CIMC study materials
CIMC study resources

CIMC key terms

CIMC · Get comfortable with the vocabulary.

Delegation of Authority Log

A study document listing each team member and the specific trial tasks they are permitted to perform, signed by the principal investigator and dated. It supports oversight and shows that duties were assigned to qualified personnel.

Related: Principal Investigator, Good Clinical Practice
Principal Investigator

The qualified person at a trial site who takes overall responsibility for conducting the study there, including protecting subjects, supervising staff, and ensuring protocol and regulatory compliance.

Related: Delegation of Authority Log, Site Initiation Visit
Site Initiation Visit

A pre-enrollment meeting where the sponsor or monitor trains site staff, verifies readiness and supplies, and documents that the site can begin the study. It closes the start-up phase.

Related: Principal Investigator, Monitoring Visit
Good Clinical Practice

An international ethical and scientific quality standard for designing, conducting, recording, and reporting trials involving human subjects. It safeguards participants and ensures credible trial data.

Related: Informed Consent Form, Institutional Review Board
Institutional Review Board

An independent committee that reviews and approves or disapproves research involving human subjects. It evaluates risks, benefits, consent documents, and protections before and during the study.

Related: Informed Consent Form, Good Clinical Practice
Informed Consent Form

A written document that explains a study's purpose, procedures, risks, benefits, and alternatives, which participants read and sign voluntarily before any study activity. It is approved by the reviewing ethics committee.

Related: Institutional Review Board, Vulnerable Population
Vulnerable Population

Groups whose ability to give voluntary informed consent may be limited, such as children, prisoners, pregnant women, or cognitively impaired adults. They require extra safeguards and justification for inclusion.

Related: Informed Consent Form, Institutional Review Board
Protocol

The written plan describing a trial's objectives, design, methods, and statistical analysis. It defines eligibility, treatments, assessments, and endpoints and governs how the study is conducted.

Related: Inclusion and Exclusion Criteria, Protocol Amendment
Inclusion and Exclusion Criteria

The specific characteristics that determine who may or may not enroll in a trial, such as age, diagnosis, or prior therapy. Clear criteria protect participant safety and support interpretable results.

Related: Protocol, Feasibility Assessment
Protocol Amendment

A formal, documented change to an approved protocol, which must be reviewed and approved before implementation except when needed to remove an immediate hazard to subjects.

Related: Protocol, Institutional Review Board
Feasibility Assessment

An evaluation of whether a site or country can recruit the target number of eligible participants within timelines, given its patient pool, staff, facilities, and competing trials. It informs site selection.

Related: Inclusion and Exclusion Criteria, Site Selection Visit
Site Selection Visit

A pre-study evaluation where a sponsor assesses a potential site's facilities, staff qualifications, patient population, and experience to decide whether to include it in the trial.

Related: Feasibility Assessment, Site Initiation Visit
Monitoring Visit

A scheduled on-site or remote review by a sponsor representative to verify protocol compliance, data accuracy against source records, and subject safety, with findings documented in a report.

Related: Source Document Verification, Site Initiation Visit
Source Document Verification

The process of comparing data entered in the trial database or case report form against original records, such as medical charts, to confirm accuracy and completeness.

Related: Monitoring Visit, Case Report Form
Case Report Form

A paper or electronic document designed to capture protocol-required data for each participant for submission to the sponsor. It must be accurate, complete, and consistent with source records.

Related: Source Document Verification, Query Resolution
Query Resolution

The process by which a site investigates and answers a data discrepancy raised by the sponsor or data manager, with documentation of the correction or clarification in the trial database.

Related: Case Report Form, Data Clarification
Data Clarification

A request for explanation or correction of inconsistent, missing, or implausible data in a trial database. It is tracked to closure to ensure data quality before analysis.

Related: Query Resolution, Case Report Form
Serious Adverse Event

An adverse event that results in death, is life-threatening, requires hospitalization or prolongation of existing hospitalization, causes persistent disability, or is a congenital anomaly. It requires expedited reporting.

Related: Adverse Event, Expedited Safety Report
Adverse Event

Any unfavorable medical occurrence in a trial participant, whether or not considered related to the investigational product. Investigators must record and assess all such events.

Related: Serious Adverse Event, Causality Assessment
Causality Assessment

The investigator's judgment about whether an adverse event is related to the investigational product, typically graded as related, possibly related, unlikely related, or unrelated, using temporal and clinical evidence.

Related: Adverse Event, Serious Adverse Event
Expedited Safety Report

A time-sensitive notification of a serious, unexpected suspected adverse reaction sent to regulators and ethics committees within defined timelines, often seven or fifteen calendar days.

Related: Serious Adverse Event, Causality Assessment
Budget Negotiation

The process of agreeing on the costs a sponsor will pay a site for study activities, including per-patient fees, startup costs, and overhead, documented in a finalized budget.

Related: Clinical Trial Agreement, Per-Patient Fee
Clinical Trial Agreement

A contract between a sponsor and a site or institution setting out obligations, payment terms, confidentiality, publication rights, indemnification, and intellectual property related to the study.

Related: Budget Negotiation, Per-Patient Fee
Per-Patient Fee

A payment to a site for each enrolled participant who completes specified study visits or procedures, used to align compensation with actual work performed.

Related: Budget Negotiation, Clinical Trial Agreement
Pass-Through Cost

An expense incurred by a site that is billed to the sponsor at actual cost rather than as a fixed fee, such as imaging, laboratory tests, or shipping.

Related: Budget Negotiation, Per-Patient Fee
Randomization

A method of assigning participants to treatment groups by chance to reduce bias and balance known and unknown prognostic factors across arms.

Related: Blinding, Statistical Analysis Plan
Blinding

A design feature that conceals treatment assignment from participants, investigators, assessors, or analysts to prevent bias in reporting and evaluation of outcomes.

Related: Randomization, Statistical Analysis Plan
Statistical Analysis Plan

A document finalized before database lock that specifies the statistical methods, analysis populations, and handling of missing data for the trial, ensuring pre-specified and reproducible analyses.

Related: Randomization, Blinding
Intent-to-Treat Population

The analysis set that includes all randomized participants analyzed according to their assigned group, regardless of compliance, preserving the benefits of randomization.

Related: Statistical Analysis Plan, Randomization
Database Lock

The formal point at which the trial database is frozen and no further changes are permitted, typically after all queries are resolved, enabling unblinding and analysis.

Related: Query Resolution, Statistical Analysis Plan
Investigational Product Accountability

The documented tracking of study drug receipt, dispensing, return, and destruction at a site to confirm that participants received correct doses and that quantities reconcile.

Related: Monitoring Visit, Protocol
Essential Documents

Records that individually and collectively permit evaluation of a trial's conduct and data quality, including approvals, consent forms, training records, and monitoring reports, retained for inspection.

Related: Good Clinical Practice, Delegation of Authority Log
Regulatory Submission

The package of documents filed with a national authority to obtain permission to conduct a trial or market a product, including the protocol, investigator brochure, and manufacturing information.

Related: Good Clinical Practice, Protocol Amendment
Investigator Brochure

A compilation of clinical and nonclinical data on an investigational product relevant to its study in humans, provided to investigators to support safe trial conduct.

Related: Regulatory Submission, Protocol
Audit Trail

A secure, computer-generated record that captures who created, modified, or deleted electronic data and when, preserving data integrity for regulatory inspection.

Related: Case Report Form, Database Lock
Site Close-Out Visit

The final monitoring activity confirming that all outstanding issues are resolved, investigational product and records are accounted for, and the site's participation is formally concluded.

Related: Monitoring Visit, Essential Documents