TRAQ DSS Form Researchers-User Manual
Contents
1. Gender Role In Project Co Investigator Country Co Investigator E Rank a Institution Coa Principal investigator Email Co Supenvizor Fax Phone Principal Investigator External Site Phone2 Project Stat Research Assistant Malling Alternate Address ac Aane Research Nurse Student Researcher Supervisor ET a a e ee ee lise OF Address You may add as many team members as required by clicking Add New team members can also be edited or deleted Keep in mind that anyone who will need to have access to the application should be added as team members It is recommended that Research Administrators assign themselves to the Research Coordinator role Important Although all team members will have access to view and edit the application the P I is the only member of the project team who can submit or re submit the TRAQ DSS Form Transferring Principal Investigator Role e If you are completing this application on behalf of the P I you will need to transfer the P I role from yourself to the actual P I prior to submitting the application Important DO NOT change P I s Last Name and First Name manually always click Change PI as Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Approvals Logs Errors Principal Investigator Instructions Do not hand type data for this section The Principal Investigator PI secti2. Affiliation dropdown menu to ensure that the Email queens researcher queensu ca Fax application follows the proper workflow and avoid Primar eming Ha emmett Win rd Floor Alt t eras Fleming Hall Jemmett Wing 3rd Fi temae any unnecessary delays Adding Project Team Members to Application From the Project Team Info tab scroll down to Other Project Member Info and click Add New Role in Project No records to dagt e Important Do not enter this information manually always use Search Profiles Click Search Profiles to bring up the Investigator List and search for the person you need to add as a team member Save close Project Team Member Info mstructions Do not a File ee el LAL gd type data for this section To add more project team members to this application file click the Search Profiles button to search for and select from researcher profiles i Prefix wie LastName _ First Name Affiliation 7 Gender Unspecified ons Role In Project Co Investigator Country Rank Institution a Email 7 Fax 7 Phone Phone Adding Project Team Members to Application Cont Investigator List X Instructions Search for and select tl NoFilter this application file If the project team member does not have a researcher profile eer eres You can search the Investigator List Sta startswith for the name of the person to be L
3. TRAQ DSS Form For Hospital Research Only sji e If you answered Yes to question 1 6 on the General sub tab research is being conducted at one of the affiliated teaching hospitals you must complete sub tab 3 Hospital Research of the TRAQ DSS Form e Omitting to complete this sub tab will result in delays in getting your application reviewed and approved e Please read the instructions provided at the top of the page carefully Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Approvals Logs Errors 1 General Please note the section Other Approval within Approvals tab is applicable to hospital based research Please identify all hospital departments that will be impacted by your research Impact is defined as any procedure or research protocol which uses hospital resources above those normally required for practice and standard of care This may include but not limited to extra tests or procedures preparation dispensing and storage of special medications used in drug trials use of labs for specimen preparation storage and shipment additional nursing time use of space to see research participants educational preparation or other ancillary costs covered by the hospital The hospital will not absorb research costs associated with projects above and beyond the standard of care These extra costs must be clearly identified within this application and researchers must have
4. Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Logs Errors Click Add New to add funding details for this project TRAQ DSS Form e The TRAQ DSS Form contains a number of sub tabs all of which contain required questions Application Ref No 7520 Project Title Project Work Flow State Pre Submission Save Close Print ExporttoWord ExporttoPDF Submit cence oe Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Approvals Logs Errors L ij 1 1 Which Institution Financial Services will hold your research funds C QUEEN S UNIVERSITY E HOTEL DIEU HOSPITAL Please select HDH Research Vic Sahai in the approvals tab L KINGSTON GENERAL HOSPITAL Please select KGH Research Veronica L Harris McAllister in the approvals tab I PROVIDENCE CARE Please select PC Research Dan Legault in the approvals tab L There are no funds for the project to be administered ij 1 2 Is additional Queen s Hospital space required for this project YES no and the Senate Policy on Integrity in Research respectively ly agree 1 4 Does the proposed research include Controlled Goods Technology YES 5 NO Application Form TRAQ DSS FORM When all required questions have been answered in a sub tab
5. Sponsor Info screen Funding Disbursement Info Enter the anticipated start date of your project the fiscal year data Sponsor Info Fiscal Year p e Save Close field above will automatically Sponsor Info ria populate End Date Agency Social Sciences and Humanities Research Enter the total amount of aS requested cash this amount Pr Standard Research Grant e EEE eee Requested In Kind C e e overne j ed In Kind should include the overhead or Start Date RE m A n g E expected in kind contribution End Date a Competition Date a Awarded Cash Currency Type CAD Awarded In Kind Awarded Overhead Comments Final Cash Final In Kind Click Add New Afo add funding disbursementis Final Overhead Important Remember to click Save at the bottom Ht aver startDate enaos J of the Funding Disbursement Info screen and then No records to display Save on the Sponsor Info screen Save Close Project Sponsor Info Tab Cont One of the many advantages of TRAQ is that it allows you to enter multiple sponsors for the same study To add additional sponsors simply click on Add New and repeat all the steps detailed from p 22 26 Powered by Process Pathways Welcome Queen s Researcher Application Ref No 1479 Project Title Test May 10 2013 Project Work Flow State Pre Submission Application Form TRAQ DSS Form Application Saved
6. Agreement Equipment Loan Agreement License Agreement Material Transfer Agreement Memorandum of Understanding Network Agreement Non Disclosure Agreement Participating Centre Agreement or site Agreement Important TRAQ Tips e TRAO does not have an automatic save feature You should hit the Save button after completing each tab You will know that you have saved your changes when you see the Application Saved message in green font at the top of your screen Application Ref No 7517 Application Form TRAQ DSS FORM po Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Approvals Logs Errors Title Test Grant Application e Though TRAQ has no automatic save feature it does have a time out feature If you need to step away from your computer you should always hit Save and Close as a precautionary measure Failing to do so could result in information being lost and the application being locked 11 Project Info Tab IMPORTANT Please note that all fields preceded by are required Failing to complete these fields will prevent the Application Ref No 1479 user from submitting the form Powered by Process Pathways Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Logs Errors Title is a required field and must be completed before the application can be submitted Do not enter the star
7. funding to support these activities Researchers are advised to seek early consultation with the appropriate hospital operational director identified within this form to ensure that a feasible proposal budget is prepared Consultation should occur within 2 4 weeks of funding deadlines to ensure all hospital approvals are in place If you have selected anyone in this area you must also select one or more of the following RESEARCH Directors HDH RESEARCH Vic Sahai KGH RESEARCH Veronica L Harris McAllister PC RESEARCH Dan Legault based on hospital location s chosen below At a minimum if you said yes to 1 6 you must select the RESEARCH director to approve your hospital based research tia 3 1 What is your Primary Hospital Location if applicable Select ul D 3 2 What is your Secondary Hospital Location if applicable Select r 3 3 What is your Tertiary Hospital Location if applicable Select a For Hospital based Research Fl Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Approvals Logs Errors 1 General 2 Overhead 3 Hospital Research 4 Checklist i 1 6 Is your research occurring in one or more of the following locations HDH KGH PC If YES please complete HOSPITAL RESEARCH and from APPROVALS tab select all applicable Hospital Units that need to approve your research If your answer is NO SAVE and move to the next tab YES
8. review comments information you would like to include with your application Cancel ty a Qui E E l ba S ueens Epi UNIVERSITY Tools for Research at Queen s Need assistance have a question Contact the TRAQ Helpdesk 613 533 6000 ext 78426 Email traq queensu ca You may also use our webform to submit an issue to our Online Support Centre ED You iter WIO
9. EEE ee Researcher s Portal Describing the Homepage Tools for P A Research at Queen s an a Queens My Files APPLY NEW News UsefulLinks Settings Role Principal Investigator Role Project Team Member Applications Saved Not Submitted 4 Applications Saved Not Submitted 3 Applications Submitted Requiring My Attention 0 Applications Submitted Requiring My Attention 0 My Reminders 3 My Reminders 0 Applications Submitted Under Review Click here Applications Submitted Under Review Click here Applications Submitted Post Review Click here Applications Submitted Post Review Click here Applications Withdrawn Click here Applications Withdrawn Click here All users have Principal Investigator and Project Team Member roles Depending on your role in a particular study you will be able to access your files Human Ethics and Biohazard certifications and TRAQ DSS Form Agreement Review applications under one role or the other Researcher s Portal The Homepage Cont Role Principal Investigator Applications Saved Not Submitted Applications Submitted Requiring My Attention My Reminders Applications Submitted Under Review Click here Applications Submitted Post Review Click here Applications Withdrawn Click here Role Department Signing Authority Applications New for Review Applications Pen
10. Tools for Research at Queen s TRAQ DSS Form Researchers User Manual Rev April 2014 Introduction to TRAQ e TRAQ Tools for Research at Queen s is an electronic research management system which replaced all internal certification paper applications Human Ethics Certification amp Biohazards Certification and soon will replace the legacy electronic award application Data Summary and Signature System commonly referred to as DSS Following the successful pilot implementation of Human Ethics in 2010 the Researcher Portal in 2011 and Biohazard Certification in 2013 the TRAQ project introduced the Awards Module in 2014 The project also includes a Financial Reporting Module scheduled for March 2014 as well as a CV Annual Reporting Module scheduled for 2015 e For more details regarding TRAQ please visit our website http www queensu ca traq All users should know how to safeguard their electronics computers smartphones etc and be familiar with the Queen s University Computer User Code of Ethics as well as the Freedom of Information and Protection of Privacy Act FIPPA at Queens Accessing the Researcher s Portal log into the Researcher Portal through MyQueensU SOLUS Once in MyQueensU the link to TRAQ is at the bottom of the screen in the right hand toolbar Queen s faculty and staff should use their regular Queen s NetID and strong password to g e The Researcher s Port
11. al is also available through the TRAQ website http www queensu ca trag signon html Ju UNIVERSITY Sign On Protect Yourself Stay Informed Protect your Wet and use strong passwords scan for viruses Always logout of applications Install operating system Updates Install antivirus software and keep it current Limit personal information you post on the Internet Be aware of hoaxes scams and phishing attacks Dont open attachments from unknown sources Lise the secure wireless network WPA Dont have a NetID gt Forgotten Your Wetib Password T Z ee y y 7 i Information regarding managing your Queen s NetID and strong password is available on the ITS website Accessing the Researcher s Portal Cont e Queen s students and external users trying to log in for the first time will need to complete the Self Registration Form before they can access the Researcher s Portal Once you have registered you will receive an automatic email with instructions on setting up your own password From then on you will access the Researcher s Portal through the Post Registration Login Site e When logging in through the Post Registration Login site your username is the email address provided at the time of registration Powered by Process Pathways Contact Us Tools for ie 4 Research at Queen s TE Bi k Oueerns Login Username Password O a eg at A E ET E A E
12. ast Name er assigned as team member The list can First Name EqualTo be searched in a variety of ways i e E NotEqualTo type the last name of the person in the Shia GreaterThan Last Name field use the filter LessThan beside it to select a search criteria GreaterThanOrEqualTo such as Equal To or Contains LessThanOrEqualTo Between Researcher Notbetween Researcher IsEmpty Health Sciences Medicine NotlEmpty Arts and Scilence English Language and Researcher IsNull NotisNull Adding Project Team Members to Application Cont e Once you ve identified your team member click on select The project team member form will be updated automatically Researcher T LT Researcher Queen s Faculty of Health Sciences Medicine If you are unable to identify the person you are looking for from the Investigator List please email the TRAQ helpdesk trag queensu ca Your email should include the person s e First and last name Title e Departmental affiliation Institution Organization if external to Queen s e Email address e You will be notified as soon as the person has been added to the Investigator List and will then be able to add them to the project team Adding Project Team Members to Application Cont From there you may select the role of the team member from the Role In Project drop down menu Affiliation kai Unspecified
13. ation and communicate with one another e The Workflow Logs tracks and time stamps approvals and messages The Workflow Logs starts to populate after the P I has submitted the application Refer to the Workflow Log to review all workflow history Project Work Flow State has been changed from Pre 14 05 2013 Submission to Department Signing Authority Review Pre Submission Department Submitting test application May Queen s Researcher Principal 16 2 gt Total Amount payable by Sponsor has been changed from Signing Authority Review 14 2013 Action Submit Investigator to t Logs Tab Project Logs e The Project Logs tracks and time stamps every action taken on the application Researchers are encouraged to check the Project Logs regularly as it is a good way to ensure that your most recent changes have been saved text in blue font represents the most recent updates Work Flow Lods Project Logs Sy eee Project Work Flow State has been changed from Pre Submission to Department Signing Authority Review ee E et Internal Awards Approval Form Queen s Researcher Clinical Trial section gt Total Amount payable by Sponsor has been changed from to 0 soli Attachment Vacation Message docx has been Added Queen s Researcher Program Standard Research Grant Agency Social Sciences and Humanities Research Council Disbursement Year 2013 Start Date 2013 05 01 has be
14. dding an Attachment Cont Select date by clicking on calendar icon next to Version Date field The date should represent the date that the document was attached to the Loft nere are some toe when naming your atiacned Cocuments Pa ann rg PTETTRS T tees E Errors Fa Me fats a application current date This ra will allow the reviewer to identify the most recent version of any document that may have been sent back for amendments and compare the updated Description document with the previous one Include a brief description of the document Click on Browse to select Upload Attachment Browse the document from your computer FESR Cn a NSN pe EN StS a Pian Wein aan etna a baat TEA E REISTE i nieni PPDA rE PEIE Mn An IA per a Healt VOU PAY ioa MURENO AIPAC bares is Version Date 1i Doc Agreement Select ne x Adding an Attachment Cont Upload Attachment x Description Upload Attachment Version Date Select the type of Doc Agreement document from the Click Add Attachment to complete the process Doc Agreement drop down menu Approvals Tab For Hospital Research Only If you answered Yes to question 1 6 on the TRAQ DSS Form and completed sub tab 3 Hospital Research you must complete the Other Approvals section of the Approvals tab and checkmark all of the Hospital Operational Directors
15. ding Requested Information Applications Submitted Under Review Click here My Files APPLYNEW News UsefulLinks Settings Role Project Team Member Applications Saved Not Submitted 1 Applications Submitted Requiring My Attention 0 My Reminders 3 Applications Submitted Under Review Click here Applications Submitted Post Review Click here Applications Withdrawn Click here Role Reviewer Applications Requiring Your Review as a Chair 0 Applications Requiring Your Review as a Reviewer New 0 Applications Requiring Your Review as a Reviewer In Progress 0 Events Requiring Your Review as a Chair 0 Events Requiring Your Review as a Reviewer New 0 Events Requiring Your Review as a Reviewer In Progress 0 Reviewers and other users with signing authority Department Heads Faculty Deans Hospital Research Directors will have additional roles on their homepage such as Department Signing Authority and or Reviewer Researcher s Portal The Homepage Cont Useful Links gives users quick access to forms websites and documents commonly used by researchers i e links to SSHRC or NSERC online link regularly to keep up to date on application or link to the Budget Template Form announcements tips and tricks and for additional etc information posted by the Office of Research a Low Services E Researchers are encouraged to chec
16. eam Member Applications Saved Not Submitted 4 Applications Saved Not Submitted 3 Applications Submitted Requiring My Attention 0 Applications Submitted Requiring My Attention 0 My Reminders 3 My Reminders 0 Applications Submitted Under Review Click here Applications Submitted Under Review Click here Applications Submitted Post Review Click here Applications Submitted Post Review Click here Applications Withdrawn Click here Applications Withdrawn Click here Researcher s Portal Selecting the Proper Form e For the Awards module researchers have the choice between two forms 1 TRAQ DSS Form 2 Agreement Review e The Agreement Review form is to be used strictly for the agreement types listed in the description below and that do not involve incoming funds to the University Please use the TRAQ DSS Form for all other agreements and grant applications Step 2 Click on the hyperlinked form to start application Awards Application Name Description Status nee cae Submit this form if you are seeking approval for research funding Only the Principal Investigator a Faculty ee ra member can submit TRAQ DSS FORM iii If this agreement involves INCOMING FUNDS to Queen s University please do not use this form All Agreements with incoming funds require a completed TRAQ DSS FORM This form may be used for the following agreements Data Transfer Access
17. ecting the Agency e You can search the Agency List using any of the search options available to you i e typing in the agency name the abbreviation NSERC SSHRC etc or using one of the search filters Once you ve identified the agency you are looking for click Select If you are unable to identify the agency you are looking for please email the TRAQ Helpdesk traq queensu ca Agency List x Start with Any part Agency Name Abbreviation sshre Abbreviation SSHRC National Granting Councils in Canada Sponsor Info Tab Cont Sponsor Info Based on the agency you have selected a list of reat i A agency specific programs will be automatically Agency social SCIENCES and Humanities Research Council AUETILY generated in the Program dropdown menu Select the program you are applying for IMPORTANT Programs preceded by an X are no Standard Research Grant Fiscal Year longer active and should not be selected Start Date Fi End Date Fi If applicable enter the deadline Competition Date Fi date of the competition you are applying for Currency Type CAD Investigator Queen s Researcher Principal Investigator 7 Comments Sponsor Info Funding Disbursement Info e You now need to indicate the amount of funding you will be requesting from the agency by completing a funding disbursement screen Start by clicking on Add New at the bottom of the
18. en Added Requested Total 250 000 00 Awarded Total 0 00 Actual Total 0 00 Internal Awards Approval Form General Information Tab gt Has this project been peer reviewed has been changed from 1 to YES ree Clinical Trial section gt Per Subject Fee has been changed from to NO 7 er 14 Clinical Trial section Estimated number of Subjects has been changed from to 200 Queen s Researcher Clinical Trial section gt Clinical Trial phase has been changed from 1 to Pilot Study Clinical Trial section gt Clinical Trial Protocol has been changed from to 0000 General Information Tab gt Application submitted for Ethics Purposes Only has been changed from to YES Checklist Checklist has been changed from to Investigator s Brochurel lnsurance Certificate Errors Tab Application Ref No i479 Project Titles Test May 10 2013 Application Form TRAQ DSS FORM Project Work Flow State Pre Submission Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Logs Errors TRAQ D55 FORM gt Clinical Trial section 2 4 Total Amount payable by Sponsoris required The Errors tab keeps a log of any required questions that were left unanswered If all required questions have been answered the Errors tab disappears Save and Close e At any point in the process the applicant may Save and Close the application a
19. k the News APPLY NEW News UsefulLinks Settings Role Principal Investigator Role Project Team Member Applications Saved Not Submitted 4 Applications Saved Not Submitted 3 Applications Submitted Requiring My Attention 0 Applications Submitted Requiring My Attention 0 My Reminders 3 My Reminders 0 Applications Submitted Under Review Click here Applications Submitted Under Review Click here Applications Submitted Past Review Click here Applications Submitted Post Review Click here_ Applications Withdrawn Click here Applications Withdrawn Click here Applications e Saved Not Submitted In progress by user s not submitted for review yet applications can still be edited e Submitted Requiring my Attention Singing authority or ORS has returned to PI Project Team Members for edits applications can be edited My Reminders Applications that have a Milestone report due requiring an Event Form due within the next 30 days Submitted Under Review Submitted by PI for review applications can only be viewed Submitted Post Review All active or closed approved applications can only be viewed Withdrawn PI no longer intend to pursue funding opportunity and withdraws the application an application can be withdrawn by the PI only once it has reached the administrative office URS it cannot be withdrawn during the approval proce
20. mmitee Pending Active Animal Care Certification TOPAZ File no 99999 e Research Administrators will be able to confirm the status of your Animal Care Certification directly in TOPAZ and change the status from pending to active Project Team Info Tab e The Principal Investigator Info screen is automatically filled out with the user s information e Please note Only Queen s faculty members can be assigned to the PI role on the TRAQ DSS Form a Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Approvals Logs Errors Principal Investigator Instructions Do not hand type data for this section The Principal Investigator PI section default populates with the researcher profile data for the project team member who creates the file If you are not the PI click the Change PI button to search for and select an alternate researcher profile If you load an alternate researcher profile to the PI section be sure to reload your researcher profile to the Other Project Team Info section below Prefix Dr Last Name Researcher First Name Queen s Affiliation Faculty of Health Sciences Pathology and Molecular Medicine IMPORTANT If you are a PI with multiple Rank Sta tliat 1 affiliations cross appointments please make sure Gender Female Institution that you select the department research centre where this study will be taking place from the Phonet ext 74491 Phonez
21. n information being lost and the application being locked The user responsible for locking the application is able to unlock it by accessing it again and exiting properly All other team members who find themselves locked out of the application can either contact the user who locked it or the TRAQ team for support ext 78426 email traq queensu ca Submitting the TRAQ DSS Form Application Rel No ioo Project Tle fest Mey 16 2605 Start by clicking the Submit button at the top Proieci Work Pity SaLe Pre Guhmietion ee otk ie OF of the screen to open the Work Flow Action E Pit i E bopeie Wen i besoin pot i Sumas screen Lia Aa pris beets Ortert fafo Dries Vane inf skolors Grenser io TRAQ DSS FORM Aiyemo E Lang eae ee ee eS EEEE eh ee AIEEE POEL oer N putes ie yi Ae ean eae E ERAN RENAS i po A HE Heiythreaseapared phere AAEL TA ob Pate Aton APATES ee aa aad la Work Flow Action ati CROOKES POE g ee A ye fireun Bienes Tawar ik ATEST tte Click on one of the two Submit buttons located at the top and the bottom of the Work ploy a ome I COSA pandi ii ee eae mA A n eSP ONAR EOT irate Comments 1 Tai ae r Ta rE paer E ATE r E reath TAa ee ca LA IAE REAA Wu ase fC a gS eee Ea ee pingini etait Tiedt W You may use the Comments text box to enter any additional Flow Action screen to submit your application for
22. nd complete it at a later date The information entered will be saved and the user can access it again through the Researcher s Portal under Applications Saved Not Submitted 2 e f j a https epreview its queensu ca romeo_researche P eacx ROMEO Researcher Portal Powered by Process Pathways Welcome Queen s Researcher Application Ref No 1481 Project Title Test May 21 2013 Application Form TRA DSS FORM Project Work Flow State Pre Submission aoe Application Saved Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Logs Errors Title Test May 21 2013 Important Do not close that application by clicking the X at the top of your browser doing so will result in the application being locked preventing other team members from accessing it Save and Close Cont e You will know that you are closing the file properly i e using the Close button when the following dialog box pops up on your screen Click OK to save your changes and close the file Message from webpage j Do you want to sawe the changes before closing the file Cancel YP TRAC Tip Though TRAQ has no automatic save feature it does have a time out feature If you need to step away from your computer you should always hit Save and Close as a precautionary measure Failing to do so could result i
23. nsors providing cash and the indirect cost rate in question 2 2 e You should also download the Request for Variance to Indirect Cost of Sponsored Research Policy from Useful Links and attach the completed and signed form to your application through the Attachments tab e More information regarding the Indirect Costs of Sponsored Research Policy is available through Useful Links and on the TRAO website x Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Approvals Logs Errors 2 Overhead 3 Hospital Research 4 Checklist i 2 1 Overhead indirect costs are expected to be incorporated into all research project budgets when permitted by the external sponsor Please follow the Indirect Costs of Sponsored Research Policy and Procedures available under Useful Links which will provide examples of how to calculate the indirect costs for your research project Please select one of the following indirect cost rates 40 30 25 Tri Council SSHRC NSERC CIHR NCE Canada Research Chairs CFI or Internal Grants Rate prescribed by external sponsor policy and project less than 1 000 000 inclusive of indirect costs OTHER please describe below ij 2 2 lf you answered OTHER to the question above please list all sponsors providing cash and the indirect cost rate applied in the following format i e Sponsor Name indirect cost rate
24. on default populates with the researcher profile data for the project team member who creates the file If you are not the PI click the Change PI button to search for and select an alternate researcher profile If you load an alternate researcher profile to the PI section be sure to reload your researcher profile to the Other Project Team Info section below Last Name Researcher First Name Queen s Affiliation Faculty of Health Sciences Pathology and Molecular Medicine Rank Staff hd Gender Female Institution Queen s University FPhone1 ext 74491 Phone 2 Email queens _researcher queensu _ca Fax Primary Fleming Hall Jemmett Wing 3rd Floor Alternate Address Address 20 Transferring Principal Investigator Role Cont Clicking the Change PI button will take you to the investigators list From there you would follow the same steps detailed in the previous slides to search for and select the P I At this point you will notice that the Submit button previously located at the top of the form has disappeared This happens because the P I is the only team member who can submit and re submit the application Vord ExporttoPDF Submit Before P I Transfer Save Close Print ExporttoWord Exportto PDF After P I Transfer MPORTANT Once you ve transferred the role of P I the next step is to add yourself to the application as a team member This must be done before you close the ap
25. ons or already have active certifications click on Search to being up a list of your pending active certifications Click on select next to the certification s you need to link to your TRAQ DSS Form Related Certifications Click Search to attach an existing certification Click Add New to attach a certification not yet submitted to a review commitee ae Certification Category lect Delete Biohazard 2014 01 31 e Note that the renewal date of any related Human Ethics and or Biohazard Certifications will appear on the Project Info screen making it easier for researchers to remain current in their certifications Active 6010284 Project Info Tab Animal Care Certifications Since Animal Care is not one of the TRAQ modules researchers apply for Animal Care through TOPAZ your Animal Care Certification cannot be directly linked to your TRAQ Awards file However researchers are still expected to make note of any active or pending Animal Care Certification required for their project From the Project Info tab click on Add New under Related Certifications Select Animal Care from the Certification Category dropdown menu and note the status and TOPAZ file number of your Animal Care Certification in the Notes textbox Related Certifications Click Search to attach an existing certification Click Add New to attach a certification not yet submitted to a review co
26. please complete HOSPITAL RESEARCH tab and read instructions available on the top of this tab ONO e You should answer Yes to question 1 6 on the TRAQ DSS Form if any of the following situations occur Your research study is being carried out or occurring in a hospital setting Your research lab unit centre space and or equipment is located in a hospital setting Your research staff and or research offices are located in a hospital setting O O O You will be utilizing hospital resources space personnel equipment testing etc for your research project If you answered Yes to question 1 6 and indicated that your project is not receiving funding on question 1 1 please enter a start and end date on the Project Info tab For Hospital based Research Cont If you answered Yes to question 1 6 on the TRAQ DSS Form then you must attach a copy of your research proposal agreement a budget form and copy of your HSREB approval letter and consent form if applicable to your application see section on Attachments tab o Budget If a budget form was not included in the research proposal please download a copy of the budget template available in Useful Links and on the RAO website o HSREB Approval Letter amp Consent Form If this study requires HSREB Certification please retrieve the letter and the approved consent form from the Attachments tab in your HSREB Certification file save them
27. plication Failing to do so will result in you losing access to the application 21 Project Sponsor Info Tab The Project Sponsor Info tab captures key project funding data such as agency program eels requested cash and or in kind amounts etc In TRAQ Sponsor refers to the funding agency NSERC CIHR etc industry partner or other party in an agreement contract Even when no research funds or in kind contributions are awarded through the agency partner the other party should always be documented e Click on Add New to add a sponsor Application Ref No 5700 Project Title Test Application Queen s Researcher Application Form TRAQ DSS FORM Project Work Flow State Pre submission Ou Wey d ms Se eet No records to display Sponsor Info The fields in the green square will need to be completed by the researcher s The other fields will either be filled automatically or completed by an administrator Sponsor Info H amp Start here to select the agency Sponsor Info Fiscal Year Start Date 9 End Date j ee eee ype CAD am Investigator Queen s Researcher Principal Investigator Ea Comments Click Add New to add funding disbursements SO E Fiscal Year StartDate End Date Requested Cash Requested In Kind Awarded Cash Awarded In Kind Awarded Overhead No records to display Sponsor Info Sel
28. ss Researcher s Portal Accessing Existing Applications e You can access all existing applications by clicking on one of the application links described in the previous page If you have several applications you can use any of the search filters available at the top of each column to quickly identity the application you are looking for e You can also use the Export to Excel button to export a list of your applications in an Excel spreadsheet Tools for ie gy Research at Queen s a Queens APPLY NEW News UsefulLinks Settings _ View are Health Sciences Research Clone Test May 15 Researcher at 6007782 Biohazard ine ra AE mami ir Approval Decision Made Active EE 2013 Queen s i Critical Enquiry Chart reviews Events Human Ethics Gedinne l eM sl questionnaires Surveys Search Filters View i Test April 21 HEALTH SCIENCES RESEARCH Clone 2012 Researcher at 6007580 Human Ethics ETHICS BOARD APPLICATION Approval Decision Made Active a Sheets FORM for ETHICS CLEARANCE Researcher s Portal Starting a New Application Powered by Process Pathways Welcome Queen s Researcher Home My Profile Contact Us Help Logout Tools for we fe 8 Research at Queen s ve Ak Queens C News Useful Links Settings Step 1 Click on APPLY NEW to access the TRAQ DSS Form Agreement Review applications Role Principal Investigator Role Project T
29. t amp end dates Dates will be entered by URS Research Accounting staff when notice of award is received contract is finalized Although Keywords are not required researchers are encouraged to use this field to describe their project Keywords be selected from the drop down menu or typed directly into the text box IMPORTANT if your study has an international dimension international partners international sponsors etc please note the name of the country in the Keywords textbox Related Certifications ae If your study requires Human Ethics Biohazard Click Add New to attach a certification not yet submitted to a review commitee and or Animal Care Certification s you must link your certifications to your application or at the very Certification Category File No least make note of this requirement and of your a ats intent to apply Please see details on following page Project Info Tab Related Certifications sos If you do not have any active certifications yet click on Add New to indicate your intention of applying for either Human Ethics Biohazard Certification Related Certifications Click Search to attach an existing certification Click Add New to attach a certification not yet submitted to a review commitee This application requires human ethics certification I will be submitting my application to HSREB shortly If you have already submitted your application for required certificati
30. that need to review and approve your application e At minimum you must select the Research Director s of the hospital s that will be impacted by your research gt If Hotel Dieu is one of your hospital locations checkmark HDH Research Vic Sahai gt If KGH is one of your hospital locations checkmark KGH Research Veronica Harris McAllister gt If Providence Care is one of your hospital locations checkmark PC Research Dan Legault e Please make sure you complete this step correctly to avoid any delays in getting your application reviewed Other Approvals Your institution may require that you obtain additional approvals from other signing authorities Check any that apply to this current application G Refresh Active Department Signing Authority Name Status Comments Ld HDH Decision Support John Lott HDH Electromyography Adrienne Leach HDH Emergency Brian Merkley HDH GI Function Testing Unit Brian Merkley HDH Human Mobility Research Centre Leone Ploeg HDH Imaging Karen Pearson HDH Information Technology Troy Jones HDH Inpatient Cardiac Brian Merkley HDH Inpatient Medicine Brian Merkley HDH Inpatient Pediatrics Brian Merkley HDH Inpatient Surgery Brian Merkley HDH Laboratories Joyce deVette McPhail HDH Medical Records Deborah Sapp Logs Tab Workflow Logs Z 5 e The Logs tab is a useful tool that allows researchers and research administrators to track the history of the applic
31. the asterisk beside the title of the sub tab disappears and the font is no longer bold 1 3 agree to abide by all polices set out by the external funding agency and Queen s University e g the Agreement on the Administration of Agency Grants and Awards by Research Institutions TRAQ DSS Form Cont If you are unsure how to answer a question try clicking on for additional information may be available as seen in the screenshot below Clicking on a second time will make the textbox disappear Powered by Process Pathways Welcome Queen s Researcher Application Ref No 5700 Project Title Test Application Queen s Researcher Application Form TRAQ DSS FORM Project Work Flow State Pre Submission 2 1 OQverheadindirect costs are expected to be incorporated into all research project budgets when permitted by the external sponsor Please follow the Indirect Costs of Sponsored Research Policy available under Useful Links which will provide examples of how to calculate overhead for your project Indicate the overhead rate applied T Lor ail h oO E Ep ah m 4 Cae t Coe 40 30 25 There are multiple sponsors Rate prescribed by external sponsor policy including Tri Council SSHRC NSERC CIHR TRAQ DSS Form Sub tab 2 Overhead ee If you answer OTHER to question 2 1 please list all spo
32. to your computer and attach them to your TRAQ DSS Form application If your HSREB Certification application has not yet been approved you will be required to provide a copy of the approval letter and consent form at a later date by submitting a Grant Amendment Form please see TRAO Awards Event Forms User Manual Attachments Tab Researchers should attach any document s identified on the Checklist sub tab of the TRAQ DSS es Form such as Research Proposal Budget or Budget Justification etc Users may upload multiple attachments provided that each is no larger than 5MB Attachments may be word files spreadsheets JPEG files PDFs etc e Click on Add Attachment to upload a document to your TRAQ DSS Form Agreement Review form p Project Info Project Team Info Project Sponsor Info TRAQ DSS FORM Attachments Approvals Logs Errors Please attach the following documents Research Proposal or Contract Budget or Budget Justification if not included in the above document If partners are involved letters of support if not included in the above document Instructions for Approvals TAB The next tab has a section called Approvals that indicates which esignatures are required hamasi individual attachment size is 5MB All attachments larger than 5MB will stall the system and your data may be lost However you may upload multiple attachments provided that each is no larger than SMB A
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