eReg Training & Access

Submit Service Now Ticket

Have Questions? We offer eReg 1:1 Help!

For questions and personalized team training with eReg feel free to book a virtual appointment with our help desk! All appointments are 30 minutes and available up to 15 days in advance. If you need more time, feel free to book multiple appointments. Same day appointments are not accepted. 

Schedule eReg Orientation and eReg 1:1 Help
Access eReg

ADVARRA UNIVERSITY

Advarra University is full of helpful eLearnings for all things eReg. If you have any questions, or need to be added/activated in Advarra University, submit a Service Now ticket. For a list of additional FREE eLearnings see our Advarra University Course Catalog. 

The following 8 eLearnings are required to be completed in order to have access to eReg. Once all have been completed, notify us by requesting access to eReg through a Service Now Ticket. Please document dates of completion in your request for the required courses listed below and we will validate your completion dates. 

  • Advarra eReg 100: Navigation eLearning (8 minutes)
  • Advarra eReg 101: Setting and Resetting Your PIN eLearning (8 minutes)
  • Advarra eReg 102: Reviewing and Signing Documents Electronically eLearning (5 minutes)
  • Advarra eReg 107: Build and Manage Protocols eLearning (35 minutes)
  • Advarra eReg 108: Managing Documents eLearning (20 minutes)
  • Advarra eReg 109: Creating Review Sessions eLearning (20 minutes)
  • Advarra eReg 110: Using Review Sessions eLearning (15 minutes)
  • Advarra eReg 111: Delegation of Authority (20 minutes)
  • Advarra eReg 112: Run and Manage Reports eLearning (15 minutes)

eReg User Roles

When requesting access to eReg let us know which of the following user roles will apply to you.

Affiliate Access

Intended for users from outside of the coordinating center organization to give them permission to log in, upload documents, and send copies of those documents to the coordinating center.

Multi-Site Access

Import multi-site protocols, manage multi-site protocols, including organizations and staff, and manage participating sites.

Principal Investigator

  • View contact records, including credentials and delegated tasks by staff role.
  • View organization records and regulatory tracking documents in the system.
  • View and edit protocols to which they are assigned.
  • Manage staff on protocols to which they are assigned, including importing staff.
  • View credentials for staff throughout the system.
  • View and edit documents/URLs on the protocols to which they are assigned.
  • View protocol organizations on the protocols to which they are assigned.
  • Run reports.
  • View the Sign Documents page and electronically sign documents.
  • Manage protocol staff roles and their delegated tasks on protocols to which they are assigned.

Utah Regulatory Manager

  • View application-wide settings.
  • Configure signature messages.
  • Manage staff roles and their associated default tasks at the system level and contact level.
  • Manage contact records, including managing contact credentials, resending user activation emails (when either the eReg application or the SAML authentication realm is used), initiating user account password reset (when the eReg application authentication realm is used),and maintain department information for contacts.
  • Reset the SAML association for users (when the SAML authentication realm is used).
  • Manage user roles.
  • Import data.
  • Manage organization records at the global and protocol level, including regulatory tracking items
  • Remove organizations from a protocol.
  • Manage protocols, including the ability to view and edit outlines for protocols as well as locking and unlocking protocols.
  • Import protocols.
  • Manage protocol staff and manage credentials for all staff on a protocol, including routing credentials for electronic signature.
  • Import protocol staff.
  • Edit the Inbox Configuration for all protocols.
  • View, add, and edit protocol documents/URLs.
  • Create and edit regulatory templates.
  • Update reference lists.
  • Run reports.
  • View the Sign Documents page and electronically sign documents.
  • Manage review sessions globally.

Utah Regulatory Coordinator

  • Manage staff roles and their associated default tasks at the system level.
  • Add and edit contact records, including managing contact credentials.
  • View and edit organization records, including their regulatory tracking documents.
  • View, add, and edit organization details at the protocol level on protocols to which they are assigned.
  • View and edit regulatory tracking documents for organizations on protocols to which they are assigned.
  • Remove organizations from a protocol on protocols to which they are assigned.
  • Create protocols and edit protocols to which they are assigned.
  • View the Inbox Configuration for protocols to which they are assigned.
  • Import protocols and add protocol staff to the imported protocol.
  • View and edit the outline for a protocol for protocols to which they are assigned.
  • Manage staff on protocols to which they are assigned, including importing staff.
  • Manage staff roles and their delegated tasks for protocols to which they are assigned.
  • Manage contact credentials, including routing them for electronic signature.
  • View and edit protocol documents/URLs for protocols to which they are assigned.
  • Lock protocols.
  • View regulatory templates.
  • View user roles.
  • View the Sign Documents page and electronically sign documents.
  • Run reports.
  • Create, edit, and view review sessions globally and delete review sessions to which they are assigned.

Signer

 

Review and sign documents.

Subject Access

View assigned protocols and view, add, edit, and delete subject documents for those protocols.

This role is intended to be an additional role stacked on top of other roles for a user.