Making changes to a Reliance Request

This article covers the following:

• How investigators/submitters can make changes to an in-progress request
• How Reliance POCs/Backups can make changes to an in-progress request
• Making changes after pre-check is complete

All reliance requests first go to the Overall PI's home institution's Site Admin for a "Pre-Check"; this step in the workflow is an opportunity for the Site Admin to identify any areas that require correction, as well as to assess whether the study is eligible for a reliance arrangement.

How investigators/submitters can make changes to an in-progress request

If the request has been submitted but it has not yet passed the Pre-Check step, the submitter of the request can make any necessary changes (e.g., correcting a typo in the study title or an email address, or making a change to the requested reviewing IRB) by following these steps:

1) On the Request Details page click the "Reliance Request" link in the left hand column.

2) At the bottom of the subsequent page there will be a button to reopen your request.

How Site Admins can make changes to an in-progress request

If the request has been submitted but it has not yet passed the Pre-Check step, the Site Admin(s) of the Overall PI's Home Institution can send the request back to the submitter for revisions (e.g., changing the requested reviewing IRB or uploading additional documents)

by following these steps:

1) At the bottom right of the Reliance Pre-Check Form, click "Request needs revision."

2) On the subsequent page, you will be prompted to enter a reason for reopening the request, to help the submitter understand what they need to change. The submitter of the request will receive an email notification that the request has been reopened and will be provided with the reasons.  

Making changes after pre-check is complete

If the status of the request is “Pre-Check Complete” or “Reviewing IRB Identified” either the submitter or a Site Admin may ask for the request to be reopened for revision. Re-opening the request will allow the submitter to make any necessary changes, including adding or removing a site, adjusting site details, changing investigators, uploading new documents, etc. However, reopening a request at this stage will undo any progress that has been made on the request thus far.

You can also start this process by clicking the “Revise Request” link at the bottom of the Reliance Request form as shown below.

Once resubmitted, the request will reenter the workflow, going first to the Overall PI’s Home Institution for review and pre-check.