I'm a CPHS Member reviewing a protocol: How do I let the applicant know I need more information or clarification before I can submit my determination?

[Jennifer Acorn (Bliss)]

Make your comments in the protocol per these instructions:  https://kuali-research.zendesk.com/hc/en-us/articles/115010656667-Protocols-Administrator-Review 

Depending on the "issues preventing you from completing the review" there are two options for returning the protocol to the applicant:

1. [Return to Researcher] is a "kinder and gentler" way to respond when a protocol requires clarifications or modifications in order for you to ascertain the determination. There is no automated email notification that goes out so SOMEONE MUST email the researchers to inform them that the protocol is PENDING their revisions. Email cp...@csumb.edu to let Jen/Cindy know if you do NOT want to contact the researchers directly. Forward your review assignment notification email to expedite Jen/Cindy's action. If you DO want to email the researchers directly, here is an example email Jen typically sends to researchers: https://drive.google.com/a/csumb.edu/file/d/1IVJOCbTJNphkYVmW2RjV2R2gHMC_sXV7/view?usp=sharing.
2. [Require Revisions] is typically used when a protocol is really close to approval so much so that you can ascertain the determination but you just don't feel right about formally approving it in the exact way it's currently written so you want the researcher to amend it prior to you closing the loop. The researcher DOES get an automated email notification and is prompted to revise the protocol before approval is issued. Think of this option for the (somewhat rare) times when you want to approve a protocol with a condition prior to the official approval processing (i.e.: you notice that someone on the protocol has CITI training due to expire so they need to complete the refresher course). It's NOT for post-approval conditions though like Risk Management assessment that's out of our hands. Those get documented on the approval notification by Jen/Cindy.

Other tips for saving your PENDING review work, like when to NOT click the [Mark Complete] button, are here: https://groups.google.com/d/msg/spo-software-knowledge-base/nZXy8mr2Kw4/uCizlo-5DgAJ. Please read it or you might have to re-do your review. Blech!