Responding to Pre-Review

When HRPP staff have questions, comments, or requests for revisions to a submission in Kuali Protocols, an email notification will be sent from the system to all individuals listed on the Protocol with Full Access.

Using the link in the email notification, access the submission that requires revision.  A yellow feedback box will display at the top of the Form that identifies the HRPP staff member (screener) who has reviewed your submission and may provide additional information. 

Pre-review may be communicated through one or more the following – General Action Items, Action Items, and/or Admin Notes & Files. 

Note the information in this instructional guide does not apply to Reportable Events.  For more information on viewing and responding to pre-review for Reportable Events, see the Reportable Events instructional guide.

General Action Items

General Action Items are used by HRPP staff to communicate instructions for responding to pre-review or for general questions or requests not associated with a specific section or question in the Form

• General Action Items will be indicated by a yellow circle with a number next to General Action Items on the right-hand side of the screen
• To view the action item, click on General Action Items
• You can reply to the action item in the box that expands from the right side of the screen or make revisions directly in the form as requested by the screener

Action Items

Action Items are used by HRPP staff to request a specific revision or ask a question about a specific response in the Form. 

Action Items will be indicated by a yellow circle with a number next to the section name in the left-hand navigation. 

Action Items can be accessed in two ways:

• Action Items Summary on the right-hand side of the screen
  • Selecting this option will provide you with a list of all Action Items
  • Navigation to the specific questions is not possible using this option, but you can use this summary to print/save the pre-review comments, if desired 

• Using the “Jump to” navigation on the left side of the screen 
  • Select a section that contains a yellow bubble. Your screen will scroll to that section of the form
  • Find the question(s) with Action Items by locating the yellow circle within the Form directly to the right of the question
  • Select Action Items to display the comment.  It will appear on the right-hand side of the screen
  • Make the revision being requested and/or respond directly to the comment