Configurable Forms and Workflow Automation for Research Administration 

Every research institution follows its own policies, review processes, and approval requirements.

Fibi’s Form Builder enables institutions to configure research forms and workflow processes that align with organizational governance, compliance requirements, and operational practices. From simple data collection forms to complex multi-stage approval workflows, institutions can standardize and manage research processes through a single configurable platform. 

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Built for Configurable Research Administration 

Research administration processes continue to evolve as institutional policies, funding requirements, and regulatory expectations change.

Fibi’s Form Builder provides a configurable framework for designing forms, configurable workflows, managing approvals, and maintaining complete visibility throughout the research lifecycle. The same platform capability supports every Fibi module, enabling institutions to standardize business processes while preserving the flexibility required across different research administration functions.

Dynamic Form Configuration 

Design research administration forms that reflect institutional processes and information requirements.

Create structured forms with configurable sections, fields,validations, attachments, and layouts to support proposal

Create structured forms with configurable sections, fields,validations, attachments, and layouts to support proposal submissions, compliance reviews, disclosures, agreements,and other research administration activities. Forms can be adapted as institutional requirements evolve while maintaining consistency across the organization.

Workflow Automation

Standardize research administration processes through configurable workflow automation.

Define workflow stages, status transitions, approval sequences, review activities, and notifications that align

Define workflow stages, status transitions, approval
sequences, review activities, and notifications that align with institutional governance. Every form progresses through a structured lifecycle, ensuring consistent execution across departments and research offices.

Approval Management

Support complex institutional approval structures with configurable routing and reviewer assignments.

Approvals can be assigned based on organizational roles,departments, designated individuals, or information

Approvals can be assigned based on organizational roles, departments, designated individuals, or information captured within the submission. Support for primary and alternate approvers, delegated reviews, and configurable approval actions enables institutions to reflect real-world governance processes while maintaining accountability.

Business Rules & Conditional Logic 

Configure workflows that adapt to institutional policies and submission-specific requirements.

Workflow decisions can be driven by predefined business rules, submission data, or organizational criteria.

Workflow decisions can be driven by predefined business rules, submission data, or organizational criteria. Conditional routing ensures that each submission follows the appropriate review path while supporting multiple review scenarios, parallel activities, and configurable workflow outcomes.

Notifications & Collaboration 

Keep researchers, reviewers, and administrators informed throughout the review process.

Automated notifications provide timely updates at every stage of the workflow while supporting configurable

Automated notifications provide timely updates at every stage of the workflow while supporting configurable recipients and communication events. Institutions can also include additional reviewers whenever subject matter expertise or specialized review is required, ensuring collaborative decision-making without disrupting established approval workflows.

Workflow Audit Trail 

Maintain complete visibility into every stage of the review lifecycle.

Track workflow progression through comprehensive audit history that captures assignments, approvals, decisions

Track workflow progression through comprehensive audit history that captures assignments, approvals, decisions, comments, status changes, timestamps, and workflow duration. Detailed activity history supports institutional transparency, operational reporting, andregulatory compliance.

Build Institution-Specific Applications 

Extend the Fibi platform by creating new research administration processes beyond the standard modules.

Many institutions manage operational activities that fall outside traditional Grants or Compliance functions.

Many institutions manage operational activities that fall outside traditional Grants or Compliance functions. Form Builder enables organizations to configure new forms, workflows, approval processes, and supporting business rules for institution-specific requirements all within the same secure enterprise platform. This allows new administrative processes to benefit from the same workflow automation, security, reporting, and audit capabilities available across the Fibi suite.

Platform-wide Configuration 

One configurable framework powering every Fibi module.

The Form Builder also serves as a shared platform capability across the Fibi Research Administration Suite,

The Form Builder also serves as a shared platform
capability across the Fibi Research Administration Suite, supporting Grants Management, Research Agreements, IRB, IACUC, IBC, and Conflict of Interest. This common framework enables institutions to standardize forms, workflows, and governance practices while allowing each module to address its unique operational requirements.

Designed for Institutional Flexibility

Fibi’s Form Builder helps research organizations

Testimonial Spotlight

Configure Research Processes Around Your Institution 

Every institution manages research differently. 

Discover how Fibi’s configurable Form Builder enables organizations to streamline research administration while maintaining the flexibility required to support evolving institutional policies and compliance requirements. 

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