Staff & Access Overview
The Humans module within Insight provides the ability to add study staff to a protocol, modify study staff and to grant non-study staff access. While a new protocol submission has a status of ‘In Progress’, the staffing function will be used to both add study staff to a protocol and to grant non-study staff access to a protocol. Additional information, such as role, certification status and organization will be displayed for each person.
Main Screen Elements: Study Staff
Column Name |
Description |
Last Name |
The last name of study staff assigned to the protocol. |
First Name |
The first name of study staff assigned to the protocol. |
Username |
The username of study staff assigned to the protocol. |
Role |
The role the person will play on the study, i.e. Research Nurse. |
Institution => Department => Unit |
The Institution, Department and Unit that the person is associated with in Insight. |
Contact Person |
If checked, the person has been designated as a contact person on the research study and will receive correspondence. In addition a contact person is granted manage permission level to the protocol. When adding a Principal Investigator or a Site Responsible Investigator, the default value will be checked (indicating they are a Contact Person) and this cannot be changed. |
Permission |
A list of the possible permission levels a user can be assigned with regards to a protocol.
When adding a Principal Investigator or a Site Responsible Investigator, the default permission value will be ‘Manage’ and this cannot be changed. |
CITI Certified |
A list with the values ‘Yes’ or ‘No’ to indicate whether the study staff has received certification training within the past 3 years.
Note: CITI Certification information is updated nightly from Research Express. |
Certification Date |
The date the study staff completed CITI certification.
Note: CITI Certification information is updated nightly from Research Express. |
AME # |
Indicates if the study staff was added as part of an Amendment by providing the Forms ID (i.e. AME1). |
Staff Certification |
The PDF version of the on-line certification form filled out electronically by a study staff member. This PDF form displays how the study staff member completed the checkboxes on the certification form. This PDF form is not the blank certification template. |
Remove |
Only visible if the page is in edit mode (unlocked); allows the study staff member to be removed from the study. |
Action |
Only visible if the page is in edit mode (unlocked); allows the study staff member to be edited. |
Main Screen Elements: Non-Study Staff Access
Column Name |
Description |
Last Name |
The first name of the person assigned access to the protocol. |
First Name |
The last name of the person assigned access to the protocol. |
Username |
The username of the person assigned to the protocol. |
Institution => Department => Unit |
The Institution, Department and Unit that the person is associated to in Insight. |
Comments |
A comment explaining the reason why the person was given direct access to the protocol. The field displays when giving a user direct access to the protocol through the Staff & Access page or Admin module. |
Contact Person |
If checked, the person has been designated as a contact person on the research study. When adding new non-study staff access users, the default will be unchecked. |
Permission |
A list of the possible permission levels a user can be assigned; View, Edit and Manage. When adding non-study staff, the default value will be ‘View’. |
Remove |
Allows the non-study staff member to have access removed from the study. |
Action |
Allows the non-study staff member to be edited. |