The Reviewer Dashboard link in the IRB Assistant Workspace menu group provides access to submissions for which the logged-in user is assigned as a Reviewer, internal submission routing assignments, and details of any upcoming committee meetings.
Incomplete Reviewer assignments populate in the Reviewer Dashboard page (shown below). The page includes a left-hand sidebar menu with a Switch View section containing links to toggle between Task List and Internal Submission Routing views. The sidebar also includes links to view the agenda for upcoming and past meeting dates.
The Task List view is selected by default, displaying submissions the logged in user has been assigned to review.
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., Post Award Management, 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.
NOTE: screenshots in this manual are primarily taken from the Animal Resource Center (ARC) module, but notification functionality and features shown are the same in Post Award Management.
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.
Task List
The Task List page (shown below) includes search and view options.
Click the Close Search link to hide the search form. The icon hides the sidebar menu on the left, allowing the Task List queue to expand to fill the page.
The search form includes the following filters:
Submissions Type — list of submission form types
Committee Type — list of committees to which the logged-in user belongs
Process Type — review process and category; the category dropdown list populates after the Process Type field is set to “Assigned”; the category field default is All, but includes options for submissions placed On Agenda, Expedited, Emergency Use, etc.
Status — allows for search by “Incomplete” or “Complete” assignment status
Enter desired search criteria and click the Search button. Results load in a table beneath the search form.
The table of results contains the columns shown in the screenshot below. Click the applicable data column header to sort the results by that column, clicking once or twice as needed to sort in ascending or descending alphabetic order.
Click the icon in the PDF column to view the submission form in PDF format. When this icon is clicked, the system converts the submission components to PDF view. This may take several moments, depending on the size of submission component files.
The PDF opens in a new window, as shown in the screenshot below. From here the submission can be viewed or printed. Click the Close button at the top of the page to close it.
Back on the Task List page, clicking the icon in the Details column pops up with additional details about the submission.
Also on the Task List page, clicking the icon in the Click to Open column opens the Reviewer Checklist (see next manual section).
Reviewer Checklist
The Reviewer Checklist is accessed by clicking the icon in the Click to Open column for the applicable submission in the Task List page (accessed via IRB Assistant > Reviewer Dashboard link). Navigate through the form by completing the necessary questions and clicking the Save and Continue button on the top right of the page for each completed section.
A Reviewer Panel button is available at the top of the page. The Reviewer Panel allows for navigation through the submission components, to drill into specific sections within each form and make comments as needed. See the next section of this manual for more information about the Reviewer Panel.
The page also includes the following buttons:
Print Friendly — click to view and optionally print a streamlined view of the form
Save Section — save the current section
Save and Continue to Next Section — save the current section and navigate to the next section of the form
Click the icon in the View in Separate Window column for the applicable document to open it for viewing and optional printing.
As progress is made through the form a navigation sidebar menu is built to the left of the form, allowing for one-click access to all sections.
At the end of the Reviewer Checklist, for the Is your Review Complete field select “Yes” to flag the review as complete, “No” to keep it as incomplete, then click the Save and Continue button.
When the review is flagged as complete, the corresponding Reviewer assignment in the Reviewer Dashboard moves to a “Complete” Status.
Reviewer Panel
The Reviewer Panel is accessed by clicking the Reviewer Panel button on the submission review page (red box in screenshot below).
All available submission components can be accessed via links in the left-hand sidebar menu.
Click each submission component link to view its associated forms.
To view the entire submission form, click on the form name.
View specific sections within each form by clicking the icon to expand section details. Once the sections are expanded, click on a specific section to open it for review.
Within each form, comments can be entered next to questions. To comment, click on the icon next to the corresponding question.
A text editor window pops up for entry of comments. Enter desired comments and format the text as desired using provided tools above the text entry box.
Select the Display my comment to other reviewers checkbox (bottom left corner in screenshot above) to enable display of the comment to other reviewers.
Click Cancel to close the popup without saving the comment.
Click Save Comment to save the comment. The background for the comment is shaded blue (see screenshot below) to indicate shared comments at a glance.
When viewing a Consent or other study document, the document displays within the panel and a Highlight Mode feature populates at the top of the panel. By default, this mode is turned off. Click the On button to enable it.
When Highlight Mode is enabled, the Comments Panel populates at the bottom of the page (shown in screenshot below). Areas of the document can be highlighted and comments on the submission can be entered.
Click the Reply link in the Comments Panel to open a comment box. A popup Comment box populates, as shown below; this box can be dragged around the screen as needed to make parts of the underlying form visible. Enter the desired comment.
Click and drag the expansion handle at the bottom corner of the popup to expand the Comment box.
Click Cancel to close the Comment popup without saving the comment.
Click Save to save the comment.
Comments added to the document by any committee member display within the comments panel at the bottom of the page.
Toggle between comments by clicking on the green Previous and Next arrows. In the example below the second comment is selected.
The selected comment becomes active and the text within the document that the comment refers to is highlighted yellow. If the logged in user is the author of the comment they can delete or edit the comment by clicking the appropriate button.
If the logged in user did not author the comment, they can reply to the comment by clicking the Reply link.
Exit the Reviewer Panel by clicking the Close Panel button at the top of the page. The Reviewer Panel is closed and the Reviewer Checklist page is loaded.
At the end of the reviewer checklist, for the Is your Review Complete field select “Yes” to flag the review as complete, “No” to keep it as incomplete, then click the Save and Continue button.
When the review is flagged as complete, the corresponding Reviewer assignment in the Reviewer Dashboard moves to a “Complete” Status.
The review response form allows the reviewer to see the list of stipulations that were sent to the PI, along with the PI’s response to the item. Beginning with iRIS™ version 12.01, the review response form is now accessible from the reviewer panel (shown in screenshot below), making all required information visible to the reviewer from that single location.
Internal Submission Routing
This page lists any Internal Submission Routing tasks assigned to the logged in user. These tasks also populate in the Incomplete Tasks group on the logged in user’s homepage.
Click the Open icon to open an assignment.
The Internal Submission Routing area lists elements of the submission, with a tabbed menu across the top of the page that allows for access to different areas of the study related to the submission.
Sections of the Internal Submission Routing area are as follows:
Submission Components — links to submission components
Reviewer Assignment List — reviewers assigned to the submission; if the logged in user is assigned as the reviewer, they can access their Reviewer Checklist from this section
Meeting Discussion — discussion added to the submission from a meeting; meeting discussions can be edited from this section
Recommendations — recommendations added to the submission; recommendations can be added, edited, and deleted from this section
Stipulations — stipulations added to the submission; stipulations can be added, edited, and deleted from this section
Submission Outcome — outcome set for the submission in read-only format (if an outcome has been determined).
Outcome Letters — outcome letters created for the submission populate here. If the logged in user is assigned to sign off on a letter for this submission, they will be able to access their signoff task from this section. The logged in user can also create and send a letter from this section.
Internal Submission Routing — specific information about the internal submission routing task; this is where the user can can view assignment notes, respond back to the Analyst by adding comments to a task and indicate completion of the routing task
From this section the logged in user (a Reviewer) can respond back to the Analyst by adding comments to a task.
Additional routing tasks can be added if the submission requires review by another board member. Click the Add Routing button. The Internal Submission Routing Assignment form opens (shown below). Select the desired board member in the Assign Submission To field and select that member’s role in the Role field.
Click Save Selections to save the routing.
If the Add Routing button is clicked by mistake, click the Remove Routing button to delete the routing task. When changes are complete click the Save Routing button.
Indicate that the assignment is complete by selecting “Yes” under the Completed column and entering required user credentials. Click the Save Routing button and click the Back button to return to the Reviewer Dashboard. Once completed in this manner, the Internal Submission Routing task no longer appears on the page.
Committee Meetings
The Upcoming Committee Meeting area displays upcoming meetings, with the closest meeting in red. Click on any meeting date to open the associated Agenda. Submissions placed on a particular meeting date and the setup for the meeting can be viewed from this page.
The Past Committee Meetings area displays the last three meetings. Click on any of these dates to open the agenda for the associated meeting.
Reviewer Specific Tasks
The Reviewer Assignment home screen task populates when the logged in user has been assigned as a Reviewer. The task stays on their home screen until the assignment has been completed. Additionally, the user may receive an email notification indicating the reviewer assignment. Opening this task navigates the user to the reviewer form, for completion of the review checklist for the submission round.
Internal Submission Routing Signoff
The Internal Submission Routing Signoff home screen task populates when the logged in user has been included on distribution to complete a signoff.
The task stays on the user’s home screen until they indicate the signoff task is complete. Additionally, the user may receive an email notification indicating the Internal Submission Routing Signoff task. Opening this task navigates the user to the submission validation page, for verification of the submission components and completion of the signoff.
Note: all tasks assigned to the logged in user populate here under on the All Tasks tab, and can be filtered to show only specific tasks.