GUIDE
Portal Guide
Everything you need to submit, review, and track research protocols through the ESRC platform.
Investigator Guide
Welcome! This guide walks you, as an investigator, through the ESRC Portal — from creating your account to submitting a protocol and tracking it through review.
Watch the demo
The submission journey
Every submission follows the same path:
- Create an account and log in.
- Request an invoice and settle the review fee.
- Create your protocol — fill in the details, add your study team, and upload documents.
- Submit it for review.
- Track its progress and respond to any feedback.
Where things are
After you log in, your investigator tools live under the Application group in the sidebar:
| Menu item | What it's for |
|---|---|
| Request Invoice | Start a submission and generate your review invoice |
| Create Protocol | Fill in and submit a new protocol |
| My protocols | Your drafts and in-progress submissions, with their status |
| Approved protocols | Protocols that have been approved |
| Protocol Management → All protocols | Everything you've submitted, in one list |
Types of protocols
Beyond a standard new submission, the portal handles preliminary review, revisions, and renewals & amendments. See the Protocol types section for how each one works.
Use the sidebar to jump to any topic, or the Next button at the bottom of each page to read the guide in order.