Instructions for the Quarterly Report Form Minimize

 

Quarterly reports are to be submitted on a calendar basis: 

  • 1st Quarter is through March 31, due April 15
  • 2nd Quarter is through June 30, due July 15
  • 3rd Quarter is through September 30, due October 15
  • 4th Quarter is through December 31, due January 15

To complete the quarterly report process:

  • Print this page to help you organize the information before you complete the online form.
  • Complete the form by entering all required fields (use worksheet below), making sure all information is accurate, and submit the report.
  • Fax the most recent IRB approval letter and consent form to Ms. Rhoda Marte at 301-571-0768. *NOTE: Please make sure SMRI is NOT listed as the “sponsor” of the project on any IRB document.
  • If you have thoroughly read the instructions and have any questions, experience problems while completing the online form, or are unable to view the report, please contact Ms. Marte by e-mail marter@stanleyresearch.org, telephone (240) 482-3018, or fax (301) 571-0768. *NOTE: Please allow two to three months from the deadline date for a complete review of your proposal and for notification of approval or nonapproval.

Report entry instructions:

  • On the “Trial Report Log On” page, enter your confidential Login and Password.
  • After you have successfully logged on to your account, click on “Submit Quarterly Report."
  • If you have submitted a report before and want to submit a new one based on the previous one, select "Open My Latest Report." If the system does not find your previous report, it will open a new form.
  • Navigate from field to field within the application by using the Tab key, not by using your cursor or arrow keys.

* QUARTERLY REPORT WORKSHEET *

As you are completing the online form, you will be required to provide the following information.

*NOTE: You are required to enter information in most of the fields within the form; therefore, if you skip over a required field, you will be prompted to enter the requested information.

*1

Grant ID is preset for you, based on your logon, and cannot be changed.

  2

(leave blank)

*3

Your name is preset for you, based on your logon, and cannot be changed.

*4

Select report year and quarter.

*5

Input your project title.

*6-*10

Enter numbers; if none, enter 0.

*11

Enter the number of serious adverse events reportable to your IRB. If none, enter 0. If you have events to report, click the Add button to add a row. When you click the Remove button, it always removes the last row. Note: Your number must match the rows.

*12

Enter the number of unexpected findings. If none, enter 0. If you have unexpected findings, click the Add button to add a row. When you click the Remove button, it always removes the last row. Your number must match the rows.

13

a) Enter your IRB approval date.

 

b) Enter your IRB expiration date (if none, please fax a document as evidence of ongoing review by the IRB if you have not already done so).

15

Material changes. If none, enter none or leave blank.

*16

Enter a number of inventions. If none, enter 0. If you have inventions to report, click the Add button to add a row. When you click the Remove button, it always removes the last row. Your number must match the rows.

17

List any income received as the result of the project. If none, enter none or leave blank.

18

Financial relationships. If any, please explain.

19

Comments/Additional Information/Requests (e.g., request for a no-cost extension).

 

Submit


When you have completed your report and you are certain the information you have provided on the form is correct, click on the Submit button. If successful, you will be able to go back to view your report, but you will no longer be able to edit any fields in the submitted report. If you find any errors, ask Ms. Marte to make the corrections; please DO NOT submit a new report.

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