File Management for Clinical Trials
(Week of January 20, 2025)
(Week of January 20, 2025)
Module 7-4: File Management for Clinical Trials (14 mins)
This module discusses practical folder structure for SharePoint or network drives, naming rules that make files searchable, and simple habits that keep teams aligned across sites. We cover where key artifacts live (protocol, CRFs, ethics, contracts, data, analysis, publications), how to handle superseded versions with archives, and how to build a quick “where does this go?” checklist for new staff.
** The video's content and narration were generated with the assistance of artificial intelligence, with human guidance and oversight throughout the process. **
Summary: This document is helpful for building and maintaining an inspection-ready Trial Master File (TMF)—paper, electronic (eTMF), or hybrid so a trial can be reconstructed and verified without extra explanation. It clarifies what belongs in the TMF (essential documents, superseded versions, and decision-driving correspondence), how to structure and index it across sponsors, investigators/sites, CROs, and vendors, and how to keep it contemporaneous “at all times.” It’s especially useful for setting controls that prevent document loss or tampering: role-based access, audit trails, backups, metadata standards, and validated systems. The guideline also gives practical direction on managing emails and central repositories, handling certified copies and scanning/digitization (including static vs dynamic files), and performing risk-based QC checks to ensure completeness and proper filing.