A Triennial Review (TR) application is started from the Protocol Details page. To start a Triennial Review, select process type ‘Triennial Review’ from the dropdown box located to the left of the ‘Create New Process’ button. The ‘Create New Process’ button will launch the Triennial Review questionnaire. Any user with edit or manage access to the protocol in Insight will have the ability to start a new Triennial Review on a protocol.
Once the Triennial Review questions have been answered and saved, the user is returned to the Forms page where the Triennial Review form can be modified, if necessary, and then submitted. The Forms page consists of a grid with 3 columns. The first column is the Triennial Review form itself which can be modified if any answers were completed incorrectly. The ‘Last Modified’ column will show the date and time that the answers on a specific form were last updated. The ‘Modified By’ column will display the name of the last person who updated answers on the form.
A Triennial Review can be submitted with or without electronic attachments. To add attachments, move to the Attachments page. When all changes have been made, navigate to the Submission page to complete the validation and submission process.
Screenshot: Triennial Review Form
Screenshot: Forms page after clicking ‘Save’ on the Triennial Review form.
Note: Please see the sections in the User Guide for information on Attachments and Validation & Submission.
View Application – clicking this button presents the user with a PDF version of the application, which includes all the questions and answers from the Triennial Review form and the list of any attachments that were uploaded as part of the Triennial Review process.
View Full Application – clicking this button presents the user with a PDF version of the application, which includes all the questions and answers from the Triennial Review form and the list of any attachments that were uploaded as part of the Triennial Review process. Also included are any electronic attachments uploaded for the Triennial Review process.
Add/Delete Forms – This is disabled as it is not used for Triennial Reviews.
Delete Application – this allows the submitter or anyone with ‘Manage’ access to the protocol to delete the application. There will be a warning message when this button is selected. Once the Triennial Review application is deleted, it is no longer accessible through Insight. Applications can only be deleted when the process in a status of “In Progress” or “Submitted”. Once it is sent to SRAC and is pending review it can no longer be deleted.
Clone Protocol – This button allows the user to clone any protocols that were electronically created through eIACUC. To clone a protocol, the user can optionally check the Include Staff and/or the Include Attachments box, then click ‘clone protocol’. A title for the cloned protocol must be entered and upon saving that title, the cloned protocol will be placed within the user’s Work in Progress tab.