RAMS-IRB TRAINING

5TH THURSDAY WORKSHOP

MARCH 31, 2016

Outline of this Session:

Welcome, sign in, and introduction to the structure of RAMS-IRB 5 minutes

Complete pages 4-13 of the packet in pairs or small groups 15 minutes

Group discussion about pages 4-13 5 minutes

Complete pages 14-18 of the packet as a large group 15 minutes

Questions and answers about RAMS-IRB 5-8 minutes

Complete post-assessment 2 minutes

Take-Home Bonus! For extra skills training, take home a chapter of Word 2010 All-In-One for Dummies by Doug Lowe to read about redlining in Microsoft Word. Many additional training articles, videos, and tutorials are available at https://support.office.com for other versions of Word.

To set up a personalized training session, contact Megan Wright at [email protected].

Session Objectives:

1. Increase the confidence of experienced reviewers 2. Teach basic navigation skills to new and prospective reviewers 3. Answer questions about how RAMS-IRB works

Page 1 of 18

THE STRUCTURE OF RAMS-IRB

All Studies the IRB has received

Main Study of a particular study

Amendment Continuing Review Report Workspaces Workspaces

Each amendment is Each continuing review Each report is separate separate (ex. _Ame1, is separate (ex. _CR1, (ex. _Adv1, _Adv2…) _Ame2…) _CR2…)

When approved, the Amendment workspace over-writes the Main Study workspace.

Here’s another way to picture it:

Main Study Workspace

Continuing Reviews Amendments

_CR1 _CR2 _Ame

_Ame2

Reports

_Adv1

Page 2 of 18

BREADCRUMB NAVIGATION

The gray bar across the top of the page is called “breadcrumb” navigation. It shows the trail of where you are within a workspace.

Many computer systems use breadcrumb navigation to describe the location of a specific file within a series of folders. Here is an example of where this training worksheet is stored on my computer:

C:\preslaned\My Documents\Trainings\5th Thursday handout.doc

In RAMS-IRB, the navigation will always follow the format of

Electronic File Room link > Main Study Workspace link > Submission Workspace link IRB > Study Title > Submission Title

If you ever get lost within a workspace, look at the breadcrumb trail and click on the study title link to be taken to the Main Study Workspace. You could also click the submission title link to return to the submission workspace.

Page 3 of 18

IRB COMMITTEE MEMBER HOMEPAGE

NAME OF IMAGE OF ACTIVITY DESCRIPTION OF ACTIVITY ACTIVITY My Home and

Logoff links

My Inbox

Upcoming

Meetings tab Reviewer & Investigator roles

Meetings link

IRB link

Help link

Submission workspace link

Page 4 of 18

IRB TAB – THE “ELECTRONIC FILE ROOM”

NAME OF IMAGE OF ACTIVITY DESCRIPTION OF ACTIVITY ACTIVITY

In Progress tab

Approved tab

Archived tab

Search tab

Search bar

Links to search by submission type

My Home link

Page 5 of 18

NEW STUDY WORKSPACE

NAME OF IMAGE OF ACTIVITY DESCRIPTION OF ACTIVITY ACTIVITY

Current State OR Information

View Study

Printer Version

button

View Differences

button

Log Private

Comment button

Log Public

Comment button

Page 6 of 18

Finalize Review

button Reviewer Note

Snapshot link

Finalized Review

link

Public comment

history item View Meeting Workspace

button Personnel name

link

Tab Display

options

History tab

Comments tab

Documents tab

Admin Docs tab

Reviewer Notes

tab

Change Log tab

IRB Information

tab

Paper History tab

Page 7 of 18

AMENDMENT WORKSPACE

NAME OF ACTIVITY IMAGE OF ACTIVITY DESCRIPTION OF ACTIVITY Current State OR information

Amendment Cover

Sheet buttons

View Modified Study

button

Printer-Friendly

Study button

View Changes

button

Log Private or Public

Comment buttons

Page 8 of 18

Approved Study link

Finalized Review

link

View Meeting

Workspace button

Personnel name link

Tab Display options

History tab

Comments tab

Documents tab

Reviewer Notes tab

Change Log tab

IRB Information tab

Page 9 of 18

CONTINUING REVIEW WORKSPACE

NAME OF ACTIVITY IMAGE OF ACTIVITY DESCRIPTION OF ACTIVITY View Continuing

Review button Printer-Friendly

Version button View Differences

button Log Private or Public

Comment buttons

Approved Study link

Reviewer Note

Snapshot link

Finalized Review

link

View Meeting

Workspace button

Personnel name link

Page 10 of 18

Tab Display options

History tab

Comments tab

Documents tab

Reviewer Notes tab

Change Log tab

IRB Information tab

Page 11 of 18

APPROVED STUDY WORKSPACE

NAME OF ACTIVITY IMAGE OF ACTIVITY DESCRIPTION OF ACTIVITY

View Study button

Printer Version button View Differences

button Log Public and Private

Comment buttons Tab Display options

History tab

Comments tab

Amendments tab

Continuing Reviews &

Closures tab Reports tab

Documents tab

Admin Docs tab

Change Log tab

IRB Information tab

Paper History tab

Page 12 of 18

MEETING WORKSPACE

NAME OF ACTIVITY IMAGE OF ACTIVITY DESCRIPTION OF ACTIVITY Current State

information Confirm

Attendance button

Decline Attendance

button

Agenda link

(same for Minutes)

Study ID link

Reviewer name link

Stop when you finish this page.

Page 13 of 18

ADDING REVIEWER NOTES Step-by-Step Directions Screenshot New Study: Amendment: Continuing Review:

EDITING REVIEWER NOTES Find the note within the smartform New Study: Amendment: Continuing Review:

OR…. Find the note in the Reviewer Notes tab

Step-by-step Directions Screenshot

Page 14 of 18

DELETING REVIEWER NOTES

Find the note in the smartform New Study: Amendment: Continuing Review:

OR… Find the note in the Reviewer Notes tab

Step-by-Step Directions Screenshot

Page 15 of 18

VIEWING CHANGES

NAME OF ACTIVITY IMAGE OF ACTIVITY DESCRIPTION OF ACTIVITY

View Study button

Printer Version

button

View differences

button

Change Log link

On Page ____ link

Link to view the most recent letter of approval

Submission link (see page about Breadcrumb Navigation)

Page 16 of 18

BUTTON/LINK DESCRIPTION AND USES SCREENSHOT

View property changes (shows the computer language for the changed fields and text).

Pros: Quick way to view simple Change Log link changes and revisions in text responses.

Cons: Can be confusing to read, need to know the smartform well to recognize the properties that change.

View a side-by-side comparison of the pages that were changed.

Pros: Quick way to compare lists. On Page ____ link

Cons: Changes are only redlined if viewed in certain internet browsers, so can be hard to see changes in text responses.

View redlined changes within the smartform. Recommended method

Pros: Best way to view amendments with many changes and to check reviewer note responses. Can view differences between the most recent version View differences and previous resubmissions. button Cons: Only shows those pages that the PI revised, so still need to read through the entire smartform to ensure the changes were made throughout. If a document is changed, it shows every page that has a document upload question.

Page 17 of 18

KEY DIFFERENCES BETWEEN EXPEDITED & FULL BOARD REVIEWS Expedited Study Full Board Study

“Finalize Primary/Secondary How to finalize a review “Finalize Review” button Reviewer’s Notes” button

What the review looks like A review form to be filled out A comments box The Panel administrator records the The reviewer clicks “Finalize Review” meeting decision on behalf of the Panel and then selects “Changes Required” in How changes are requested and changes are requested in a formal the first question letter from the Panel

When reviewer notes While you review the study before the While you review of the study should be logged and edited meeting AND during the meeting

When reviewer notes are After your review is finalized as After the Panel’s letter is sent to the seen by the study team “Changes Required” study team** Upload your redlined version when you Sending redlined finalize your review (click “Update” Email your redlined version to your documents from a reviewer next to the document, browse for your Panel administrator before the meeting to the study team file, and click OK) ** Caveat: Some RAMS-savvy study teams know that they can look at the reviewer note snapshot before the meeting. However, they cannot view the reviewer notes in the smartform or respond to them.

Page 18 of 18