Most questions require you to provide a text response or select an item from a list of options. However, there are some question types are not as intuitive or need to be completed in a specific way. Please review the specific instructions for the sections below.
Completing the people section
The people section will start with the person who you selected as the Principal Investigator (PI) or Faculty Supervisor (FS). If you are not the PI/FS, you will also be listed here.
These initial people will need to be updated. Select the edit icon to do so.
Adding additional people to the application
People can be added as either University of Waterloo research team members or as external investigators. If you have any external investigators, the table for adding them is opened after answering ‘yes’ to the question below.
All faculty members and staff have been added to the system. Students are added to the system either by logging in, or by sending a request to Research Ethics. Until this happens, you can't add a student to the application.
To include additional internal or external investigators, select the add line button next to the appropriate list.
Answer all questions in the pop-up table.
The “Researcher Role” for internal people can only have a single “Principal Investigator.” This is the Waterloo person responsible for overseeing the study/record. If you need to change who the Principal Investigator is, do so in the General Information section instead of here in the People section.
There is a “Co-Principal Investigator” option for others considered principal investigators.
Note: There can be more than one Faculty Supervisor. If you are the main Faculty Supervisor, you should be listed as the Principal Investigator in this section.
Other Waterloo researchers can be provided access to the application to allow for collaboration on the protocol. Granting access will not allow the user to submit. Only the user listed as Principal Investigator/Faculty Supervisor can submit the application.
Full access
- The user will be able to complete any part of the application.
- If someone other than the PI/FS is completing the application, this person must provide the PI/FS with “Full Access” so they are able to submit the protocol.
Read-only
- The user can see the application, but will be unable to change any of the content.
Tables
When answering a question in a table, you can add multiple responses or a single response.
Press “Add Line” to start each new response. A pop-up will appear with follow-up questions.
Not all of the questions associated with the item will display on the main page.
Selecting 
will open that item up to edit all follow-up questions associated with that line.
Select 
to delete the line entirely.
Once finished, select “Done” to save, or “Cancel” if you do not want to save the changes.
