Training for Clinical Research Coordinators | Office of Clinical Trial Activation

In-person, eLearning, and webinar-based courses are available for UCSF Clinical Research Coordinators (CRCs). The eLearning modules are available at any time, and in-person and webinar-based courses are offered periodically throughout the year. All courses are free of charge.

Below is the list of current offerings; more topics are in development! If there is a particular subject you would like to see covered in a course, or if you have any other questions about the CRC Training program, please contact Lisa Schoonerman via email, or at 415-514-8403.

New! CRC 202: Protocol Training, MOPs & SOPs May 21, 2019; Mission Bay

Protocol Training, MOPs & SOPs is an advanced series course that reviews protocol training fundamentals, manual of procedure (MOP) & standard operating procedure (SOP) functions and best practices for creation and maintenance thereof. This course is especially applicable for those working on NIH-sponsored Investigator-initiated clinical trials or studies where UCSF is the coordinating center.

Audience: Experienced CRCs who have been in their role for at least 1 year. Prerequisites: CRC Bootcamp Series (recommended)

Tuesday, May 21st; 1pm - 3:30pm

CRC Bootcamp (Orientation, CRC 101, CRC 102) next course date tbd

We are pleased to announce our all-day Bootcamp for new Clinical Research Coordinators. Orientation (available on-demand, to be completed before 4/22; details will be sent upon registration), CRC 101 and CRC 102 are focused on basic knowledge that is beneficial for new staff as they start their clinical research career at UCSF (see below for more details for each class). The target audience is new UCSF employees, but anyone who would like a refresher is welcome to participate.

We highly recommend that new CRCs commit to attending 9am-4:30pm for all three courses. NOTE: there is no need to register for individual courses if you register for Bootcamp

CRC Orientation

This workshop is the beginning class in the series. It reviews the basic components of the CRC role at UCSF. The first section focuses on the CRC responsibilities, common tasks, and how CRCs will work with UCSF partners in their day-to-day roles. The session also introduces resources such as the HUB and IRB website. The second section explores job basics including Best Practices for Documentation, Data Security, IRB, Coverage Analysis and the concept of Study Start Up. Audience: New CRCs under 6 months. Prerequisites: Review the HUB including Suggested Training List, HIPAA 101 and Human Subjects via CITI.

NOTE: there is no need to register for individual courses if you have registered for Bootcamp

CRC 101: Informed Consent next course date tbd

Informed Consent is a critical part of the CRC role. In this interactive class we will demonstrate and practice performing an informed consent. Additional topics include the Informed Consent Process and Documentation. Audience: New and current CRCs. Prerequisites: HIPAA 101, Human Subjects and GCP via CITI, and Research Integrity Video. Please come ready to participate! Remember to bring your own study consents for practice (or we will provide if you don’t have one).

NOTE: there is no need to register for individual courses if you have registered for Bootcamp

CRC 102: IRB & Safety Reporting next course date tbd

This class will review Adverse Event (AE) recording best practices, including a demonstration of a participant interview with break-out time for all to practice. The class will also discuss IRB reporting requirements including the following: AE/SAE Reporting, Post Approval Reporting and Subject Injury. Audience: New and current CRCs. Prerequisites: Human Subjects and GCP via CITI.

NOTE: there is no need to register for individual courses if you have registered for Bootcamp

CRC 103: Pre & Post Award Tasks for CRCs next course date tbd

The first section of this class covers the tasks that CRCs are responsible for prior to the award being granted (pre-award), including the understanding of study start-up procedures and implications for studies and patients. The second section of this class covers the tasks after the award is granted (post-award), including an understanding of billing and budgeting with a focus on coverage analysis and its impacts on the research process.

Audience: New or current CRCs with responsibilities on Interventional Studies. Prerequisites: Review the HUB, Start-Up Diagram and the APeX Job Aid on the HUB.

CRC 104: Effective Communications for CRCs May 16, 2019; Mission Bay

Effective Communications are an essential component of protecting participant privacy, confidentiality, and for developing positive relationships with your participants, supervisor, colleagues and University-wide. In this course we will discuss best practices for communicating with your participants, supervisors and partners at UCSF. Audience: New or current CRCs. Prerequisites: none

CRC 105: The Investigational New Drug Process next course date tbd

CRC 106: Data Management for CRCs May 23, 2019; Mission Bay

This course will describe the origin, flow and management of data through a clinical study, and the specific role of the CRC in each phase of the process from data design to analysis & reporting. The course will highlight best practices for data design, management and analysis as well as how to implement processes for quality assurance and quality control. This course will summarize resources available at UCSF.

Audience: Current CRCs. Prerequisites: none

CRC 201: Audit Readiness next course date tbd

This course focuses on the purpose and process for monitoring and audits in clinical research. We will describe best practices and provide checklists and activities to help you prepare in the event of an audit. The target audience is advanced CRCs that have completed studies involving auditing, or those who may experience auditing activities. Audience: CRCs with some study experience. Prerequisites: CRC Bootcamp (Orientation, CRC 101: Informed Consent, CRC 102 IRB & Safety Reporting) is highly recommended.

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Additional resources for CRCs