Triennial Review Application

 

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.