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Site Qualification and Training Solutions

The following resources have been made available to simplify and enhance the clinical trial site qualification and training process.

Looking for Informational Programs for Site Staff Less Experienced in Conducting Clinical Research?

For Assets available in additional languages, please click here.

GCP Training Mutual Recognition

One of the first solutions delivered by SQT was a set of Minimum Criteria to enable a voluntary mutual recognition process of GCP training across Member Companies. This allows clinical trial investigators and other site personnel to complete GCP training which may be recognized by other TransCelerate Member Companies, making it unnecessary to train separately for each participating company.

For additional information, please click to our GCP Training Mutual Recognition page.

EDC System Training Mutual Recognition

In 2016, SQT developed a process to enable a voluntary mutual recognition of Electronic Data Capture (EDC) system training across companies. This addressed a pain point in the industry at that time by allowing previously completed EDC system training taken by investigator site personnel and monitors to be recognized by other companies, making it unnecessary to re-train separately for each company. Based on an evaluation performed by the SQT team in 2019, it was determined that the industry has evolved to address this gap that previously existed. Therefore, the decision was made to retire the EDC program.

Forms for Investigator Sites

(Some of these Forms are maintained by the Society for Clinical Research Sites (SCRS). You may be redirected to the SCRS website upon clicking the link.)

Nothing in these documents or forms should be construed to represent or warrant that persons using these documents or forms have complied with all applicable laws and regulations. All individuals and organizations using these documents or forms bear responsibility for complying with the applicable laws and regulations for the relevant jurisdiction.

  • One form for sites and Member Companies to use
  • A consistent definition of the tasks
  • Less risk for errors
Form DocumentsWhat Is It?Value of UsingRelated Documents
Financial Disclosure Form (FIDS)Form intended for use by Clinical Investigators to disclose their financial interests for the period of time he or she participated in the study and for one year following the end of his or her participation in the study (as required by the U.S. Code of Federal Regulations 21CFR54) to the Study Sponsor.One form for sites and Member Companies to use

A consistent definition of the tasks

Less risk for errors
FIDS Guidance

FIDS Summary of Changes
Protocol Level Informed Consent Tracking Log      

Site-Specific Informed Consent Tracking Log
Protocol and Site Level Informed Consent Logs for Member Companies and sites to enable a more meaningful and well-informed consent dialogue with patients.Transparency to the protocol and site-level changes to inform sites, Member Companies and auditors

Enable more robust discussion with patients during re-consent 
Protocol and Site Level Informed Consent Logs Guidance
Site Profile FormThis form was retired and replaced with the Facility Profile Form If you have previously completed any version of the Site Profile Form template, it is recommended you complete and begin using the current version of the Facility Profile Form, which is compatible for future integration with the Shared Investigator Platform.  Please read the Facility Profile Form Guidance Document and FAQ below for all pertinent information. 
Facility Profile Form A questionnaire for collecting site capability information (an off-line version of form inside Shared Investigator Platform)Reduce the burden on sites by collecting information in a consistent way across multiple sponsor companiesFacility Profile Form Guidance Document

Facility Profile Form FAQ
Curriculum Vitae (CV) Template (Word)

Curriculum Vitae (CV) Template (PDF)  
A template for Curriculum Vitae (CV).One consistent approach for all sites and member companies

Reduce confusion and administrative burden
CV Template Guidance

CV Template FAQs

CV Template Summary of Changes  
Site Signature and Delegation of Responsibilities LogOne delegation log for sites to use with consistently named tasks and clear instructions.One template for all sites and members to use with a consistent definition of the tasks

Reduce confusion and administrative burden for the sites

Improve the quality of the information
Site Signature and Delegation of Responsibilities Log Guidance

Site Signature Summary of Changes
Form FDA 1571 – Guidance for Completion

Form FDA 1572 – Guidance for Completion
Intends to assist sites with the interpretation of FDA’s 1571/1572 forms and guidance.Improve the process to collect and send the data

Less room for mistakes

Informational Program for Investigator Sites

(This Informational Program is maintained by the Society for Clinical Research Sites (SCRS). You will be redirected to the SCRS website upon clicking the link.)

Informational ProgramWhat Is It?Value of UsingRelated Documents
Principal Investigator Oversight Informational ProgramInformational program outlining the basic components related to Principal Investigator oversight of clinical trials.Enhanced patient safety and quality of clinical trial oversight

More effective and efficient study and site staff management by the investigator

Stronger relationship/partnership between site/sponsor
Principal Investigator Oversight Informational Program Guidance

Informational Program for Site Staff Less Experienced in Conducting Clinical Research

This is an informational program focused on describing the basic concepts of Clinical Research in accordance with the ICH Guideline for Good Clinical Practice: Consolidated Guidance (E6).
This program may be used in its entirety or in part:

  • To supplement the information provided to less experienced Investigators and their staff by Member companies when starting a Clinical Study.
  • As onboarding information for less experienced site staff joining an Investigator during a Clinical Study.
  • As a remediation tool in the event of noncompliance during the conduct of a Clinical Study.
  • By less experienced Investigators and their staff to demonstrate awareness when being considered by a TransCelerate member company for participation in a Clinical Study.

Please read the Guidance for Use prior to reviewing the topic overviews below.

(These Informational Programs are maintained by the Society for Clinical Research Sites (SCRS). You will be redirected to the SCRS website upon clicking the link.)

Informational ProgramsWhat Is It?Value of UsingRun Time
Clinical Practice vs Clinical ResearchAn overview of the differences between the activities which occur when managing patients during routine Clinical Practice versus the activities when you are managing subjects as part of a Clinical Research Study.Provides a deeper understanding of the differences between Clinical Practice and Clinical Research and what is involved in becoming a Clinical Researcher.30 minutes
Clinical Research OverviewIntroduces and describes the phases of a Clinical Research Study and the various study designs. By understanding the phases and designs of a study, the Investigator is able to select the right study for his/her site.40 minutes
Adverse Events and SafetyExplains and defines an Adverse Event. Describes the Investigator’s role and responsibilities regarding Subject Safety and reporting requirements for Serious Adverse Events.Improved understanding of Adverse Event identification and reporting by Investigators and their staff working directly with study subjects, as well as enhanced subject safety.30 minutes
Conducting a StudyExplains the three stages of study conduct phases including the subject enrollment/recruitment period, the ongoing maintenance and the subject exit/completion phase including the tasks and activities associated with these stages.Being able to describe and distinguish the different stages during the conduct of a study, and the tasks and activities associated with them, is instrumental for the successful conduct of the study as you can prepare and plan accordingly. A successfully conducted study helps collect high quality, reliable data and ensures that the rights, safety, and welfare of the subjects are protected.30 minutes
IRB/IEC Responsibilities & Informed Consent Overview of the purpose and activities of the IRB/IEC and the Investigator’s responsibilities in accordance with ICH-GCP. Describes the process of informed consent and the responsibilities of the Investigator when obtaining informed consent.Prepares the Investigator and study staff for the interactions and activities required to obtain approvals necessary to conduct clinical research studies. Provides the Investigator and staff with the elements and requirements necessary to ensure that informed consent will be obtained and documented in accordance with the ICH-GCP.30 minutes
Delegation and TrainingAn overview of the study task delegation and the importance of providing/documents study training for site staff. Clarifies the expectations for Investigator oversight of the study. By delegating tasks to appropriately qualified and trained individuals, this will enhance patient safety and the quality of the data collected for a clinical study.20 minutes
Source DocumentationA review of the terms source data and source documents. Describes the key attributes of source documents, the intent of ALCOA and CCEA and describes the appropriate processes for creating, maintaining and storing source documents.Familiarizes the Investigator and site staff with the expectations and requirements for quality documentation during clinical trials to comply with ICH-GCP requirements.20 minutes
Essential Documents for a Clinical StudyDescribes the requirements for Clinical Study essential documents. Describes the type of essential documents collected for a Clinical Study during the different study phases.Enhanced regulatory compliance by understanding the requirements for preparing and maintaining essential documents.20 minutes
Investigational ProductOverview of the basics of Investigational Product management and use during a clinical trial. Topics include inventory and temperature control and recommendations for source documentation.This topic provides guidance for ensuring quality handling in every step of the IP management process. The correct implementation of these processes will ensure the integrity of the IP and reducing risk to subject safety and data integrity.20 minutes
Facilities and EquipmentDescribes the equipment and resourcing needs of a research center.Facility, equipment and trained staff are all required to ensure study success and patient safety.20 minutes
Monitoring and AuditingDescribes the routine monitoring and auditing activities which occur during a clinical study. This topic includes information on the purpose, what to expect, and tips to prepare for these Sponsor activities.By understanding the purpose and the routine activities of monitoring and auditing the Investigator and study staff will determine how they can prepare and plan for the time needed when conducting a Clinical Study.25 minutes

*The following are preferred settings to view the Informational Programs:

  • Primary and secondary browser combinations: IE9+, Chrome 40+Safari 7, Firefox 17+
  • Primary and secondary OS: Windows 8.8 and for Mac OSX10+
  • Primary and secondary devices: Windows and Mac laptops and desktops, iPads, Topics can be accessed through all these devices, including iPads. The only restriction on iPads is that there is no effect of mouse-over/hover-over. Search functionality may not be replicated on iPads.
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