Copying Worksheets In IRBManager

OVERVIEW

This Quickguide explains how to find and copy a completed Worksheet associated with your Signatory Institution in IRBManager.

BEFORE YOU BEGIN

Copying Local Context Worksheets in IRBManager 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.

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.

Worksheets in alphabetical order

Steps

VIEW WORKSHEETS

To view a specific Worksheet, click the link under the Form field.  This action will open the Worksheet in a new window.  For more information about finding the Approval Letter, go to Finding Approval Letters and Approved Boilerplate Language.

Steps

CREATE COPY OF COMPLETED WORKSHEET

There are 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.

USEFUL TIPS

The Copy to Amend feature is especially useful when creating a new revised Annual Signatory Institution Worksheet or Annual Principal Investigator Worksheet.

The Copy to Amend feature should not be used when creating a new Study-Specific Worksheet, Change of PI Study-Specific Worksheet, or new Study Closure and Transfer of Review Responsibilities Worksheet.

 

 

Revised: April 23, 2021