Work in Progress

 

The Work in Progress page displays any applications (Initial Reviews, Continuing Reviews, Amendments, Adverse Events and Other Events) that are in the process of being created.  These submissions will have a status of ‘In Progress’.

 

On the Work in Progress page, if a user has the ability to access several records, Insight may require that the user hits the ‘Search’ key, and preferably limit the search by entering search criteria before doing so.  No search results will display until the search is performed.  This rule applies to users who have been granted access to data through the Insight Admin module with the following conditions:

 

  1. User has access to more than five Principal Investigator’s portfolios OR

  2. User has access to more than one Organization

 

 

The search results can be filtered by Principal Investigator (PI), Organization (ORG), or any of the page specific search criteria (Protocol # and Title).  This page has no expanded search criteria.

 

Any person staffed or assigned explicit access to the protocol will be able to view the protocol before it has been submitted.  All information displayed on this page is read only and, therefore, cannot be modified.  The following columns appear in the search results grid – Protocol #, Type, PI Name, Title, Date Started, Date Last Modified and Last Modified By.  All columns can be sorted by clicking on the column header title link.  The arrow indicates the screen is sorted to that column in either ascending (up) or descending (down) order. 

 

The default sort order of the data is descending Protocol number.   The text for Title has been limited on the screen for display purposes, but the entire contents can be viewed by placing the cursor over the field.  The Title is a link which, if selected, navigates the user further into the record to the Forms page.

The page displays 20 records per page. 

 

If a user has access to more than 20 records, the paging links located at the top right or bottom right of the grid (First Page | Previous Page | Next Page | Last Page) will allow the user to scroll through all records.  Information can be downloaded by clicking on the ‘Download to Excel’ link or the ‘Download to PDF’ link located on the page title bar.

 

Screenshot:

 

 

Main Screen Elements

Column Name

Description

Protocol #

A unique number assigned by Research Express for tracking the protocol.  This number will remain throughout the entire lifecycle of the protocol.  The Protocol # will be blank for any new protocol submissions.  The Protocol # will be populated if the submission is for a process related to an existing protocol, i.e. a Continuing Review or Amendment on an existing protocol.

Type

The business purpose of the submission, i.e. Continuing Review or Amendment.  The form ID will be included in parentheses to further clarify which exact process is in progress, i.e. AME1.

PI Name

The name of the Principal Investigator staffed to the protocol (in the format Last Name, First Name).

Title

The title of the protocol.

Date Created

The date the application was started.

Date Last Modified

The date the last change was made to the application.

Last Modified By

The name of the person who last modified the application (in the format Last Name, First Name).