This manual describes processing functions accessed via the Analyst Dashboard menu item in the IRB Assistant group in the My Workspaces menu.
The Analyst Dashboard is where Review Board Coordinators access Analyst assignments and review submissions related to a specific meeting date.
Click the Analyst Dashboard link. The dashboard opens to Analyst Assignment view by default.
The Analyst Dashboard is organized into different queues based on the Submission Process Type selected by the board: Submissions Assigned to you (No Review Process/ Process Administratively), Submissions Assigned to you, Submissions awaiting Study Team, Submissions awaiting Prereview Screening, Submissions awaiting Exempt or Administrative Review, Submissions awaiting Expedited or Emergency Use Review, Submissions awaiting Designated Reviewer and Submissions awaiting Full Scheduling Review.
Submissions Assigned to you (No Review Process/Process Administratively): This queue includes all submissions assigned to the logged in user as an Analyst that have either not been assigned a review process or are assigned a “Process Administratively” review process.
Submissions Assigned to you: This queue includes all submissions assigned to the logged in user as Analyst which have been assigned a review process.
Awaiting Responses from Study Team: This queue includes all submissions assigned to the logged in user as Analyst which do not currently require Analyst review.
Submissions awaiting Prereview Screening: This queue includes all submissions awaiting a Prereview process, regardless of the Analyst on the submission.
Submissions awaiting Administrative Review: This queue includes all submissions that are awaiting an Exempt or Administrative review process, regardless of the Analyst on the submissions.
Submissions awaiting Expedited Review: This queue includes all submissions that are awaiting an Expedited or Emergency Use review process, regardless of the Analyst on the submissions.
Submissions awaiting Designated Reviewer: This queue includes all submissions that are awaiting a Designated Reviewer or Facilitated review process, regardless of the Analyst on the submissions.
Submissions awaiting Full Committee Scheduling Review: This queue includes all submissions awaiting a Full Committee Scheduling review process, regardless of the Analyst on the submissions.
Links are provided in a left-hand sidebar menu to change 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 pages.
This view shows current Analyst assignments for the logged in user, 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, for both the logged in user and any other Analysts.
The Inbox page lists all analyst assignments for the board, as shown in the screenshot above. A search form is provided at the top of the page.
Click the Close Search button to hide the search form. With the search form closed, click the Open Search link to re-open the search form.
Click the icon in the upper right corner to hide the left hand sidebar menu, allowing the table to expand to full page width.
Click any of the column headers, from IRB Number to Assigned Analyst, to sort the list by that heading in ascending or descending alphabetical order.
Filter options are provided at the top of the page. Enter desired filter criteria and click the Find button to apply the desired filter(s) to the queue.
Click to open – Click the icon in the Open column to view submission details. Please see the IRB Assistant - Submission Processing manual for additional information about submission processing.
The Analyst Assignment and Inbox links provide the same general functionality, but the Analyst Assignment link only displays items assigned to the logged in user as Analyst.
Committee Meetings
The Upcoming Committee Meeting area displays upcoming meetings, with the closest meeting date highlighted in red. From here, the Analyst can access a list of submissions scheduled for review on a particular meeting date, and view/edit meeting setup. Please see the IRB - Meetings manual for additional information about meeting management.
Click any meeting date under Upcoming Committee Meetings or Past Committee Meetings section to view meeting details.
Analyst Specific Tasks
The Analyst Assignment home screen task populates when the logged in user is assigned Analyst tasks. These tasks stay on the home screen until the task has been completed. Click the icon in the Open column to access the General Information tab within submission processing for the task.
The user may receive an email notification indicating the Analyst assignment.
The Submission Reviewers Complete notification populates under the All Tasks- Outstanding home screen when an assigned reviewer has completed their reviewer checklist. Additionally, the user may receive an email notification indicating that the reviewer has completed their checklist. Opening this task opens the Pre-Review Screening tab within submission processing.
The Internal Submission Routing Signoff notification populates under the All Tasks - Outstanding home screen when all internal routing for the submission is complete. Additionally, the user may receive an email notification indicating that all internal routing signoffs have been completed. Opening this task opens the Internal Submission Routing tab within submission processing.
The Outcome Letter Signoff notification populates under the All Tasks- Outstanding when all signatures on an Outcome Letter for the submission have been collected. Additionally, the user may receive an email notification indicating that all Outcome Letter signatures have been completed. Opening this task opens the Outcome Letter tab within submission processing.