Personnel and Permissions

Personnel and Permissions - Understanding the Difference

Research Personnel:  Individuals who are engaged in human subjects research, specifically, individuals who intervene or interact with human subjects or access identifiable information for research purposes.

• These individuals are listed in the Research Personnel section of the Form
• Adding or removing Personnel from this list requires an Amendment

Permissions: This is a tab within the IRB Protocol that allows individuals who are not Research Personnel to be granted access to the study in Kuali Protocols. 

• Full access allows the individual to create submissions, such as Renewals and Amendments, respond to pre-review, and take other actions in the system
• Read-Only access allows the individual to view the study in Kuali Protocols and download documents such as Attachments and Approval Letters but does not allow the individual to take Actions on the study.
• This tab is always open for editing and no amendment is required to add or remove individuals from the Permissions tab.

Adding Research Personnel

In the Research Personnel section of the Form, select the button, "+ Add Line." A new window labeled "Add" will appear.

1. In the field labeled “Person,” search for the individual by typing into the labeled field. For best results, search using the individual's IU username.  If you are unsure of username, type last name first, then first name.
   • Select the person once their name appears in the dropdown. Note that some individuals who do not have an IU username will not display in the search results.
   • For studies created in Kuali Protocols (identified by a 5 digit protocol number): If you cannot locate the person you are trying to add, exit the window and respond appropriately to the question(s) below to list the Research Personnel who could not be found in the search.
   • For Migrated Studies (identified by a 9 or 10 digit protocol number): Individuals who cannot be found will need to be added to the lookup by staff before you can add them to the personnel list. Please email irb@iu.edu with the individual’s name, email address, name of their institution and research role.
2. Complete the remaining fields, including uploading any required Personnel Attachments, such as CV (for PIs) or training documentation (for non-affiliated personnel).
   • To verify CITI training for Research Personnel with an IU username, you may use the CITI Research Compliance Look-up tool. Please note that you must access this tool either on any IU campus or via IU VPN.
3. Repeat steps for all personnel being added.