Match an IRB file or add new item

If you have a role that allows you to access the IRB approval documents queue, you can attempt to match a file in the queue to an existing placeholder item or add a new item if no match is found.

1. In the Oracle Site Activate global navigation bar, hover over the More menu and click Quarantined files.
2. On the Quarantined files page, click the IRB documents tab.
3. Optional: Filter the queue by file name, site, country, study or source.
4. In the Action column, click edit () and select Match file.
5. In the Match file to an item modal, evaluate the potential matching items. Click the radio button for a matching item. If no matching item, skip to step 11.

   Potential matching items display colored status indicators (e.g. orange for in progress, green for complete, etc.). The status indicators are intended to help you see when a document has already been added to certain placeholder and perhaps the placeholder should not be used again.

6. Click Continue.
7. In the Enter metadata modal, enter a Document date.
8. If enabled for the item, you may optionally check the box for Share with sites. Use the Site Users drop-down menu to select individuals or All.
9. Click the Requires wet ink check box if the item requires a physical signature.
10. Click Done.
11. If no matching item was found, click the No match – add new item radio button.
12. In the Add a new item modal, use the drop-down menu to select the type of document.
13. If the document is protocol related, choose the protocol from the drop-down menu.
14. Click Continue.
15. In the Enter metadata modal, enter a Document date.
16. If enabled for the item, you may optionally check the box for Share with sites. Use the Site Users drop-down menu to select individuals or All.
17. Click the Requires wet ink check box if the item requires a physical signature.
18. Click Done.