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Berkeley Global
This course provides a comprehensive overview of the documentation, regulatory requirements, and operational procedures essential for clinical trial implementation. Students will learn how to manage master and investigator files, initiate investigational sites, conduct investigator meetings, and strengthen subject recruitment and retention strategies across multi-center studies. The curriculum covers global regulatory considerations, harmonization efforts, routine monitoring procedures, case report form (CRF) review, source document verification (SDV), and study drug accountability. Learners will gain practical skills in adverse and serious adverse event reporting, maintaining audit-ready documentation, safety documentation timelines, and the complete process of site close-out and post-study evaluation.
Prerequisites:
Introduction to Clinical Research: Clinical Trial Phases and Design PB HLTH X400.2 and Clinical Trial Planning: Protocol Development, Data Management and Clinical Site Activities PB HLTH X400.3
Course Outline
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Course Objectives
- List the various regulatory and other necessary documents that are essential before, during and at the end of clinical trials, and how and when they must be collected, reviewed and filed by sponsors and investigators
- Describe the procedures for initiating individual investigational sites and for conducting investigator meetings for multi-center trials
- Understand the potential issues with subject recruitment and retention in studies and the steps that may be taken to improve both
- Describe the regulations, issues and other considerations in conducting studies in the global arena, with a detailed look at the move toward harmonization
- Understand the purpose of monitoring and list the steps involved in conducting routine monitoring visits
- Describe the data-review process during monitoring in terms of CRF review and source document verification (SDV)
- Discuss the importance of drug accountability and describe the necessary procedures for drug accountability by the investigational site, monitor and sponsor
- Understand what adverse and serious adverse events are
- Discuss the importance of adequate safety reporting, and the required timelines, documentation, and procedures for recording and reporting safety data
- Describe the processes involved in individual site close-out and at study close-out
- Provide references to governing regulatory requirements, guidelines and best practices
What You Learn
- Trial master files
- Investigator files
- Document collection, review and filing
- Site initiation steps and checklist
- Subject recruitment rate
- Overcoming subject drop-outs
- Global drug development environment
- Harmonization of regulations and guidelines
- Routine monitoring visit checklist
- Data review process (case report forms and source document verification)
- Study drug accountability procedures and documentation
- Adverse and serious adverse events
- Site close-out
- Post-study review
How You Learn
- Lectures
- Reading assignments
- Online discussions
- Written assignments
- Midterm and final exams
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Sections
Fall 2026 enrollment opens on June 15!
Thank you for your interest in this course!
"This course was very valuable because of the in-depth view of clinical research. A few key things I learned include:
- evaluating cases based on the patient's well-being while still adhering to regulations and guidelines and avoiding being rigid to prevent harm and trial quality
- understanding that clinical trials in emerging countries have similar yet different guidelines as compared to the U.S. and the EU, while the ICH guidelines help align these standards
- reading other students' responses and learning from their experiences provided valuable insights into their clinical research industry."
—Darlene Dela Cruz