How to Review as a Faculty Advisor in Kuali-IRB
This guide provides a step-by-step process for reviewing as a faculty advisor in Kuali-IRB.
Samantha Martocci
33 steps
3 minutes
Kualibuild
1
Faculty Advisors will receive an email notification when a protocol is submitted that requires their review.
2
To view the protocol, click the "Begin Review" button in the email. This will open the protocol directly.
3
Alternatively, you can note the IRB Application Number in the subject line and navigate to it through the Action List. To do this, navigate to Kuali-IRB: [[https://go.umd.edu/kuali-irb]]
4
Click "Action List"
5
The Workflow step will read "IA: Advisor Approval" to indicate it requires advisor review. Click the row with the correct protocol to review it.
Tip! Confirm you're reviewing the correct protocol by referencing the Protocol Number in the email subject line, which should match the Document # in the Action List.
6
Review the entire submission to ensure it is complete and clear. Navigate through each page. You can click on the name of the page to view it or click "Next" to navigate to the next page.
Tip! Remember to scroll to the top to move to the next page or go back.
7
Review all pages and click "Modifications"
8
Use the Advisor Review Checklist built into Kuali to guide your review and determine the next step.
9
If all items are complete and **no modifications are required**, complete the checklist and proceed to **Step 10.** If **modifications are required**, skip to **Step 11.**
10
If **no modifications are needed** to proceed to IRB review, click "Approve." This will move the protocol forward, sending it to the IRB Office for intake.
11
If there are **modifications needed**, click "Modifications Needed."
12
Click the "Section/Topic" field.
13
Begin typing the name of the section where changes are needed.
14
Click in the Modification(s) Required field and type your requested modification.
15
To add multiple modifications, click "Add Another Row"
16
When all modifications have been entered, click "Approve" to send the modifications to the investigator.
Alert! This step **relies** on you having checked the "Modifications Needed" box. Otherwise, it will move the project forward to the IRB Office and will **not** send to the investigators.
17
When the researcher has completed modifications, you will receive another email like the one below. Click "Begin Review" to review the revised submission. This will open the protocol directly.
18
Alternatively, navigate to [[https://go.umd.edu/kuali-irb]]and click on "Action List."
19
The Workflow step will read "IA: Advisor Modification Approval" to indicate it requires advisor re-review. Click the row with the correct protocol # to review it.
20
Review the revisions and determine if modifications have been addressed.
21
Click "Next" to navigate through each page.
22
Review all pages and click "Modifications" when complete.
23
Revise the advisor review checklist as needed.
24
If all items are complete and **no modifications are required**, skip to step 33.
25
For any new modifications that are needed, please add a new row.
26
If a modification was not fully or accurately addressed, update the existing modification to specify what is required to proceed.
27
This time, to send the application to the researchers, you must ‘Send Back’ the protocol. Click the three dots in the corner of the page, next to Approve.
28
Click "Send Back"
29
Click "IA: Modifications Required by Advisor"
30
Click the "Add Comments" field.
31
Type something like: "Please see the Modifications page for requested modifications." and click "Send Back" to send the modifications to the investigator.
32
The modifications will be sent to the investigators and when complete, you will receive another email notifying you of the revisions. **Go back to Step 17 to see the email that will be sent and continue forward from Step 17 until all modifications have been addressed.**
33
When there are no additional modifications needed for the protocol to proceed to IRB review, click "Approve." This will move the protocol forward, sending it to the IRB Office for intake.
How to Review as a Faculty Advisor in Kuali-IRB
This guide provides a step-by-step process for reviewing as a faculty advisor in Kuali-IRB.
Samantha Martocci
33 steps
3 minutes
Kualibuild
1
Faculty Advisors will receive an email notification when a protocol is submitted that requires their review.
2
To view the protocol, click the "Begin Review" button in the email. This will open the protocol directly.
3
Alternatively, you can note the IRB Application Number in the subject line and navigate to it through the Action List. To do this, navigate to Kuali-IRB: [[https://go.umd.edu/kuali-irb]]
4
Click "Action List"
5
The Workflow step will read "IA: Advisor Approval" to indicate it requires advisor review. Click the row with the correct protocol to review it.
Tip! Confirm you're reviewing the correct protocol by referencing the Protocol Number in the email subject line, which should match the Document # in the Action List.
6
Review the entire submission to ensure it is complete and clear. Navigate through each page. You can click on the name of the page to view it or click "Next" to navigate to the next page.
Tip! Remember to scroll to the top to move to the next page or go back.
7
Review all pages and click "Modifications"
8
Use the Advisor Review Checklist built into Kuali to guide your review and determine the next step.
9
If all items are complete and **no modifications are required**, complete the checklist and proceed to **Step 10.** If **modifications are required**, skip to **Step 11.**
10
If **no modifications are needed** to proceed to IRB review, click "Approve." This will move the protocol forward, sending it to the IRB Office for intake.
11
If there are **modifications needed**, click "Modifications Needed."
12
Click the "Section/Topic" field.
13
Begin typing the name of the section where changes are needed.
14
Click in the Modification(s) Required field and type your requested modification.
15
To add multiple modifications, click "Add Another Row"
16
When all modifications have been entered, click "Approve" to send the modifications to the investigator.
Alert! This step **relies** on you having checked the "Modifications Needed" box. Otherwise, it will move the project forward to the IRB Office and will **not** send to the investigators.
17
When the researcher has completed modifications, you will receive another email like the one below. Click "Begin Review" to review the revised submission. This will open the protocol directly.
18
Alternatively, navigate to [[https://go.umd.edu/kuali-irb]]and click on "Action List."
19
The Workflow step will read "IA: Advisor Modification Approval" to indicate it requires advisor re-review. Click the row with the correct protocol # to review it.
20
Review the revisions and determine if modifications have been addressed.
21
Click "Next" to navigate through each page.
22
Review all pages and click "Modifications" when complete.
23
Revise the advisor review checklist as needed.
24
If all items are complete and **no modifications are required**, skip to step 33.
25
For any new modifications that are needed, please add a new row.
26
If a modification was not fully or accurately addressed, update the existing modification to specify what is required to proceed.
27
This time, to send the application to the researchers, you must ‘Send Back’ the protocol. Click the three dots in the corner of the page, next to Approve.
28
Click "Send Back"
29
Click "IA: Modifications Required by Advisor"
30
Click the "Add Comments" field.
31
Type something like: "Please see the Modifications page for requested modifications." and click "Send Back" to send the modifications to the investigator.
32
The modifications will be sent to the investigators and when complete, you will receive another email notifying you of the revisions. **Go back to Step 17 to see the email that will be sent and continue forward from Step 17 until all modifications have been addressed.**
33
When there are no additional modifications needed for the protocol to proceed to IRB review, click "Approve." This will move the protocol forward, sending it to the IRB Office for intake.
