The first step in the workflow of a protocol application is the certification and sign-off by the Principal Investigator staffed to the study. The protocol will not progress to the next steps until the Principal Investigator has completed the sign-off process.
The certification form itself is composed of three parts. The header component contains information specific to the submission, such as protocol title and assigned protocol number if available. The second section of the certification form contains standard text describing the statements being certified. The signature section provides the date and time the certifier’s electronic signature was authenticated and captured. NOTE: At the authentication step, there will be a check to make sure the person certifying has completed an Occupational Health Survey Form and a Qualifications and Experience Form. These forms are accessed via links from the certification step. If either of these forms were not completed, an error message will display requiring completion of the form(s) before authentication is allowed.
When an application is submitted, an e-mail notification is sent to the primary staffed PI(s) indicating that they have a workflow task in Insight. The e-mail will provide a hyperlink to the Insight application so that the PI can logon to review the protocol, view and complete the certification form screen, sign-off electronically using NT authentication and add comments when appropriate.
These are the steps to completing the certification review and sign-off on-line:
Principal Investigator Review – click Accept or Decline to acknowledge participation in the study.
Principal Investigator Certification – click all checkboxes to certify compliance, enter username and password, and then click the ‘Authenticate’ button to complete the electronic sign-off.
Comment (optional) – enter comments if necessary and click the ‘Accept’ or ‘Decline’ box to complete the task.
Screenshots: Principal Investigator Form
Click on the Protocol Number (if available) or Protocol Title link
Check the boxes next to each true statement
Authentication (Electronic Sign-Off)
Accept or Decline: