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Deleting A Worksheet In IRBManager

OVERVIEW

This Quickguide explains how to find and delete a Worksheet associated with your Signatory Institution in IRBManager.  Completed and approved Worksheets can’t be deleted.  Only Worksheets currently in the initial completion Stage can be deleted using the steps listed below.  To delete a Worksheet from a later stage, please contact the CIRB Helpdesk.

BEFORE YOU BEGIN

Deleting a Worksheet graphic

STEPS

Steps

INDIVIDUAL LOGS INTO IRBMANAGER

Use your CTEP IAM username and password to log into IRBManager.

Steps

NAVIGATE THE IRBMANAGER DASHBOARD

The IRBManager dashboard displays studies and xForms (Worksheets) associated with your Signatory Institution.  If you are associated with more than one Signatory Institution, the list of studies and Worksheets will be grouped by Signatory Institution.

The IRBManager dashboard displays studies and xForms (Worksheets) associated with your Signatory Institution

Steps

LIST WORKSHEETS

Click on the total xForms link to view all Worksheets associated with your Signatory Institution. The My Site Forms page will list all of these.

Steps

SORT WORKSHEETS

Here’s a way to make it easy to find a specific Worksheet.  You can click the Form field to arrange the Worksheets in alphabetical order.  If you hold the Shift key and click the Stage field, the display will be secondarily sorted by Stage.  The Shift key function may be used on any field.

Steps

DELETE A WORKSHEET

Hover your cursor over the top left of the Action column for the appropriate Worksheet and then click on the ellipse icon (red arrow) to list of options from the Action drop-down list. Select “Delete” and a confirmation dialogue box will appear.  If you agree to delete the Worksheet, click OK; otherwise click Cancel. Note: You can only delete worksheets that are the Submission stage and you are the owner.

 

 Picture of Action Column

 

USEFUL TIPS

Only Worksheets in the initial completion or PI-approval stages can be deleted.  To delete a Worksheet in a later stage or if a Worksheet is deleted by mistake, contact the CIRB Helpdesk.

 

Updated: November 14, 2024