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User Guide

Complete guide to using the IRB Management System

Quick Start

  1. Log in with your organization credentials at the sign-in page
  2. Review your dashboard for pending tasks and recent activity
  3. Use the sidebar navigation to access Studies, Submissions, or Clinics
  4. Check Messages regularly for communications from clinics and team members

Getting Started

Logging In

Access your account using your organization credentials

Dashboard Overview

Understanding the main dashboard and key metrics

Navigation

Using the sidebar to access different modules

Studies Management

Creating a Study

How to create new research protocol entries

Study Statuses

Understanding draft, active, suspended, and completed statuses

Clinic OS Integration

How studies sync with the Clinic OS system

Submissions

Submitting for Review

How to submit protocols for IRB review

Review Types

Full board vs. expedited review processes

Tracking Status

Monitoring your submission through the review process

Clinic Management

Adding Clinics

How to register participating clinical sites

Clinic Status

Managing active, pending, and suspended clinics

Data Submissions

How clinics submit research data

Messaging

Sending Messages

Communicating with clinics and team members

Message Categories

Using categories for organized communication

Attachments

Sharing documents through the messaging system

Meetings

Scheduling Meetings

How to schedule IRB committee meetings

Meeting Types

Full board, expedited, and special sessions

Agenda Management

Adding studies to meeting agendas

Reports

Available Reports

Types of reports you can generate

Generating Reports

How to create and download reports

Compliance Reports

Audit and regulatory compliance documentation

Need More Help?

If you need additional assistance or have questions not covered in this guide: