Research templates

In the table below, you will find a list of research forms and templates. You can use the links in the table to access the relevant materials. Some templates are stored alongside the relevant Standard Operating Procedure (SOP). If you are unable to find the template that you need on this page, you may find it within our other research resource pages, which can be accessed using the menu on the right-hand side of the page.

R&I ReferenceTitle and Link
T1001Pregnancy Notification Form
T1002UHL Sponsored Multi Centre Non-CTIMP SAE Listing Table
T1003UHL SAE Tracking Log
T1004UHL SAE Process Flowchart
T1005Sponsor SAE Email Template
T1006UHL Sponsored Multi Centre CTIMP SAE Listing Table
T1007Event Categorisation Flowchart
T1008UHL SUSAR Process Flowchart
T1009SUSAR Notification Email to Investigator
T1010UHL SUSAR Unblinding Process Flowchart
T1011UHL SAE Reporting Form A (CTIMPs Only)
T1012UHL SAE Reporting Form A Guidance for Completion
T1013UHL SAE Reporting Form B (Non-CTIMPs)
T1014UHL SAE Reporting Form B Guidance for Completion
T1018End of Sponsor Green Light Checklist
T1019End of Study Report Email Reminder
T1020Request for Completion of Sponsor Green Light Checklist Reminder
T1021Adverse Event/Adverse Device Effect Record
T1022Serious Adverse Event/Adverse Effect Report – Form C
T1023Medical Device SAE/SADE Sponsor Review Process Flowchart
T1024SAE/SADE Email Template
T1025Device Deficiency Form
T1026SAE Form C Completion Guidance
T1027Electronic Medical Records Questionnaire (EMRQ) Guidance for Completion
T1028Research Connected Guidance for Researchers
T1029Research Connected End of Recruitment Letter Template
T1030Research Connected Short Update Template
T1031Research Connected Results Letter
T1032Monitor’s Guide
T1033Phase 1 Study Risk Assessment
T1034Phase 1 Dosing Day Checklist
T1035Florence Audit Checklist
T1036Training Log
T1038Pre-Archiving Checklist
T1039Investigator Site eSource Readiness Assessment (eSRA)
T1040Audit of Monthly/Weekly Tasks (Research Space)
T1042Research Space Staff Training Records Audit
T1043Research Space Asset Register Checklist
T1044Feasibility Assessment Form for Low-Risk Observational Studies
T1045Possible Audit Questions
T1046Audit of Monitoring Visits Conducted at Research Space by External Sponsors
T1047Research Space Set-Up Process
T1048Audit of Research Space Standard Operating Procedures (SOPs)
T1049Audit of Research Samples Stored at Research Space
T1051Sponsored UHL SA-NSA Category A, B & C Amendment
T1052Hosted NSA Category A, B, C & SA Amendment, Category A and B Only
T1053Hosted SA Category C Amendment Only
T1054File Note
T1055Management Review Meeting Agenda and Minutes
T1059Florence Wet Signature Log
T1061Handling R&I Freedom of Information (FOI) Requests
T1062Guide to using the NHS Digital Message Exchange for Social Care and Health
(MESH) for National Data Opt Out (NDOO)
T1063 UHL TMF Index
T1064UHL ISF Index
T1065Sponsorship Review and Approval Peer Review Form
T1066Sponsorship Review and Approval Overview
T1067Clinical Trial Risk Assessment Tool
T1068UHL Risk Matrix Score Table
T1069UHL Risk Assessment Form EDGE Locations
T1070Risk Assessment Flow Chart
T1071UHL Sponsor Review Risk Assessed Checklist EDGE Locations
T1072UHL Sponsor Review Non Risk Assessed Studies Checklist EDGE Locations 
T1073Multi-Location Checklist
T1074UHL Research & Innovation Archiving Process Map
T1075Essential Record Destruction Checklist
T1076Retention Periods for Essential Research Records
T1077Trial Site Location Minor Modification/Modification of an Important Detail E-mail Template
T1078Trial Site Location Substantial Modification E-mail Template
T1079UHL Sponsorship Review Checklist
T1080GCP Focused Clinical Trial Audit Checklist Aligned to ICH E6(R3)
T1090Vulnerable Populations in Clinical Trials
T1103Research Project Data Dictionary
T1104Respiratory BRC Sponsor Feedback Form

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