WEBVTT

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Welcome to an Introduction to IRB.

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In the next few minutes,
you'll learn how to quickly navigate the

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IRB workspace so you can find your
studies, understand what action is needed,

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and complete common tasks with confidence.

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We'll start on the dashboard,
then move on to the HRPP toolkit.

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Then how to open a submission,
view history,

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finding previous submissions and filters.

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When you log in,
you'll land on your dashboard.

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Think of this as your home base and the
fastest way to see what needs attention

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and jump back into recent work.

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Here are some things to look out for,
starting with my inbox.

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This is your action list.

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Items that require something from you
will appear here.

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My reviews and ancillary reviews.

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This is where you can see items assigned
to you to review.

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This is a subset of what you'll see in my
inbox.

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On the left,
you'll see the Create menu and buttons.

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These are the actions you can take,
such as Create New, Study,

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and report new information.

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If you don't have access to any Create
actions,

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you might not see this menu at all.

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The Recently Viewed area is your quick
return area.

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Under Recent,
you'll see the last several items you

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opened.

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Under the Pin section,
you can pin items you return to often so

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they stay easy to access.

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Over on the right,
you'll see the year icon.

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This is where you can personalize the
table.

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You can move different fields up or down
in order to see them in a different order.

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Now I'll show you how to access and
navigate the HRPP Toolkit.

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The Toolkit is a library of documents
that you can reference when creating or

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reviewing a study or conducting a meeting.

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You'll click on the IRB tab,
then the Library tab.

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Here you can see all the different
documents.

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There are standard operating procedures,
an investigator, manual, worksheets,

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checklists, and templates.

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These can all be downloaded, filled out,
and uploaded as a supporting document.

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Now we'll review the task of opening a
submission.

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There are two ways to do this.

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The first is from my inbox where you
click on the submission name.

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The second is by going to the IRB tab,
then Submissions,

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then clicking on the submission name.

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Here.

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Use the state feature right here in order
to understand what state the submission

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is in.

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This is your clue for what action is
needed.

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For example, if you see pre submission,
that typically means the study hasn't

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submitted yet.

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Let's take a view at one of the studies.

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Here is an example of a study workspace.

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In the middle,
you can see the study workflow as well as

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the state that the study is currently in.

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At the top is the breadcrumb trail.

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You can use this to return to the
submissions page on the left.

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Here you can see all of the actions that
you perform on the study,

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such as assigning the study to a meeting
or adding a comment.

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If you need to confirm what happened,
when it happened,

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or who added what to the study,
click on the History tab at the bottom.

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This tab shows activity on the submission,
including comments, attachments,

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and any correspondence that's been added.

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So it's a great first stop if you're
troubleshooting or catching up.

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Now let's review how to find a previous
submission.

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We're going to return to the submissions
page,

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and from here we're going to use the tabs
to narrow down what we're looking for.

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So the In Review tab is going to be
submissions currently undergoing IRB

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review.

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In the active tab we can see all approved
submissions plus external IRB,

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non human research,
human research not engaged,

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lapsed and suspended submissions under
new information reports.

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We can see any submissions in the state
under external IRB.

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Here are all the studies managed by an
external IRB for relying sites.

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These are participating sites relying on
the local IRB as a single IRB of record.

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Under all submissions.

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You can see every submission you can
access in any state.

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In the archive section,
you can see closed, disapproved,

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discarded, and terminated submissions.

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Now I'll show you how to filter tables to
quickly find what you need.

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Many pages include tables that you can
filter to quickly locate a study ID or

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other details.

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I'm going to start by selecting the
column that you want to filter by.

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So I'll go to the In Review tab.

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Now I'll start by selecting the name.

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Because I want to filter by name,
I'm going to use this one as an example.

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So I'm going to start by typing Submit
and then click the search feature.

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Now you can see it.

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This pops up,
but let's say you don't know the exact

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name of the study,
but you know part of it.

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So we're going to type% and then psite,
and now we'll click search and you can

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see it still pulls this up.

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If you're not sure what formats are
allowed,

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you can click on the help feature right
here and you can see some helpful text to

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help you search.

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To combine multiple criteria,
you'll click the add filter feature here

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and you can add multiple criteria.

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And in order to clear this and go back to
the regular view, just click Clear All.

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This has been an introduction into
navigating the IRB system.

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For additional information,
please visit the training page.

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Thank you for watching.