Training is crucial to the ethical and compliant conduct of human research.

The IRB has certain basic requirements, below. We also ensure that Emory-required clinical research training - for coordinators and investigators - is complete before we approve studies.

HIPAA training is not required or verified by the IRB, but is required for those doing research with Emory medical record data. 

eIRB training is optional, but be sure to use our "Page Level Help" (part of the eIRB section below) when filling out your submissions!

In addition to the instructional videos below, please see the eIRB - SAAS Frequently Asked Questions page for detailed text on each part of the new eIRB system. Each video requires an Emory Login.

Videos: New eIRB System

Real-life Scenarios

Inbox, Workspace, and Workflow Overview

Initial Study Submission

Continuing Review and Modification Submission

Relying on an External IRB

Reportable New Information Submission

Assigning PI Proxy/Primary Contact

  • Highly recommended. the PI Proxy can create and submit Modifications and Continuing Reviews, and respond to changes requested by the IRB.
  • There can be multiple PI Proxies, but only one Primary Contact.
  • Note: These assignments must be done by the PI in the main study workspace (cannot be done from within a Modification or Continuing Review). Use "Assign PI Proxy" activity.

Managing pSites for Multi-Site Study

Additional Questions

The IRB is always available to answer specific questions about the eIRB system. To schedule a time to review your eIRB questions by Zoom, please reach out:

  • Send an email to our listserv at
  • OR Call the main line at 404-712-0720

Old system videos (only for the legacy system while it is still in use)

  • Videos are being converted

Page Level Help

Need old approval letters or access the record in the old eIRB for a migrated study? Review this guide on linking to old eirb from new system (DOCX). You now have a link under the study history in eIRB that will take you to the old record. If you were not part of the study team member when the study migrated, you will not have access to this function. If you are part of the study team now, ask your IRB coordinator (AKA study analyst) to add you.

Ancillary reviewers (including department reviewers): see this video to know how to submit your reviews

Short version:

  1. You will get an eIRB notification email when assigned a review. Click the link to the study from within the email.
  2. Click the "View Study" button (top left of screen) to look at the study smartform. Click "Exit" after scrolling through the smartform and opening any attachments desired.
  3. Then click 'Submit Ancillary Review" link (left side of screen) and complete the items in the popup window.

HIPAA Training: Information about HIPAA Training is provided by the Emory University Office of Compliance. The IRB does not monitor this training as part of its review. 

Emory University Covered Components: See EMORY HIPAA PRIVACY RULE POLICIES for the latest list of Emory Components that are covered under HIPAA. For research data to be covered by HIPAA at Emory, the study needs to involve both treatment and electronic billing (unless the data is in the EHC medical record, in which case it is definitely covered by HIPAA). 

Individually Identifiable Health Information or Individually Identifiable Private Information: Health Information, including demographic information collected from an Individual that is: (a) created or received by a Health Care Provider, Health Plan, employer, or Health Care Clearinghouse; and (b) relates to the past, present, or future physical or mental health or condition of an Individual; the provision of Health Care to an Individual; or the past, present, or future payment for the provision of health care to an Individual; and (i) that identifies the Individual; or (ii) with respect to which there is a
reasonable basis to believe the information can be used to identify the Individual.

Sensitive Information: Sensitive Information is information regarding sexual attitudes, preferences or practices; information relating to the use of alcohol, drugs or other addictive products; information regarding an individual's psychological well-being or mental health; genetic information or tissue samples; or information that if released might be damaging to an individuals' financial standing, employability or reputation within the community or might lead to social stigmatization or discrimination.

Protected Health Information: Individually identifiable health information that is transmitted by electronic media or transmitted or maintained in any other form or medium.

De-identified: Information that has certain identifiers (view examples of identifiers [PDF]) removed in accordance with 45 CFR 164.514 is no longer considered to be Protected Health Information. It is important to note that voice recordings are considered identifiers. If you plan to audio record interviews for transcription, even if you plan to destroy the source, these recordings are considered identifiable.

Training for Investigators and Research Staff Conducting Clinical Trials at Emory (NIH-funded and/or FDA-regulated)

Researchers doing NIH-funded clinical trials (as defined by the NIH) are required to complete a GCP-ICH course training every three years per NIH policy.

Emory also requires training modules for investigators on FDA-regulated clinical trials. These are to help them comply with the requirements of Good Clinical Practices, to properly delegate authority, to manage clinical trial operations, to recognize and avoid research misconduct, and to improve the outcomes of monitoring and audits performed by sponsors and the Food and Drug Administration.

For other research staff, there are required training modules that describe the regulatory requirements and best practices for their various responsibilities.

All required ethics and clinical research training must be complete before the IRB can approve a new study, or add new personnel to an ongoing study.

  • Research staff performing coordinator functions* who have less than five years of experience must take an in-person 2-day course called "Introduction to Clinical Research." See the OCR website to learn how to sign up for this training.
  • Research staff performing coordinator functions* with five or more years of experience and prior formal GCP-ICH course training can take the "Clinical Research Coordinator" Course in the CITI online system.
  • Investigators* who started after June 1, 2016 must take a specific CITI GCP-ICH course ("Group 5") that contains three additional Emory-specific modules. 
    • Must be refreshed every three years while working on clinical trial(s).
  • Additional information about training requirements per research role can be viewed in Required Training (PDF).

Registration for the online GCP course is done through CITI, just like the IRB-required courses. Please select the relevant course under "Add a course or update learners course", in your CITI account. 

For any additional questions about the clinical trials training requirement, please contact the Office of Clinical Research at or 404-778-4960.

Note: eIRB now gets a data feed from CITI. Sometimes, records do not come over and we must ask you to upload completion certificates. See the CITI Training section for tips. 

If you have any questions, please contact

Latest News

  • eIRB can now display CITI training records for Emory research team members!
  • This saves lots of time that IRB staff can use for other tasks, but only when it works.

Are your or a team member's CITI records not displaying in eIRB?  The person must update their "Preferred Email" in CITI and use SSO to log in.


NOTE: Do not put any sensitive data into CITI as your username (e.g. SSN) - all administrators will be able to see it.

Frequently Asked Questions

What is CITI?

The Collaborative IRB Training Initiative Program (CITI) is a leading online training program maintained by the University of Miami. It offers curricula in human subjects research, animal research, and the responsible conduct of research. If you are a first-time CITI user, you may wish to contact the IRB offices for help getting started.

Who has to take CITI?

All Emory personnel conducting "human subjects research" activities at Emory must take CITI.

  • This includes anyone working with identifiable data or biological specimens for research purposes.
  • This includes all roles: investigators, research nurses, coordinators, students, technicians, data collectors, and faculty advisors

Outside collaborators from other institutions (other than CHOA or VA) who have human research programs need only comply with their local training requirements. Emory IRB may ask for an attestation (as part of a reliance agreement) that the other institution has confirmed their training completion; or we may ask for the training certificates.

Outside collaborators who are independent, or are from institutions without human research programs, should take Emory CITI.

NOTE: Outside collaborators should click "Register" instead of "Log In Through Your Institution," and select Emory University as their affiliated institution. Avoid any buttons that say "SSO". They can enter garbage data for the Emory ID number.

Which CITI course do I have to take?

Emory and CHOA Researchers: Each institution tailors the CITI program to meet their own needs and expectations, so Emory personnel must take the Emory version of CITI.  Per Emory institutional training policy, CHOA study team members conducting FDA regulated or NIH funded clinical trials must affiliate with Emory and complete the additional modules within the Emory Biomedical and/or SHB course in addition to the CHOA GCP course. Note: CHOA personnel should upload their Emory Biomedical and/or SHB certificate and a copy of the CHOA GCP certificate when updating a study submission.

VA Researchers: The IRB will require the VA version, if a researcher is doing research at the VA. Emory will not accept a VA CITI for research done only at Emory.


The specific course will depend on your study area and activities:

Type of study and roleSHB CITIBiomed CITIEither

1. Biomedical research: coordinators and investigators with active roles (recruitment, interventions)


2. Clinical study: personnel not responsible for study conduct nor interacting or intervening with subjects (e.g. data entry, statistician), and all personnel when the study is in data analysis only


3. FDA-regulated clinical trial

Biomed CITI plus other requirements, including "Group 5" ICH-GCP module. See
OCR Clinical Research Training page

(need netID to access)

4. Sociobehavioral study related to clinical care (e.g. only quality of life measures, or a study of novel consent methods…), with no physical interventions


5. Chart Reviews (a.k.a. medical record reviews)


6. Secondary data or specimen analyses, repositories, registry studies


7. Psychology studies, any socio-behavioral studies involving deception, or child behavior studies with no biomedical procedures


8. Sociobehavioral studies that involve biomedical procedures, e.g. fMRI, or saliva collection to study cortisol levels


Not required but recommended

9. Purely observational studies of any kind (no study-driven procedures)


10. Public Health Studies (when none of the above categories apply)


11. NIH-funded clinical trials (per NIH definition)

Per above, plus GCP training every three years for the duration of the award (CITI Group 5 GCP satisfies this)

Note: Please, do not confuse the Biomedical Course with the "Biomedical Responsible Conduct of Research" course. RCR is not required by the Emory IRB and will not count towards your training requirements.

For more information about what courses you need to take, please see Step-by-Step Guidance for Selecting Required Courses and Obtaining a CITI Account (PDF) for guidance.

Additional courses are available but are not required.

How long is my certification effective?

Three years.

What if it Expires?

The IRB staff cannot approve a new study or continuing review submission without CITI training for all study team members.

The IRB will not accept CITI certifications that expire on or before the date of study expiration. For example, if the study expires on 3/20/2018, the study team certificate must be valid up to 3/20/2018.

For continuing review, you may submit a Modification to remove study members who are no longer part of the study, or who are unable to renew their CITI quickly enough (not possible for the PI or key Co-I's). Study membership should be updated during the year to prevent noncompliance.

Before submitting for continuing review, we recommend reviewing your research personnel list to ensure that 1) only current members are listed in the submission, and 2) to ask current study staff to refresh if needed.

What about GCP-ICH training refreshers?

GCP training is required every three years for NIH-funded clinical trials and for all FDA-regulated clinical trials including those that are not NIH funded. CITI Biomedical Refresher and CITI Group 5 GCP must be renewed every 3 years.

What if I have a CITI account through another institution, and want to certify for Emory (or vice-versa)?

Follow this guidance:

  • How to Associate an Existing CITI Account with the Emory CITI Account (PDF): for external collaborators associating their existing CITI accounts with Emory.
    • If you are a researcher who is new to Emory, please first login to your Emory CITI account using the SSO login option, and then follow this guide to add your external account to your Emory CITI account. That will ensure that our IRB staff can review your training in the eIRB system
  • Once you complete your profile questionnaire to select courses, the modules will automatically be listed as "complete" (if they match what you've previously taken), or "incomplete".
  • To view your course completion history, follow the link to the CITI Course Completion Report.

What if I have inadvertently created two (or more) accounts in CITI? Which one should I use?

This can be an issue because when we check your CITI, we might check an out-of-date account and not notice that you are certified under a different account. It's best to have just one account of record.