Create & Submit a Study to the IRB

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  1. Log in to CATS using your PSU access account at
  2. Click “My Inbox” on the left of the workspace.
  3. Click “Create New Study” to display the Study Submission Form.
  4. Complete all questions applicable to your research; questions with a red asterisk are required.
  5. Upload study protocol, participant-facing materials (consent forms, recruitment documents) and other required documents where indicated in the Study Submission Form. 
  6. Click the “Continue” button on each page to navigate through the form. 


Picture of Creating New Study


  1. Click "Save and Exit" on the last page of the Study Submission Form.
  2. Click "Submit" to send to the IRB. Only the Principal Investigatory (PI) or PI Proxy has the ability to submit.

Picture of Submitting New Study


Confirm the study is submitted to the IRB: if submitted properly, the diagram in the study workspace will transition from the “Pre- Submission” to “Pre-Review” state as pictured below.

A general note about the workflow: Bubbles at the top of the workflow -Pre-Review, IRB Review, Post-Review- indicate that the submission is with the IRB and bubbles at the bottom of the workflow -Clarifications Requested and Modifications Requested- indicate that there is action needed by the study team.

Picture of Pre-review flowchart