OCREB Online User Guide
Contents
1. Demo Centre 8 Mennene Studies 5 Name SmartForm Date Created Date Modified There are no items to display Ontario Cancer Research Ethics Board Page 10 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 3 1 4 My Home page for REB Coordinators contains A system navigation bar with links to various pages which visible from any page or workspace A user tool bar menu with links to your profile and your home page My Home You can link to your personal profile to review or update it at any time by clicking on your name This user too bar menu is visible from any page or workspace in the system 3 My Roles which allows you to toggle between user roles by selecting the applicable user role if you have more than one role 4 The name of each REB Committee that you are working with only OCREB at the moment N A I new meeting activity button which allows you to create new meetings A series of tabs 6 1 My Action Items tab which display items requiring action by you 6 2 Unassigned Projects tab displaying submissions under REB Administrative Review and not yet assigned to an REB Coordinator 6 3 My Studies tab which displays a list studies assigned to you 6 4 My Reportable Events tab which displays a list of reportable events for projects assigned to you 6 5 My Amendments tab which displays a list of amendments for projects assigned to you 6 6 M2. Date Modified Type State Is Finalized Pro00000091 REB Demo da 14 02 2011 1 16 PM Initial Submission Assigned To REB Meeting no Ontario Cancer Research Ethics Board Page 9 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 3 1 3 My Home page for Department Approvers contains 1 A system navigation bar with links to various pages This navigation bar is visible from any page or workspace in the system 2 A user tool bar menu with links to your profile and your home page My Home You can link to your personal profile to review or update it at any time by clicking on your name This user too bar menu is visible from any page or workspace in the system 3 My Roles which allows you to toggle between user roles by selecting the applicable user role if you have more than one role 4 The name of each REB Committee that you serve on only OCREB at the moment 5 My Action Items tab which display items requiring action by you and a Studies tab displaying all studies on which you are the department approver 2 Demo Department Head 8 My Home Logoff Page for Demo Department Head 8 My Roles Welcome to your Personal Folder Use the following guidelines to process your Studies Dept Div Approvers e Review all submissions in your Inbox You can Approve the submission for your department or Request Changes that the study team Departments Approve For
3. to OCREB templates John Smith My Home Logoff Page for Demo Principal Investigator Welcome to your Personal Folder the central resource or managing your applications Use the following guidlines to process your applications Dept Div Approvers Study Staff Process all submissions in your Inbox tems appearing here require immediate action by you to speed your submission through the review process Click on link to process an item The system will automatically notify you when action is required by you Create Provincial Monitor the progress of your submissions using the other tabs Items on these tabs do not require any action by you E New Provincial Study Quick Links Consent Forms My Action Items My Studies My Amendments My Renewals My Reportable Events Tole yo HYTT gt Filter by ID vil Advanced ID Name SmartForm H Date Modified Type Owner State Last State Change 79 2011 7 59 Initial Pre 2 9 2011 2 59 PM Ontario Cancer Research Ethics Board Page 8 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 3 1 2 My Home page for REB members contains 1 A system navigation bar with links to various pages This navigation bar is visible from any page or workspace in the system 2 A user tool bar menu with links to your profile and your home page My Home You can link to your personal profile to review or update it at any time by clicking on your nam
4. A ocreb OCREB Online User Guide Getting Started Version 1 0 For all OCREB Online Users Table of Contents 1 REP NNN 4 kk MENN 4 2 PE NN 4 ES T CKNIGO DELAI RR EEE ER 4 1 4 Sandbox Practice Area rrrrrrnnrrrnnnnrrrsnnrrrrnnnrrrnnnnrrrrnnnrrrnnnnrrsennrrrsnnnnnssennresennnnesennnnesennnnesennvesennnnesen 4 DD NN 4 ME 0 STO 50 EEE 5 2k O FOME RAOG eene EE NM eee ee eer eee 5 22 ON 5 Bice WRONG OU EE 5 2 4 User Profile Contact and Password InfOrmatiOn ccccccsccccssscssssecsseeeessecesssecesseessseeeesseeeesaees 6 2o 00 SS S ROOS oreraa nA E E E EEE 7 gt Navigating OCKEB NE 8 Sele NY ROMO 5 0 EEE 8 3 1 1 My Home page for Study Staff CONtalhS ssssssssersssrrssrrssersserrsnrrsseresnrrssrrsrrrsrrrrrr nns rr r rr rr rr rn rna 8 3 1 2 My Home page for REB members contains mmsssmssersseereserrrssrrererrersrrrrsrrrrsnnr rer rsnr rr sn reson rr rn ren 9 3 1 3 My Home page for Department Approvers CONTAINS rrrrrrrnrrvrrrrnnvvvrnnnnvvvrrarnnvvnrrrrnnvrensnnnnne 10 3 1 4 My Home page for REB Coordinators contains srrannrrrrnrvrnenvrrrnnverennvvrenrrenenvrersnverennresennn 11 Je NN BR 12 EL FOSNES 12 Seo EP 13 3 3 1 Amendments Renewals and Reportable Events Pages rrrnrvrnennrrvrrnnvvrernrrvrernrresernrreeens 13 1 SANNE 14 FS NNN 14 o ANN NN 15 SEERE intel a dacneea a desaeam sean eetewn se eeueeiasees 16 7 1 Formatting Copying amp Pasting sasavsnesssasconsanavavicsrosav
5. Chair can send the letters back to the REBC for changes edit the letter or approve the letter and issue it to the PI which serves as the Chair s formal signature The modified application PI response is under review by a designated REB member The initial centre application has been submitted to the department head approver for review The department approver can approve the application which routes it directly to the REB or request changes which routes it back to the PI Study Staff The submission meets the criteria for expedited review also referred to as delegated review and is under review by one or more REB members Initial centre applications default to expedited review unless concerns are identified during the review The REB reviews are complete and the REB Coordinator is drafting the final approval letter which is routed to the Chair for final review and approval OCREB has approved the submission Many types of submissions are acknowledged rather than approved e 9 reportable events The state changes to Acknowledged once REB review is complete Ontario Cancer Research Ethics Board Page 15 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 7 Tips 7 1 Formatting Copying amp Pasting _bescribe procedures treatment or activities that are not considered part of the diagnostic or Whenever you see a down facing arrow in an applicat
6. Mobile Employer Demo Centre Title Addr 1 Addr 2 Addr 3 City Province Country Postal Code e To change your password at any time select your name from the user menu bar This will take you to your user profile Select the Account tab to access the password area A ocreb Staging O2 Home Studies Centres Researcher Profile Issues amp Support Root John Smith Title Employer Properti f Account ification Settings Password and Miscellaneous Editor Password Information E mail ostage on cc Business 111 111 1111 Mobile Current Password Hew Password Passwords must contain at least six 6 characters in an alphanumeric combination Passwords must not be shared or stored in a visible and accessible location i e written down Passwords must NOT contain e any words that could be found in a dictionary e any words or references to the type of work being performed in relation to the system on which the password is being deployed e any identifying user information such as birthdays spouse s birthdays anniversaries children s birthdays pet names or other similar types of identifying information e three or more consecutive characters from your username If you fail to successfully login after five 5 attempts the system will lock you out and you will need to call O2 Help to have your password reset Ontario Cancer Research Ethics
7. for all O2 users The guide provides useful information on the overall system on how to navigate and use the system and useful tips 1 2 Accessing the System To access the live O2 system go to htips ocrebonline ca Review the Terms and Conditions for restrictions on and authorized use of O2 and for privacy security and confidentiality details 1 3 Technical Details e O2is best viewed on Microsoft Internet Explorer version 7 or higher recommended e O2will also work on Mozilla Firefox Apple s Safari Mac and Google Chrome e Sun Java will be required for downloading files from O2 which can be obtained from www java com en If you have firewall or downloading restrictions you may need local IT assistance to download this onto your work computers e 02 uses pop ups and multiple windows You will need to allow pop ups for the O2 website so that these windows are not blocked e The display of system generated date fields is dependent upon the settings on the computer that you are accessing the system with as well as the browser you are using see page 17 1 4 Sandbox Practice Area Users can familiarize themselves with 02 in the Sandbox at htips o2 staging oicr on ca The Sandbox is a practice environment where users can test drive the system without using real data Contact the O2 Help for a user name and password for the Sandbox 1 5 02 Help e Submit issues or questions via the Issues amp Support page from wit
8. to add another language to the list Make sure the desired language is at the top of the list 5 Restart the browser To change the date format in Safari Mac OS X 1 Choose System Preferences from the Apple menu and click Date and Time 2 Click the Open International button 3 Set the language with the desired format at the top of the languages list 4 Verify that the desired format appears on the Formats tab If it does not switch the Region or click the customize button to modify the format 5 Restart the browser Ontario Cancer Research Ethics Board Page 17 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 7 5 1 2 Changing the Date Format in Windows amp Control Panel File Edit View Favorites Tools Help JE 3 2 Search Ke Folders Gii Address G Control Panel x Va Control Panel Pick a category GC Switch to Classic View From the Start Menu go to the de amp Appearance and Themes Control Panel Printers and Other Hardware Windows Update 2 S e e ct th e 1 D a t e Ti m e L 3 n g u a g e Help and Support Network and Internet Connections User Accounts Other Control Panel and Regional Options category Options Add or Remove Programs Date Time Language and Regional i Options i ibili i J Sounds Speech and Audio Devices Accessibility Options er Performance and Maintenance Security Center Da
9. B Staff Review 18 02 2011 1 58 PM A R 8 02 2011 1 57 PN Amendment REB Coordinator 1 Test REB Staff Review 18 02 2011 1 57 PN oe Amendment 1 for OCREB Study DEMO_6c Ontario Cancer Research Ethics Board Page 11 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 3 2 Navigation Bar The navigation bar is visible no matter where you are in the system with links to 1 O2 Home takes you to the OCREB Online home page without logging you out 2 Studies links to a page listing all provincial and centre studies that you are associated with 3 Centres links to your centre profile page that includes a list of staff at your institution in the system a list of all of the studies your centre is participating in and other centre specific items 4 Researcher Profile links to your researcher profile if you are a PI or to a list of Profiles for all Pls that you are linked with if you are a study coordinator See page 7 for details 5 Issues amp Support links to a page where you can submit questions or issues to the OCREB Online team and access User Guides and Frequently Asked Questions FAQs 3 2 1 Finding Submissons Many views have a Filter feature to allow you to more easily find an item in a long list For example to find a study by sponsor protocol number select My Studies tab enter the exact protocol number in the Filter by Name field and press Go To find a PI Fi
10. Board Page 6 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 2 5 Access Levels Roles Most 02 users will have only one 02 role i e OCREB Committee Member Study Staff Department Approver However if you are a PI Study Staff and or a Committee Member and or and a department approver all roles will be added to your profile Your authorized activities will depend on the permissions set for your specific role A ocreb Development Test PI My Home OCREB Board Studies Centres Researcher Profile Issues amp Support If you have more than one user role switch between roles by Page for Tost PI selecting the appropriate role ee on M Home ade Welcome to your Persona Folder the central resource for managing your Study applications Your Personal Folder prov y Pp g OCREB Commitee Member the tools you need in order tqjcomplete your role in the Study application process Use the following guidelines to process y Study Staff e Complete reviews fg all items in your inbox To do this review the forms and add Reviewer Notes on selected p My Committees e You can see all the it ms you have reviewed on the My Reviews tab ah e Meetings for your confnittee are listed on the My Meetings tab You can click on the meetings to view the Agenda Minutes OCREB A ocreb Development Test PI M Page for Test PI Welcome to your Personal folder the central resource or managing yo
11. anersensdesvandsavensentvanevinaransvaedvaneitnaenaulersvavdeanapavenes 16 7 2 Working with Multiple Windows rrrrrrornnrvvrronnnvnrrnnnnrvnrannnrvnrrsnnnvnrsrnnnvnnsssnnnrnnsssnnvnssssnnvsnsssnnvnenen 16 fho MN TE NNN 16 Ontario Cancer Research Ethics Board si sts lt is lt C Page20f18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 2 ROE ne ees nn a A Ce ee 16 f s CAGE Date Formal RPP 17 Ontario Cancer Research Ethics Board Page 3 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 1 About OCREB Online OCREB Online 02 is a transparent secure web based system designed to automate and streamline the preparation submission and review processes for ethics applications submitted to OCREB by institutions in Ontario authorized to use OCREB Ethics applications for new studies and post approval applications such as amendments renewals study closures and reportable events e g local SAEs safety updates DSMB reports protocol deviations are submitted via the online system by the principal investigator or by the designated study team member Applications are prepared using smart forms which dynamically show or hide questions depending on the applicability to the study The system automatically prompts for missing information thereby ensuring that submissions are complete before submission 1 1 Intended Audience This guide is intended
12. at all participating centres are notified e When formal decisions are issued e g approved expired SS at all participating centres are notified e When there is a change in provincial applicant or change in Centre PI the incoming PA or PI is notified so that he she can login and officially accept the role 5 Issues amp Support Select Issues amp Support from the A ocreb Stagin Demo Principal Investigator 1 My Home Lc navigation bar and then Ask a OCREB Studies Centres Researcher Profil Question to submit an issue Issues Ask a Question Or check the FAQs tab for FR questions and answers submitted by uns other users m No items to display Our most frequently asked questions about the O2 system are answered here Selecting the Ask a Question A ocreb Staging activity will open up a new issue form Please be as specific as possible if you are describing an issue e g where you were in the system and the time what activity rer you were performing or tying to perform and what happened Submit a Question or Comment Shor Question Tithe enter a shon ile g You can also upload screenshots or documents Screenshots are always helpful in characterizing an issue Ontario Cancer Research Ethics Board Page 14 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 6 Application States Anyone with access to 02 can monitor the progress of an application by view
13. e This user too bar menu is visible from any page or workspace in the system 3 My Roles which allows you to toggle between user roles by selecting the applicable user role if you have more than one role 4 The name of each REB Committee that you serve on only OCREB at the moment 5 My tabs which display items requiring action by you My Action Items My Reviews tab displaying a list withlinks to all submissions that you have been assigned to as a reviewer and an Upcoming Meetings tab displaying a listing with links to all upcoming meetings A ocreb 02 Home Board Studies Centres Researcher Profile Issues amp Support My Roles Page for Demo REB Member 1 Welcome to your Personal Folder the central resource for managing your Study applications Your Personal Folder OCREB Commitee Member provides all the tools you need in order to complete your role in the Study application process Use the following guidelines to process your Studies My Committees Complete reviews for all items in your inbox To do this review the forms and add Reviewer Notes on selected Name pages OCREB You can see all the items you have reviewed on the My Reviews tab Meetings for your committee are listed on the My Meetings tab You can click on the meetings to view the Agenda and Minutes My Action Items My Reviews Upcoming Meetings Filter by ID Go Clear Advanced ID Name
14. hin the O2 system e Email ocrebonline Qoicr on ca or e Phone 647 260 7945 or toll free 1 866 678 6427 Ext 7945 Ontario Cancer Research Ethics Board Page 4 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 2 Getting Started 2 1 02 Home Page On the 02 home page you will find the login link as well as links to other OCREB information such as policies and procedures templates user guides and OCREB meeting dates and deadlines A ocreb OCREB Online Home What s New About OCREB Policies and Procedures Deadlines and Meetings 02 Sandbox Forms and Templates Related Links Contact Us To create an account Registration 2 2 Logging In application preparation submission and review processes Ethics applications for new studies and post approval applications such as amendments renewals study closures and reportable events e q local SAEs safety updates DSMB reports protocol deviations are submitted via the online system by the principal investigator or by the designated study team member Applications are prepared using smart forms which dynamically show or hide questions depending on the applicability to the study The system automatically prompts for missing information thereby ensuring that the application form is complete before submission OCREB Online is available 24 hours a day unless otherwise indicated here 02 Support During business hou
15. iated with your role 3 1 My Home Page Except for the first time you login every subsequent login will take you to your personal home page My Home If you have more than one role in O2 this page will differ slightly for each user role Selecting My Home in the upper right hand corner of the screen will bring you back to this page if you get lost 3 1 1 My Home page for Study Staff contains 1 2 6 A system navigation bar with links to various pages This navigation bar is visible from any page or workspace in the system A user tool bar menu with links to your profile and your home page My Home You can link to your personal profile to review or update it at any time by clicking on your name This user tool bar menu is visible from any page or workspace in the system My Roles which allows you to toggle between user roles by selecting the applicable user role if you have more than one role A UC hewProvincarstady activity button which will open a new Provincial application to allow you to prepare to submit a new study This button is available from most pages and workspaces My submission tabs which display items requiring action by you My Action Items and other tabs where you can monitor the progress of your studies My Studies and their related submissions My Amendments My Renewals My Reportable Events that you are directly involved in Quick Links for example
16. ing the current state of the application The state changes as the application moves through the ethics review process Below is a table of many but not all of the possible states and a description of the state The application has been created by the Study Staff but not submitted to the REB In this state Study Staff can continue to edit the application The application has been received by the REB office and is under review by the Intake Coordinator Study Staff can no longer edit the application The REB Coordinator reviews the application and sends it back to the Study Staff for changes or assigns it to a meeting if full Board review required or to a designated REB member if it meets the criteria for expedited review as applicable The REB Coordinator identifies concerns during review of the application and sends it back to the Study Staff to edit and resubmit The modified application is under review by the REB Coordinator responsible for the study Owner The application has been assigned to an REB meeting and is ready for review by the REB members The REB meeting is finished and the study is awaiting the REB coordinator to draft either a review letter or an approval letter as applicable If changes are required by the REB a review letter is issued and the application is sent back to the Study Staff to respond to edit and resubmit Draft review or approval letters are under review by the Chair The
17. ion field it means that the field can be formatted Click on the arrow to open the formatting tool bars You can now format the text e g 7 0 aoe procedures treatment or activities that are not considered part of the diagnostic or bullets numbers You may wish to terapeutte routne Hal You may El source f CA I Cal l HA format the information in a Word BIN x document first or cut and paste into i EFE sSTEEIEAS IED 90 this field from the protocol or consent EE m AS os J Tae Gr form and then format the information directly in the application 7 2 Working with Multiple Windows It can be useful to display two windows side by side to see 02 and another document at the same time e g O2 and this guide Right click on links to open an item in a new window Manually resize and position the two windows If you have Windows 7 the two windows will snap together automatically MEWS To view two windows side by side i ST ana a i Sr ee ee Offers New Model of e g protocol or consent form and amt ete application reduce the size of the Ie windows and drag them together felpd Olz 7 3 Windows Computer Tips e Holding down the CTRL button on your computer keyboard and scrolling with a mouse wheel allows you to change the zoom level of a page displayed on your computer screen e Hold CTRL F to search within a document e Use ALT TAB to switch between wi
18. leted groupings Renewals and centre reportable event er In Progress competed Events submissions e g local SAE Filter by ID Clear Advanced protocol deviation safety ID Name EI Date Modified State Study PI Reportable Event T upd ate DSM B repo rt for all Adv00000126 Reportable Event DEMO D a 1 56 Changes Pro00000789 Principal Safety Update e g Required by Investigator DSMB report safei studies you are involved in REB 1 summary report IN Committee action Dear doctor letter etc Subscribe Adv00000136 Reportable Event DEMO D 1 19 2011 11 26 Awaiting External non local AM REB Investigator Adverse Event EA Ontario Cancer Research Ethics Board Page 13 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 4 System Notifications The 02 system automatically generates email notifications to the Study Staff SS and REB members at various stages states in the review process Emails are automatically generated with the following activities e When the REB issues requests for changes or clarifications the SS at the submitting centre are notified e When the REB members are assigned as reviewers the assigned reviewers are notified e When the agenda is issued all REB members are notified e When the initial provincial study application is approved SS at all centres listed as participating are notified e When provincial amendments are submitted SS
19. lter by First or Last name enter the name in the adjacent field and press Go Press Clear to return to the full list If you know the O2 system generated project PRO number filter by ID and use in front of last 3 numbers of the PRO number to find the project My Inbox My Amendments My Renewals My R Filter by Name v Go Clesr Ad martForm Date Modified Owner Sti 31 01 2011 REB Ap 3 24 PM Coordinator 1 Test Select One or More Persons DEMO 5c Owner First Name State Application Type Filter by er Organization m JET User ID K 4 26 50 0254 D DI Organization xpiration Date You can sort most columns in ascending or descending order If you move your cursor over the column heading it will change to a link if the column allows sorting Select the column heading to sort Select the column again to sort in the opposite direction you wish to display studies by the closest expiry date sort by ascending Expiration Date My Action tems My Studies My Amendments My Renewals My Reportable Events SmartForm Date Modified Owner State Application Type Review Type PI Expiration Date SEE i exe RA E S EREE PEAN 16 02 2011 REB Approved Provinc Full Board Princip 15 02 2012 If there are more items than can be displayed on one page a bar at the bottom of the page will show the total number of items in the entire list as well as how many ite
20. ms are displayed on the current page NS 125052 D Dl To go to the next page select Select P to go to the last page Ontario Cancer Research Ethics Board Page 12 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 3 3 Studies Page The Studies page is where you access all studies you are involved in Provincial top or Centre bottom This includes provincial applications where you are NOT the provincial applicant but your centre is participating or listed as potentially participating even if you have not yet submitted your centre application The various tabs link to Provincial and to Centre studies by their current state i e In Progress Approved Closed or to a list of All Studies regardless of their current state On the left hand side you will see a menu of Other Submission Types from where you can access all post approval provincial and centre submissions amendments renewals and reportable events related to all studies Think of these as subfolders of the study A OC reb Deve P me nt Test Principal Investigator 2 My Home Logoff OCREB ETTER Centres Researcher Profile lssues amp Support Other Submission Types Studies gt Amendments Po Renewals View all studies by In Progress Approved and Closed groupings Use the Vy Home link in the top right hand comer of your screen to see the list of submissions related to you gt Reportable E
21. n the gt i A rare https fcollaboration oicr on cafhe he i Dref http ffs google ca anguage Preference General tab http www bing com Language Preference 3 C ck A da to add an ot h er an g u ag e Add the languages you use to read websites listing in order of to the list Make sure English Browsing history MEET Canada is at the top of the list JP eee 1 English Canada en CA Select Ok English United States en us Search Move down down R e st a rt t h e b rows e r r Change search defaults settings Remove You must also change the date format change hon webpages re dsplayedh on y our local comp uter see next Do not add www to the beginning of typed web addresses Sec t I on f or Wi n d O WS je Specify the suffix for example net that should be added to Colors typed web addresses when you press Ctrl Shift Enter say Suffix Prefix and suffix options pe Lok OJ cant To change the date format in Firefox Mac OS X 1 Choose Preferences from the Firefox menu 2 Click the Languages button on the General tab 3 Click Add to add another language to the list Make sure the desired language is at the top of the list 4 Restart the browser To change the date format in Firefox Windows 1 Choose Options from the Tools menu 2 Click the Advanced icon and choose the General tab 3 Click the Choose button to select the desired language 4 Click Add
22. ndows 7 4 Reminders e If you fail to successfully login after five 5 attempts the system will lock you out and you will need to call O2 Help to have your password reset e Asession will time out if the system is idle for 60 minutes and the user will be prompted to enter their username and password to continue e Use the Jump To menu to navigate from section to section of an application e Select Printer Version to view the application in its entirety or to print it Ontario Cancer Research Ethics Board Page 16 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 7 5 Changing the Date Format 7 5 1 1 Changing the Date Format in the Brower Date formats in browsers such as Firefox Internet Explorer and Safari can be changed Depending on the browser there are different methods for changing the date format Safari s date formats are controlled by the OS X date format and language settings which can be found in the International Setting section of the Date Time system preference window Firefox and Internet Explorer date formats are controlled by the language set for each browser in the browser s preferences We recommend that you change your date formats to English Canada In the browser choose Internet rity Privacy Content Connections Programs Advanced Options from the Tools menu Home page A To create home page tabs type each address on its own line Click the Languages button o
23. rs contact Simon Wong 02 Business Analyst Email ocrebonline atjoicr on ca al GATIENTOAE nr toll froo 26 The 02 team will create an account for each authorized 02 user and provide a user name and password If you already have your user name and password select the Login link in the top right hand corner of the screen to go to the login screen The first time you login you will be prompted to change your password 2 3 Registration A ocreb Four pasevednd has piped Flagge ch Ke your pasted If you do not have a user name and password you will need to register To register select the Registration link in the bottom left hand corner of the OCREB home page complete the registration form and select Register to submit The OCREB office must have your access authorized e g by your manager before creating your account and providing you with a user name and temporary password Ontario Cancer Research Ethics Board OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 Page 5 of 18 2 4 User Profile Contact and Password Information When you login the first time you will be directed to your User Profile to verify your contact information Select Apply to save any changes John Smith Title Employer Demo Centre Honorific First Middle Last Business Mobile Home Fax Email 1 E mail 2 E mail 3 E mail Business
24. te Time Language and Regional Options File Edit View Favorites Tools Help Q Back 3 2 Search fer Folders FH Address amp Date Time Language and Regional Optic Go Date Time Language and Regional Options See Also A Scheduled Tasks Pick a task 3 Under Pick a task select Change ae the format of numbers dates and EIN ass ot a A 5 EN a Change regional settings so that software which supports LI me S international data will correctly display languages numbers times and dates or pick a Control Panel icon B Date and Time x Regional and Language Options lt gt 3 My Computer Regional and Language Options x Regional Options Languages Advanced Standards and formats This option affects how some programs format numbers currencies dates and time elect an item to match i eference i istomize to choose your own formats English Canada Select English Canada from the Number 123 456 789 00 drop down menu Currency urrency 123 456 789 00 Select Apply Time 6 28 57 PM Restart the computer cake Long date February 15 2011 Location To help services provide you with local information such as news and weather select your present location Canada Ontario Cancer Research Ethics Board Page 18 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20
25. ur applications Use the following guidli OCREB Commitee Member Study Staff 5 in your Inbox Items appearing here require immediate action by you to speed yq process Click on link fo process an item The system will automatically notify you when action is require e Monitor the progress bf your submissions using the other tabs Items on these tabs do not require any Create Provincial ET New Provincial Study per Danian OCREB Chair OCREB Commitee Member The role that you select will determine the information that is displayed on your screen and the activities you are allowed to execute My Committees 2 Name QUREB Although all Study Staff share the same role name the authorized activities e g view only make changes submit depend on the permissions set for the specific study staff role e g PI main study coordinator co investigator other study staff Ontario Cancer Research Ethics Board Page 7 of 18 OCREB Online User Guide for all Users Getting Started Version 1 0 2011 Feb 20 3 Navigating OCREB Online It is important to spend some time figuring out how to navigate this new system 02 consists of a variety of pages and workspaces The different pages help to organize and display information in a logical fashion and they act as gateways to specific study areas Workspaces are unique areas that contain activity buttons and are where you conduct activities assoc
26. vents GER Create Provincial ET vev Provincial Study Provincial In Progress Provincial Approved Provincial Closed Provincial All Studies ID Mame SmartForm Date Created El Date Modified Owner State Review Type Provincial FI Ge FrodOeMeT4 Ready To r W2N2011 5 34 282011 10 25 REB Assigned To Full Board Principal Revisw Test AN AN Coordinator 1 REB Meeting Review Investigator 2 Ji Test Centre In Progress Centre Approved Centre Cheed Centre All Studies Hame SmartForm El Date Modified Owner State Review Type Centre FI Provincial Pl re VZV2011 3 43 REB Changes Expedited Principal Principal FM Coordinator Required by Investigator Investigator 1 T st Centre 1 1 Department 3 3 1 Amendments Renewals and Reportable Events Pages Amendments page displays A ocreb Staging a list of all provincial and centre OCREB Studies G rib j R saniuf r Profile Issues amendment applications for all Studies gt Amendments studies you are involved in l gt Amendments Tip look for the crumb trail D Renewals or the page title to confirm gt Reportable Events EE Jan your location SR cool ID Name Date Modified St Expiratio View all Amendments by In Progress and Completed groupings RED Beli entres Researcher Fronl e Issues amp SUPPO er Submission R rtable E t Reportable Events page displays a list of all provincial manikmests View all events by In Progress and Comp
27. y Renewals tab which displays a list of renewals for projects assigned to you D o The REBA Intake Coordinator will see a list of all studies amp submissions types regardless of owner i Test REB Coordinator 1 My O2Home Board Studies Centres Researcher Profile Reports Issues amp Support Roles g 7 Welcome to your Personal Folder the central resource for managing your Study applications Your Personal Folder provides all the tools you need in order to complete your role in the S Study application p REB Coordinator following guidelines to process your Studies la Name e Take Ownership of un owned submissions in your inbox which you would like to work on e Guide the submission through the review process by clicking into the workspace and using My Activities e Use the Studies Amendments Adverse Events and Continuing Review tabs to see ALL submissions you own 5 ior New Meeting My Action Items Unassigned Project Studies Reportable Events Amendments Renewals Filter by C bd Go Clear Advanced Name Date Modified Type Owner State Last State Change App of Ame1 Pro Amendment 1 for OCREB Study ADEMO 20 18 02 2011 2 40 Ph Amendment REB Coordinator 1 Test REB Staff Review 18 02 2011 2 40 PM oF Amendment 1 for OCREB Study DEMO 7c 6 02 2011 1 59 PN Amendment REB Coordinator 1 Test REB Staff Review 18 02 2011 1 59 PN 1 oF Amendment 1 for OCREB Study DEMO_2c 18 02 2011 1 58 PN Amendment RI 1 A B Coordinator 1 Test RE
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