Click an item from the menu to go to training related to that application or role.

Training

The Institutional Review Board (IRB) offices offer classroom instruction on the basics of using the eResearch Regulatory Management (eRRM) system to create and submit human research subject applications (and more). Click a link below to view the training schedule and enroll in a class:
IRBMED - Education
IRB-HSBS - Educational Sessions

Reference Materials

General References & Tips

Submission question/answer spreadsheets:

All Application questions (last updated 8/12/2019)
All Multi-Site Research Application questions (last updated 8/12/2019)
All Amendment questions (last updated 10/20/2017)
All AE/ORIO questions (last updated 8/1/2017)
All SCR questions (last updated 5/22/2014)

Logging in

Obtaining a Friends Account - Non U-M colleagues obtain a Friends Account to access eRRM.
Logging in to eRRM - Create an eResearch account and log into eRRM.

eRRM Tips

Recommended File Types
File size limits
Scanning Documents
Uploading, Editing, Comparing, and Deleting Documents - Add, edit/stack, compare versions and delete documents in a study application.
Improving System Performance
Filtering
Using the Jump to List
Configuring Email Notifications
Glossary of eRRM terms and acronyms

Human Subjects Application

Principal Investigator (PI) and Study Team

PI/Study Team - Quick Reference Card - Summary of basic tasks including creating and submitting a research study application.
Home Workspace Reference - Identifies features and functions on "My Home" (Study Team Member home page).

Creating an Application

Creating an Application for a New Study - Create a study application and save it with a HUM number.
Adding a Study Team Member - Enter study team members; includes selecting their role and appointment for the study and setting an email option.
Adding a Related PAF, UFA, Award, or Internal Sponsor - Indicate the external or internal sponsor for a study application, and related PAFs, Awards, or UFAs.
Posting Notes for the Study Team - Enter notes in an application section for other study team members.
Post Correspondence - Post messages to anyone with access to the Study Workspace (e.g., IRBs, Core Committee staff).
Change the PI - Change the Principal Investigator (PI) on a study application.

Working with Documents in an Application

Uploading, Editing, Comparing, and Deleting Documents - Add, edit/stack, compare versions and delete documents in a study application.
History Rollback for Uploaded Documents - Roll back to a previous version of an uploaded document.
Uploading and Editing Resumes, CVs, or Biographical Sketches - Add CVs, etc. in the application on behalf of the PI or Co-Investigator of a study. Upload a revised CV for yourself.

Submitting a Study Application

Preparing a Study Application for Submission - Verify required sections are complete; check for errors; notify study team members to accept their role; notify the PI to submit the application.
Conflict of Interest (COI): Changes for U-M Study Team Members & PIs - An overview of changes related to COI beginning 4/14/2014 for PIs, Study Teams and Study Coordinators.
Accepting Your Role on the Study Team - Team members must accept their role on the study to submit the application.
(Friends Account) Accepting Your Role on the Study Team - Team members not affiliated with U-M must accept their role on the study and provide Conflict of Interest information to submit the application.
Move to Ready to Submit Inbox - Allows study team members to move application to the "Ready to Submit" section of the PI's Inbox.
Submit a Completed Application - PI only - Details steps for the PI to submit the study application.
Printing an Application - Details steps for printing the study application.
Tracking a Submitted Application, Approved Documents, and Related Projects - Verify the status of a submitted study application and view approved documents.
Submitting Requested Changes - Re-submit an application after making changes requested by a review committee.
Submitting Contingencies - Re-submit a study application when contingency information is required for approval.
Upload Non-UM IRB Approval Documents - Indicate approval and upload documents for an Other IRB Review application.

Approved Study Changes

Create an Amendment - Submit changes on an approved study (i.e., amend a study).
Creating an Adverse Event/ORIO - Submit adverse events (AEs) or other reportable information/occurrences (ORIOs) on an approved study.
Adverse Event Summary Report - Look up the number and type of Adverse Events reported for a particular study.
Creating a Scheduled Continuing Review (SCR) - Submit a request for a continuing review on an approved study.
Termination - Create a new termination for Exempt study applications.
Termination Report - Submit a request for terminating an approved study.
Cloning an Application for Cancer Center Studies - Clone (i.e., electronically copy) an application to begin a new one.

Core Committee Staff (IRB Staff)

Core Committee Staff Basics - Information about approval and expiration dates, and using the Home Workspace.
Changes and Correspondence - How to request application changes and communicate with study team members, core staff and reviewers.
Printing the Application - How to print the entire study application and how to print individual pages of an application.
Submission Review - Quick Reference Card - Assign a core staff owner; complete and submit the reviewer checklist; assign submission to reviewer(s) and/or committee(s).
Managing Meetings - Quick Reference Card - Schedule a meeting; edit discussion items and agenda; record minutes and committee decisions.
Validate Committee Decision - Quick Reference Card - Complete decision-validations; edit/send approval letters; finalize documents.
Administrative Withdrawal - Remove submissions that no longer need to be stored in the system.
Fast Find - Recommended method to search for submissions. (Minimal impact on system-processing speeds)
Using the Hotlist - Identify priority submissions and complete common tasks without navigating to the submission workspace.
Assign Designated Reviewer for Contingency Review - Options for referring a contingency review of a submission to a designated reviewer.
Reassign Designated Contingency Review - Options for reassigning contingency review of a submission to someone other than the originally designated reviewer.
Update Common Rule Transition Status - Set status to help track which studies are under Common Rules.
Manage Action Items - How to create and view open action items.
Manage Documents - workaround for documents that fail Finalize Documents activity
Human Subjects Application Review Process - Roll Back FAQ

SSRS Reports

SSRS Reporting - Quick Reference Card
Print SSRS Report - Running, printing, and exporting SSRS reports.
Install ActiveX (Internet Explorer )
Export SSRS to Excel

Core Committee Member/Reviewer

IRB Committee Member Review - Complete and submit reviewer checklist.
PRC Committee Member Review - Complete and submit reviewer checklist.
Adverse Event - Single Member Review - Complete and submit reviewer checklist.
View Agenda - View and/or print committee meeting agenda.
Non-Committee Member - Submission Review - Complete and submit reviewer checklist as an ad-hoc reviewer.
Designated Reviewer - Contingency Review - Complete and submit contingency review.
Change Log and Audit Trail - Accessing the Change Log and Audit Trail from Reviewer Checklists.
Continuing Review No Longer Required - Information and example of "Is Continuing Review Required?" question.
Fast Find - Recommended method to search for submissions. (Minimal impact on system-processing speeds)

Ancillary Committee Member/Reviewer

Ancillary Committee Review Quick Reference Card - Review a new study application; review an amendment; view adverse events (AEs) and scheduled continuing reviews (SCRs).
Ancillary Committee Reviewer Home Workspace - Details logging into eRRM and viewing the Home Workspace.

Michigan Clinical Research Unit (MCRU)

MCRU Staff Overview - An overview of MCRU Staff review procedures including assigning for MCRU Review, generating the MCRU Meeting Report, and completing an MCRU Review.
MCRU Financial, Clinical & Lab Reviewers - Complete MCRU Financial, Clinical and Lab Reviews.

Cellular Therapy

Cell Therapy Review - An overview of the Cellular Therapy Ancillary Review process.

MIAP (MICHR IND/IDE Investigator Assistance Program)

MIAP Review - Review a study application or amendment.

Repository Application

Personnel / Repository Director

Create and Submit a Repository Application*
Create and Submit a Repository Application Amendment*
Create and Submit a Repository Application Continuing Review*
Create and Submit a Repository Application Termination Report*
Create and Submit a Repository Application Incident Report*
* Only the Repository Director can submit.

Core Committee Staff / Core Committee Member

IRB Staff – Approve Repository Application - Complete an IRB Staff review of a submitted Repository Application.
IRB Committee – Review Repository Application - Complete an IRB Committee review of a submitted Repository Application.