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Resources and Training

ROMEO user guide

The Research Portal is flexibly designed with different workflow and template rules accommodating form or administrative unit differences. Homepage quick links help highlight priorities, such as applications with requested revisions or upcoming deliverables due with automatic email notifications to workflow roles as applications progress through their prescribed workflows.

The web interface eliminates the need for researchers, or signing authorities and reviewers, to be physically present to gain or grant approvals. No more running around, missed connections, or toting countless paper copies to satisfy institutional requirements. Over time, administrative bottlenecks are reduced, and a complete audit trail highlighting data entry and workflow histories is secured in file logs.

ROMEO users

ROMEO User Profiles

Homepage

ROMEO_Homepage_Final

The Navigation Menu is located on top of the home page showing basic controls of the Research Portal.

ROMEO NAVIGATION
Legend:
1 Product Info
 Click to see software version info and recommended use.
2

Home

 Return to your home page.
3 My Profile

Edit or update your Research Portal profile

Note: For system security and data integrity purposes, your email address and affiliation can only be edited or updated by the system administrator. Contact ORSCE if your profile information is incorrect or out-of-date.
4 Contact Us
 Provides information for the system administrator email and phone contact details.
5 Logout Exit the Research Portal.
6 Back to Home Return your home page.
7 Apply New Review a listing of all available application forms. Click the desired application form link to start a new application form.
8 News View news items posted by ORSCE.
9 Useful Links View a listing of useful links posted by ORSCE.

The Role: Principal Investigator links will direct you to all application forms where you are listed in the Principal Investigator (PI) role. You can edit, clone and delete any application form for where you are listed in the PI role. All identified project team members can contribute to an application form pre-submission, but only the PI can submit an application form. The e-submission and review process represents the institutional signature process. This eliminates the need to circulate hard copy signature forms.

At any time, you can login to the Research Portal to review and manage all actions and requests related to your application files. ROMEO is designed to alert you every time a new action is performed. For example, you submit a new application, or an application is returned to you with a request for more information.

ROMEO_PrincipalInvestigator
Legend:
1 Applications: Drafts
 View application forms that have been saved but not submitted.
2 Applications: Under Review View application forms that have been submitted and are under review.
3 Applications: Requiring Attention View application forms that have been submitted but require further attention or clarification.
4 Applications: Post-Review View application forms that have been submitted and approved. You can also submit follow-up event forms, like progress, final reports, renewal or modification request for any given application forms.
5 Applications: Withdrawn View withdrawn application forms.
6 Events: Drafts

View event forms that have been saved but not submitted.
7 Events: Requiring Attention View event forms that have been submitted but require your attention or clarification.
8 Reminders View to review your reminders. You can also submit follow-up event forms (e.g., progress, final reports, renewal or modification requests) for any given application forms.

The Role: Project Team Member links will direct you to all application forms where you are listed in a non-Principal Investigator role, such as Co-Investigator, Supervisor or Research Staff. All identified project team members can contribute to an application form pre-submission, but only the PI can submit an application form. The e-submission and review process represents the institutional signature process, eliminating the need to circulate hard copy signature forms.

At any time, you can login to the Research Portal to review and manage all actions and requests related to your application files. ROMEO is designed to alert you every time a new action is performed, your PI submits a new application, or an application is approved.

ROMEO_ProjectTeamMaember
Legend:
1 Application: Drafts View application forms that have been saved, but not submitted.
2 Applications: Under Review View application forms that have been submitted and are under review.
3 Applications: Requiring Attention View application forms that have been submitted, but require your attention or clarification.
4 Applications: Post-Review View application forms that have been submitted and approved. You can also submit follow-up event forms, like progress or final reports or renewal or modification requests, for any given application form.
5 Application: Withdrawn View withdrawn application forms.
6 Events: Drafts View event forms that have been save, but not submitted.
7 Events: Requiring Attention View event forms that have been submitted, but require your attention or clarification.
8 Reminders View to review your reminders. You can also submit follow-up event forms, like progress, final reports, renewal or modification requests, for any given application form.

Application Forms

Application forms are designed to capture research funding or certification data. The system administrator controls application form content and availability. In addition to the default tabs, the system administrator can add custom tabs and questions. All default tabs and fields are described below. For custom tabs and fields, refer to instructions within each application form.

Note: Application Forms may be accommodated by one or more Event Forms in order to satisfy requests and other requirements throughout the certification. For example, if you submit an external funding application for approval by appropriate signing authorities, Event Forms will be needed to satisfy research agreements and reporting requirements throughout the life cycle of the funding.

ROMEO_Application

ROMEO_Toolbar_Application

Legend:
1 Save Save the application form
2 Close Exit the application form. You will be prompted to confirm save upon exit.
3 Print Print the application form in plain format.
4 Export to Word Export the application form to MS Word Format.
5 Export to PDF Export the application form to a PDF.
6 Submit

Submit the application form.

Note: The submit button is only visible to the Principal Investigator (PI).
7 Withdraw Withdraw the application.

The Project Info Tab captures key project data, like project start and end dates or certification requirements. This data is imported into your institution's data and will be used for administrative and reporting purposes. In research funding application forms, you can link your research funding to an existing research certification, or indicate pending certification requirements. In research certification application forms, you can link your research certification to existing research funding.
ROMEO Project Info Tab Application
Legend:
1 Project Title Type in the project title.
2 Start Date Enter the start date in YYYY/MM/DD format or select the appropriate date using the calendar tool.
3 End Date Enter the end date in YYYY/MM/DD format or select the appropriate date using the calendar tool.
4 Keyword We are currently not utilizing this function.
5

Related Certifications (Research Funding Applications only)

Note: Related Funding is for Research Certification Applications only.

Search. Click to link your research funding application to an existing research certification application.

Add New. Click to indicate pending certification requirements for which no application has been submitted to date.

The Project Team Info tab captures key project team data, like Principal Investigator (PI) and team affiliations and contact information. This data is imported into our database and will be used for administrative and reporting purposes.

The Principal Investigator Info section will auto-populate with your profile information, but can be edited should you be responsible for starting and contributing to application forms for your PI.

All non-PI project team members are added via the Other Project Team Members Info section. Project team members must be registered for the Research Portal in order to be associated with any given file.

ROMEO Project Team Info Tab
Legend:
1 Change PI If you are not the Project Investigator, click Change PI to search and select the appropriate PI.
2 Other Project Member Info

Once the correct Project Investigator is in place, scroll down to the Other Project Team Member Info section and reload your profile in the correct project role (e.g., Research Staff or Co-Investigator).

Notes to remember:

  • Only profiles loaded to the Project Team Info Tab can access and edit the application form. If you remove yourself as PI but do not reload your profile to the application form in a different role, you will not be able to access the application form once you exit.
  • Click Add New to retrieve and load profiles to the application form. Select the appropriate Role in Project (e.g., Research Staff or Co-Investigator).
Notes to remember:
  1. Review your profile information.
    • If your profile information is not correct. If your profile information is not correct, Save and Close the application form and update your profile information before proceeding.
    • If your Email Address or Affiliation are not correct, contact the system administrator to request changes.
  2. If you change the Project Investigator for an application form, make sure you're reloaded to the file before you click Save, Submit, or Close.

The Project Sponsor Info tab captures key project funding data, like funding source and requested cash, in-kind and overhead amounts. This data is imported into ORSCE's data base and will be used for administrative and reporting purposes. The Project Sponsor Info tab is present in research funding applications but not present in research certification applications.

Note: The Project Sponsor Info is administered by ORSCE.

ROMEO Project Sponsor

For research funding and research certification application forms, the fourth or third tab, respectively, is designed and maintained by the system administrator and will vary per application form. The Custom Questions tab always shares the same name as the application form.

If you have any questions or concerns regarding the application form custom content, contact the system administrator.

ROMEO Custom Questions Application

The Attachments tab allows you to upload all required attachments. Attachments can be uploaded in any file format.

Note: The maximum file size is 10MB per attachment.

Romeo Attachment

Romeo Attachment PopUp
Legend:
1 Add Attachment
 Click to add an attachment.
2 Description Enter a description in the box, if applicable.
3 Browse Click to load the appropriate attachment.
4 Version Date Enter the version date or select the appropriate date using the calendar tool.
5 Doc. Agreement

Select to identify a broad category of attachment (e.g., Application Forms or Consent Forms)

Note: If the desired Doc. Agreement option is not available, contact the system administrator to request a new drop down option.

The Approvals tab highlights the application's automated workflow through institutional signing authorities and affords options for one-off approvals. Refer to the Approvals grid to not which signing authority levels are automatically included in the application workflow, as per system administrator setup.

ROMEO Approval Application

The Log tab tracks all data entry and workflow activities. At any time, pre- or post-submission, you can review the Log tab to check on the application development or workflow status.

ROMEO Logs Application
Legend:
1 Application Workflow Log Review all workflow history.
2 Application Log Review all data entry history.

The Errors tab displays a list of all required tabs and fields needing attention. All required fields are marked with red asterisks (*). It will display until all required fields are complete. Application forms cannot be submitted when the Errors tab is visible. Complete all required fields to hide the Errors tab.

ROMEO Errors Application

 

Application forms are designed to e-route your application form to our faculty signing authority prior to review by the ORSCE or HREB. At any time, you can review an application form's workflow log to check the location and status of your application form. Before submitting, type in a brief comment or any notes to your designated signing authorities.

ROMEO Submit

Event FormsEvent forms are designed to capture research funding or certification data, subsequent to an original application (for example, progress or final report or modification requests). Related event forms are found via the Applications: Post-Review links on your home page, or via the My Reminders link when an event form submission is due within 30 days.

The system administrator controls event form content and availability. In addition to the default tabs, the system administrator can add custom tabs and questions.

Note: The Event Tabs functions similarly to the Application Tabs. If you wish to know further details about each Tab, refer to the Application Tabs above.

The Event Info tab is optional to those who wishes to put general comments about the event form report or request. For example, you may type in a summary of the even form report or request to facilitate the review process.

 

For research funding and research certification event forms, the second tab is customized to requirements of the event activity and will vary per event form. The Custom Questions tab always shares the same name as the event form. The example below shows the name as 'Research Activity Form'.

If you have any questions or concerns regarding the event form custom content, contact ORSCE.

The Attachments tab allows you to upload all required attachments. Attachments can be uploaded in any file format.

Note: The maximum file size is 5MB per attachment

The Log tab tracks all data entry and workflow activities. At any time, pre- or post-submission, you can review the Log tab to check on the event development or workflow status.

The Errors tab displays a list of all required tabs and fields needing attention. All required fields are marked with red asterisks (*). It will display until all required fields are complete. Event forms cannot be submitted when the Errors tab is visible. Complete all required fields to hide the Errors tab.

Event forms are designed to submit directly to ORSCE or Research Compliance Officer. Any project team member can submit an event form on behalf of the Principal Investigator (PI).

Note: At any time, you can review the Event Form's status via the Applications: Post-Review links.

Recommended Devices & Internet Browsers We fully test our applications for these devices and browsers. If the user reports issues using our products with these browsers, we treat the issues as bugs. As new browser versions are released, we work to support the latest version within 12 months of the new browser release date.

Current recommended browsers align with broader user trends. Safari, though widely used by Mac users. is not widely used by Windows users who make up ROMEO's majority user base. Recognizing Mac users prefer Safari all the same, we'll devote a fresh round of energies to evaluating and effecting Safari compatibility following the upcoming presentation layer changes.

Recommended System Use

We work diligently to eradicate reported system issues and interruptions. Sometimes, these issues are prompted not by system code error, but rather by browser, device, network or internet factors. In such instances, it's not always possible to make system changes to prevent the issue or interruption from occurring, and our best recourse is to educated users about best system use.

Notes to Remember:

  • Don't insert < or> symbols in the text fields. These can be interpreted as HTML code resulting in unexpected errors. When these symbols are used, save and submit errors occur
  • Don't use your Internet browser back button to navigate. Use system controls instead. System controls, like quick links and action buttons are programmed to check for changes while loading or reloading the requested view, ensuring the resulting view is valid
  • Don't login to multiple sessions. Actions in one session can undo actions in the other session. Multiple sessions by the same user in same or across browsers, or different users in same browser, muddles the system's capabilities to verify which session is authoritative, often resulting in unexpected system interruptions with data loss.
  • Don't forget to save regularly. Generally, system timeout settings are set to the 2 hours. However, there are other factors that can prompt sessions ends (for example, internet connectivity, institutional network or firewall or device settings). Meaning, system interruptions can occur independent of system timeout settings, outside product control.