This manual describes Review Board Administration (RBA) Notifications features and functionality in the iRIS™ system.

Note that while the screenshots shown in this manual are from specific iRIS™ modules (e.g., Post Award, IRB, etc.), RBA Notifications features and functionality are the same across all modules with the following two exceptions:

— Post Award Terms and Condition Notification

— Post Award Monitoring & Reporting Notification

These two notification types are only employed in the Post Award module.

Review Board Notification Setup

The Review Board Notification Setup panel, accessed via [Module] > Review Board Administration > [System Setup tab], provides links for configuration of various standardized notification types to be sent to applicable project personnel and board members.

Notifications configured here are automatically sent to applicable personnel when study tasks (e.g., review, signoff, set meeting availability, etc.) are assigned, completed, or overdue, or when certain submission milestones are reached.

NOTE: screenshots in this manual section are taken from various system modules (i.e., IRB, Post Award, etc.), but notification functionality and features described in this manual are the same in all modules where the notification is employed.

General Notification Setup Process

The general procedure for creating and editing notifications in iRIS™ is the same, regardless of type or module. A text editor panel is opened for creation and formatting of the notification boilerplate text, and system Merge Codes are optionally inserted to pull system data field values into the notification.

As shown in the example screenshot above:

The Title field is used as the subject line in the notification e-mail.

Some notifications include a Send E-Mail Notification Yes/No selection field. If “Yes” is selected the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Most notifications are automatically routed to responsible personnel based on their assigned role in the iRIS™ system, but some include an Add button for selection of specific iRIS™ users to receive the notification.

As shown in the screenshot above, some reminder notification types include a Notification if Within field, to specify how many days ahead of the task due date the notification is to be sent.

As shown in the screenshot above, some reminder notifications include a Notify every ? Days field to specify how frequently the reminder is to be re-sent until the assigned task or signoff is complete.

As shown in the screenshot above, some signoff exceeded notifications include a Notify when signoff has not been completed within ? Days field. When a requested signoff is overdue, this field specifies a reminder notification is to be sent ? Days after the due date.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor.

See the Using Merge Codes in Notifications section of this manual, immediately following, for more information.

Using Merge Codes in Notifications

Merge Codes are used to pull data from iRIS™ records into documents, templates, forms and system webpages. Merge Codes are selected from a picklist, there is no need to write or edit any programmatic code to use Merge Codes.

iRIS™ pages used for creation of email, document and form templates contain a text editor with standard text editing and formatting tools. Desired boilerplate text is entered, leaving spaces open for insertion of Merge Codes where applicable.

NOTE: screenshots in this section 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 screenshot below a Vendor Email Template has been created to address the problem of incorrect sex counts in a livestock order. Empty spaces are left open where Merge Codes are to be inserted.

To insert a Merge Code, place the cursor in the text editor where the corresponding data value should appear, then click the Insert Merge Code button to open the Merge Codes picklist.

The Insert Data Merge Code popup window displays. Scroll down to the sections of the list labeled for Post Award Management and select the desired Merge Code. In this example, the Merge Code for “Order Number” is selected.

Click the Cancel button to close the popup without inserting the Merge Code.

Click the OK button to insert the Merge Code. The selected Merge Code is inserted in the template at the cursor location.

In the screenshot below, Merge Codes for “Vendor Name”, “Order Number”, “Date Received”, “Order - Number of Females”, “Order - Number of Males”, “Receive – Number of Females”, “Receive – Number of Males”, and “Order – Order Date” are inserted.

Merge Code List

Depending on the user’s data access rights and the institution’s Review Board Administration settings, the Merge Code list can include system data from the following categories:

Most of the Merge Codes in the picklist are grouped under category titles. As shown in the screenshot below, category titles are offset by dashed lines. Selectable Merge Code items are indicated by blue boxes.

Category titles are not Merge Codes and cannot be inserted in the cage card template. If a title item is selected and the OK button is clicked, an error popup window displays.

Configure Reviewer Notification

Navigate to [Module] > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

As illustrated by the screenshot above:

— only one version of each reviewer complete/assignment/unassignment notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

In the screenshot below, no notifications are configured. Click the applicable Add Notification button.

A notification configuration panel opens. The same configuration panel is used for all six (6) of the reviewer notification types enclosed by the red box in the screenshot above.

In this example an “Agenda Reviewer Assignment Notification” is being configured.

Enter the desired subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created. This is the case for all reviewer complete/assignment/unassignment notification types when configured.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised. This is the case for all reviewer complete/assignment/unassignment notification types when configured.

Merge Codes Applicable to Meetings

Categories and Merge Codes from the list that are most applicable to meetings are summarized in the table below.

Review Response Notifications

A review response notification is automatically sent to applicable project personnel when the review board returns a response or requests submission changes. Optionally, review response reminder notifications can also be configured to send when the board has not yet received a reply from the project personnel.

Both types of notification are configured on the Review Response Notification Setup page.

To access the page, navigate to [Module] > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review. Notice that placeholders for these notifications are pre-populated, and while these notification types can be edited, they cannot be deleted. Notice also that no Add buttons are provided for these notification types, only one version of each type can be configured.

— the “Submission Correction” notification type is sent when the board has completed a submission review and requests one or more specific corrections followed by re-submission

— the “Review Response” notification type is sent when the board has completed a submission review and sends a response other than a request for corrections (e.g., request for additional forms, request for Conflict of Interest (COI) documentation, etc.)

The blue box encloses reminder notifications for each of the two response notification types. Unlike response notifications, multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

Correction / Response Notification Setup

Navigate to [Module] > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review. Notice that placeholders for these notifications are pre-populated, and while these notification types can be edited, they cannot be deleted. Notice also that no add buttons are provided for these notification types, only one version of each type can be configured.

— the “Submission Correction” notification type is sent when the board has completed a submission review and requests one or more specific corrections followed by re-submission

— the “Review Response” notification type is sent when the board has completed a submission review and sends a response other than a request for corrections (e.g., request for additional forms, request for Conflict of Interest (COI) documentation, etc.)

The blue box encloses reminder notifications for each of the two response notification types.

Click the icon in the Edit column for the applicable review response notification.

The notification is opened in a configuration panel.

In this example a “Submission Correction” notification is being configured, but the configuration panel is the same for a Review Response notification.

Enter the desired subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Correction / Response Reminder Notification Setup

A review response notification is automatically sent to applicable project personnel when the review board returns a response or requests submission changes. Optionally, review response reminder notifications can also be configured to send when the board has not yet received a reply from the project personnel.

Both types of notification are configured on the Review Response Notification Setup page.

To access the page, navigate to [Module] > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review.

The blue box encloses reminder notifications for each of the two response notification types. Multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

Configure Response Reminder Notification

Navigate to [Module] > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review.

The blue box encloses reminder notifications for each of the two response notification types. Multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

Click the Add a New Reminder Notification button for the applicable reminder notification.

The notification configuration panel opens. The same configuration form is used for both types of reminder notification.

In this example a “Submission Correction Reminder Notification” is being configured.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the due date the notification is to be sent in the Notification if Within field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Notice that the Add a New Reminder Notification button remains, indicating that additional reminder notifications of this type can be created. This is true for both reminder notification types.

Also notice that an icon is now available in the Edit column for the configured reminder, indicating that it can be revised, and a Delete Reminder Notification button is now available as well. This is true for both reminder notification types when configured.

Edit Response Reminder Notification

Navigate to [Module] > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review.

The blue box encloses reminder notifications for each of the two response notification types. Multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the study

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the study

Click the icon in the Edit column for the applicable reminder notification.

The notification is opened in a configuration panel.

In this example a “Submission Correction Reminder Notification” is being configured.

Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the configuration panel. The notification is revised on the notification setup page.

Delete Response Reminder Notification

Navigate to [Module] > Review Board Administration > Review Response Notification Setup link.

The Review Response Notification Setup page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses response notifications sent following a board review.

The blue box encloses reminder notifications for each of the two response notification types. Multiple versions of reminder notifications can be configured.

— Submission Correction Reminder notifications are automatically sent when the board has requested corrections and has not yet received a response from the project personnel

— Review Response Reminder notifications are automatically sent when the board has sent a response other than a request for corrections and has not yet received a response from the project personnel

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox in the far-left column for the applicable reminder notification, then click the Delete Reminder Notification(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that because no other reminder notifications of this type are configured, the Delete Reminder Notification(s) button no longer appears.

Continuing Review Notification

When configured, a reviewer notification is automatically sent to applicable project personnel / reviewer(s) when a new assignment is entered for a reviewer, a reviewer task is complete, or a reviewer is un-assigned from a task.

Reviewer reminder notifications can also be configured to automatically send when a reviewer task is assigned but has not yet been completed.

Both types of notification are configured on the Continuing Review Notification Setup page.

To access the page, navigate to [Module] > Review Board Administration > Continuing Review Notification Setup link.

The Continuing Review Notification Setup page opens.

As shown in the screenshot above, three types of notification can be configured here: Continuing Review Notifications, Email and Home Screen Task Notifications and Email Only Notifications. All three notification types are configured in the Edit Continuing Review Notification page (shown below) and employ the same data fields.

[more text needed here to explain the difference between the three types of notification]

Add Continuing Review Notification

Navigate to [Module] > Review Board Administration > Continuing Review Notification Setup link.

The Continuing Review Notification Setup page opens.

As shown in the screenshot above, three types of notification can be configured here: Continuing Review Notifications, Email and Home Screen Task Notifications and Email Only Notifications.

Click the Add a New Notification button for the desired notification type. The Edit Continuing Review Notification page opens for configuration of the notification.

Enter the desired subject line of the notification email in the Title field. To include the RB number in the Title, place the cursor in the Title field where the number should appear and click the Include RB Number button.

Enter the number of days ahead of the due date the notification is to be sent in the Notification if Within field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification. Click to select the applicable checkboxes, indicating that those personnel will receive the notification.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is configured on the notification setup page.

Edit Continuing Review Notification

Navigate to [Module] > Review Board Administration > Continuing Review Notification Setup link.

The Continuing Review Notification Setup page opens.

As shown in the screenshot above, three types of notification can be configured here: Continuing Review Notifications, Email and Home Screen Task Notifications and Email Only Notifications.

Click the Edit icon for the applicable notification. The Edit Continuing Review Notification page opens for revision of the notification.

Make desired changes to the subject line of the notification email in the Title field. To include the RB number in the Title, place the cursor in the Title field where the number should appear and click the Include RB Number button.

Enter the number of days ahead of the due date the notification is to be sent in the Notification if Within field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification. Click to select the applicable checkboxes, indicating that those personnel will receive the notification.

Revise the boilerplate text and Merge Codes in the E-Mail Content text editor as desired. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is revised on the notification setup page.

Delete Continuing Review Notification

Navigate to [Module] > Review Board Administration > Continuing Review Notification Setup link.

The Continuing Review Notification Setup page opens.

As shown in the screenshot above, three types of notification can be configured here: Continuing Review Notifications, Email and Home Screen Task Notifications and Email Only Notifications.

Click to select the checkbox(es) for the notification(s) to be deleted in the applicable section of the page and click the Delete Notification button for the section (located immediately above each table, to the right).

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is deleted from the notification setup page.

Follow-up Study Notification

The Follow-up Study Notification is an optional, more flexible type of notification than that provided for Continuing Review, in that it allows the institution to create notifications tied to various submission milestone dates (e.g., Initial IRB Approval) based on its own, internal policies and processes.

This type of notification is configured on the Follow-up Study Setup page. To access the page, navigate to [Module] > Review Board Administration > Follow-up Study Notification Setup link.

The Follow-up Notification Setup page opens.

IMPORTANT NOTE: unlike most notifications in the system, this type is based on elapsed months, NOT days.

Add Follow-up Study Notification

Navigate to [Module] > Review Board Administration > Follow-up Study Notification Setup link.

The Follow-up Notification Setup page opens.

Enter the desired subject line of the notification email in the Title field. To include the RB number in the Title, place the cursor in the Title field where the number should appear and click the Include RB Number button.

Click in the Select Date To Fire Notification From field to open a drop down picklist of milestone dates (e.g., IRB Initial Approval date). Click to select the desired item from the list.

IMPORTANT NOTE: unlike most notifications in the system, this type is based on elapsed months, NOT days. Enter the number of months after the selected milestone date the notification is to be sent in the Send Notification after field.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Select “Yes” or “No” for Final Notification. Set this flag to “Yes” to if the notification serves as a final notice, meaning that no further notifications of this type will be sent after the first one (effectively turning this notification off).  

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification. Click to select the applicable checkboxes, indicating that those personnel will receive the notification.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is configured on the notification setup page.

Edit Follow-up Study Notification Notification

Navigate to [Module] > Review Board Administration > Follow-up Study Notification Setup link.

The Follow-up Notification Setup page opens.

Click the Edit icon for the notification. The Follow-up Notification Setup page opens for revision of the notification.

Revise the subject line of the notification email as desired in the Title field. To include the RB number in the Title, place the cursor in the Title field where the number should appear and click the Include RB Number button.

Click in the Select Date To Fire Notification From field to open a drop down picklist of milestone dates (e.g., IRB Initial Approval date). Click to select the desired item from the list.

IMPORTANT NOTE: unlike most notifications in the system, this type is based on elapsed months, NOT days. Enter the number of months after the selected milestone date the notification is to be sent in the Send Notification after field.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Select “Yes” or “No” for Final Notification. Set this flag to “Yes” to if the notification serves as a final notice, meaning that no further notifications of this type will be sent after the first one (effectively turning this notification off).  

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification. Click to select the applicable checkboxes, indicating that those personnel will receive the notification.

Revise the boilerplate text and Merge Codes in the E-Mail Content text editor as desired. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is revised on the notification setup page.

Delete Follow-up Study Notification Notification

Navigate to [Module] > Review Board Administration > Follow-up Study Notification Setup link.

The Follow-up Study Notification Setup page opens.

Click to select the checkbox(es) for the notification(s) to be deleted and click the Delete Notification button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is deleted from the notification setup page.

Reviewer Notifications

When configured, a reviewer notification is automatically sent to applicable project personnel / reviewer(s) when a new assignment is entered for a reviewer, a reviewer task is complete, or a reviewer is un-assigned from a task.

Reviewer reminder notifications can also be configured to automatically send when a reviewer task is assigned but has not yet been completed.

Both types of notification are configured on the Reviewers Complete Notification page.

To access the page, navigate to [Module] > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed. Notice that placeholders for these notifications are pre-populated, and while these notification types can be edited, they cannot be deleted. Notice also that no add buttons are provided for these notification types, only one version of each of these notifications can be configured at any time.

— the “Reviewers Complete” notification type is sent to the study Assigned Analyst when a review status is changed to complete

— the four “Reviewer Assignment” notification types (“Agenda”, “Expedited”, “Exempt”, “Process Administrative”) are sent to the Assigned Reviewer(s) when a new task for the applicable review type is assigned

— the “Reviewer Unassignment” notification type is sent to the applicable Assigned Reviewer when that reviewer’s task is un-assigned

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type. When configured, this notification type is automatically sent when a reviewer task is assigned but has not yet been completed.

As illustrated by the screenshot above:

— only one version of each reviewer complete/assignment/unassignment notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title, Send E-Mail Notification, and When to Notify (“Reviewer Assignment Pending Reminder” notification type only) fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured, its Title, Send E-Mail Notification, and When to Notify (“Reviewer Assignment Pending Reminder” notification type only) fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

The same configuration panel is used for all six (6) of the reviewer complete/assignment/unassignment notification types.

The Title field is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Edit Reviewer Notification

Navigate to [Module] > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

As illustrated by the screenshot above:

— only one version of each reviewer complete/assignment/unassigned notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured, its Title, Send E-Mail Notification, and When to Notify (where applicable) fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

Click the icon in the Edit column for the applicable notification type.

The notification is opened in a configuration panel. The same configuration panel is used for all reviewer complete/assignment/unassignment notifications.

In this example an “Agenda Reviewer Assignment Notification” is being revised. Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is revised on the notification setup page.

Delete Reviewer Notification

Navigate to [Module] > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Configure Reviewer Reminder

Navigate to [Module] > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

Click the “Reviewer Assignment Pending Reminder” Add Notification button. The notification configuration panel opens.

Enter the desired subject line of the notification email in the Title field.

Enter how frequently, in number of days, the reminder is to be re-sent until the review task is complete in the Notify every ? Days field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised.

Edit Reviewer Reminder

Navigate to [Module] > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

Click the Edit icon in the far-left column for the “Reviewer Assignment Pending Reminder” notification type (shown in screenshot below).

The notification is opened in a configuration panel.

Make desired changes to the notification.

The Title field is used as the subject line in the notification e-mail.

The Notify every ? Days field specifies how frequently the reminder is to be re-sent until the task is complete.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is revised on the notification setup page.

Delete Reviewer Reminder

Navigate to [Module] > Review Board Administration > Reviewers Notification Setup link.

The Reviewers Complete Notification page opens.

As indicated by the colored boxes in the screenshot above, two general types of notifications can be configured on this page.

The red box encloses notifications automatically sent to inform various types of reviewers of a task completion status, a new reviewer assignment, or that a reviewer assignment is removed.

The blue box encloses the “Reviewer Assignment Pending Reminder” notification type.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the “Reviewer Assignment Pending Reminder” Delete Notification button (shown in screenshot below).

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Internal Documents Notification

The review board can upload project/award documents internal to the review board and optionally, can send uploaded documents to specific iRIS™ users for review or response.

When configured, internal documents notifications are automatically sent to applicable project personnel to inform them they have been selected by the board to receive and/or review an internal board document.

This type of notification is configured on the Setup Internal Document Notification page.

To access the page, navigate to [Module] > Review Board Administration > Internal Documents Notification Setup link.

The Setup Internal Document Notification page opens.

Add Internal Documents Notification

Navigate to [Module] > Review Board Administration > Internal Documents Notification Setup link.

The Setup Internal Document Notification page opens.

Click the Add Notification button. A configuration panel opens.

This notification type does not have a content field. Text entered in the Title field doubles as the notification text. Bear this in mind when entering Title field text. In the example above the full text entered in the Title field is, “A document has been routed to you through iRIS for review/action. Please log in for details.”

Note that the Title field has an eighty (80) character limit, including spaces.

If there are specific iRIS™ users who typically need to be included in distribution of internal board documents, they can be added to the distribution list from this page. Later, when an internal board document is uploaded, if the board member elects to distribute the uploaded document additional project personnel and specific iRIS™ users can be added to the distribution list without altering the distribution list specified here.

Click the Add button to select specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

As shown in the screenshot above, the user directory can be searched by full or partial Last Name or First Name, by Department, or by any combination of the three. Enter desired search criteria in the top section of the form and click the Find button. Search results display in the lower part of the page.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added on the Setup Internal Document Notification page.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Click the Save Notification button. The notification is configured on the Setup Internal Document Notification page.

Notice that the Add Notification button has been replaced with a Delete Notification button, an Edit icon has been added for the notification, and the full Title field text is displayed.

Edit Internal Documents Notification

Navigate to [Module] > Review Board Administration > Internal Documents Notification Setup link.

The Setup Internal Document Notification page opens.

Click the icon in the Edit column. The notification is opened in a configuration panel.

Make desired changes in the configuration panel.

Text entered in the Title field doubles as the notification text. Bear this in mind when revising Title field text. In the example above text entered in the Title field is revised to say, “A document has been routed to you through iRIS for review or action. Please log in for details.”

Note that the Title field has an eighty (80) character limit, including spaces.

If there are specific iRIS™ users who typically need to be included in distribution of internal board documents, they can be added to the distribution list from this page. Later, when an internal board document is uploaded, if the board member elects to distribute the uploaded document additional project personnel and specific iRIS™ users can be added to the distribution list without altering the distribution list specified here.

Click the Add button to select specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

As shown in the screenshot above, the user directory can be searched by full or partial Last Name or First Name, by Department, or by any combination of the three. Enter desired search criteria in the top section of the form and click the Find button. Search results display in the lower part of the page.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added on the Setup Internal Document Notification page.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Click the Save Notification button. The notification is revised on the Setup Internal Document Notification page.

Notice that on this page, the full Title field text is displayed.

Delete Internal Documents Notification

Navigate to [Module] > Review Board Administration > Internal Documents Notification Setup link.

The Setup Internal Document Notification page opens.

CAUTION: Deleting the configured internal document notification de-configures the notification and removes its future association from any internal board documents. Until the notification is reconfigured, no notification will be sent when internal board documents previously associated with the now-unconfigured notification are sent.

Click the Delete Notification button. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The notification is now unconfigured on the Setup Internal Document Notification page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification.

Internal Routing Notification

Internal submission routing signoff notifications can be configured in the iRIS™ system via a submission routing signoff notification setup page. When configured, these notifications are automatically sent to applicable project personnel when a transfer signoff task is initially assigned or completed. This type of notification is configured on the Internal Routing Notification page.

To access the page, navigate to [Module] > Review Board Administration > Internal Routing Notification link.

The Internal Routing Notification page opens.

As shown in the screenshot above:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red box)

— after a notification type is configured its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

Add Internal Routing Notification

Navigate to [Module] > Review Board Administration > Internal Routing Notification link.

The Internal Routing Notification page opens.

Click the applicable Add Notification button. In this example, the RB Internal Routing Complete Notification is being configured.

Enter the desired subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the applicable recipient(s) whose signoff/review task is complete. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the notification setup page.

Edit Internal Routing Notification

Navigate to [Module] > Review Board Administration > Internal Routing Notification link.

The Internal Routing Notification page opens.

Click the icon in the Edit column for the applicable notification. In this example, the RB Internal Routing Signoff Notification is being revised.

Make desired changes to the subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the applicable recipient(s) whose signoff/review task is complete. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is revised on the notification setup page.

Delete Internal Routing Notification

Navigate to [Module] > Review Board Administration > Internal Routing Notification link.

The Internal Routing Notification page opens.

CAUTION: Deleting the configured internal routing notification de-configures the notification. Until the notification is reconfigured, no notification will be sent when internal submission routing tasks are completed.

Click the applicable Delete Notification button. In this example the “RB Internal Submission Routing Complete Notification” is being deleted.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The notification is now unconfigured on the Setup Internal Routing Notification page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification.

Submission Meeting Assignment Notification

The Submission Meeting Assignment Notification is triggered any time a submission is assigned a meeting date. This type of notification is configured on the Submission Meeting Assignment Notification Setup page.

To access the page, navigate to [Module] > Review Board Administration > Submission Meeting Assignment Notification Setup link.

Click the link to open the Submission Meeting Assignment Notification Setup page.

Notice that only one version of the notification can be configured.

Add Submission Meeting Assignment Notification

Navigate to [Module] > Review Board Administration > Submission Meeting Assignment Notification Setup link.

Click the link to open the Submission Meeting Assignment Notification Setup page.

Click the Add Notification button to open the Edit Submission Meeting Assignment Notification page.

Enter a notification Title, select “Yes” or “No” for Send E-mail Notification, select the applicable checkbox(es) in the Send To field, and enter desired text and Merge Codes in the E-mail Content field.

Click the Save Notification button to save the notification, close the page and return to the setup home page, where the notification is now configured. Notice that the button label in the Action column is changed from Add Notification to Delete Notification.

Edit Submission Meeting Assignment Notification

Navigate to [Module] > Review Board Administration > Submission Meeting Assignment Notification Setup link.

Click the link to open the Submission Meeting Assignment Notification Setup page.

Click the Click the Edit icon to open the notification for revision in the Edit Submission Meeting Assignment Notification page.

Make desired changes to the notification Title, select “Yes” or “No” for Send E-mail Notification, select the applicable checkbox(es) in the Send To field, and revise text and Merge Codes as desired in the E-mail Content field.

Click the Save Notification button to save changes, close the page and return to the setup home page.

Delete Submission Meeting Assignment Notification

Navigate to [Module] > Review Board Administration > Submission Meeting Assignment Notification Setup link.

Click the link to open the Submission Meeting Assignment Notification Setup page.

Click the Delete Notification button to remove the notification from the system.

This notification is triggered any time a submission is assigned a meeting date. This may be done in numerous steps within submission processing and can be completely independent of review process assignments.

For example, if a Coordinator assigns a submission a Full Committee Review process but does not specify a meeting date, the new meeting assignment notification is not sent. However, if at a later time they return and assign the submission to a meeting, the notification is triggered.

Meeting Notifications

The iRIS™ system allows for configuration of four (4) general categories of notification related to review board meetings:

— Pre Review notifications alert attendees who must complete a review task before the meeting, and are automatically sent to intended attendees when the meeting is scheduled

—Meeting Agenda notifications inform intended attendees a revised or finalized copy of the agenda is available, and are automatically sent when changes are saved to the agenda

—Meeting Minute notifications inform attendees a draft or finalized copy of meeting minutes is available, and are automatically sent when draft meeting minutes are saved

— Meeting Attendance notifications either request that intended attendees set their meeting availability (automatically sent to intended attendees when the meeting is scheduled) or inform the Coordinator that an intended attendee has changed their availability (automatically sent to Coordinator when the intended attendee takes that action)

The configuration pages for these notification types are accessed via [Module] > Review Board Administration > [applicable notification link].

Pre Review Notification

Pre Review notifications can be configured to automatically alert review board meeting attendees who must complete a prereview task prior to attending the meeting. Up to four (4) different prereview notification types are available for configuration (depending on the institution’s review board settings), each for a different review type:

— Prereview Agenda Assignment Notification, for full board reviews

— Prereview Expedite Notification, for expedited reviews

— Prereview Exempt Notification, for exempt reviews

— Prereview Administrative Notification, for administrative reviews

All four (4) of these notification types are configured via the Prereview Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Pre Review Assignment Notification link.

The Prereview Notification Setup page opens.

The configuration form for all four (4) of these notification types is the same.

The Title field is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field specifies whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Pre Review Notification

Navigate to [Module] > Review Board Administration > Pre Review Assignment Notification link.

The Prereview Notification Setup page opens.

Click the Add Notification button for the applicable notification type. The Edit Prereview Notification page opens for configuration of the notification. The same configuration form is used for all four (4) prereview notification types.

Enter the desired subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Select the checkbox for “Principal Investigator”, “Study Contact” or both to specify which project personnel should receive the notification in the Send To field.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the Edit Prereview Notification page. The notification is configured on the notification setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created. This is the case for all prereview notifications when configured.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised.

Edit Pre Review Notification

Navigate to [Module] > Review Board Administration > Pre Review Assignment Notification link.

The Prereview Notification Setup page opens.

Click the icon in the Edit column for the applicable notification type. The notification is opened in the Edit Prereview Notification page. The same configuration form is used for all four (4) prereview notification types.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Select the checkbox for “Principal Investigator”, “Study Contact” or both to specify which project personnel should receive the notification in the Send To field.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the Edit Prereview Notification page. The notification is revised on the notification setup page.

Delete Pre Review Notification

Navigate to [Module] > Review Board Administration > Pre Review Assignment Notification link.

The Prereview Notification Setup page opens.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification type. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Meeting Agenda And Minute Notifications

Four different types of meeting agenda and minute notifications can be configured to automatically alert attendees to changes in agenda and minutes status:

— Revised Meeting Agenda Notification, sent to all committee members when the agenda is revised

— Final Meeting Agenda Notification, sent to all committee members when the agenda is finalized

— Draft Meeting Minute Notification, sent to attendees marked “present” during the meeting when draft minutes are prepared

— Final Meeting Minute Notification, sent to attendees marked “present” during the meeting when finalized minutes are published

All four (4) of these notification types are configured via the Meeting Agenda and Minute Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Meeting Agenda And Minute Notification Setup link.

The Meeting Agenda and Minute Notification Setup page opens.

The configuration form for all four (4) of these notification types is the same.

The Title field is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Meeting Agenda / Minute Notification

Navigate to [Module] > Review Board Administration > Meeting Agenda And Minute Notification Setup link.

The Meeting Agenda and Minute Notification Setup page opens.

Click the applicable Add Notification button.

A configuration form is opened for creation of the notification. The configuration form for all four (4) of these notification types is the same.

Enter the desired subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The notification is configured on the Meeting Agenda and Minute Notification Setup page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created. This is the case for all meeting agenda and minute notifications when configured.

Edit Meeting Agenda / Minute Notification

Navigate to [Module] > Review Board Administration > Meeting Agenda And Minute Notification Setup link.

The Meeting Agenda and Minute Notification Setup page opens.

Click the icon in the Edit column for the applicable notification.

The notification is opened in a configuration form for editing. The configuration form for all four (4) of these notification types is the same.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the configuration form. The notification is revised on the Meeting Agenda and Minute Notification Setup page.

Delete Meeting Agenda / Minute Notification

Navigate to [Module] > Review Board Administration > Meeting Agenda And Minute Notification Setup link.

The Meeting Agenda and Minute Notification Setup page opens.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Notification button for the applicable notification. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Meeting Attendance Notification Setup

Two types of meeting attendance notification can be configured.

— the Meeting Attendance Notification is automatically sent to intended meeting attendees when the meeting is scheduled, and requests that the attendee set their availability for the meeting

— the Member Attendance Change Notification is automatically sent to the Coordinator when any intended attendee changes their meeting availability status

Both notification types are configured via the Meeting Attendance Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the red box in the screenshot above, the Meeting Attendance Notification list appears in the upper part of the page. When no notifications of this type are configured the list is empty and an Add a New Notification button is provided.

As shown in the screenshot below, when a notification of this type is configured it is shown in the list. An Edit icon and Delete Notification(s) button are added, and the Add a New Notification button remains for configuration of additional notifications of this type.

Add Meeting Attendance Notification

Navigate to [Module] > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the red box in the screenshot above, the Meeting Attendance notification list appears in the upper part of the page. When no notifications of this type are configured the list is empty and an Add a New Notification button is provided.

As shown in the screenshot below, when a notification of this type is configured it is shown in the list. An Edit icon and Delete Notification(s) button are added, and the Add a New Notification button remains for configuration of additional notifications of this type.

Click the Add a New Notification button.

The Edit Meeting Attendance Notification page opens.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the meeting date the notification is to be sent in the Notification if Within field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is added to the list in the upper portion of the Meeting Attendance Setup page.

Notice that an Edit icon is provided for the notification, and a Delete Notification button is added for the list.

Edit Meeting Attendance Notification

Navigate to [Module] > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the red box in the screenshot above, the Meeting Attendance notification list appears in the upper part of the page. When no notifications of this type are configured the list is empty and an Add a New Notification button is provided.

As shown in the screenshot below, when a notification of this type is configured it is shown in the list. An Edit icon and Delete Notification(s) button are added, and the Add a New Notification button remains for configuration of additional notifications of this type.

Click the icon in the Edit column for the applicable notification.

The notification is opened for editing in the Edit Meeting Attendance Notification page.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the meeting date the notification is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is revised in the upper portion of the Meeting Attendance Setup page.

Delete Meeting Attendance Notification

Navigate to [Module] > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the red box in the screenshot above, the Meeting Attendance notification list appears in the upper part of the page. When no notifications of this type are configured the list is empty and an Add a New Notification button is provided.

As shown in the screenshot below, when a notification of this type is configured it is shown in the list. An Edit icon and Delete Notification(s) button are added, and the Add a New Notification button remains for configuration of additional notifications of this type.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox in the far-left column for the applicable notification and click the Delete Notification button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that in this example, because the notification list is now empty, the Edit icon and Delete Notification button no longer appear.

Meeting Attendance Change Notification Setup

Two types of meeting attendance notification can be configured.

— the Meeting Attendance Notification is automatically sent to intended meeting attendees when the meeting is scheduled, and requests that the attendee set their availability for the meeting

— the Member Attendance Change Notification is automatically sent to the Coordinator when any intended attendee changes their meeting availability status

Both notification types are configured via the Meeting Attendance Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the blue box in the screenshot above, the Meeting Attendance Change notification appears in the lower part of the page. When no notifications of this type are configured the Title and Send E-mail Notification fields are set to “Not Defined” and an Add Member Attendance Change Notification button is provided.

As shown in the screenshot below, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add a New Notification button, indicating that only one notification of this type can be configured.

Add Meeting Attendance Change Notification

Navigate to [Module] > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the blue box in the screenshot above, the Meeting Attendance Change notification appears in the lower part of the page. When no notifications of this type are configured the Title and Send E-mail Notification fields are set to “Not Defined” and an Add Member Attendance Change Notification button is provided.

As shown in the screenshot below, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add a New Notification button, indicating that only one notification of this type can be configured.

When the notification is unconfigured, click the Add Member Attendance Change Notification button.

The Edit Meeting Attendance Notification page opens.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the meeting date the notification is to be sent in the Notification if Within field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is configured in the lower portion of the Meeting Attendance Setup page.

As shown in the screenshot above, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add Member Attendance Notification button, indicating that only one notification of this type can be configured.

Edit Meeting Attendance Change Notification

Navigate to [Module] > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the blue box in the screenshot above, the Meeting Attendance Change notification appears in the lower part of the page. When no notifications of this type are configured the Title and Send E-mail Notification fields are set to “Not Defined” and an Add Member Attendance Change Notification button is provided.

As shown in the screenshot below, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add Member Attendance Notification button, indicating that only one notification of this type can be configured.

When the notification is configured, click its Edit icon.

The notification is opened for editing in the Edit Meeting Attendance Notification page.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the meeting the notification is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is revised in the list in the lower portion of the Meeting Attendance Setup page.

Delete Meeting Attendance Change Notification

Navigate to [Module] > Review Board Administration > Meeting Attendance Notification Setup link.

The Meeting Attendance Notification Setup page opens.

As highlighted by the blue box in the screenshot above, the Meeting Attendance Change notification appears in the lower part of the page. When no notifications of this type are configured the Title and Send E-mail Notification fields are set to “Not Defined” and an Add Member Attendance Change Notification button is provided.

As shown in the screenshot below, when the notification is configured an Edit icon is added for the notification. A Delete Member Attendance Change Notification button replaces the Add Member Attendance Notification button, indicating that only one notification of this type can be configured.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the Delete Member Attendance Change Notification button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Outcome Letter Notifications

Three types of review board outcome notifications can be configured in the iRIS™ system:

— RB Outcome Letter Notification, automatically sent to applicable project personnel when an outcome letter is sent

— Outcome Signoff Letter Notification, automatically sent to applicable project personnel when an outcome letter signoff task is assigned

— Outcome Signoff Complete Notification, automatically sent to the Assigned Analyst when an outcome letter signoff task is completed

All three notification types are configured via the RB Outcome Letter Notification page. To access the page, navigate to [Module] > Review Board Administration > Outcome Letter Notification link.

The RB Outcome Letter Notification setup page is opened.

The RB Outcome Letter Notification is set up via the top section of the page (red box).

The Outcome Signoff Letter Notification is set up via the middle section of the page (blue box).

The Outcome Signoff Complete Notification is set up via the bottom section of the page (green box).

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

As shown in the screenshot below, the configuration page for all three of these notification types contains the same fields.

The Title field is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Outcome Letter Notification

Navigate to [Module] > Review Board Administration > Outcome Letter Notification link.

The RB Outcome Letter Notification setup page is opened.

The RB Outcome Letter Notification is set up via the top section of the page (red box).

The Outcome Signoff Letter Notification is set up via the middle section of the page (blue box).

The Outcome Signoff Complete Notification is set up via the bottom section of the page (green box).

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

Click the applicable Add button to configure the desired notification type. The selected notification type is opened in the Edit RB Outcome Letter Notification page.

Enter the desired subject line of the notification email in the Title field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration page. The notification is configured on the RB Outcome Letter Notification page.

Notice that a Delete Notification button now appears in place of the Add Notification button, indicating that no additional versions of this notification type can be created. This is the case for all outcome letter notifications when configured.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised. This is the case for all outcome letter notifications when configured.

Edit Outcome Letter Notification

Navigate to [Module] > Review Board Administration > Outcome Letter Notification link.

The RB Outcome Letter Notification setup page is opened.

The RB Outcome Letter Notification is set up via the top section of the page (red box).

The Outcome Signoff Letter Notification is set up via the middle section of the page (blue box).

The Outcome Signoff Complete Notification is set up via the bottom section of the page (green box).

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

Click the icon in the Edit column for the applicable notification type.

The selected notification type is opened for editing in the Edit RB Outcome Letter Notification page.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the configuration panel. The notification is revised on the RB Outcome Letter Notification page.

Delete Outcome Letter Notification

Navigate to [Module] > Review Board Administration > Outcome Letter Notification link.

The RB Outcome Letter Notification setup page is opened.

The RB Outcome Letter Notification is set up via the top section of the page (red box).

The Outcome Signoff Letter Notification is set up via the middle section of the page (blue box).

The Outcome Signoff Complete Notification is set up via the bottom section of the page (green box).

As shown in the screenshot below:

— only one version of each notification type can be configured, no add button is provided for notification types that are already configured

— until a notification type is configured, its Title and Send E-Mail Notification fields are set to “Not Defined” and an add button is provided for the notification (red boxes)

— after a notification type is configured, its Title and Send E-Mail Notification fields are populated and an Edit icon and Delete button are provided for the notification (red arrows)

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Click the delete button for the applicable notification type.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Notification button no longer appear, and an Add Notification button is provided for the now-unconfigured notification type.

Outstanding Stipulations Notifications

Outstanding stipulation notifications can be configured to automatically alert applicable project personnel (generally the PI, Study Contact, and Assigned Analyst) when a stipulation is entered. Different versions of this notification type can be configured to address different stipulation requests.

This type of notification is configured on the Outstanding Stipulations Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Outstanding Stipulations Notification link.

The Outstanding Stipulations Notification Setup page is opened.

The Edit Outstanding Stipulations Notification page is used for configuration of this notification type.

The Title field is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Select checkboxes for “Principal Investigator” and “Study Contact” are provided in the Send To field, to specify which project personnel should receive the notification.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Outstanding Stipulations Notification

Navigate to [Module] > Review Board Administration > Outstanding Stipulations Notification link.

The Outstanding Stipulations Notification Setup page opens.

Click the Add a New Notification button. The Edit Outstanding Stipulations Notification page opens.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the due date the notification is to be sent in the Notification if Within field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

In the Send To field, select the checkbox for “Principal Investigator”, “Study Contact” or both to add them to distribution.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is configured on the Outstanding Stipulations Notification Setup page.

Notice that the Add a New Notification button remains, indicating that additional notifications of this type can be created for different types of stipulations.

Also notice that an icon is now available in the Edit column for the configured notification, indicating that it can be revised, and a Delete Notification(s) button is now available as well.

Edit Outstanding Stipulations Notification

Navigate to [Module] > Review Board Administration > Outstanding Stipulations Notification link.

The Outstanding Stipulations Notification Setup page opens.

Click the icon in the Edit column for the applicable notification. The notification is opened for editing in the Edit Outstanding Stipulations Notification page.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

In the Send To field, select the checkbox for “Principal Investigator”, “Study Contact” or both to add them to distribution.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the configuration panel. The notification is revised on the Outstanding Stipulations Notification Setup page.

Delete Outstanding Stipulations Notification

Navigate to [Module] > Review Board Administration > Outstanding Stipulations Notification link.

The Outstanding Stipulations Notification Setup page opens.

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox in the far-left column for the applicable notification and click the Delete Notification(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

If deleting the notification has left the list on this page empty the Edit icon and Delete Notification(s) button no longer appear.

Special Purpose Forms Response Notifications

Notifications related to submission corrections and review responses can be configured in the iRIS™ system on the Special Purpose Response Form Notification Setup page. When configured, these notifications are automatically sent to applicable project personnel as follows:

— a Submission Correction notification is sent when a request for submission corrections is saved to the system

— a Review Response notification is sent when a board review response request is saved to the system

— a Submission Correction Reminder notification is sent X days before the due date for requested submission corrections, where X is a number specified in the notification configuration form

— a Review Response Reminder notification is sent X days before the due date for a requested review response, where X is a number specified in the notification configuration form

All four of these notification types are configured on the Special Purpose Response Form Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction and Review Response notification types are configured in the upper portion of the page (red box in screenshot above).

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

The same configuration form, shown below, is used for Submission Correction and Review Response notification types.

The Title field is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

The same configuration form, shown below, is used for both Submission Correction Reminder and Response Pending Reminder notification types.

The Title field is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Submission Response Notification Setup

Two types of submission response notifications are configured in the iRIS™ system on the Special Purpose Response Form Notification Setup page:

— a Submission Correction notification is sent when a request for submission corrections is saved to the system

— a Review Response notification is sent when a board review response request is saved to the system

Both notification types are configured on the Special Purpose Response Form Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission response notifications are configured in the upper portion of the page (red box in screenshot above).

Notice that while an Edit icon is provided for these notifications in the far-left column, there are no add or delete buttons. This means that only one version of each notification type can be configured, and that the configured notifications cannot be deleted.

Click the Edit icon for the applicable notification type.

The selected notification type is opened in the Edit Submission Notice page for revision. The same configuration form, shown below, is used for both types.

Make desired changes in the Title field, which is used as the subject line in the notification e-mail.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected notification type is revised on the Special Purpose Response Form Notification Setup page.

Submission Response Reminder Notification Setup

Two types of submission response notifications are configured in the iRIS™ system on the Special Purpose Response Form Notification Setup page:

— a Submission Correction notification is sent when a request for submission corrections is saved to the system

— a Review Response notification is sent when a board review response request is saved to the system

Both notification types are configured on the Special Purpose Response Form Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

The same configuration form, shown below, is used for addition or revision of both reminder types.

The Title field is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Desired boilerplate text and Merge Codes are entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Add Submission Response Reminder Notification

Navigate to [Module] > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

Click the Add a New Reminder Notification button for the applicable notification type.

The Edit Submission Notice page opens for configuration of the reminder. The same configuration form, shown below, is used for both reminder notification types.

Enter the desired subject line of the notification email in the Title field.

Enter the number of days ahead of the due date the notification is to be sent in the Notification if Within field.

Select “Yes” or “No” for Send E-Mail Notification. If “Yes” is selected the notification is sent to the recipient(s). If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected reminder type is added on the Special Purpose Response Form Notification Setup page.

Notice that an Edit icon is available for the reminder, and now that at least one reminder of this type is configured a Delete Reminder Notification(s) button is added for the type.

The Add a New Reminder Notification button remains, indicating that multiple versions of this reminder type can be configured.

Edit Submission Response Reminder Notification

Navigate to [Module] > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

Click the Edit icon for the applicable notification type.

The notification is opened for editing in the Edit Submission Notice page. The same configuration form, shown below, is used for both reminder notification types.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

The Notification if Within field specifies how many days ahead of the due date the notification is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected reminder type is revised on the Special Purpose Response Form Notification Setup page.

Delete Submission Response Reminder Notification

Navigate to [Module] > Review Board Administration > Special Purpose Forms Response Notification Setup link.

The Special Purpose Response Form Notification Setup page is opened.

Submission Correction Reminder and Response Pending Reminder notification types are configured in the lower portion of the page (blue box in screenshot above).

CAUTION: Deleting a configured notification de-configures the notification. Until the notification is reconfigured, no notifications of this type will be sent.

Select the checkbox(es) in the far-left column for the applicable reminder type(s) and click the Delete Reminder Notification(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Notice that the Edit icon and Delete Reminder Notification(s) button no longer appear.

Inactivity Submission Notifications

The Inactivity Submission Notification is used to alert personnel that no activity has occurred on a given submission for a specified period of time.

This type of notification is configured on the Inactivity Submission Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Inactivity Submission Notification Setup link.

The Inactivity Submission Notification Setup page opens.

Add Inactivity Submission Notification

Navigate to [Module] > Review Board Administration > Inactivity Submission Notification Setup link.

The Inactivity Submission Notification Setup page opens.

Click the Add a New Notification button to open the Edit Inactivity Submission Notification page.

Enter the desired subject line of the notification email in the Title field. To include the RB number in the Title, place the cursor in the Title field where the number should appear and click the Include RB Number button.

Enter the number of days of inactivity after which the notification is to be sent in the Notification if past field.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification. Click to select the applicable checkboxes, indicating that those personnel will receive the notification.

The Additional Recipients field allows for the addition of other iRIS™ users to the distribution list for this notification. Click the Add button to select specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

As shown in the screenshot above, the user directory can be searched by full or partial Last Name or First Name, by Department, or by any combination of the three. Enter desired search criteria in the top section of the form and click the Find button. Search results display in the lower part of the page.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added to the Additional Recipients field and a Delete button populates next to the Add button.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is configured on the notification setup page.

Edit Inactivity Submission Notification

Navigate to [Module] > Review Board Administration > Inactivity Submission Notification Setup link.

The Inactivity Submission Notification Setup page opens.

Click the icon in the Edit column to open the applicable notification in the Edit Inactivity Submission Notification page.

Make desired changes to the subject line of the notification email in the Title field. To include the RB number in the Title, place the cursor in the Title field where the number should appear and click the Include RB Number button.

Enter the number of days of inactivity after which the notification is to be sent in the Notification if past field.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification. Click to select the applicable checkboxes, indicating that those personnel will receive the notification.

The Additional Recipients field allows for the addition of other iRIS™ users to the distribution list for this notification. Click the Add button to select specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

As shown in the screenshot above, the user directory can be searched by full or partial Last Name or First Name, by Department, or by any combination of the three. Enter desired search criteria in the top section of the form and click the Find button. Search results display in the lower part of the page.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added to the Additional Recipients field and a Delete button populates next to the Add button.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Revised boilerplate text and Merge Codes as desired in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is revised on the notification setup page.

Delete Inactivity Submission Notification

Navigate to [Module] > Review Board Administration > Inactivity Submission Notification Setup link.

The Inactivity Submission Notification Setup page opens.

Click to select the checkbox(es) for the notification(s) to be deleted in the far left column and click the Delete Notification(s) button. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the notification.

Click CONFIRM to delete the notification and close the popup. The selected notification type is deleted on the notification setup page.

Task Inactivity Submission Notifications

The Task Inactivity Submission Notification is used to alert personnel that no activity has occurred on a given task for a specified period of time.  Please note that these notifications are for board specific tasks.

This type of notification is configured on the Task Inactivity Submission Notification Setup page. To access the page, navigate to [Module] > Review Board Administration > Task Inactivity Submission Notification Setup link.

The Task Inactivity Submission Notification Setup page opens.

Add Task Inactivity Submission Notification

Navigate to [Module] > Review Board Administration > Task Inactivity Submission Notification Setup link.

The Task Inactivity Submission Notification Setup page opens.

Click the Add a New Notification button to open the Edit Task Inactivity Submission Notification page.

Enter the desired subject line of the notification email in the Title field. To include the RB number in the Title, place the cursor in the Title field where the number should appear and click the Include RB Number button.

Enter the number of days of inactivity after which the notification is to be sent in the Notification if past field.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification. Click to select the applicable checkboxes, indicating that those personnel will receive the notification.

Click in the Task List field to open a drop down picklist of tasks. Click to select the task for which this inactivity notification is being sent.

The Additional Recipients field allows for the addition of other iRIS™ users to the distribution list for this notification. Click the Add button to select specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

As shown in the screenshot above, the user directory can be searched by full or partial Last Name or First Name, by Department, or by any combination of the three. Enter desired search criteria in the top section of the form and click the Find button. Search results display in the lower part of the page.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added to the Additional Recipients field and a Delete button populates next to the Add button.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Enter desired boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save the notification and close the page. The notification is configured on the notification setup page.

Edit Task Inactivity Submission Notification

Navigate to [Module] > Review Board Administration > Task Inactivity Submission Notification Setup link.

The Task Inactivity Submission Notification Setup page opens.

Click the icon in the Edit column to open the applicable notification in the Edit Task Inactivity Submission Notification page.

Make desired changes to the subject line of the notification email in the Title field. To include the RB number in the Title, place the cursor in the Title field where the number should appear and click the Include RB Number button.

Enter the number of days of inactivity after which the notification is to be sent in the Notification if past field.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

The Send To field is used to specify whether the “Principal Investigator”, “Study Contact”(s), or both will receive the notification. Click to select the applicable checkboxes, indicating that those personnel will receive the notification.

Click in the Task List field to open a drop down picklist of tasks. Click to select the task for which this inactivity notification is being sent.

The Additional Recipients field allows for the addition of other iRIS™ users to the distribution list for this notification. Click the Add button to select specific iRIS™ users to receive the notification. The Search User Directory page opens for user lookup and selection.

As shown in the screenshot above, the user directory can be searched by full or partial Last Name or First Name, by Department, or by any combination of the three. Enter desired search criteria in the top section of the form and click the Find button. Search results display in the lower part of the page.

Click the checkmark icon in the Select User column to add a single user to the notification distribution list.

The results list may include multiple names of iRIS™ users to be added to the distribution list. In that case select the checkbox(es) at far left for all applicable users and click the Save Selected User(s) button. The selected user(s) are added to the Additional Recipients field and a Delete button populates next to the Add button.

If a user is added in error, select the checkbox to the left of that user’s name and click the Delete button to remove the user from distribution.

Make desired changes to boilerplate text and Merge Codes in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button to save changes and close the page. The notification is revised on the notification setup page.

Delete Task Inactivity Submission Notification

Navigate to [Module] > Review Board Administration > Task Inactivity Submission Notification Setup link.

The Task Inactivity Submission Notification Setup page opens.

Click to select the checkbox(es) for the notification(s) to be deleted in the far-left column and click the Delete Notification(s) button. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the notification.

Click CONFIRM to delete the notification and close the popup. The selected notification type is deleted on the notification setup page.

Post Award Terms And Condition Notification Setup

When configured, Terms and Conditions (T&C) notifications are automatically sent to applicable project personnel to inform them they have been selected by the board to receive and/or review a T&C document. This type of notification is configured on the Setup Post Award Terms & Conditions Notification page.

To access the page, navigate to Post Award Management > Review Board Administration > Post Award Terms And Condition Notification Setup link.

The Award Terms & Conditions Signoff Notification page is opened, as shown below.

The initial notification is configured in the upper part of the page. Notice that there is only one configurable record here. When the notification is unconfigured an Add Notification button is provided in the Notification Action column. When this notification is configured, as in the screenshot above, the Add button is replaced with a Delete Notification button.

T&C reminder notifications are configured in the lower portion of the page.

Add Post Award Terms And Condition Notification

Navigate to Post Award Management > Review Board Administration > Post Award Terms And Condition Notification Setup link.

The Award Terms & Conditions Signoff Notification page is opened, as shown below.

The initial notification is configured in the upper part of the page. Notice that there is only one configurable record here. When the notification is unconfigured an Add Notification button is provided in the Notification Action column. When this notification is configured, as in the screenshot above, the Add button is replaced with a Delete Notification button.

T&C reminder notifications are configured in the lower portion of the page. Click the Add a New Notification button for the applicable notification type.

The Setup Post Award Terms & Conditions Notification page opens.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

As shown below, the reminder notification type also includes a Notification if Within field, for entry of the number of days in advance of the due date the reminder is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected reminder type is revised.

Edit Post Award Terms And Condition Notification

Navigate to Post Award Management > Review Board Administration > Post Award Terms And Condition Notification Setup link.

The Setup Post Award Terms & Conditions Notification page opens.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

As shown below, the reminder notification type also includes a Notification if Within field, for entry of the number of days in advance of the due date the reminder is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected reminder type is revised.

Delete Post Award Terms And Condition Notification

Navigate to Post Award Management > Review Board Administration > Post Award Terms And Condition Notification Setup link.

The Setup Post Award Terms & Conditions Notification page opens.

Click the icon in the Delete column for the applicable notification. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.

Post Award Monitoring & Reporting Notification Setup

When configured, Post Award monitoring and reporting notifications are automatically sent to applicable project personnel.

This type of notification is configured on the Setup Post Award Monitoring & Reporting Notification page.

To access the page, navigate to [Module] > Review Board Administration > Post Award Monitoring & Reporting Notification Setup link.

The Setup Post Award Monitoring & Reporting Notification page opens.

Add Post Award Monitoring & Reporting Notification

Navigate to Post Award Management > Review Board Administration > Post Award Monitoring & Reporting Notification Setup link.

The Setup Post Award Monitoring & Reporting Notifications Setup page opens, as shown below.

The initial notification is configured in the lower part of the page. Notice that there is only one configurable record here. When the notification is unconfigured an Add Notification button is provided in the Notification Action column. When this notification is configured, as in the screenshot above, the Add button is replaced with a Delete Notification button.

Reporting and Monitoring reminder notifications are configured in the upper portion of the page. Click the Add a New Notification button for the applicable notification type.

A configuration panel opens.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

As shown below, the reminder notification type also includes a Notification if Within field, for entry of the number of days in advance of the due date the reminder is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Click to select the applicable Send To: checkboxes to specify which roles receive the notification. Click the Add Role button to add roles. To delete a role from the list, click to select the applicable role checkbox and click the Delete Role button.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected reminder type is configured.

Edit Post Award Monitoring & Reporting Notification

Navigate to Post Award Management > Review Board Administration > Post Award Monitoring & Reporting Notification Setup link.

The Setup Post Award Monitoring & Reporting Notifications Setup page opens, as shown below.

The initial notification is configured in the lower part of the page. Notice that there is only one configurable record here. When the notification is unconfigured an Add Notification button is provided in the Notification Action column. When this notification is configured, as in the screenshot above, the Add button is replaced with a Delete Notification button.

Reporting and Monitoring reminder notifications are configured in the upper portion of the page.

Click the icon in the Edit column for the applicable notification type.

The selected notification is opened in a configuration panel.

Make desired changes to the Title field, which is used as the subject line in the notification e-mail.

As shown below, the reminder notification type also includes a Notification if Within field, for entry of the number of days in advance of the due date the reminder is to be sent.

If “Yes” is selected for Send E-Mail Notification the notification is sent to the recipient. If “No” is selected the notification is saved to the system for recordkeeping purposes but is not sent.

Click to select the applicable Send To: checkboxes to specify which roles receive the notification. Click the Add Role button to add roles. To delete a role from the list, click to select the applicable role checkbox and click the Delete Role button.

Make desired changes to the boilerplate text and Merge Codes entered in the E-Mail Content text editor. See the Using Merge Codes in Notifications section of this manual for more information.

Click the Save Notification button. The selected reminder type is revised.

Delete Post Award Monitoring & Reporting Notification

Navigate to Post Award Management > Review Board Administration > Post Award Terms And Condition Notification Setup link.

The Setup Post Award Terms & Conditions Notification page opens.

Click the icon in the Delete column for the applicable notification. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The selected notification type is now unconfigured on the notification setup page.