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This material may contain confidential and copyrighted information of Epic Systems Corporation.Created by the Emory Digital Academy.Last Edit 7/30/25Page 1ViewingRelated Recordsin theInsight Humans ModuleHow-To GuideInsight is Emory University%u2019s platform for managing research protocols and relatedadministrative workflows. This document provides step-by-step instructions for viewing Related Recordsdocuments automatically linked to a protocol%u2014in Insight%u2019s Humans module. View Related Records1.From themenu on the left, clickHumans. The Humans module opens.a.You can also navigate here by clickingHumansonthe Insight home page.b.If itis your first time visiting this page during the current session, it will appear blank.2.Use the search barat the top of the pageto find specific protocols. EntertheProtocol Number, Legacy ID, Protocol Title or PI Name, thenclick Search.3.Locate the correct protocol from the results that appear and click the Protocol Title. The protocol homepage opens. 4.From the menu on the left, click Related Records. The Related Records page opens, displaying any documents connectedto the protocol. About Related RecordsRelated records are grouped into two sections%u2022Funding/Support Agreement Records %u2022Other Agreement RecordsAny documents completed in other Insight modules will appear in one of these sections.These document types could include agreements, disclosures, funding records, conflict of interest forms and legacy documentation. Additional Resources%u2022Visit the Project Insight SharePoint pagefor additional training materials and project updates.