This manual describes processing functions accessed via the Analyst Dashboard menu item in review board modules (e.g., IRB, IACUC, etc.).

Note that while the screenshots shown in this manual are from specific iRIS™ modules (e.g., COI, IRB, etc.), Analyst Dashboard features and functionality are the same across all modules where that functionality is in use.

Navigation in iRIS™

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

Path Directory Tree

The Path item at the upper left of the iRIS™ header 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 below, 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.

Analyst Dashboard Queues

Navigate to [Review Board Module] > Analyst Dashboard.

The Analyst Dashboard is a tool that enables Review Board Coordinators to access Analyst assignments and review submissions related to a specific meeting date.

Click the Analyst Dashboard link. The dashboard opens to the Submission Workspace 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
• Awaiting Response from Study Team
• Submissions awaiting Pre-Review Screening
• Submissions awaiting Expedited Review
• Submissions awaiting Full Committee Scheduling Review
• Submissions Assigned to Full Board
• Submissions awaiting Administrative Review
• Submissions awaiting Exempt Review
• Submissions awaiting Emergency Use Review
• Submissions awaiting Designated Reviewer
• Submissions awaiting Facilitated Review

Each queue is pictured and described below.

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 an Analyst that have been assigned a review process (other than Process Administratively).

Awaiting Response from Study Team: This queue includes all submissions assigned to the logged-in user as an Analyst that are pending responses from the study team and do not currently require Analyst review.

Submissions awaiting Pre-Review Screening: This queue includes all submissions awaiting Pre-Review Screening (i.e., all submissions that have not been assigned a review process), regardless of the Analyst on the submission.

Submissions awaiting Expedited Review: This queue includes all submissions that have been assigned an Expedited review process, regardless of the Analyst on the submission.

Submissions awaiting Full Committee Scheduling Review: This queue includes all submissions that have been assigned a Full Committee Review review process but have not been assigned a meeting date, regardless of the Analyst on the submission.

Submissions Assigned to Full Board: This queue includes all submissions that have been assigned a Full Committee Review review process and have been assigned a meeting date, regardless of the Analyst on the submission.

Submissions awaiting Administrative Review: This queue includes all submissions that have been assigned a Process Administratively review process, regardless of the Analyst on the submission.

Submissions awaiting Exempt Review: This queue includes all submissions that have been assigned an Exempt review process, regardless of the Analyst on the submission.

Submissions awaiting Emergency Use Review: This queue includes all submissions that have been assigned an Emergency Use review process, regardless of the Analyst on the submission.

Submissions awaiting Designated Reviewer: This queue includes all submissions that have been assigned a Designated Reviewer review process, regardless of the Analyst on the submission.

Submissions awaiting Facilitated Review: This queue includes all submissions that have been assigned a Facilitated review process, regardless of the Analyst on the submission.

In addition to the panels listed above, the Analyst Dashboard contains links listed in a left-hand sidebar menu. These links enable users to change screen views, view the agenda for different meeting dates, and view a 30-day calendar. The Switch View area contains a link to the Submission Workspace view, which is opened by default.

Submission Workspace

The Submission Workspace displays all Analyst assignments for the review board, for both the logged-in user and any other Analysts.

To filter assignment records in a specific panel, click the Open Search link in that panel.

This opens a set of filters that can be used to search for specific analyst assignments.

Click the Close Search button to hide the search form.

Click the icon in the upper right corner of a panel and select Close Panel to hide that panel from view.  

Click the icon in the Open column to view the details of a submission.

Please see the IRB Assistant - Submission Processing manual for additional information about submission processing.

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, as well as view/edit the meeting setup.

Please see the IRB Assistant - 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 remain on the home screen until the task has been completed. Click the icon in the Open column to access the Submission Details 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 Complete 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 Submission Review tab within submission processing.

The Outcome Letter Signoff Complete 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 Submission Outcome tab within submission processing.