How to Activate a Study


The Office of Clinical Trials Activation is here to help you with Study Start-up. The Operations team facilitates the start-up process within OCTA and is your point of contact for status updates.  

  • For general queries, please email [email protected] or call 415-514-4998.
  • For budget creation and negotiation services, calendar build, and/or coverage analysis, please complete the OCTA Intake Form (Clinical Trials Activation Request Form).
  • For status updates after completing the OCTA Intake Form, please view the OCTA Task List in OnCore or email the Operations team at [email protected].

   Please note that the study should be submitted to the IRB when submitted to OCTA.

   Below lists the minimum documents required for submissions to OCTA:

Non-Industry Sponsored Studies: Protocol, draft Consent Form, funding document (any kind of document that shows proof of funding) 

Industry Sponsored Studies: Protocol, draft Consent Form, Sponsor Budget (draft), Contract (draft)