Research and Sponsored Programs

IRB Manager: Software for human subjects research protocols

What Is irb manager?

IRB Manager is the product used for the entire lifecycle of human subjects research, from the development and submission of protocol applications by researchers to the review of the applications by the Institutional Review Board through approval, amendment, renewal, and eventual closure.

IRB Manager, despite its name, allows for the full suite of compliance processes to be handled in one system, and is the system used for IACUC and IBC protocol submission and review.


  1. Quick Reference Guide to the Dashboard Screen (2 pages)
  2. Instructions for uploading/updating your HIPAA Training in IRB Manager
  3. Instructions for PIS and Dept Chairs Requested to sign an IRB application
  4. Instructions for Creating and Submitting Amendments

Video Tutorials

  1. From Login to Dashboard (0m 28s)
  2. Dashboard Terms: Studies, XForms, Events (3m 54s)
  3. Adding Personnel to a Study and to IRB Manager (1m 52s)
  4. CITI Training Records and HIPAA Certifications (5m 10s)  RELATED: Establishing a CITI Account (PDF)
  5. Uploading HIPAA Training Certifications (1m 45s)
  6. Finding Your Stamped Documents and Approval Letters (2m 39s)
  7. Starting a Simple Personnel Amendment (2m 12s)


IRB Manager - Frequently Asked Questions

Is help available?

Most people are able to navigate the application quite easily, but help with navigating the system overall will be provided by Human Research Protection staff, and through the short online videos  linked above.

How do I log into the system?

Click the blue button above, or just head to in any browser.  You will be able to log in with your UTAD credentials.  If you are a community member who logs in with your own non-UTAD credentials, be sure to pick the smaller link in the lower left corner of the login box. 

How was this software chosen?

In spring 2018 the University of Toledo began a selection process for Research Administration Software. The goal including documenting the process from the statements of needs to the evaluation and recommendation.  The scope of functionality sought in one or more products covered the following areas:  

COMPLIANCE:  preparation, development, submission, review, renewal, and amendment of protocol applications for human subjects research, animal research, and biosafety-relevant research

SPONSORED RESEARCH: grant proposal preparation, budget development, proposal submission, award creation, and tracking

A committee with representation from all affected areas was created.  The process of documenting needs from all areas above resulted in a very detailed Request for Proposals, and responses from vendors followed by an extensive process of review with follow-up demos.  The recommendation was to proceed in phases, with IRB Manager chosen to fill the needs for IRB, IACUC, and IBC protocols, i.e. the major compliance areas.  We expect to make announcements in early 2019 about the path for managing the sponsored research areas.

I have questions that are not answered here. Whom shall I contact?

Questions about using the product or about the IRB Protocol process should be directed to the HRPP staff.

Questions on the implementation of IRB Manager for compliance modules should be directed to Rick Francis, Director of Research Advancement and Information Systems, at, or at 530.2936.

Last Updated: 7/15/24