HOWTO: Insight > Humans > Add Funding Source

Introduction

The Initial review, Amendment and Continuing review transaction in Humans module under Actions menu is used to add funding source to a protocol and submit to the Mass General Brigham Institutional Review Board (IRB) for review.

STEPS

* Prerequisites: must be working within a Draft transaction on the protocol. Learn more about creating protocols or amendments. 

1. Navigate to "Add Sponsor/Funding" form in the left navigation bar. 
2. Select an option. The "Search Insight Agreements..." option will allow you to link to existing Agreement records.
3. Search for an Agreement by Agreement Number, Fund Number or PI Name. Click the Search button. Note that only funded record types are returned as part of this search.
4. Select a returned result by clicking the radio button. Note that you will not be able to select an Agreement already linked to the record.
5. Click the Save button.
6. Complete all the sponsor funding form. Submission Checklist on the right panel helps in identifying the incomplete information within the page that needs to be completed
7. When all the mandatory fields are answered in a section, a green check mark (✔) appears next to the page title.
8. When all the sections are complete, you can click Submit to trigger workflow/review.
9. The Related Records page will show the status of the link until the Amendment is approved. For more on the Related Records page click here.
10. Once the Amendment is approved the protocol will be listed on the Compliance page of the select Agreement record. 

To add additional funding sources:

1. At the top of the Forms pages, click on + Add new form link on the right corner.
2. Upon clicking on + Add new form link, a type ahead drop-down box is displayed. Type in “Add Sponsor/Funding” form, select and click the Add button.
3. Navigate to the Add Sponsor/Funding form in the left navigation under Forms.
4. Follow the same steps as above starting at #2.