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This material may contain confidential and copyrighted information of Epic Systems Corporation.Created by the Emory Digital Academy.Last Edit 7/31/25Page 1Creatinga Research Protocol in 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 creating research protocolsin Insight%u2019s Humansmodule. It includes guidance on completing required fields, answering dynamic questionnaires, uploading study documents and submitting protocols for review.Create a Protocol1.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.From the menu on the left under Actions, click Create Research Protocol. The New Protocol screen openswith a progress bar at the top showing each step required to create the new protocol.3.In the Protocol Informationsection, enter Legacy Study IDif applicable, Title, Short Titleand a Lay Summary. a.Only entera Legacy Study ID if the study previously received approval through the Huron system. b.For help writing effective lay summaries, click the link above the lay summary field to access a job aid that outlines the requirements and provides detailed guidance.4.Continue filling out all required fieldsin the Protocol Information Section, selectingthe appropriate checkboxes and answering questions about research procedures. The questions update dynamically based on your responses andmay prompt you to provide additional details. Once all required information is entered, the 'Create Protocol' button turnsfrom gray to green.5.Inthe bottom right cornerof the screen, clickCreate Protocol. The Forms page opens. 6.From the menu on the left, click Add Study Funding Sources. The Sponsor/Funding page opens.a.You can also navigate here by clicking Add Study Funding Sourcesin the middle of the page.7.Under Sponsor/Funding, select the Fund typefrom the list that appearsby clicking on the appropriate button.a.Fund types areSearch Insight Agreements, No funding proposal, and NONE. See Fund Typesbelow for more details.8.You selected Search Insight Agreements. A search window opens on the same page.9.In the search fields that appearafter selecting Search Insight Agreements, type in the Agreement