Investigator
Sees only their own protocols.
- Pages
- Home, My protocols, My documents, Board meetings, Submission guide
- Can start
- New protocol, Upload a document
- Doesn’t see
- Board reviews
My protocols
IRB protocol submission & review portal
A research and IRB review portal is where investigators submit study protocols with their consent forms and documents attached, and the IRB chair approves, requires modifications or disapproves each one, with the reason on the record.
Pattern: RequestsDescribe it to Pory
“Our university's IRB needs one place where researchers submit protocols with their documents, and the board chair approves, requires modifications or disapproves each one.”
Viewing as
In plain English
How Pory sets it up
Pory gives every investigator, IRB chair and board member a sign-in of their own. Each investigator sees only their own protocols. It covers protocol submission & approval. Protocols, board reviews, documents, board meetings and team live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
Investigators submit the protocol and consent forms as one package
Submissions used to be an email with six attachments, and the IRB office replied asking for the seventh. In Pory an investigator titles the study, attaches the protocol, consent forms and survey instruments to the submission itself, picks a review type and writes a summary. They can see where each of their protocols stands without calling the office.
Forms to submit a recordDone by: Investigator
The IRB chair approves, requires modifications or disapproves, with reasons on record
Decision letters used to be drafted in Word, emailed as PDFs and filed in a folder only the coordinator could find. The chair opens a protocol, reviews the attached documents and the board's notes, and approves it, requires modifications or disapproves it, writing the reason on the protocol. Investigators read the decision on their own submission instead of waiting for a letter.
Approve / reject with a reasonDone by: IRB chair
Who sees what in a research & IRB review portal
Every person signs in to their own view. This is what each role in the demo gets.
IRB chair
Sees every protocol in the portal.
- Pages
- Home, Protocols, Documents, Board reviews, Board meetings
- Can start
- Request a document
- Decides
- Marks protocols Approved or Disapproved, with a reason
Board member
Sees every protocol in the portal.
- Pages
- Home, Protocols, My reviews, Reviewer guidance, Board meetings
- Can start
- Add a review
What’s in the research & IRB review portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Protocols
- Protocol title (text)
- Principal investigator (link)
- Protocol & consent documents (file)
- Review type (choice: Exempt, Expedited, Full board)
- Department (text)
- Status (choice: Submitted, Pre-review, Board review, Awaiting decision, Approved, Disapproved)
- Study summary (long text)
- Submitted (date)
- Board notes (long text)
Board reviews
- Board member (link)
- Protocol (link)
- Recommendation (choice: Approve, Discuss at the meeting, Disapprove)
- Notes for the chair (long text)
Documents
- Document (text)
- Protocol (link)
- Needed by (date)
- Status (choice: Requested, Uploaded, Checked)
- Kind (choice: Training certificate, Consent form, Recruitment, Site permission, Data plan, Device information)
- File (file)
- Investigator (link)
Board meetings
- Meeting (text)
- Date (date)
- Type (choice: Deadline, Full board, Expedited batch, Training)
- Room (text)
- Agenda (long text)
Team
- Name (text)
- Role (text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Collect
1 partForms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Decide
1 partApprove / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
An investigator signs in with a link sent to their email and lands on Home. They see Home, My protocols, My documents, Board meetings and Submission guide, and only the protocols that are theirs. From there they can use “New protocol” and “Upload a document”.
Only IRB chairs and board members. It's hidden from investigators: it doesn't appear on their pages or in the records they open.
IRB chair decide: they mark each one Approved or Disapproved and give a reason. Everyone else sees the decision and the reason on the record, without the buttons to change it.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
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