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The following steps shows how to send a clarification request to the Principal Investigator to change something in the agreement SmartForm.

  1. Log into the system as the agreement reviewer

  2. On the agreement workspace, click the Request Clarification activity.

  3. Type “On the Additional Information page, please explain why the material is needed” and click OK. The system sends the Principal Investigator an email about the clarification request.

  4. Confirm you met the success criteria below:

  • The History tab shows the Clarification Requested activity along with your comments.

  • The agreement is in the Clarification Requested state.

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