Creating a Printable Attachments

The Create Printable Attachment activity (available on all workspaces except Site or Site Modification) assists IRB staff with organizing materials for review. Completing this activity will generate one file pdf file of all submission attachments, for further formatting (if needed). This activity can only be conducted by IRB staff and committee Members.

To create a printable attachments:

1. Click Create Printable Attachments on the left
 

Printable Packet Activity

2.  A pop up window will appear during processing and will close automatically

3.  View the “History” tab on the workspace to find the created files.  Note that Projects which include IND/IDE attachments may not be able to generate a printable attachment file. 
 

Printable Packet Links on History

4.  Click on the file to view and/or save to a separate space for further formatting. Note: The file available on the history represents the submission at a single point in time and are not updated when the SmartForm is updated.

5. To View or print the submission SmartForm, click the printer Version or View options on the left side of the wrokspace, as available.

Attachments File Contents 

When clicking on the file entitled “Attachments for…” attachments appear in the following order (as applicable):

  • Reports of New Information attachments: Only RNI attachments in the order they are attached
  • Initial Submission, Continuing Review, and Modification/Update attachments:
    1.    Protocol Attachments
    2.    External Site Attachments
    3.    Drug Attachments
           3.1.    Attachments for each Drug
           3.2.    IND Attachments
           3.3.    Other Drug Attachments
    4.    Device Attachments
           4.1.    Attachments for each Device
           4.2.    Other Device Attachments
    5.    Consent Forms, Assent Forms, HIPAA Authorization Materials
    6.    Supporting Documents, by category:
           6.1.    Ancillary Approvals/Permissions
           6.2.    Data use agreements or other Agreements
           6.3.    Debriefing Materials
           6.4.    External Site Information 
           6.5.    Federal Department Requirements Checklists  
           6.6.    Financial Interest Disclosure Form  
           6.7.    Foreign Language Documents
           6.8.    Funding Source Attachments
           6.9.    Individual Investigator Agreement (IIA)  
          6.10.    IRB Authorization Agreement (IAA) Request  
          6.11.    Other
          6.12.    PI's Current CV (ICH-GCP E6 Only)
          6.13.    Protocol Attachment (if attached to the Supporting Documents page of the SmartForm)
          6.14.    Radiation Safety Form 
          6.15.    Recruitment Materials/Advertisements
          6.16.    Sponsor Protocol including DHHS-approved protocol
          6.17.    Study Instruments/Tools
    7.    Study Personnel Forms (including any attached CITI documents)



 

Research Administration and Compliance Suite Office Hours (ESTR-IRB, Agreements-DUA, Data Safety, OAIR)

The system support team is available during regular office hours to provide one-on-one time to demonstrate system functions, provide training, answer questions, and collect feedback. Sessions cover the entire suite (ESTR-IRB, Agreements-DUA, Data Safety, and OAIR) and are customized based on the registrant preference. 

Office hours are open:
• Tuesdays: 10:00am ET - 11:00am ET
• Thursdays: 3:00pm ET - 4:00pm ET

Please schedule time with us!
1. Visit the Bookings page (linked here) 
2. Choose a time.  Available times (not already booked) will display for 30-minute increments.
3. Share your name and email
4. Click "Book" at the bottom of the page. 

After completing the steps through Bookings, you will receive a confirmation email/calendar invitation reserving the time.
If you have any questions or concerns, please contact us at estrhelp@harvard.edu.