
Building and maintaining submission tracking systems that work at scale
Teaches the RC to design, build, and maintain a submission tracking system with fields, statuses, alerts, and maintenance protocols calibrated to portfolio size and IRB complexity.
When the spreadsheet stops working
Every site that grows beyond three or four studies has the same experience. Someone -- usually the most organized coordinator -- creates a spreadsheet to track IRB submissions. It starts simple: study name, IRB, approval expiration date, status. It works beautifully for a few months. Then a new study opens and nobody adds it. A continuing review is submitted but the status is not updated. A column gets accidentally sorted and the dates shift to the wrong rows. The spreadsheet that was once the site's most reliable regulatory tool becomes a source of confusion, and eventually nobody trusts it.