Electronic Research Administration at NIU (InfoEd)

General Information for InfoEd

How to Use the Review Dashboard

1. When your review is required, you will receive an email request with instructions.
2. Click on the Reviewer Dashboard link
3. Your browser should open to the NIU eRA Portal login screen.
   • Please note if you are already logged in, it will take you directly to the dashboard.
4. Login

There are three separate tabs on the left-hand side, the system automatically opens the review tab.

On the review tab you will find:

• Items that you have been assigned to review (Click the hyperlinked names to access the items.)
• Comment boxes (Please note the separate boxes indicating who can see the comments.)
• Decision boxes (The boxes will appear grayed out until the Review Status of each item is updated.)

Once an item has been reviewed, the 'review status' needs to be updated by using the drop-down menu to the right of each item.

Comments can be added with your review and stored with the record. Please note the separate boxes indicating who can see the comments. Please be sure to add your comments before making a decision as once your decision is made the review is locked down.

In order to make a decision, verify that each item has been reviewed and the review status has been updated.

Once the system determines that you have completed the review steps the decision boxes will become active.

For technical questions, please contact erahelp@niu.edu.

Assigning Delegates

1. Open the InfoEd application and login.
2. Click the “My Profile” tab at the top of the screen.
3. Noting the options on the left-hand side of the page, scroll down to the Setups section and click on “Delegates”.
4. Click the “Add” button.
   • In the name field begin typing the name of the person you want to add. This field uses progressive text and will start to populate with available choices.
   • Choose the “Show” radio buttons next to messages and work queue.
   • Click “Save”
   • Click on the name of the Person you just added. The Edit Delegate box will open.
5. Click the Add button to associate modules.
   • Another pop up box will open that allows you to associate the available modules. Choose the appropriate module(s) by clicking to highlight.
   • Holding down the CTRL key will allow you to choose more than one module. Then click “Select”.
6. The Edit Delegate box will appear and allow you to set the individual permissions you would like to assign to this delegate. Options include:
   • Record access: choice of Edit or View: System defaults to View only.
   • Screen level access: check to turn on, allows your delegate to access individuals screens within the records.
   • Signing authority (routing): Check to turn on, allows your delegate to sign on your behalf during approval routing.
   • CC on emails for batch communications: check to turn on, copies your delegate on all basic letters sent from the system.
   • CC on emails for routing: check to turn on, copies your delegate when approval request emails are sent to you.
   • Action Items (only appropriate for compliance modules)
   • Exclude board agenda/minutes messages (only appropriate for compliance modules)
   • Exclude reviewer assignments and messages (only appropriate for compliance modules)
7. Click the boxes as appropriate to assign the permissions.
8. Click “Save”
9. The screen should now refresh and show the delegates with the permissions you have allowed.