Page 63 - CHST Research Administration eBook 2 of 2 (Q4 2021)

STANDARD OPERATING PROCEDURE Research Administration SOP No: R004 SOP Title: Coordinating an Introduction with the PI
2. Prior to the introductory meeting, provide the new employee with the study status, the protocol and regulatory documents, and a brief background of the PI.
3. Follow AIDET, in order introduce the new member and the PI providing them both with each other’s background and experience.
4. Discuss the status of the study and the study details.
5. Discuss the next steps needed to move the study forward.
6. Provide the opportunity for the PI to define their expectations for the study time- course, enrolment, and the logistics of how they would like the study communication to be managed.
6. STANDARDS/FORMS/TEMPLATES TO BE USED
Coordinating Introduction with PI
Preparation of the Orientation
Making the Introductions
Schedule a preparatory meeting in Outlook with the clinical manager, team leads, educator, and administrator
Prepare a meeting agenda
Forward Outlook invitation upon new employee’s arrival
Provide new employee with study status, protocol and regulatory documents, and brief background of PI
Follow AIDET in order to introduce new member and the PI
Discuss the status of the study and the study details
Discuss the next steps needed to move the study forward
Provide the opportunity for the PI to define their expectations for the study and corresponding factors
7. CHANGE HISTORY
SOP no.
Effective Date
Significant Changes
Previous SOP no.
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Research Staff