Forms, Templates, and User Guides

Clinical Translational Research Portal

• Access Request Form
• CTR Portal Project Update Form
• User Guide: Managing Project Chart Strings
• User Guide: Add Study Staff
• User Guide: Invoice Approval  
• User Guide: Scheduling System
• User Guide: Time Sheet

Budgeting and finance

Clinical Research Budget Template

• This budget template may be used for business and industry studies or for investigator-initiated projects, but should not be used for NIH projects (refer to the NIH RFP for information about the appropriate budget template).
• Note: please check the SPA website to confirm the current fringe benefit and indirect cost rates.

OnCore clinical trial management system (CTMS)

• New User Request Form
• Required Fields and Definitions

Time and Study Collection System (TASCS)

• TASCS User Manual
• TASCS User Access Request
• Add/Remove Personnel or Sponsor

Clinical Research Implementation Services

• Source Document Template
• Source Document Template with Medication Administration
• Source Document Completion Guidelines
• Source Document Example
• Physician Orders Template

Regulatory support and protocol templates

Find templates and forms on the Institutional Review Board’s (IRB) website, including:

• Protocol templates
• Consent templates
• IRB submission documents