CIRB Participants,

The CIRB is pleased to announce an enhancement to the process for copying existing worksheets in IRBManager.   There are now two methods for copying a completed worksheet.  The Copy feature and the Copy to Amend feature.

The Copy feature should be used when you want to use an existing worksheet as a starting point for a new worksheet (for example, using a completed PI Worksheet for a new PI).  The Copy to Amend feature should be used when you want to revise an existing worksheet (for example, making a change to your Signatory Institution Worksheet).

To use the Copy feature for a completed Worksheet, click on the(Copy icon) under the ‘Action’ column to open a new copy of the Worksheet.  The copy will open in a new window in your browsers and will retain all answers associated with the previous Worksheet.  From this screen, you are able to update the specific questions or fields to make the Worksheet current.

To use the Copy to Amend feature for a completed Worksheet, click on the (Copy to Amend icon) under the ‘Action’ column to open a new copy of the Worksheet as well as highlight any revised answers. The copy will open in a new window in your browsers and will retain all answers associated with the previous Worksheet. From this screen, you are able to update the specific questions or fields to make the Worksheet current.

The Copy to Amend feature will help to expedite our review process as well as provide valuable tracking information for the submitting user.

Please contact the CIRB Helpdesk if you have any questions or comments.