Manage human subjects protocols from submission through approval without relying on paper processes. Use smart forms that adapt to each study, route protocols through the appropriate review path, and keep approvals, amendments, renewals, and related records connected.
Connect protocol submission, review, approval, amendments, renewals, continuing review, and closeout in one record. Smart forms and automatic routing support the needs of each study while giving researchers and administrators a clearer view of where every protocol stands.
Use protocol forms that adapt to the requirements of each study.
Route protocols through exempt, expedited, or full board review paths.
Organize committee meetings and agendas as part of the review process.
Manage amendments, continuing review, and closeout on the protocol record.
Send automatic reminders as protocol expiration dates approach.
Link protocols to related funding and conflict of interest disclosure records.
Use forms that adapt to each study and help researchers provide the required information without paper-based processes.
Automatically route submissions through exempt, expedited, or full board review, including an administrator or research compliance professional when appropriate.
Support committee review with meeting and agenda tools connected to each protocol.
Manage renewals and closeout while maintaining a complete protocol history.
Notify participants of expirations and required check-ins to keep research and related funding requirements on track.
Create workflows between protocols, grants, and contracts to help administrators and researchers keep related records up to date.
Bring submissions, review paths, approvals, amendments, renewals, and closeout into one system. Researchers and administrators can follow each protocol through its lifecycle without piecing together information from paper files or disconnected records.
Smart forms, automatic routing, and connected records give researchers greater visibility into protocol progress. Administrators can manage review activity while maintaining approvals, amendments, renewals, and related information on one record.
Replace paper processes with connected review.
Collect study information through smart protocol forms that adapt to the submission.
Automatically route protocols according to the institution's desired review process.
Support the appropriate path for each protocol within the same system.
Organize committee meetings and agenda activity connected to protocol review.
Manage post-approval changes and continuing review on the existing protocol record.
Begin with a smart protocol form, route the submission through the appropriate review path, and maintain the resulting approval on one record. As the study continues, amendments, renewals, continuing review, and closeout remain connected to the protocol’s history.
This continuity gives researchers and administrators a clearer view of the protocol without requiring them to reconstruct its progress across separate files and systems.
Researchers can submit study information through adaptive forms and see where their protocols stand as they move through review.
Administrators can manage routing, approvals, amendments, renewals, continuing review, expiration reminders, and closeout as part of a connected process.
Committees can use meeting and agenda tools to support full board review while keeping that activity tied to the relevant protocols.
Together, these connected experiences support a more consistent process for managing human subjects research.
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Read BlogWalk through how your institution manages human subjects protocols—from smart forms and review routing to approvals, amendments, renewals, and closeout.
