An Annual Review (AR) application is started from the Protocol Details page. To start a Annual Review, select process type ‘Annual Review’ from the dropdown box located to the left of the ‘Create New Process’ button. The ‘Create New Process’ button will launch the Annual Review initial questionnaire. Any user with edit or manage access to the protocol in Insight will have the ability to start a new Annual Review on a protocol.
Once the Annual Review questions have been answered and saved, the user is returned to the Forms page where the Annual 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 Annual Review form itself (titled “Annual Report”) 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.
An Annual Review can be submitted with or without electronic attachments. To add an attachment, move to the Attachments page. When all changes have been made, navigate to the Submission page to complete the validation and submission process.
Screenshot: Annual Review form.
Screenshot: Forms page after clicking ‘Save’ on the Annual Review form.
In this case, the Add Hazardous Agent form is displayed because the user answered “Yes” to the question “Are you using any hazardous material?”
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 Annual Review form, the list of study staff for the current approved protocol, and the list of any attachments that were uploaded as part of the Annual 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 Annual Review form, the list of study staff for the current approved protocol and the list of any attachments that were uploaded as part of the Annual Review process. Also included are any electronic attachments uploaded for the Annual Review process.
Add/Delete Forms – This is disabled as it is not used for Annual Reviews.
Delete Application – this allows the submitter or anyone with ‘Manage’ access to the protocol to delete the Annual Review application. There will be a warning message when this button is selected. Once the 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.