User Guides
Create a New Reliance Request
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Create a New Reliance Request
This guide walks you through the process to create and submit a new reliance request in the SMART IRB Reliance System.
Step 1 — Start a new request from the dashboard
- Click All Requests on the lefthand navigation pane to open the requests dashboard
- From the reliance dashboard select New Reliance Request
Step 2 — Enter PI Information
- Choose the PI’s Home Institution from the dropdown
- PI Name and Email (required)
- Phone number and degrees (optional)
Step 3 — Enter Study Information
- Study title (max length 255 characters) and brief description (max length 1000 characters)
- Requested Reviewing IRB The “Requested Reviewing IRB” will be the Home Institution selected in the PI Information module
- Protocol Number (optional)
- National Clinical Trial (NCT) number (optional)
- Use the checkboxes to select the reason(s) for requesting the Reviewing IRB (required)
If you are ready to proceed click Save & Continue.
Otherwise, select Save Draft & Exit in the top right-hand corner to save your work to complete at a later time.
Step 4 — Upload Documents
At least one research protocol is required for a reliance request. The document must be in PDF format and less than 10 MB
If you have additional documentation to add to the request, use the Upload button and select your desired PDF(s)
Once you are finished click Save & Continue.
If you are not adding funding sources, click Save & Continue to move to Step 6. Otherwise, proceed to step 5.
Step 5 — Add Funding sources (optional)
- Click Add Funding Source.
- Type the funding source in the Funded By textbox (required).
- Open the Primary Awardee Institution dropdown menu and select the name of the Primary Awardee Institution (required).
- Use the radio buttons to select a Funding Type (required).
- If you selected Other as the funding type, fill out the Other Funding Type field (required).
- After completing all the required fields click the Add Funding Source button to add this funding source to your request.
- If you have additional funding sources to add, repeat the above steps for each.
Step 6 — Review and Submit
- To review the request details prior to submission, click Request Summary in the navigation bar of the request’s detail page.
- Review the details on the request summary page. To make edits, click the Edit icon on the right side of the screen within that section.
- When you have reviewed all sections and all edits are complete, click Submit Request.
- Click Submit in the pop-up window to proceed with submitting your reliance request.
An email notification will be sent informing the recipient that the reliance request has been submitted.