10 October 2011 NIHR TMN Annual Meeting Tomasz Kurdziel

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1 Introduction to the CSP Module 10 October 2011 NIHR TMN Annual Meeting RIBA London Tomasz Kurdziel Lead RM&G WYCLRN

2 Agenda Introduction to the CSP Module CSP Process overview & staged implementation New features in IRAS National Institute for Health Research 2

3 What is the CSP Module The NIHR CSP Module is a new web based application which supports the CSP process. Itis built on the Oracle WebCenter platform and replaces CSP ReDA Access to the new system will initially be provided to existing users of CSP ReDA which will eventually be phased out once the new CSP Module is established tblihd The CSP Module is one part of the Research and Development Management Information System (RDMIS) which is currently being developed by the NIHR IS Function in order to support information management across all parts of the NIHR National Institute for Health Research 3

4 CSP Module Release 1.0 CSP Module will replace CSP ReDA and the CSP Tracker held at the CSP Unit It will include systems for the following processes Portfolio Eligibility Validate R&D submissions Perform Study Wide Governance QC Study Wide Governance Validate SSI Submissions Perform Local Governance (site and/or PIC) QC Local Governance (optional) Grant NHS Permission Process Amendments Reporting National Institute for Health Research 4

5 CSP Module Task View National Institute for Health Research 5

6 CSP Module Document View National Institute for Health Research 6

7 CSP Module Document View Documents will be divided into Levels Study Wide Local Each hlevel will be divided id d into Categories Ct Each Category will be divided into Document types Mirrors the IRAS checklist Documents coming in from IRAS will be automatically uploaded National Institute for Health Research 7

8 CSP Module Study View (CLRN) National Institute for Health Research 8

9 CSP Module Study View (NHS) National Institute for Health Research 9

10 CSP Module Notifications When certain tasks are complete, an notification is sent to inform the researcher When a certain stage of the process is completed a new task will automatically appear National Institute for Health Research 10

11 CSP Module PICs Participant Identification Centre (PIC) review will now be allocatedand and undertaken in the samewayaslocalresearch as site (SSIF) governance The governance review criteria reflect that it is a PIC but some reviews may be Not Applicable (see CSP Operating Manual for guidance) PICs are listed in Part C of the R&D Form National Institute for Health Research 11

12 CSP Process overview oe e & implementation

13 Submit PAF in IRAS Create Project in IRAS 1. Validate PAF 2. Perform Potential Portfolio Eligibility 3. Assign RAF Submit R&D Application 5. Confirm Portfolio Eligibility 4. Validate R&D Submission 6.Allocate study-wide Governance Reviewers & QCs 7. Perform study wide governance 8. Perform study wide QC Submit SSI Application 9. Validate SSI Submission 10. Allocate local Governance Reviewers and QCs 11. Perform local governance 12. Perform local QC (optional) 13. Grant NHS Permission National Institute for Health Research

14 Staged Implementation All new projects created in IRAS (v3.3) from the evening of 18th July2011will be submitted electronically from IRAS into CSP Module (e.g. R&D Form and study documents uploaded onto the R&D Form IRAS checklist) All projects already created in IRAS (v3.2 and earlier) prior to 18 th July 2011 will be able to submit the Portfolio Application Form (PAF), R&D Form and Site Specific Information Form (SSIF) electronicallyfrom IRAS into CSP Module. Supporting study documents, as per the IRAS check list will need to be sent by e mail to the Lead CLRN at the time of submission of the forms Migration of studies from CSP ReDA to CSP Module being undertaken National Institute for Health Research 14

15 Amendments The investigator submits amendments by attaching the amendmentdocuments documents to the R&D Form Document Checklist and resubmitting from the R&D submission tab (exact process tbc) The CSP Module detects that an Amendment has been submitted and the Amendment tvalidation task kis sent to the Amendment Validator at the Lead CLRN who validates the amendment and completesthe the Amendment Summary Form and uploads to document store Once the Amendment has been validated an Amendment Review task is allocated to Amendment Reviewers at each site National Institute for Health Research 15

16 Amendments Substantial / Non substantial amendments are handled the same way within CSP Amendment related documentation (notice of amendment form, covering letter, revised study documents [clean and tracked changes]) sent to Lead CLRN at same time as to REC / MHRA The sponsor can implement the amendment on an R&D level, within 35 days of the Lead CLRN confirmation the amendment is valid subject to the following: (1) regulatory approval is in place (2) letter of no objection has been received from the site CI / Sponsor provides amendment information / documents to PIs National Institute for Health Research 16

17 Amendments As part of the amendment review, R&D assess: (1) resource (local research team) required to support the amended study (2) impact on support departments (3) financial implication of the amended study (4) requirement for new site agreement / financial contract R&D can provide written Continuing NHS Permission either before or after the 35 day period Sft Safety related ltdamendments can be implemented with immediate effect. Formal letter from the CI / Sponsor should support this as part of the document set Regulatory approval sent to Lead CLRN once received National Institute for Health Research 17

18 New Features es in IRAS

19 New Features in IRAS At the same time as CSP Module went live, new features were introduced to IRAS CSP Application Form now called Portfolio Application Form Filter Q5 has changed o5a asks about BRU, BRC funding (Yes = processed through CSP but no PAF needed) o5b asks do you want to apply for Portfolio (Yes = PAF needed to apply to Portfolio) English sites and PICs on Part C are selected from standard lists, and SSI Forms created from Part C Uploading documents to IRAS checklist for electronic submission Draft R&D and SSI Applications can optionally be submitted National Institute for Health Research 19

20 IRAS Filter Question 5a + 5b National Institute for Health Research 20

21 Selecting sites in Part C National Institute for Health Research 21

22 Selecting sites in Part C National Institute for Health Research 22

23 Uploading Documents National Institute for Health Research 23

24 Uploading Documents National Institute for Health Research 24

25 Uploading Documents National Institute for Health Research 25

26 Uploading Documents National Institute for Health Research 26

27 Draft Applications National Institute for Health Research 27

28 Thank you any yquestions? s?

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