Workflow Steps – Annual Reviews

 

Step #

Step

Workflow Action

Results

1

Submitter initiates an Annual Report and completes the questionnaire

None

Application is saved in Insight and can be viewed and accessed from the Work In Progress page.

 

Status = In Progress

2

Submitter has completed, successfully validated and submitted the AR application

None

E-mail notification is sent to PI with a link to Insight for electronic signature.

 

Status = Submitted

3

PI sign-off

PI signs-off from his/her workflow queue and clicks ‘Accept’.

E-mail notification is sent to the SRAC Inbox with a link to Insight for review and routing to the correct administrator.

 

Status = Pending

 

 

PI does not sign-off; and clicks ‘Decline’ with comments on why declining.

E-mail notification is sent to the submitter with a link to Insight for review.

 

All contact people also receive e-mail notification, but will not see an entry in their activity list.

 

Status = Submitted

4a

SRAC Administrator reviews protocol and makes determination that the application is incomplete. 

SRAC Administrator clicks “Decline” and routes the protocol back to the Submitter with comments on corrections needed.

E-mail notification is sent to the Submitter with a link to Insight for review.

 

All contact people also receive e-mail notification, but will not see an entry in their activity list.

 

Protocol is automatically unlocked for the Submitter to make changes.

 

Status = Pending

5a

If action in step #3 is “Decline”, then Submitter makes any necessary changes and saves application.

None

E-mail notification is sent to the SRAC Inbox with a link to Insight for determining review and routing to the correct administrator.

(Next step is 4a or 4b)

 

Status = Pending

4b

SRAC Administrator reviews protocol and makes determination.  In this scenario determination is that the protocol is complete.

Administrator clicks ‘Accept’.

NOTE:

For the SRAC office, this is where workflow ends and current processes continue.  Assignment to board will happen in ReX

 

Status = Pending.