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Welcome to iRIS! In this brief manual, we will review how to log in and get a
study application started, and we will go over most of what you may encounter in
the study application. The iRIS application uses many kinds of functions and
question types, and the questions we will review in this manual can be but one
example of many similar question types in the application. Let’s begin, shall we?
1. Click on this icon
on your desktop or follow this link:
https://iris.hhchealth.org/
2. Login using your Novell credentials (the user name and password you use to
log in to your pc when you turn it on)
3. If you are prompted to use the “Modern theme”, click yes.
4. When the pop up closes, you should see the following screen:
Click “Study Assistant”, then click “Add a New Study”:
5. On the next screen, select “HHC Main Research Application Form”, then click
the button labeled “Start selected Application”:
6. Next, the application will open. Let’s go over the navigation.
The application is broken up into multiple sections, and within each section there
could be any number of questions. For example, look at the following screen
shot. On the left hand side, you’ll see the first section, called “1.0 General
Information”. To the right of this section navigation are the questions within this
section:
Questions
Section
Navigation
When you have finished filling out all the questions in a particular section, click
the button labeled “Save and Continue to Next Section”
As you fill out the application and move on to new sections, you will notice that
the section navigation will grow.
Section
Navigation
Please use the Section Navigation to navigate through the application. If you
need to go back (or forward) to a section in the application, DO NOT click the
back/forward buttons in your browser, and don’t use the back button above the
button labeled “Save and Continue to Next Section”!!! Clicking on these buttons
will kick you out of the application. Please click on the section you’d like to
navigate to in the Section Navigation.
Section
Navigation
7. Adding departments – In this section, you will build a table of departments
associated to the study. To add a department, click the
button:
This will open up the Adding Department dialogue:
Search for your department, select the checkbox to the left of the department you
want to choose, and click
.
To remove a department, check the checkbox to the left of the department you
want to remove and click the
button.
8. Adding Personnel – to add the principal investigator, click the
button to
the right of “Please add a Principal Investigator for the project:”. This will open
up the following screen. To add the principal investigator, enter his/her last name
in the field labeled “last name”, and click the
button. From the results list,
select the appropriate user by clicking the green check mark
. The personnel
search section defaults to the iRIS Directory. This is the directory of users who
have an existing profile in iRIS, and should contain all internal (HHC) users, and
outside users who have already created an account in iRIS. If the personnel you
are searching for is an HHC user and does not show up with the “iRIS Database”
choice selected, try selecting “LDAP Directory”, and searching again. If you still
cannot find the user, please email the system administrators at
[email protected] and provide the following information related to the user you
are trying to add: First and last name, department and institution, degree/title,
email address.
The principal investigator will now be displayed in the application. Now add a
research staff personnel. Then click the button labeled “Save and Continue to
Next Section”.
You should have gotten an error, similar to the one below:
Click the button labeled “OK” and go back and add a role to the research staff
personnel you just added:
9. Required Fields - After adding personnel, continue filling out the form as
instructed. There are certain fields on the form that are required. If you fail to
adequately fill these fields out, the following will occur:
You will get a pop up box explaining that an error occurred, and there will be a
red error message under the question that needs your attention (which may be
located at the bottom of the page you are currently viewing, requiring you to
scroll down to find it). In order to avoid this, please try to answer every question
as best you can.
10. Help tips. There are help tips along the way to guide you through some of
the language that may be confusing. If you see the help tip symbol
on the
right-hand side of the screen, hover over it and choose what you want help with.
Also, there may be form tool tips in various places in the application. These are
similar to the help tips described above, but only require you to hover over any
green underlined words in the text of various questions. Hovering over the text
will result in a pop-up containing helpful information.
11. Text Editor – certain fields will require you to use a tool called a “text editor”.
This is an intuitive tool similar in format to Microsoft Word. One example of a
question which utilizes the text editor is the “Master Lay Summary”. To enter the
master lay summary, click on the button labeled “Click here to access the text
editor.”.
The text editor will open, in which you can type the summary, and format it how
you wish. When you are done, click the button labeled “Save”:
Your summary will show in the master lay summary field in the application:
12. Adding a sponsor – if you need to add a sponsor to your study, click the
button labeled “Add a New Sponsor to the Study”:
Then search for the sponsor on the next screen. Enter all or part of the
sponsor’s name in the field labeled “Sponsor Name” and click the button labeled
“Find Sponsor”. When you find the sponsor you are looking for, click the green
plus icon
:
(Note: If you cannot find the sponsor you are looking for, select the choice “ITEM
ADDITION PENDING” and notify the system administrators by emailing them at
[email protected]. Be sure to include the sponsor name you would like added
to the list, as well as the title of the study you are working on.) Supply the name
of the sponsor in the field provided.
You will then be taken to another screen where you can edit the details of the
sponsor, including the sponsor’s role on the study, the contract type, and other
details. Please pay attention to the scroll bar on the right, as there can be more
fields that can be accessed by scrolling down. When you are finished editing the
sponsor details, click save.
The sponsor has been added to the application. You can add multiple sponsors
having multiple roles on the study. Sponsors which are subsequently added will
be appended below the sponsor you just added.
13 Adding a document – you may need to upload a document to the application.
In this case, click on the button labeled “Add a New Document”:
On the next screen, click the button labeled “Browse”. You will then see the
standard Windows Explorer type dialogue where you can navigate to the file on
your computer which you would like to upload.
When you have selected the appropriate file, you can then apply a version
number to it, edit the version date, and add a comment and description. When
you are done, click the button labeled “Save Document”.
The document will then be added (attached) to the application.
You can then add additional documents going through the steps above, or you
can add multiple documents at once by clicking the button labeled “Add Multiple
Documents”
You will then see the following dialogue. Click the button labeled browse and
follow the instructions above to attach the files to the application. The default
number of allowed documents is five. If you need more, click the button labeled
“Add a New Record(s)” until you have enough rows for the number of documents
you want to upload. When you have uploaded all of your files, click the button
labeled “Save Documents”
The documents will now be attached to the application. To remove any
documents you may have mistakenly attached, click the red “X” button
“Detach” column.
in the
Please call 860-545-5621, or email [email protected], for any technical assistance you
may require for problems outside the scope of this helpful manual.