Agreements Job Aids
Agreements Job Aids
Document | For... | Summary |
Everyone | A bulleted list of key information presented in each application | |
Everyone | A listing and description of system terms | |
PI & DUA Team | A reference guide for PIs and agreement submitters that includes steps for submitting a new agreement or amendment and responding to reviewer clarification requests. | |
OSP/ SPA/ ORA Staff | A reference guide for Agreements owner/reviewers that includes the Agreements workflow along with steps for tracking and managing reviews and finalizing agreements. | |
Ancillary reviewers | A reference guide for Agreements ancillary reviewers that includes the Agreements workflow along with steps for completing ancillary review (also view the one page reference for issuing ancillary approval) |
Research Administration and Compliance Suite Office Hours (ESTR-IRB, Agreements-DUA, Data Safety, OAIR)
The system support team is available during regular office hours to provide one-on-one time to demonstrate system functions, provide training, answer questions, and collect feedback. Sessions cover the entire suite (ESTR-IRB, Agreements-DUA, Data Safety, and OAIR) and are customized based on the registrant preference.
Office hours are open
• Tuesdays: 10:00am ET - 11:00am ET
• Thursdays: 3:00pm ET - 4:00pm ET
1. Visit the Bookings page (linked here)
2. Choose a time. Available times (not already booked) will display for 30-minute increments.
3. Share your name and email
4. Click "Book" at the bottom of the page.
After completing the steps through Bookings, you will receive a confirmation email/calendar invitation reserving the time.
If you have any questions or concerns, please contact us at rshelp@harvard.edu.
Accessing the System
Log in to the Agreements system with your HarvardKey/HUID.
- How to Get an HUID
- How to Reactivate your HUID (for those who could once log in, and now cannot)
- How to Request Viewer Access to ESTR-IRB or Agreements-DUA
Tip: Preparing DUA submission
As you are completing a submission in the Agreements system, you will be directed as to where to attach relevant information and documentation (see the submission guide for details).
For example, items to prepare in advance, if available:
- The draft DUA (if there is one),
- A description of the data you are requesting and how you plan to use it,
- An IRB determination or non-human subjects research determination (whether determined/documented by the IRB or the faculty member overseeing the project, via the Investigator Self-Certification Worksheet),
- The corresponding Data Security Level , and
- Applicable email correspondence with the Provider.