Quick User Guide for Application Management Team Member Form in HA.CRER Portal
Learn how to assign roles to your research team members for handling administrative tasks related to Research Ethics Review Applications through the HA.CRER Portal. Follow step-by-step instructions to create a new application, assign team roles, and ensure all team members have existing accounts for seamless collaboration.
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Fill in Application Management Team Member Form 1 HA CRER Portal - Quick User Guide
What is Application Management Team Member Form for? To assign the roles to your research team member to handle administrative work for Research Ethics Review Application through the Portal. What is the Application Management Team comprised of? 1. Principal Investigator (PI) 2. Delegate [optional] 3. Follow-up User [optional] Note: Delegate and Follow-up User can be the same person The user permissions of the three roles are summarized as below: Role Handle Initial Application Handle Post- approval Activities Create Application Management Team Update Application Management Team Change of PI Upon CREC's approval, user could seek CREC Secretary's assistance to change the PI on the Portal. Able to change the Delegates / Follow- up users PI Delegate Follow-up User 2 HA CRER Portal - Quick User Guide
Navigate to [Application] -> [New] to start a new application. An Application Management Team Member Form will be shown. 3 HA CRER Portal - Quick User Guide
The form allows you to assign roles to your research team to handle the Pre-approval and Post-approval Activities Mandatory field Mandatory field 4 HA CRER Portal - Quick User Guide
Click Add New Row to fill-in email address to assign Delegate / Follow-up User (if any) for the application. 5 HA CRER Portal - Quick User Guide
The Portal will auto-detected whether the email address you have entered is existing account or not. 6 HA CRER Portal - Quick User Guide
If the email address you have entered is NOT an existing account, which mean that your teammate does not have an account on the Portal yet. Please click Click here to redirect to the Sign Up page to create an account for your teammate. 7 HA CRER Portal - Quick User Guide
Make sure ALL your teammates has existing account. When finished the Team Member Form, please click Create to create a new application. 8 HA CRER Portal - Quick User Guide
After Application Management Team Member Form submitted, your new application form is created under Draft . (Navigate to [Application] -> [Draft]) 9 HA CRER Portal - Quick User Guide
