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The approvals process

Through the approvals process, users of IRT for a study can communicate about changes to subject information while continuing to do their work.

During the approvals process, you (as an approver) do the following:

  1. Receive alerts when your role is assigned a request for approval as a first-level or second-level approver.

    These alerts are listed in the Task lists on the Home page dashboard, and are also sent as email notifications to persons assigned to appropriate roles.

    For more information, see:

  2. On the Subject Approvals page, select and review details of the request.
  3. Accept or reject the request.
  4. For rejected requests, provide Comments as documentation of the decision or to guide site users on follow-up actions.

Best practices for using IRT

Be sure to establish an approvals policy and communicate this policy with all study staff so they understand such issues as when approvals are required and how long the approval cycle should take.

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