ROMEO Researcher s Guide. Faculty Advisors: Reviewing and Submitting Student Applications and Application Sign-off

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ROMEO Researcher s Guide Faculty Advisors: Reviewing and Submitting Student Applications and Application Sign-off

Contents Overview Accessing ROMEO Approving Student Applications Accessing the application Reviewing application Application Sign-off Errors tab Submit After submission Need further help? OCAD UNIVERSITY 2

Overview: Reviewing and submitting student applications If students are filling out an application for their own research project, why do I, the faculty advisor, have to be the Principal Investigator and must also submit the student s application for them? Previously, when REB applications were paper-based, students would need their faculty advisor to sign off on their REB application. ROMEO REB applications require faculty advisors to login and answer 3 questions, which are equivalent to this signature (see slide 14) This sign-off process ensures that the faculty advisor is provided the necessary oversight for the duration of the student s research. OCAD UNIVERSITY 3

Overview: 1. Log-in (or register) on the ROMEO researcher portal through the LOG IN menu of the OCADU website, or through: https://ocad.researchservicesoffice.com/romeo.researcher/ 2. Click Applications Saved, Not Submitted to view student researcher applications 3. Review the entire application by going through the tabs. 4. Fill out the Application Sign-off requirements (1.1, 1.3 and 1.4) under General Info. 5. Make sure there is no Errors tab if there is contact the student to check for missing information, and review again. 6. Submit! OCAD UNIVERSITY 4

Applying for Research Ethics Board approval: overview TIPS ROMEO works best on the Firefox or Internet Explorer web browser (not Chrome or Safari). SAVE your applications frequently ROMEO does not have an automatic save function. OCAD UNIVERSITY 5

Accessing ROMEO The ROMEO Researcher Portal is accessible from the LOG IN menu on www.ocadu.ca or through: https://ocad.researchservicesoffice.com/romeo.researcher/ Note: FIREFOX and INTERNET EXPLORER are the recommended web browser for the system. Use the right browser to: prevent errors when saving, ensure all buttons and tabs appear, and prevent losing entered information. OCAD UNIVERSITY 6

Log-in or register First-time users will need to register with their OCADU e-mail and will be sent a confirmation e-mail to reset their password. Your username is your OCADU e-mail address ( xxxx@student.ocadu.ca/ @faculty.ocadu.ca/ @ocadu.ca). OCAD UNIVERSITY 7

Log-in or register OCADU students, faculty, and staff should use their regular OCADU email as their username and the primary email address to which all notifications and letters of approval will be sent. OCADU students and external users logging in for the first time will need to complete the self-registration form that appears when Register is selected on the ROMEO log-in page before they can access the Researcher Portal. Once you have registered, you will receive an automatic notification via email with instructions on how to set up your password. OCAD UNIVERSITY 8

Researcher dashboard Students are instructed to notify their Faculty Advisor when their research application is ready for submission. Student s will have assigned the roles on the application so that: The Faculty Advisor is the Principal Investigator (PI) The Student Researcher is a Undergraduate or Graduate Researcher It is the Faculty Advisor s responsibility to review the whole application thoroughly, sign-off on the application (Application Sign-off), and then submit the application on behalf of the student. OCAD UNIVERSITY 9

Researcher dashboard On the ROMEO dashboard, new student researcher applications will appear under the heading Role: Principal Investigator, through the link Applications (Saved Not submitted) OCAD UNIVERSITY 10

Reviewing Student Applications Under Applications (Saved Not submitted), you will see a list of ALL NEW student applications that have been saved and are waiting to be submitted. Beside each application are 4 options: View, Edit, Clone, and Delete To review, sign-off and submit the application, click EDIT. OCAD UNIVERSITY 11

Reviewing Student Applications VIEW Allows users to view the application, but any changes made will not be saved. EDIT Allows users to make changes to the saved application, and to save these changes. Faculty Advisors: To review, sign-off and submit a student research application, click EDIT. CLONE Creates a duplicate of the existing application DELETE Allows user to delete the entire application OCAD UNIVERSITY 12

Reviewing Student Applications Scroll through the tabs to review the entirety of the students research application Under Application for Ethical Review of Research Involving Human Participants, sub-tabs correspond to different areas for ethical review Optionally, you can Export the application to a PDF or a Word Document if you wish to print the application for review, or for keeping an off-system/off-line record of the student s application. These buttons are available about the tabs. OCAD UNIVERSITY 13

Application sign-off Faculty advisors (the PI) will need to login to the ROMEO Researchers portal, with their own credentials. Under Application for Ethical Review involving Human Participants tab, under the sub-tab General Information : The faculty advisor (PI) must answer Question 1.1 and 1.3 and 1.4 of the application. After they have signed-off on the student researcher application, the faculty advisor (PI) will submit the application on the student s behalf. OCAD UNIVERSITY 14

Application for Ethical Review of Research Involving Human Participants For student applications Under General Information the faculty advisor needs to answer questions 1.1 and 1.3 and 1.4. The student researcher needs to answer question 1.2. OCAD UNIVERSITY 15

Errors After you have signed-off on the student researcher s application, make sure there is no Errors tab. If there is an Errors tab you will not be able to submit the application. An Errors tab means the student has not properly filled out the application Inform the student, and get them to notify you again when the application is filled out correctly. Review the application again, once received On a correct, properly filled application, the Errors tab will not exist. OCAD UNIVERSITY 16

SUBMIT! Once the application has been properly completed and the Errors tab has disappeared and the faculty advisor (or PI) can submit the application Click the Submit button at the top of the page to do so. OCAD UNIVERSITY 17

After submission Although all team members will have access to view and edit the application, the PI faculty advisor - is the only member of the project team who can submit the application once it is complete. All team members will receive e-mails regarding revision requests and approval letters. And remember Student applications submitted by Faculty Advisors are accessible under Role: Principal Investigator Student applications submitted by graduate or undergraduate students are accessible under Role: Project Team Member OCAD UNIVERSITY 18

And REMEMBER! ROMEO works best on the Firefox or Internet Explorer web browser (not Chrome or Safari). SAVE your applications frequently ROMEO does not have an automatic save function. OCAD UNIVERSITY 19

Need further help? For more details regarding ROMEO, please visit : http://www.ocadu.ca/research/research-services/romeo---online-researcher-portal.htm For questions regarding OCADU Research Ethics please visit: http://www.ocadu.ca/research/research-ethics-board.htm OCADU Office of Research and Graduate Studies research@ocadu.ca ROMEO and REB inquires Christine Crisol Pineda cpineda@ocadu.ca T. 416 977 6000 x. 4368 OCAD UNIVERSITY 20