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.

  • View: user can only view the protocol information

  • Edit: user can modify values on the protocol when it is open for editing (unlocked).

  • Manage: same as edit, but in addition user can edit someone else’s security level (permission).

 

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.

 

Staffing Process

Staff & Access Security Rules