2015 - university of tennessee health science center · 2016-10-01 · signoff . 1. if you are the...

Routing, Workflow Tracking, & Signoff Guide

2015 Revised: January 16, 2015

Table of Contents

Routing for Signatures......................................................................................................................... 3

Workflow Tracking ............................................................................................................................... 6

Signoff ...................................................................................................................................................... 10

Routing, Workflow Tracking, & Signoff Guide 16 February 2015

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Routing for Signatures

1. After clicking “Signoff and Submit” for any type of submission, you will be asked if the submission requires additional routing for approval.

2. Change the answer to “Yes” if you have anyone in addition to the principal investigator

who must sign off on the submission. Please see the chart below for required signatures.

Type of Submission Required Signature(s)

New Application

PI; all Co/Sub-Investigators; Dept. Chair if PI is a UT student/fellow/resident/ employee/faculty member; Faculty Advisor if PI is a student, fellow, or

resident; & Hospital Service Chief (for Regional One Health studies)

Response to recommendations/provisos for any submission form PI or Co/Sub-investigator

Revisions (Form 2) PI or Co/Sub-investigator; & any newly added investigator

Continuation (Form 3); Adverse Events (Form 4); etc. PI or Co/Sub-investigator


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3. If you need to send to anyone besides the principal investigator to sign off, check “Yes.”

4. Once you save, your investigator names will appear. Make sure you check the box beside the people who need to sign off so that they are included in the routing for signatures. Note: if some investigator names do not appear, you did not include them in section 3.0 of your application, so you must go back and revise your application.

5. Once you save, the next page shows your UT department chair, and if your study is at Regional One Health, the division chief(s) will show as well. If you need any of them to sign off, check the box beside their names. Note: if a department chair or division chief name does not appear, you did not include him/her in section 3.0 of your application, so you must go back and revise your application.


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6. Once you save, you will be asked if you have completed your selection of required signatures.

7. Make sure you change the answer to “Yes” and save.

(If you do not change the answer to “Yes,” you will see this warning box after you save:)


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(If you click on the warning box, you will be able to click on the text below and go back to the routing assignment list, where you can click “Yes” that you have completed your selection of required signatures.)

Workflow Tracking

1. Once you save after saying “Yes,” that you have completed your selection of required signatures, you will see the Workflow Tracking page. This page allows you to see where your submission is in the electronic process. You can even see who has signed off by looking at the status column on the left. Below, Margaret and Kim have signed because there is a green check mark beside their names. We are still waiting on Holly, the department chair, to sign off because there is a blue “in-process” symbol” by her name. Note that if you routed your submission to the department chair/division chief for signoff, his/her name will not show up in the tracking until all other persons have signed. In addition, the IRB will NOT receive the submission until all persons in the routing assignment list, including the department chair/division chief (if applicable), have signed.


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2. If you want to change your routing assignment list, you can click on the Routing

Assignment List icon above in the 2nd column and re-save your list.

3. If you are the coordinator or research staff submitting to the IRB, you will then see the screen below. This is your project’s home screen. You can click on the green Waiting for Signoffs box to get to the Workflow Tracking page to see where your submission is in the electronic process, who has still not signed off, and whether the IRB has received your submission.

4. Once the IRB has received your submission, the Workflow Tracking page will state this. Note: if all persons have signed (i.e., everyone has a green check mark by his/her name) and you do not see the statement circled below in red, call the IRB immediately- an electronic error occurred with your submission that must be corrected before the IRB will receive your submission!


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5. After the IRB has received your submission, the Outstanding Submission information will no longer be on your study’s home page.

6. You must go to your Submission History to get to the Workflow Tracking page.

7. Then, click on the Track Location button.


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8. You can then see the status of your submission again, including who was assigned as your analyst in the IRB office. If you have questions about your project, call and ask for this person as she will be the most familiar with your project.

9. If you log out of iMedRIS and want to find your project again, you should click My Projects.

10. Find the project you want to view, and click to open it from the left column.


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Signoff 1. If you are the principal investigator or a co-/sub-investigator submitting to the IRB,

you will be asked to sign off on the submission after you finish the routing assignment list.

2. Click “Approve” if all of the submission components accurately represent your project, enter your NetID and password, and click Save Signoff.


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3. If you did not submit your project’s form to the IRB, but you need to sign off, you will have a Submission Routing Signoff notice on your iMedRIS home page (as soon as you log in, you will see it).

4. When you click on Submission Routing Signoff, it will expand and show you your signoff tasks.

5. Click to open the signoff task.


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6. You will see a page similar to this with your project’s submission components:

7. Click “Approve” if all of the submission components accurately represent your project, enter your NetID and password, and click Save Signoff.


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2015 - university of tennessee health science center · 2016-10-01 · signoff . 1. if you are the...

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