Manage Action Items

Core IRB Staff have the ability to "flag" a study with an action item via the Manage Action Items activity in the submission workspace.

  • For submissions with an open action item, "Action Item is in effect on [parent study #]" will display in red at the top of the reviewer checklist.
  • Once created, an action item cannot be deleted. In order to close an action item, you must update it (see below) and enter a date the action item was resolved.

Create an Action Item

1. From the applicable submission workspace, click the Manage Action Items activity.

2. Click Add in the Manage Action Items activity window.

3. In the Add Action Item window, select the action item category and enter the date action should be taken. If desired, enter comments in the field provided.

4. Click OK and Add Another if you wish to add additional action items, or click OK to return to the submission workspace.

 

View Open Action Items

Submissions with open action items are displayed on the Open Action Items tab in the Core IRB Staff home workspace.

Open Action Items tab in home workspace

Action items are displayed on the IRB tab in the applicable submission workspace. Click the View link to display a summary of the action item.

IRB tab in the submission workspace

 

Update an Action Item

From the submission workspace, click the Manage Action Items activity, and then click Update next to the applicable action item.

update action item activity window