July '25 Toolkit Updates

July 15, 2025

As part of our semi-annual updates, a number of toolkit documents were recently revised including including guidance for situations where PIs are leaving the institution and email recruitment.

Just in Time Requests (JITs)

July 15, 2025

If a Principal Investigator (PI) receives an automated JIT request, it is recommended that they check their score/percentile through eRA Commons

MyChart Recruitment

July 15, 2025

Studies that use MyChart Research Recruitment Invitations should contact the Clinical Research Program Specialist Team before submitting the invitation text to the IRB.

Use of AI Tools

June 12, 2025

UW has approved specific AI tools for use with different types of data (e.g. public, sensitive, restricted, PHI).

Guidance for New & Departing Researchers

June 12, 2025

Information to help investigators new to or leaving UW-Madison.

Reminder to Use IRB Templates

June 12, 2025

Using the IRB templates helps to streamline the IRB review process and decrease the time to approval.

PREP Presentations

June 12, 2025

The PREP library includes a range of presentations such as obtaining informed consent and designing successful recruitment strategies.

Discretionary Certificates of Confidentiality

May 16, 2025

The NIH is currently not issuing Certificates of Confidentiality (CoCs) for non-NIH funded research.

Reminder: PIs on Leave

May 16, 2025

In cases where a PI will be on leave for 6 weeks or longer and the PI cannot provide research oversight, the study team should submit a New Information Report.

HIPAA Guidance

May 16, 2025

The Office of Compliance has posted two new guidance documents for researchers related to non-HCC members accessing PHI and international research.