. Additionally, you may receive an email notification indicating that all Outcome Letter signatures have been completed. Opening this task navigates you to the Outcome Letter tab within submission processing.