REB Member User Guide Overview

The REB Member User Guide explains the key features and functionality you will use when you are assigned to review an REB application.

Microsoft Word version of the REB Member Guide

Reminder: Bookmark the EthOS Hub as your main portal for all things EthOS!  

Background

About EthOS

EthOS (Ethics Online System) is the University of Guelph’s Research Ethics online application, review, and approval platform.

This platform provides several benefits for the research community to enhance the efficiency and integrity of the ethical review process, including:

  • dynamic form navigation
  • collaboration opportunities
  • document management features
  • real-time visibility to application status
  • automated notifications

EthOS launched in July 2024 as part of an enterprise-wide initiative to improve research administration tools and processes. U of G’s Research Administration Information Management System (RAIMS) is a strategic initiative with a longer-term roadmap to implement multiple department-specific ethics solutions that support and empower our research community. (Researchers will see the RAIMS acronym referenced periodically throughout our user support materials.)

EthOS uses Infonetica’s Ethics Review Manager software. Infonetica specializes in research management, ethics management, ethics approval, and compliance training solutions.  

EthOS is supported and maintained by U of G’s Research Ethics office. We are here to guide and support our research community at every step.  

Available EthOS Forms

EthOS replaces U of G REB forms and supplements previously completed in Microsoft Word.  

Use EthOS for all main (standard) REB applications (including Multi-jurisdictional and Request for Exemption applications) and Statement of Intent applications.  

Amendment requests, annual renewals (continuing Ethics Review), event reports, and study closures are also processed through EthOS.  

Note: As of September 23, 2024, all active protocols approved prior to EthOS will be available in the system as legacy (pre-EthOS) forms.  

REB Submission & Review Process Workflow  

The implementation of EthOS does not change the overall review and approval process for research ethics applications. The Research Ethics office continues to coordinate all steps, ensuring compliance with the Tri-Council Policy Statement, but the workflow is streamlined and more efficient using the electronic system.  

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Initial Steps and Important Reminders

Account Setup

All REB Members have had their accounts created using the email on file with the Research Ethics office.  

If you are an external user, you will need to set up a password during your first log-on. Follow the system prompts. If you have any issues accessing the system, please email RAIMSsupport@uoguelph.ca.  

Internet Settings

Pop-Ups

  • For full system functionality, ensure that EthOS pop-ups are allowed.

Supported Browers

  • Microsoft Edge  
  • Google Chrome
  • Mozilla Firefox
  • Apple’s Safari

Note: Using Microsoft Edge may reduce multi-factor authentication (MFA) prompts.

Mobile Compatibility

EthOS is not optimized for mobile use. We recommend using EthOS on a desktop or laptop browser only.  

If you encounter any browser or display issues, contact RAIMSsupport@uoguelph.ca.  

Logging In  

Tip: you might find it helpful to bookmark the EthOS URL.  

REB Members and Research Ethics staff will use a Reviewer site to access and process their assigned applications.  

From the EthOS homepage, there are two ways to log in:

2 login buttons - one for university logins with university email address, other to submit a request as an external user.

  1. Click on the University Login button if you have a University of Guelph email address (@uoguelph.ca) or Guelph-Humber email address (@guelphhumber.ca). Use your existing credentials.  
  2. External community members should click on the External Login button; enter your email address that is on file with the REB and follow the prompts to reset your password (if this is your first time accessing the system).  

Timeout Settings  

EthOS will automatically log out applicants after 30 minutes of inactivity. You will receive a one-minute warning notice to prompt you to stay logged in if needed.  

If you have stepped away and return after EthOS has timed out, you will see this message:  

Follow the hyperlink in the Session timeout notification window to log back into EthOS.  

Saving Form Data in EthOS

EthOS does not autosave in the same way that you may be familiar with in other cloud-based applications. For REB members, if you are in the process of writing a long comment and need to step away from your computer, we highly recommend manually saving frequently in case of interruption. The Save tile in your actions pane triggers a manual save.  

When you manually save your data, EthOS displays a green Save Complete message in the menu bar.  

Note: EthOS will not automatically save when you use your browser back arrow to return to a previous screen.  

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EthOS Dashboard

When you log into EthOS, you arrive at a main dashboard, commonly referred to as the Work Area. As a dynamic system, the EthOS dashboard continually adjusts based on activity in your reviewer account. EthOS uses tiles (boxes) in the dashboard to provide key information to reviewers.  

  1. Navigation Menu Bar and User Settings: The navigation bar appears on every page. Use it to quickly jump back to your Work Area, Help, and User Settings (top right).  
  2. Work Area: Think of your work area as your homepage. Tiles organize the activity or information you will need as a reviewer. When you first log in, your tiles will only have green zeroes as there are no applicable records for that tile yet. As you complete tasks, counts will update dynamically. Red values indicate the number of applicable entries within that tile. Green values indicate that no action is required.  

Work Area Top Row

The top row of the Work Area has four tiles. The information in each tile adjusts dynamically based on workflow activity and shows various counts of information relevant to your review.  

Notifications Tile & Notification Centre

The Notifications tile contains the automated messages addressed to you as they are generated throughout a project’s lifecycle. REB Members also receive an email version of each major notification, which, for most users, will be your preferred trigger to enter EthOS and complete an activity. However, the Notifications tile has the equivalent history so you do not need to rely solely on email notifications (or vice versa).  

The colour-coding in the Notifications tile indicates that:  

  • Green: no unread notifications
  • Red: new or unread notifications  

Click on the Notifications tile to open the Notifications Centre. This area is like an email inbox displaying all system notifications and any attachments throughout your various reviews.  

Here you can search on Project Title, Reference Number or any of the metadata text displayed in the various columns. You can also search within a date range.  

Note: You cannot conduct a full-text search on the content of an application. However,  you can download a PDF of the application and search within it outside of EthOS. (This step is further explained in the Timeline View  section later in this guide.)

Notification messages can then be managed in much the same way as an email inbox:  

  1. Click on the top-level check box to bulk delete notifications or mark all as read
    • Note: deleting a notification cannot be undone (unlike an email inbox); be sure that you will never need to reference the notification again if you opt to delete it
  2. Sort columns

  3. Find notifications that include attachments

  4. Click once on the message title to open the notification and see its contents
  5. To open attachments included with a notification:  
    • From the notification row, click on the Paperclip icon, then click Download
    • Or, from within the message, click View Form to access that specific form  

Contacts

The Contacts tile displays contact information that is maintained centrally by the Research Ethics office. REB Members cannot add new contacts. If you have a Contact suggestion or correction, please reach out to RAIMSsupport@uoguelph.ca.  

Reports

When a report is shared with an REB Member, they will be able to access it through the Reports tile. If you would like to request a report, or have a specific data inquiry, submit your request to RAIMSsupport@uoguelph.ca.  

Meetings

This tile displays a list of your upcoming meetings. This functionality will be available later in Fall 2024 but is currently not in use at the time of publishing this user guide.  

My Tasks and For My Review Tile

All applications assigned to you are available from the My Tasks area For My Review tile. Content refreshes as workflow activities are completed in ten-minute batch update cycles. EthOS will display the last time that the tile information was updated, but you can also manually trigger an update by clicking on the blue Refresh option.  

Note: Only use the Refresh button and not the browser refresh to update the My Tasks content.

Click on the For My Review tile to see the submission(s) assigned to you.  

Moving Between EthOS Screens

As you work in EthOS, return home to the Work Area by clicking on the EthOS title or the Work Area menu option. While reviewing an application, you can move through pages using the Previous, Next, and Navigate action tiles.  

  • Note: Previous and Next move you through the application one page at a time; Navigate will allow you to jump to different sections or areas of the application.  

  • Using your browser back arrow will result in a loss of any unsaved data on a screen. If you must use the back arrow, make sure you click the Save tile first!  
    • Reminder: EthOS does not autosave in the same way other cloud-based applications do (see more information in the Initial Steps of the Getting Started materials)

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Review Process Overview

Completing your review in EthOS involves the following steps:  

  1. Being notified that your review is required
  2. Finding/accessing your assigned application
  3. Understanding where each application is in its overall lifecycle (is it a new submission, an amendment to a previously approved application, etc.)  
  4. Reviewing the contents and adding your comments
  5. Indicating your decision/recommendation and providing any final overall comments
  6. Marking your review as complete (done)

This basic process is the same regardless of whether this is the initial application or an amendment.  

Video Recap of Reviewing an Application

This video summarizes the key steps involved when reviewing an REB application in EthOS. Each of these steps is explained in more detail in the subsequent sections of this User Guide.  

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Accessing the Application Assigned for your Review

REB Member (reviewer) involvement starts after the Research Ethics Office has completed the pre-review and determined which path the application will follow.  

Applications may be assigned to reviewers through either a Delegated or Full Board Review.  

The application needing review will automatically be added to your For My Review tile and an email notification will be sent to each REB Member involved in the review of the application.  

REB Members can access the application from either the email notification or the For My Review tile.  

Note: Although you can access the application from either option, using the email link is the recommended method because it takes you directly to the required starting point – the Timeline view (see below).  

Otherwise, when accessing a review from the For My Review tile, click once on the Review Reference title to open the Timeline view.

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Timeline View

The Timeline view is your best friend in EthOS! It will display the latest status and sequence of events that have been completed against the application. It is best practice for reviewers to visit this page to gain a better understanding of the application's lifecycle.

  1. At the top of the view, the Header table shows various details such as the application type, the committee it has been assigned to, the status, and who the assigned reviewers are.

  2. Below, the Timeline tab displays all the actions completed for the application throughout its lifecycle. You can zoom in and out to change the timescale and scroll forward and backward through the timescale as needed.  

  3. At the bottom of the page, you can see the chronological sequence of events in a list and use the search bar to look up a specific event.

Timeline View Tabs  

The Timeline tab is the main (first) tab, but you can access other details about the application from this screen also.  

  1. The Timeline tab displays the timeline information  
  2. Toggle through the other tabs to view:
    • Project: EthOS uses the term ‘project’ to refer to the complete set of forms any REB protocol may involve, including a main form application, a renewal, event report etc. The project is the overall parent, the main form is the first branch, and post-approval events (renewals, etc.) become subbranches on the project tree.  
    • Documents: All documents uploaded as a part of the application process. This tab is especially helpful if you wish to review any specific documents before beginning your review (e.g., the application itself or the consent form). You can download all or single documents. If you wish to do a full-text search on the contents of the application, download the file from here and search it outside of EthOS.  
    • Contacts: A summary of contact details, if entered by the applicant (rarely used).

    • Correspondence: Please do not use this feature to correspond directly with the research team. You can review the application’s correspondence history if you wish.

    • Note: As with the Correspondence tab, the Data and Time KPIs tabs are used by the Research Ethics office staff only.  

Returning to the Timeline View  

Wherever you are in your review of the application, you can always return to a Timeline view using the Timeline button in your action pane on the left of your screen.  

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Reviewing an Application and Adding Comments  

From the Timeline view, click on the Review Application button in the action pane on the left of the screen.  

The next screen displays the Main REB Application Form overview. Here you see all the sections and pages that have been dynamically created by EthOS based on the applicant’s responses to question prompts.  

Take a moment to understand the scope of the application. You can also toggle the Show Inactive Sections option to see which sections are not included in the application.  

Before you begin, it is important to know how to move through the application’s pages as there are different use cases for either option.  

  • Use the Previous and Next buttons to move backwards or forwards one page at a time  

  • Use the Navigate button to first return to the Main REB Application Form overview page but then jump to a specific page

    • Note: There are times when the Navigate button is more appropriate or useful, especially to skip between sections if you are comparing information. Otherwise, you will find it most helpful to review the application page by page using the Previous and Next buttons.  

Now you are ready to begin reviewing the content in more detail.  

Application Overview Section

From the Main REB Application Form screen, click once on the Application Overview link to open the application’s initial summary-level contents. You should always start with the Application Overview because it provides all the initial information about what type of research is involved.  

As you review the application, you will notice that all fields within the Main REB Application Form are greyed out and not editable by the reviewer.  

Reminder: Built-in guidance is available every time you see an Information icon. Click once on it to read the guidance provided. Please leverage these icons as many helpful details have been added to assist both applicants and reviewers.  

Overview of How Comments Are Captured in EthOS

Reviewers can add comments to the application to capture their notes during the review process. After clicking on a section to review, the New Comment button becomes available in the action pane on the left of your screen.  

Wherever you see the Comment bubble, you will be able to provide comments on each of those questions in that panel. You can choose to make your comment visible to the applicant or not. Prior to completing your review, you will have the opportunity to review all your comments, change the visibility if desired, amend or delete them, or even return to the application to add more comments.  

Note: Even if you mark each comment as being visible to the applicant, the Research Ethics office reviews, moderates, and amalgamates feedback across all reviewers before sharing the final consolidated feedback form with the applicant.  

At the end of the review, you will also have a final opportunity to share additional feedback about the application (or your recommendation) as a whole. This commentary is only between yourself and the Research Ethics office and is never shared with the applicant.  

Adding Comments

To add a comment during the review process:  

  1. On any of the application’s pages, click on the New Comment button

  2. Click once anywhere in the white area of the question on which you wish to comment  

    • Note: if your comment is related to an uploaded document, select the question to which the document is associated

  3. In the Add Comment pop-up window, enter your comment and then decide to make the comment visible (or not) to the applicant; the default setting is for comments to be hidden from the applicant. Hidden comments can be used to make notes to the Research Ethics office, while comments intended for the researchers should be made visible.

  4. Alternatively, click on the Hidden from applicant button to toggle the setting to the green To be made visible to the applicant option

    • Note: clicking on the button again will toggle visibility back to hidden
  5. When you have finished entering your comment and setting the desired visibility, click on the Save button  

  6. As you add comments, EthOS will update the count in the Panel Comments tile and in the related Comment bubble beside the section/question

Viewing, Editing or Deleting Comments

To view the collected set of comments for an application, click on the Panel Comments button in the action pane on the left side of your screen.  

Within the scrollable list of Panel Comments, reviewers can:

  1. Remind yourself of which comments you made visible or hidden
    • Note: you can change the visibility here for each comment or set all comments to be made visible to the applicant

  2. Edit each comment if needed

  3. To edit or delete a comment, click on the Edit button to open the Update Comment pop-up window

    • Revise the comment and click on the Save button
    • Or, to remove the comment, click on the Delete button

    You can also navigate from within the Panel Comments window back to the original question to which the comment is associated.  

  4. Click on the Title of the question

  5. EthOS opens the specific section of the application to which the comment applies

    • Note: if you are now in a different area of the application form, remember that you can use the Navigate button to jump back to the page you were on when you opened the Panel Comments, or you can click on the Panel Comments button again to continue reviewing your comments

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Marking a Review as Done

Continue working your way through each page of the application until you arrive at the Signatures page. This is your cue to know that you have reached the end of the application.

If you are ready to mark your review as complete (done), you must return to the Timeline view. You cannot trigger the Review Done step unless you are in the Timeline View.  

To return to the Timeline view from the Signatures page, click on the Timeline button in the action pane on the left side of your screen.  

Make your Recommendation and Provide Final Comments

To begin the final steps in your review:  

  1. From the Timeline view, click on the Review Done button  

  2. In the Review Done pop-up window, scroll through the table and indicate your recommendation with an X

  3. You can also provide any final additional comments about the application as a whole (additional feedback here is intended only for the Research Ethics office)

  4. Continue scrolling down to see the summary table of all the comments made during the review, with a recap of which ones you made visible to the applicant  

    • Reminder: the Research Ethics office reviews, moderates, and amalgamates all reviewer feedback (marked as visible) prior to providing a consolidated report to the applicant.  

If you wish to make any changes at this point, see the next section. Otherwise, proceed to the Ready to Mark your Review Done instructions further below.  

Not ready to Mark your Review Done?  

  1. If you are not ready to mark your review as done (e.g., you wish to change one of your comments), close the Review Done pop-up window

    • Note: closing the window will clear any previously entered content in the table such as a recommendation or comments  

  2. You will return to the Timeline view from which you can:  
    • Click on the Review Application button to revisit certain sections  
    • Click on the Panel Comments button to revisit (and edit or delete) comments  
      • Note: to add new comments, navigate to the desired section and click on the Add Comment button from the action pane
  3. When you have made your final adjustments, return to the Timeline view and click on the Review Done button
  4. Make your recommendation and final comments as per the steps outlined in the previous section

Ready to Mark your Review Done?  

Once you are satisfied with your recommendation, and have added any final comments about the overall application, click on the Review Done button

Answer Yes to the confirmation message.

You have now completed your review.  

Review Done Confirmation

Once you have marked your review as done, you are copied on the automated notification sent to the Research Ethics office.  

Reminder: Review comments at this stage have only been sent to the Research Ethics Office, not the applicant.  

The Timeline view is updated to reflect the date and time when the review was completed. Both the email notification and the consolidated review form are accessible from the related Review Done row.  

Important: Your My Tasks Number

The submission you just reviewed will remain as a count in your For My Review tile until the Research Ethics office has marked that the review cycle is complete (which will not be immediate).  

The automated email that you receive after marking your review as done is your official confirmation step. You can double-check that you received this email in your inbox, or in the Notifications tile. You can also open the application and look for the Review Done step in the Timeline view.  

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Reviewing Applications after Requested Modifications

Based on your feedback, if modifications have been requested, the application will be resubmitted. Typically, the Research Ethics team will review the resubmission. However, if you are asked to review the modifications, e.g., for a Full Board reviewed protocol, the process for your review of resubmissions is the same as an initial application. However, as you review the contents, you will want to understand how the applicant has responded to any requested modifications.  

  1. As with an initial application, you receive an email and an EthOS notification when a review is required

  2. In the Application Overview section, note that the applicant will have indicated that this is a response to REB feedback

  3. The applicant will have summarized how they addressed feedback  

  4. Further, the applicant will have indicated what supporting materials may have changed  

  5. The applicant may have attached additional documents and may also have provided closing commentary or details about their response.

  6. Review the application, adding any additional comments, make your recommendation and mark your review as done – in the same way as you did with the initial application.  

See below for two useful features that will make it easier for you to compare changes between the resubmitted and previous content.  

Viewing Changes Between Submissions (Tracked Changes Feature)  

EthOS has a tracked changes feature which allows you to compare current and previous content in an application. This helps you quickly isolate what has been removed, added, or edited as you complete your review of the resubmission.  

If the application you are reviewing is a resubmission:  

  1. EthOS displays the total number of changes made in the application in the Changes tile

  2. As you page through the application, a blue bar will inform you when/if a section has changed; here you will have the option to toggle between a View Changes mode or stay in the View Latest (current) mode  

  3. Activating View Changes turns on a track changes display where:  
    • content highlighted in green is new/changed in the latest submission
    • content highlighted in red has been removed from the latest submission  

Example of Viewing Changed Content

In the below scenario, the phone number has been updated since the original submission. After activating View Changes mode, the deleted phone number is highlighted in red and the new phone number is highlighted in green.  

Clicking the View Latest button restores the content to only showing the latest version, which includes only the new phone number.  

Video Recap: Viewing Changes Since Last Submission

The below video shows a reviewer toggling between Viewing Changes since the last submission and restoring the View Latest (current) version.  

Viewing Changes between Previous Submissions and Approved Submissions

After an application has been approved, any amendments trigger another review cycle. And, again, the applicant may need to resubmit the amendment in response to requested modifications.  

For post-approval scenarios, EthOS allows you to specify the comparison range when viewing the changes. Let us use an example to show how this works:  

  • Note: The use of version numbering in the table below is only to support the explanation; EthOS does not apply version numbers to applications. 
Application Scenario Version #  
An application is approved  1
Applicant amends the approved version and submits for review 2
Modifications are requested prior to approving the amended content; the applicant makes those changes and resubmits   3

 

When you activate the View Changes feature while reviewing the most recent submission (in our example, Version 3), you will have the option to:  

View Changes since Last Submission (e.g. between Versions 3 and 2), or view Changes since Previously Approved Version (e.g. between Versions 3 and 1).  

Adding and Comparing with Previous Comments  

Reviewers can continue to add comments in resubmitted applications. EthOS tracks the comments entered on a previous submission as well as comments entered in the latest version. This provides useful traceability to what was mentioned or commented upon previously and can help avoid any unnecessary repetition or contradiction in the commentary threads.  

Video Recap: Navigating Between Current, Previous, and Historical Comments

The video below demonstrates how current, previous, and historical comments are available from the Panel Comments tile in resubmitted applications.  

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Help and Support

Feel free to reach out to rebadmin@uoguelph.ca at any time, we are happy to help with anything you need!  

For technical issues with EthOS, contact RAIMSsupport@uoguelph.ca and your question will be ticketed and triaged. Thank you for all you do to support our research community!

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