Clinical Research Staff
Handbook Checklist
Employee Name:
Hire Date:
Goal Date:
Supervisor Name:
1 - Administrative Tasks
Security and Access
Obtain PennCard
Obtain PennKey
Obtain Hospital Identification Badge (ID)
(see Supervisor)
Obtain Medical School Perimeter
Black Key – Penn only
Establish Email Account
Obtain Telephone #/Voicemail/page/cell
Obtain access to Departmental Shared
Drive
Department Specific Items
Online maps (UPENN/SCOM and UPHS)
2 - Mandatory Access and Training
Knowledgelink
Penn Profiler
CITI - Protection of Human Subjects
HIPAA - Entity Specific
UPHS - Annual Mandatory Education
(AME)
University Orientation/UPHS Orientation
Perelman School of Med Orientation (PSoM
only)
Penn CRC Certification:
Clinical Research Staff Portal and Registry
Clinical Research Foundations Course
Human Subjects ERA (HS-ERA)
Grant Management (Penn ERA)
UPHS Electronic Systems:
Epic EMR and/or APM
SunRise
OnBase (formally EWebhealth ChartOne)
MedView
Other Electronic Access
3 - Additional Access and Training
Nurse Practitioners, Physician assistants, RNs,
LPNs, Medical Assistants
Environmental Health & Radiation Safety (EHRS)
Phlebotomy Training
Human Subjects Research Workshops
Software/Computer Training
(Excel, Word, Outlook, Power Point)
Professional Research Associations
(i.e. SoCRA, ACRP)
Clinical Research Staff Handbook Checklist
Version Date: 9/16/ 2013
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Clinical Research Staff
Handbook Checklist
Employee Name:
4 - Society of Clinical Research Coordination
and Management (SCRCM)
Overview
5 - Self Study Research Training: Research
Ethics, Regulations & GCP
Overview
Belmont Report
ICH E6: Guideline for Good Clinical Practice
Research Regulations: Federally Funded Human
Research: 45 CFR 46
Regulations Drug & Device Research: 21 CFR
6 - Research Administration
Overview
The Institutional Review Board (IRB)
Conflict of Interest Standing Committee (CISC)
Office of Research Services (ORS)
Center for Technology Transfer (CTT)
Environmental Health & Radiation Safety (EHRS)
Institutional Bio-Safety Committee (IBC)
Radiation Research Safety Committee
(RRSC)
Radioactive Drug Research Committee
(RDRC)
7 - Penn Medicine Offices
Overview
Office of Research Support Services (ORSS)
Office of Clinical Research (OCR)
Clinical & Translational Research Center (CTRC)
Investigational Drug Services (IDS)
Radiology Regulatory & Technology Committees
CAMRIS (MRI research)
CACTIS (CT research)
PET Center Committee
Abramson Cancer Center
Cancer Center Clinical Trials Scientific
Review (CTSRMC)
Data and Safety Monitoring Committee
(DSMC)
Pathology & Laboratory Medicine Research
Support Services (P&LM)
Hospital Perioperative Services
8 - Contacts
Overview
Supervisor Signature
Clinical Research Staff Handbook Checklist
Version Date: 12/7/15
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