Regulatory Management: 9.0 Upgrade Overview of Changes

Overview

The eResearch Regulatory Management (eRRM) system upgrade to 9.0, effective March 1, 2020, brings a number of user interface changes and navigation improvements to the smartforms for Human Subjects (HUM), Institutional Biosafety (IBCA), Participating Site (SITE), and Repository (REP) Applications. 

Contents

Smartform Changes

Navigation

The Navigation Bar that previously displayed at the top and bottom of the smartform has changed.   

Old look (displayed navigation bar at top and bottom of smartform)
  Old Navigation bar

  1. The submission ID now displays more prominently at the top of the smartform, e.g., "Editing: HUM00119720".
  2. Forms menu replaces the Jump To list, and it has moved to the left navigator.  It displays all the sections and pages in an application. See Forms Menu for more details.
  3. Validate replaces Hide/Show Errors, and it has moved to the left navigator.  Click to run project validation/error checking. See Validate for more details.
  4. Go to forms menu Shifts the focus from the smartform to the forms menu, i.e., it opens the forms menu if it was closed.​
  5.   Print  Print this page or this project to open a printer-friendly version. See Print for more details.
  6.  Reviewer Notes (for Study Team Members with Edit rights to the application) are located at the top-right corner of the smartform.  
  7. H. I. Buttons to Exit,   Save, ​and Continue float at the bottom-right corner of the smartform. They always display, and you don't have to scroll to view them.
    Tip Use Continue to advance to the next required page in the application.

New look
New smartform 

Forms Menu

The forms menu replaces the Jump To list. It persistently displays a list of sections and pages within an application.

old look (drop-down list of pages)
old jump to

The entire left navigator can be toggled on or off, i.e., closed  or opened  with the double-arrow icon. 

  • The page that you are currently viewing is in bold and highlighted. 
  • Click on a top-level bold section number, e.g. 01. General Study Information, to expand  (right) or collapse  (down) the pages within that section in the forms menu. 
  • Pages that are not required for your project appear in italics.
    • The Continue button at the bottom of the smartform will take you to the next bold (required) section number, bypassing sections in italics.

New look
Forms Menu

Validate

Validate replaces Hide/Show Errors.  It is located within the forms menu.

Old look (displayed Error/Warning Messages in a bottom panel​)
Errors/Warnings

Click Validate to run project validation and view Error/Warning Messages. Pages/questions with green checkmarks indicate verification/completion, and red circles indicate incompletion and/or warnings.
Note Pages that are not required will also get a green checkmark .

New look
Error/Warning Messages
 

Print

The Print drop-down list has two options:

  • This page (opens a Printer-Friendly view of the current page in another browser tab)
  • This project (opens a Printer-Friendly view of the entire application in another browser tab) 

Slide-ins

When entering information for questions that have Add, Update, or Browse... buttons, the additional fields that used to open as separate "pop-up" browser windows now slide in from the right side of the smartform.  For example, when browsing for another department in question 1-2.3, the "Select Organization" window slides in.
Note The window can be minimized or closed to return to the main smartform, but you must click OK to save your selection.

Slide-in example
Slide -in window

The slide-in windows are also called Dialogs.  If you've minimized a slide-in and returned focus to the main smartform, then options to Close  and Restore  Dialogs display in a bar on the right-side of the smartform.
 Note The main smartform controls remain locked for editing until you close the slide-in dialog.

Slide-in minimized
restore dialogs 

Appointment Selection (for Human Subjects Applications)

The Appointment Selection functionality for Study Team Members is improved and easier to use.  It now displays the available appointments directly within the slide-in question.

Document controls

When working with documents, there is a new location for the buttons/controls on document stacks. Click the Browse  ellipsis button next to the Version number for options to:

  •   Download Copy
  •   Upload Revision
  •   View History
  •   Compare with Previous Version
  • Delete.

 Note The options that are available may vary based on document-type and user role.

New document controls
Document contols

Continue where you left off

The system remembers where you last were within an application.  A Welcome Back! Continue where you left off message displays, and the application opens directly to the last page of the application that you had saved. 

Video

See a brief demonstration of these user interface changes in this eRRM 9.0 video  (02:45 - Note: no audio).​

Last Updated: 
Thursday, February 20, 2020