Ethics eForms

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About eForm pages

Ethics eForms are online forms used to enter details, answer questions, review and process information related to human, animal or biosafety ethics applications for research.

The eForm listing page is used to create or find eForms related to ethics applications.

For RME administrators and office staff with relevant permissions, this page is also used to search for and manage eForms. Additional tabs display for Advanced (search) and Results.

 

Also see eForm guides:

eForm icon               Help page icon

eForm layout and tools                         Use an eForm

Default labels for options, fields and buttons are used in this help content; these may be different if they have been personalised for your institution.

 

Menu path: RME menu > Ethics > Ethics Applications

 

Tabs in the eForm listing page

Tabs display across the top of this page, offering you eForm applications in different stages of a process. Depending on the role you play in the process, some tabs may be blank. For example, if you are not a reviewer, you will not see any eForms listed in the For Review tab.

The eForms shown on the eForm listing page will depend on your role, access and permissions. If you don't see an eForm that you expect to see, contact your RME administrator.

  

Tab #

Tab

eForms displayed

Intended audience

1

My Applications

All the eForm applications currently in progress

If you want to include completed eForm applications as well, tick the Show all applications checkbox.

It shows eForms you are directly linked to; where you have been recorded as a related person to the eForm in a Personnel grid or other element of the form.

Students / applicants / researchers

2

For Review

All the eForms that have been designated for you to review and/or enter comments

It shows eForms for which you are an assigned reviewer when the eForm is in a review state in the associated workflow.

Reviewers

But also other granted access to view eForms, such as:

        Administrative teams

        Managers, heads of department, Deans

3

For Assessment Review

All the eForms you must formally review and provide an outcome

It shows eForms for which you have been either specifically assigned as a reviewer, or are in a custom review group.

Reviewers

But also other granted access to view eForms, such as:

        Administrative teams

        Managers, heads of department, Deans

        Expert advisors

eForms only display for a reviewer if the user is in a participant group that has been given either Review Comments or Manage Review workflow permissions. If the user's participant group is an RME role, RME data security access is also applied so ensure that the role has access to the core records used in the eForm as well. For more, see: Access and permissions.

 

Create a new eForm

1.     To create a new eForm, go to the main toolbar and select the New button. A panel with a selection of eForm templates displays.
You may also be able to create a new eForm from an eForm Templates widget if one is set up for the Ethics eForm domain on your dashboard.

2.     Select the eForm template you want to use and select OK or Next.

3.     In some cases, the eForm template you selected may be designed to copy some details automatically from an existing form, for example, for an amendment form.

        If this is not the case, go to step 4.

        If this is the case, a popup displays with a list of existing eForms that you can access. Select the eForm you want to use and click OK. If you don't want to copy details from an existing eForm and the Create New Without Base option displays below the list, you can tick this. All fields will be blank and you will need to complete them in the new form.

4.     The eForm opens and you can start completing the fields. For more, see: eForm introduction and Use an eForm. Once you create a new eForm, it will follow the associated workflow process until completion.

 

Find an existing eForm

View the lists on the tabs for My Applications, For Review, and For Assessment Review, depending on your role. To open an eForm, click the Open icon next to it in the grid. The eForm will open in a new browser tab.

The grid in each tab displays selected details by default, such as Code, Template Category, Application Title, Application Status, Primary Contact, and Application ID. This may vary based on how your RME administrator configured this page.

If you have Allow Manage Applications permission for the page, you can also search using the Advanced tab. Enter your search criteria and press the <Enter> key.

Search results display in the Results tab. The eForms that display in the list will depend on your access and permissions.

To open an eForm,  you can either:

        Select the Open icon next to the record in the grid.

        Tick the checkbox to the left of the record and click Open in the toolbar.

For more, see: Open (toolbar)

 

If you have been assigned with the Allow Bulk Navigation page action for the page, you will be able to view each record from search results in succession by using the Previous/Next or Previous eForm/Next eForm options. You will be able to view all records or eForms related to the displayed page or from search results.

 
 

Manage eForms

The toolbar offers different actions based on your role, access and permissions:

        Columns to change the grid layout

        Copy to copy an existing eForm and reuse some details

        Delete to delete one or more eForms

        Export to export eForm details from a grid

        New to create a new eForm (see above)

        Reports to open reports for eForms

 

Administrator options

When assigning Page Views to RME administrators, page actions can be assigned for an eForm listing page to help them manage Ethics eForms, such as the Update Application ID action.

 

Related topics

        Ethics core record

        Manage eForm reviews

        Committee Meetings

        Page View Actions

        TRIM integration

 

Product keys: eForms - Ethics Animal, Ethics - Human, Ethics - Biosafety

Page ID: ETH003M.htm