UW Research

Update Study Team

Print Print

Study Team members who need to view and edit the Zipline application must be added to the Local Study Team Members SmartForm page in the initial study application. After the study review is complete, any changes to the list of study team members who need access must be made via a study team member modification. You can also update the primary contact or add someone to the study guest list without submitting a modification. This applies to studies reviewed by the UW as well as studies reviewed by a non-UW IRB.

If a study team member does not need access to the Zipline application, there is no need to add them to the Local Study Team Members SmartForm page.

If you need to update information about the study roles, follow the instructions for study modifications.

Keep in mind:

  1. Only users with a Zipline account can be added to the study team in Zipline. If you don’t see someone on the list, they must email hsdinfo@uw.edu to request an account.
  2. Anyone who needs PI Proxy permissions must be listed on the study team.
  3. Faculty advisors cannot submit ancillary review if they are listed on the study team. If desired, faculty advisors may be added to the study team once the ancillary review has been submitted.

Modifications to the Local Study Team

NOTE:See these instructions if you need to modify the study team for an external IRB study created before January 7, 2020.

1. Locate and open the study that needs a study team update

2. In the study workspace, click Modify Study

  • For External IRB Studies: Click Create Site Modification

screenshot of the Modify Study button

3. Select Modification/Update as the purpose of the submission

4. Select Study Team Member information as the modification scope and click Continue

  • NOTE: For UW reviewed studies, if other changes are needed as a result of the study team member update, such as updates to the consent forms, also select “Other parts” as the modification scope.

screenshot of the modification SmartForm

5. Complete the Modification Information page and click Continue

6. On the Local Study Team Members SmartForm page, add or remove people from the study team

screenshot of the Local Study Team Members page with the add button and the remove button highlighted

    • To Remove Someone: Click the X next to their name
    • To Add Someone:
      • Click Add
      • Select the team member in the study team member field

screenshot of the add study team member popup

      • Click OK in the Add Study Team Member window

screenshot of the OK button in the Add Study Team Member popup

7. Click Save and Exit/Finish to exit the SmartForm

8. Complete the Submit activity to send the modification to HSD for review

  • NOTE: The PI or a PI proxy must complete this step.

screenshot of the submit button

Modifications to the Local Study Team for External IRB Studies Created Before January 7, 2020

1. Click Update Study Details in the site workspace

screenshot of the update study details button

2. Indicate that there is a study team change in the update summary and click Continue

screenshot of the study update summary

3. You are now in a draft version of the study SmartForm and should be on the Basic Information page. Update the draft version of the study to reflect the study team change.

    • Go to the Local Study Team Members SmartForm page and add or remove people from the study team

screenshot of the lefthand navigator with the Local Study Team Members page selected

screenshot of the Local Study Team Members page with the add button and the remove button highlighted

      • To Remove Someone: Click the X next to their name
      • To Add Someone:
        • Click Add
        • Select the team member in the study team member field
        • Click OK in the Add Study Team Member window
      • Click Save and Exit out of the draft SmartForm once your changes are complete

4. DO NOT complete the Finalize Updates activity. Email hsdrely@uw.edu when the update is ready to be finalized. HSD staff will complete this activity after your change has been assessed.

screenshot with the finalize updates button crossed out