{"id":6294,"date":"2023-09-14T14:13:13","date_gmt":"2023-09-14T18:13:13","guid":{"rendered":"https:\/\/www.bumc.bu.edu\/crro\/?page_id=6294"},"modified":"2023-09-14T14:26:21","modified_gmt":"2023-09-14T18:26:21","slug":"study-documentation-tools","status":"publish","type":"page","link":"https:\/\/www.bumc.bu.edu\/crro\/resources-library\/study-documentation-tools\/","title":{"rendered":"Study Documentation Tools"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">During planning and operationalization stages, before enrollment starts, research teams should discuss what forms will be needed for their study. These could be data collection forms, source documentation, even forms or logs for study management like visit checklists and progress notes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In general, templates are an efficient way to build study documents but care needs to be taken that edits are made that are relevant and appropriate for each study. Study teams can use these templated tools and edit for each new study or can build their own templates based on their usual needs to use for all future studies.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The CRRO templated tools are not meant to be static, unchanging documents, but must be edited for each study to align with IRB-approved procedures that are in the INSPIR application, protocol, or other study document. However, not all templated tools that are available will be required or should be used on every study. Study teams should review all available tools and what will be needed for compliant and complete documentation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRRO templated tools are built upon a mix of institutional policies, federal regulations, ICH Good Clinical Practice, and current best practices. The CRRO cannot make any guarantee that these templated tools follow current policy or regulations as those may change without warning or announcement. These templated tools are not meant to be used as a policy or guidance document.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is strongly recommended that study teams review the Overview and Instructions prior to using any of the templated tools. General questions on how to use these forms or implement them for a specific study can be answered by contacting the <\/span><a href=\"mailto:crro@bu.edu\"><span style=\"font-weight: 400;\">CRRO<\/span><\/a><span style=\"font-weight: 400;\">. Specific guidance on building these tools within Word, REDCap, or other systems are available from the <\/span><a href=\"mailto:crro@bu.edu\"><span style=\"font-weight: 400;\">CRRO<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Suggestions for additional tools or changes to current tools are welcome and can be submitted on our <\/span><a href=\"https:\/\/redcap.bumc.bu.edu\/surveys\/?s=8PERJWMAKAPA79NR\"><span style=\"font-weight: 400;\">Tool Recommendation Form<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"color: #000000;\"><\/span><a href=\"\/crro\/files\/2023\/09\/Adverse-Event-Form.docx\">Adverse Event Form<\/a> (NEW)<br \/>\n<a href=\"\/crro\/files\/2023\/09\/Adverse-Event-Log.docx\">Adverse Event Log<\/a> (NEW)<br \/>\n<span><a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/3.-Communications-Log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Communications Log<\/a><br \/>\n<a href=\"\/crro\/files\/2023\/09\/Delegation-of-Authority-and-Responsibilities-Log.docx\">Delegation of Authority and Responsibilities Log<\/a> (NEW)<br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2016\/03\/5.-Deviation-Exception-Log1.doc\">Deviation\/Exception Submission Log\u00a0<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2020\/03\/COVID-19-Minor-Deviation-Log-Template.docx\">Deviation Log-COVID 19 Disruption<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/6a.-Generic-DSMP.doc\" target=\"_blank\" rel=\"noopener noreferrer\">DSMP Template<\/a><br \/>\n<a href=\"\/crro\/files\/2023\/09\/Eligibility-Criteria-Checklist.docx\">Eligibility Criteria Checklist<\/a> (NEW)<br \/>\n<\/span><span><a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/2.-Essential-Docs-Location-Log-cover-page.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Essential Documents Location Log<\/a><br \/>\n<a href=\"\/crro\/files\/2023\/09\/Informed-Consent-Documentation.docx\">Informed Consent Documentation<\/a> (NEW)<br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/4.-IRB-Submission-Tracking-Log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">IRB Submission Tracking Log<\/a><br \/>\n<a href=\"\/crro\/files\/2023\/09\/Note-to-File.docx\">Note to File Template<\/a> (NEW)<br \/>\n<a href=\"\/crro\/files\/2019\/05\/Ptp-ID-Log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Participant Identification Log<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/12.-Phone-Call-Summary-Report.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Phone Call Summary Report<\/a><br \/>\n<a href=\"\/crro\/files\/2023\/09\/Pregnancy-Testing-Documentation.docx\">Pregnancy Testing Documentation<\/a> (NEW)<br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/10.-Safety-Report-Tracking-Log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Safety Report Tracking Log<\/a><br \/>\n<a href=\"\/crro\/files\/2023\/09\/Schedule-of-Events.docx\">Schedule of Events<\/a> (NEW)<br \/>\n<a href=\"\/crro\/files\/2023\/09\/Screening-and-Enrollment-Log.docx\">Screening and Enrollment Log<\/a> (NEW)<br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/11.-Site-Visit-Log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Site Visit Log<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2019\/11\/SOP-template-v1.0-11-26-2019.doc\" target=\"_blank\" rel=\"noopener noreferrer\">SOP Template<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/17.-Staff-License-Certification-Log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Staff License\/Certification Log<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/18.-Stored-Biosample-Log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Stored Biosample Log<\/a><br \/>\n<a href=\"\/crro\/files\/2023\/09\/Participant-Identification-Log.docx\">Participant Identification Log<\/a> (NEW)<br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/8.-Study-ptp-Withdrawal-termination-log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Study Participant Withdrawal\/Termination Log<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/13.-Study-related-SOPs.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Study-Related SOPs<\/a><\/span><span><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/19.-Test-Article-Accountability.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Test Article Accountability<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/20.-Test-Article-Disposition-and-Return.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Test Article Disposition and\/or Return to Sponsor<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2010\/03\/21.-Test-Article-Shipping-Receipt-Log.doc\" target=\"_blank\" rel=\"noopener noreferrer\">Test Article Shipping Receipt Log<\/a><br \/>\n<a href=\"\/crro\/files\/2023\/09\/Training-Log-Group.docx\">Training Log &#8211; Group<\/a> (NEW)<br \/>\n<a href=\"\/crro\/files\/2023\/09\/Training-Log-Individual.docx\">Training Log &#8211; Individual<\/a> (NEW)<br \/>\n<\/span><span><a href=\"\/crro\/files\/2023\/09\/Visit-Checklist.docx\">Visit Checklist<\/a> (NEW)<\/span><\/p>\n<p><a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2019\/06\/Regulatory-binder-FAQs-6-26-2019.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">FAQs on Regulatory Documentation<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2019\/07\/Regulatory-binder-tab-with-TOC-and-cover-pg-7-2-2019.pdf\">Regulatory Binder Tabs<\/a><br \/>\n<a href=\"https:\/\/www.bumc.bu.edu\/crro\/files\/2021\/04\/Guidance-on-eReg-Light-v.-4-29-21-FINAL.pdf\">REDCap e-Reg Lite<\/a>\u00a0<strong><span style=\"color: #ff0000;\"><br \/>\n<\/span><\/strong><span style=\"color: #000000;\"><a href=\"\/crro\/files\/2021\/04\/Instructions-for-AdobeSign-4-29-2021-Final.pdf\">AdobeSign Guidance<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>During planning and operationalization stages, before enrollment starts, research teams should discuss what forms will be needed for their study. These could be data collection forms, source documentation, even forms or logs for study management like visit checklists and progress notes. In general, templates are an efficient way to build study documents but care needs [&hellip;]<\/p>\n","protected":false},"author":21213,"featured_media":0,"parent":6066,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/pages\/6294"}],"collection":[{"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/users\/21213"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/comments?post=6294"}],"version-history":[{"count":6,"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/pages\/6294\/revisions"}],"predecessor-version":[{"id":6313,"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/pages\/6294\/revisions\/6313"}],"up":[{"embeddable":true,"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/pages\/6066"}],"wp:attachment":[{"href":"https:\/\/www.bumc.bu.edu\/crro\/wp-json\/wp\/v2\/media?parent=6294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}