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. |