This manual describes processing functions accessed via the Analyst Dashboard menu item in review board modules (e.g., IRB, IACUC, etc.).
Note that while the screenshots shown in this manual are from specific iRIS™ modules (e.g., COI, IRB, etc.), Analyst Dashboard features and functionality are the same across all modules where that functionality is in use.
Navigation in iRIS™
iRIS™ includes two standard navigation tools on all pages nested one or more levels beneath the primary Workspace page of the module currently in use (e.g., Post Award Management, Conflict of Interest Assistant, Animal Resource Center, etc.): a Path directory tree, and Back buttons.
Path Directory Tree
The Path item at the upper left of iRIS™ pages provides a hyperlinked menu directory tree, allowing the user to quickly navigate back through the path they followed to get to their current location. Path appears on all pages nested at least one level beneath the main workspace.
NOTE: screenshots in this manual are primarily taken from the Animal Resource Center (ARC) module, but notification functionality and features shown are the same in Post Award Management.
In the example shown the user is viewing the Broadcast Notice Add a new notice page. This page is nested three levels beneath the main workspace page, as indicated by the three links available in the Path directory tree: Home, board admin and broadcast notice.
Click on broadcast notice in the Path to navigate up one level in the directory tree, to the main Broadcast Notice page. There are now two levels in the Path directory tree: board admin and Home.
Click on board admin in the Path to navigate up one level in the directory tree, to the Board Administration page. There is now one level in the Path: Home.
Click on Home in the Path to navigate up one level in the directory tree, to the main Workspace page. No Path item is displayed here because the user is now at the top-most level of the directory tree.
Back Button
The second navigation tool is the Back button, which appears on all pages nested at least one level beneath the main workspace. The Back button takes the user to the same location as the last link shown in the Path.
In the example shown above, both the Back button and the broadcast notice link in the Path return the user to the Broadcast Notice page:
Clicking the Back button on the Broadcast Notice page returns the user to the Board Administration page, as indicated by the last link in the Path directory tree shown in the screenshot above.
Note that where the Back button appears on a page with editable fields or document upload controls, clicking the button before saving changes returns the user to the same location as the last link shown in the Path without saving changes.
Analyst Dashboard Queues
Navigate to [Module] > Analyst Dashboard.
The Analyst Dashboard is where Review Board Coordinators access Analyst assignments and review submissions related to a specific meeting date.
Click the Analyst Dashboard link. The dashboard opens to Analyst Assignment view by default.
The Analyst Dashboard is organized into different queues based on the Submission Process Type selected by the board:
Submissions Assigned to you (No Review Process/ Process Administratively)
Submissions Assigned to you
Submissions awaiting Study Team
Submissions awaiting Prereview Screening
Submissions awaiting Exempt or Administrative Review
Submissions awaiting Expedited or Emergency Use Review
Submissions awaiting Designated Reviewer
Submissions awaiting Full Scheduling Review.
Each queue is pictured and described separately below.
Submissions Assigned to you (No Review Process/Process Administratively): This queue includes all submissions assigned to the logged in user as an Analyst that have either not been assigned a review process or are assigned a “Process Administratively” review process.
Submissions Assigned to you: This queue includes all submissions assigned to the logged in user as Analyst which have been assigned a review process.
Awaiting Responses from Study Team: This queue includes all submissions assigned to the logged in user as Analyst which do not currently require Analyst review.
Submissions awaiting Prereview Screening: This queue includes all submissions awaiting a Prereview process, regardless of the Analyst on the submission.
Submissions awaiting Administrative Review: This queue includes all submissions that are awaiting an Exempt or Administrative review process, regardless of the Analyst on the submissions.
Submissions awaiting Expedited Review: This queue includes all submissions that are awaiting an Expedited or Emergency Use review process, regardless of the Analyst on the submissions.
Submissions awaiting Designated Reviewer: This queue includes all submissions that are awaiting a Designated Reviewer or Facilitated review process, regardless of the Analyst on the submissions.
Submissions awaiting Full Committee Scheduling Review: This queue includes all submissions awaiting a Full Committee Scheduling review process, regardless of the Analyst on the submissions.
Links are provided in a left-hand sidebar menu to change screen views, view the agenda for different meeting dates, and view a 30-day calendar. The Switch View area contains links to the Inbox and Analyst Assignment pages.
This view shows current Analyst assignments for the logged in user, with the ability to filter the results for a specific date.
Inbox/ Analyst Assignment
The Inbox link displays all Analyst assignments for the review board, for both the logged in user and any other Analysts.
The Inbox page lists all analyst assignments for the board, as shown in the screenshot above. A search form is provided at the top of the page.
Click the Close Search button to hide the search form. With the search form closed, click the Open Search link to re-open the search form.
Click the icon in the upper right corner to hide the left hand sidebar menu, allowing the table to expand to full page width.
Click any of the column headers, from IRB Number to Assigned Analyst, to sort the list by that heading in ascending or descending alphabetical order.
Filter options are provided at the top of the page. Enter desired filter criteria and click the Find button to apply the desired filter(s) to the queue.
Click to open – Click the icon in the Open column to view submission details. Please see the IRB Assistant - Submission Processing manual for additional information about submission processing.
The Analyst Assignment and Inbox links provide the same general functionality, but the Analyst Assignment link only displays items assigned to the logged in user as Analyst.
Committee Meetings
The Upcoming Committee Meeting area displays upcoming meetings, with the closest meeting date highlighted in red. From here, the Analyst can access a list of submissions scheduled for review on a particular meeting date, and view/edit meeting setup. Please see the Meetings manual for additional information about meeting management.
Click any meeting date under Upcoming Committee Meetings or Past Committee Meetings section to view meeting details.
Analyst Specific Tasks
The Analyst Assignment home screen task populates when the logged in user is assigned Analyst tasks. These tasks stay on the home screen until the task has been completed. Click the icon in the Open column to access the General Information tab within submission processing for the task.
The user may receive an email notification indicating the Analyst assignment.
The Submission Reviewers Complete notification populates under the All Tasks- Outstanding home screen when an assigned reviewer has completed their reviewer checklist. Additionally, the user may receive an email notification indicating that the reviewer has completed their checklist. Opening this task opens the Pre-Review Screening tab within submission processing.
The Internal Submission Routing Signoff notification populates under the All Tasks - Outstanding home screen when all internal routing for the submission is complete. Additionally, the user may receive an email notification indicating that all internal routing signoffs have been completed. Opening this task opens the Internal Submission Routing tab within submission processing.
The Outcome Letter Signoff notification populates under the All Tasks- Outstanding when all signatures on an Outcome Letter for the submission have been collected. Additionally, the user may receive an email notification indicating that all Outcome Letter signatures have been completed. Opening this task opens the Outcome Letter tab within submission processing.