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Watch the Video!

Access a Progress Report that is Submitted

From the dashboard, go to:

  • Analyst Business Item Queue 


  • Locate the Protocol you will be working with. 
  • Click the folder in the View column
  • You will automatically be directed to the Analyst view of the Progress Report
  • The below menu are functions to use when reviewing:
    • The Progress Report on your screen can be edited. Be sure to click Save after you have made edits
    • To return to PI, click Send Back to PI
    • If the Progress Report is ready, click Ready for Review 
    • After the Progress Report is reviewed, the analyst will need to return to this page and either Approve or Disapprove the progress report.

 


After the progress report is submitted, do not use the Species or Personnel pages under the Analyst Function menu.


  • Send Back to PI - Click the mustard button from the analyst menu if the PI will need to edit the progress report. 
    1. if the PI needs to be notified, click Return PR with Message (green button)
    2. if the PI does not need to be notified, click Return Progress report (light blue button)

 

(Keep in mind, even though the PI is not notified, if they are logged into ORCA, they will see the the progress report due button) The Message: box will be available to you, but you should not use. Text entered will not be stored and will not be routed to anyone. Use this method if you need the PI to make changes but you do not want to send the email notification.


(lightbulb) When the progress report is returned to the PI, it can be edited by the RRP staff. The Send Back to PI is used when the progress report has been submitted.

(lightbulb) Note: If the progress report is returned for editing, the delegate can make the changes and submit back to the office. The PI is not required to login and submit. 



Update Progress Report that is In-Progress

If you would like to make changes to the progress report that is in progress:

  1. Go to IACUC Protocols
  2. Click the folder for the protocol
  3. Click Progress Report Review from the menu
    1. the Form Status will state: In-Progress

  4. Make updates as necessary.
  5. Click Save 

     

    Refresh

    If you are on the phone with the investigator (co-pi or delegate), have them refresh their screen to see the edits you have entered. 



From the protocol list if the padlock icon, , indicates a Progress Report has been submitted.

  1. Click on the padlock, , to unlock.  A small screen will appear. Two options are available, 1) Unlock Progress Report   2) Unlock PR & Notify PI

 

 

 


 

 

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