Annual Review Application

 

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.