This manual will guide you through the process of using the Reviewer Dashboard menu item in the IACUC Assistant menu group on the homepage of your iRIS software. Within this menu group you can access any submission you have been assigned to review, access internal submission routing assignments, and review any upcoming meetings.
Any of your incomplete Reviewer Assignments will populate in the main page. To the left of the page you can switch screen views and view the agenda for different meeting dates. The Switch View area contains links to the Task List and Internal Submission Routing. The Upcoming Committee Meeting and Past Committee Meeting areas will display different meeting dates. The Task List is selected by default and displays any submissions you have been assigned to review.
Task List
The Task List displays any submission you have been assigned to review. The page contains search and view options for you to manage your review assignments. You can click the Close Search button to hide the search criteria. The icon hides the menu on the left, allowing the Task List queue to display on the entire page.
The search criteria at the top of the queue will allow you to search for specific assignments. This allows you to easily access any submission you have been assigned to review. Submission Type contains a list of submission form types. Committee Type populates with committees your account is associated with in User Accounts. Process Type contains a list of review processes. The default is All, but you can also search by submissions placed On Agenda, Expedited, Emergency Use, etc. To do this, set the dropdown option to “Assigned”, then an additional drop down list will become available listing the available review processes you can select.
The Status list will allow you to search for Incomplete or Complete reviewer assignments. After you select items to refine your search, click the Search button and the page will refresh with all submissions that meet your search criteria.
The Task List page contains the columns shown in the screenshot below. 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 by clicking on the icon.
PDF – click on the icon in this column to view the submission form in PDF. When this icon is clicked, the system converts the submission components to PDF view. This may take several moments, depending on the size of the material you are viewing.
After the submission form is converted to PDF, a new window opens similar to that in the screenshot below. You can review the submission from this screen or print the submission. The new window allows you to view the PDF version of the submission components as well as the Reviewer Dashboard screen. This feature enables you to continue with your review or switch back to the submission form as needed. When you are finished reviewing the submission form, click the Close button at the top of the page.
Details – This column pops up with additional details about the submission.
Reviewer Checklist
Click to open – Access your reviewer checklist by clicking the icon in this column. This will open the Reviewer Checklist form, similar to opening the Reviewer Task from your Homepage. Navigate through the form by completing the necessary questions and clicking the Save and Continue button on the top right of the page.
Within the reviewer checklist you will also have the option to use the Reviewer Panel option located at the top of the page. The reviewer panel allows you to navigate through the submission components where you can drill into specific sections within each form and make comments as needed.
Also available are buttons for different actions.
Print Friendly – Allows the reviewer to print the form.
Reviewer Panel – Directs you to a new area for review of submission items. This is discussed in detail below.
Refresh Constant Fields – This button is used to obtain more current information related to the study and submission.
Save Section – Allows you to save your work in the current section.
Save and Continue – Allows you to navigate through each section in the form.
One data value used in the reviewer checklist form is a value that links to the submission components for you to view. The screenshot above shows the data value for the Current Submission Components. You can click to open any of the documents to view them.
As you progress through the form, navigation builds on the left of the form, allowing you to switch between sections.
At the end of the reviewer checklist, you will indicate that you have completed the review and click the Save and Continue button. Select “Yes,” in this section to flag the review as complete.
When you flag a review as complete, the Reviewer Assignment in the Reviewer Dashboard is now be found by filtering by the “Complete” Status.
Note: The Reviewer Checklist is a configurable form, so your form may look different than the one used in this document.
Reviewer Panel
Click the Reviewer Panel button to open the submission review panel.
On the left-hand side of the screen, you will have all the submission components available for viewing access.
Click on the different submission components link(s) to view the associated forms within each corresponding section.
To review a submission form, click on the form name to display the entire view of the form.
You can also view specific sections within each form by clicking on the icon to expand section details. Once the sections are expanded, you can click on a specific section for review.
Within each form, you can comment next to questions. To comment, click on the icon next to the corresponding question. This will populate a comment window where you can enter comments and save them to the submission form.
When a reviewer clicks on the comment icon, an ajax window to add a comment is prompted. At the bottom of the ajax window, there is an option which allows users to display their comment to other reviewers. Once this selection is made and saved, the comment is added and the background for the given comment turns blue. This color conversion allows other reviewers assigned to that submission form to easily identify a shared comment by another user.
This functionality can be activated by turning on the property rb.use_shared_comments within: Pathway: IRB Assistant > Review Board Administration > Board Configuration Options > Reviewers
When you view another mj nhhStudy Document, the document will display within the panel and an additional feature will be available on the top of the panel called Highlight Mode. By default, this mode if off. Click the On button to enable the feature. Note the “Expand Comments Panel” option at the bottom of the page.
When Highlight Mode is enabled, the Comments Panel will expand on the page. You can highlight areas of the document and add comments to that specific part of the document.
Highlight text:
A popup will appear and the background will grey out. Add your comment to the popup. You can move the comment box around on the page by clicking on the box and dragging it to the desired location.
You can also expand the comment box by placing your mouse at the bottom of the box and clicking and dragging the box down.
When you have added the comment, click the Save button to the bottom left of the comment box. You can click the Cancel button to discard the comment.
Comments added to the document will display within the Comments Panel at the bottom of the page. If other members have added comments, those will appear in the Comments Panel as well. You can flip between the comments by clicking on the green Previous and Next arrows.
When you click on a comment or view them by clicking on the Previous or Next buttons, the comment will become active and the text within the document that the comment refers to will highlight yellow. If you are the author of the comment you can delete or edit the comment by clicking the appropriate button.
If you did not author the comment, you can reply to the comment by clicking on the Reply text.
You can then enter your reply and click Save when done.
Once you are done entering comments and reviewing components, you can exit the Reviewer Panel by clicking the Close Panel button at the top of the page. This will bring you back into the Reviewer Checklist.
Internal Submission Routing
This link contains any Internal Submission Routing tasks that you have been assigned. These tasks also populate in the Incomplete Tasks group on your homepage.
Click the Open icon to open an assignment.
The Internal Submission Routing page lists elements of the submission with a menu across the top of the page that will allow you to access different areas of the study related to the submission.
Submission Components – The first section of the Internal Submission Routing page is a link to the submission components.
Reviewer Assignment List – Section displays any reviewers associated to the submission. If you are assigned as the reviewer, you will be able to access your Reviewer Checklist from this section.
Meeting Discussion – Displays any discussion added to the submission from a meeting. The meeting discussion can be edited from this section.
Stipulations – Any stipulations added to the submission will populate here. Stipulations can be added/deleted or edited from this section.
Submission Outcome – Displays the outcome set for the submission in read-only format (if an outcome has been determined).
Outcome Letters – Any outcome letters created for the submission populate here. If you have been assigned to sign off on a letter for this submission, you will be able to access your signoff task from this section. You can also create and send a letter from this section.
Internal Submission Routing – The last item on the page contains specific information about the internal submission routing task. This is where you can view assignment notes and indicate completion of the routing task.
From this section you can respond back to the analyst by adding comments to your task. You can also add additional routing tasks in case the submission needs to be reviewed by someone else on the board. You can do this by clicking the Add Routing button. If you added to the routing by mistake, you will be able to undo the addition by clicking on the Remove Routing button. After making any changes to this section, click the Save Routing button.
When you are finished with your assignment, indicate that your assignment is complete by selecting “Yes” under the Completed column. Click the Save Routing button and click the Back button to return to the Reviewer Dashboard. The Internal Submission Routing task no longer appears on this page.
Committee Meetings
The Upcoming Committee Meeting area displays the next upcoming meetings, with the closest meeting in red. Click on any meeting date to open the Agenda. From this view, you can access submissions placed on a particular meeting date and view the setup for the meeting.
The Past Committee Meetings area displays the last three meetings. You can click on any of these dates to open the agenda for that meeting.
Reviewer Specific Tasks
The Reviewer Assignment home screen task populates when you have been assigned as a reviewer. The task stays on your home screen until the assignment has been completed. Additionally, you may receive an email notification indicating that you have been assigned as a reviewer. Opening this task navigates you into the reviewer form where you can complete the review checklist for the submission round.
Internal Submission Routing Signoff
The Internal Submission Routing Signoff home screen task populates when you have been routed to complete a signoff. The task stays on your home screen until you indicate that you are complete with your signoff task. Additionally, you may receive an email notification indicating that you have been assigned an Internal Submission Routing Signoff task. Opening this task navigates you into the submission validation page, where you can verify the submission components and complete the signoff.