#  Job Aids 

 



##  Guidance for completing activities in ESTR 

 

 

       ![Image of Keyboard](/sites/g/files/omnuum886/files/styles/hwp_21_9__1920x825/public/estr/files/kb_bw_1.png?itok=AS1YoKQd) 

 

 



 

 



 

**ESTR How-To Guides**

SortDocumentFor...Summary[Study Submission Guide](/resource/irb-study-submission-guide "IRB Study Submission Guide")

PI & Study Staff

A step-by-step guide for the study staff through creating and submitting a study, responding to clarification requests, and getting started with modifications, continuing reviews, and new information reports.

[Study Reviewer’s Guide](/resource/study-reviewers-guide "Study Reviewer's Guide")

IRB Reviewers

A step-by-step guide for reviewers through finding review checklists, viewing the study details, and submitting review decisions.

[IRB Staff Administration Guide](/resource/staff-admin-guide "Staff Admin Guide")

IRB Office Staff

A guide for IRB staff that provides an IRB process overview and introductory navigation and procedural information.

[IRB Reliance Coordinator Mini-Guide](/resource/reliance-coordinator-mini-guide "Reliance Coordinator Mini-Guide")

IRB Office Staff

A guide for IRB staff that manage reliance, focusing on all reliance-related procedural information.

[Cross-Suite Mini Navigation Guide](/resource/cross-suite-mini-navigation-guide "Cross-Suite Mini Navigation Guide")

Everyone

A bulleted list of key information presented in each application

[Ancillary Reviewer Guide](/resource/ancillary-reviewers-guide "Ancillary Reviewers Guide")

Assigned Ancillary Reviewers

A guide for ancillary reviewers that provides an ancillary review process overview and introductory navigation and procedural information. Ancillary reviewers can include faculty sponsors, department reviewers, and IT Security reviewers.





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**Schedule time or visit during scheduled office hours/pop-up sessions** to meet with your local IRB office team to learn about regulatory requirements and using ESTR:

- [Harvard University Area IRB ](https://cuhs.harvard.edu/)(FAS, HGSE, HKS, HBS, HLS, SEAS, GSD, HDS, and the Radcliffe Institute)
- [Harvard Longwood Campus IRB and QIP](https://hsph.harvard.edu/office/regulatory-affairs-and-research-compliance/hlc-institutional-review-board-irb/) (HMS, HSDM, and HSPH)

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**Popular Job Aids**

- [Desktop Standards](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=b55433f40f7472c02dfe5bd692050e92)
- [How to Log in to ESTR](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=5e89335fdb60030483a2f3f7bf961993)
- [How to Get an HUID](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=0a8c368bdbec0fc083a2f3f7bf9619b3)
- [How to Reactivate your HUID](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=0a8c368bdbec0fc083a2f3f7bf9619b3) (for those who could once log in, and now cannot)
- [How to Update Your Contact Information (including email address)](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=840d9ad80f70fe802dfe5bd692050e42)
- [How to Request Viewer Access to ESTR-IRB or Agreements-DUA](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=d79de9091b604018efd8a79b2d4bcbdb)

**Featured Videos** **\*NEW\***

- [How to Complete the Submit Activity on a Submission](/file_url/325) (1 m 30 s)
- [What to do When Clarifications are Requested](/file_url/324) (3 m 00 s)
- [How to Manage Documents on a Submission ](/file_url/326)(4 m 19 s)

**General Reference**

[ESTR Glossary](http://projects.iq.harvard.edu/files/estr/files/estr_glossary.pdf)