| Applicant User Manuals |
| Topic |
Description |
Link |
| Getting Started |
A guide to getting started with CTO Stream |
Download |
| Application Features |
Are you a new CTO Stream user? This guide provides an in overview of the applications forms in CTO Stream |
Download |
| Signing Applications in CTO Stream |
Detailed guide explains how to sign off on an application in CTO Stream |
Download |
| Managing Study Access with Roles |
How to share access to an application with other members of your study team |
Download |
| Project Transfers |
How to initiate and accept a project transfer request |
Download |
| Applicant Quick Guides |
| Topic |
Description |
Link |
| Responding to a Signature Request |
Step by step instructions on how to sign application forms in CTO Stream |
Download |
| Updating a Project |
How to update your study to use the latest version of CTO application forms |
Download |
| Finding an Approval Letter |
Where to locate the REB approval letter for your application |
Download |
| Creating a Sub-form |
How to add a new application form to an existing study |
Download |
| Creating a Centre Initial Application (CIA) |
How to create a Centre Initial Application (CIA) for your study |
Download |
| Updating a Reportable Event |
How to update a previously approved/acknowledged reportable event application |
Download |
| Submitting a New Study |
How to create and submit the Provincial Initial Application for a new study |
Download |
| Submitting a New Observational Study |
How to create a new study in CTO Stream using Observational application forms |
Download |
| Request for Changes from REB |
Resubmitting an application after the REB of Record has requested revisions |
Download |
| Request for Changes from CTO |
Resubmitting an application after CTO has requested revisions |
Download |
| Deleting a Form |
How to delete a form from a project |
Download |
| Correspondence |
How to send a message to the REB of Record within CTO Stream |
Download |
| Provincial Status & Expiry Date |
Status of ethics approval for the study and overall study expiry date |
Download |
| Centre Status & Expiry Date |
Locate the expiry date and ethics approval status for a participating centre |
Download |
| Continuing Review Reminders & Process |
Continuing Review Submissions, automated alerts for ethics approval expiry date and study lapses |
Download |
| Provincial Continuing Review |
Instructions to create and submit a Provincial Continuing Review application |
Download |
| Centre Continuing Review |
Instructions to create and submit a Centre Continuing Review application |
Download |
| Adding new study team members using Roles |
Brief step by step instructions about how to give a user access to your existing study |
Download |
| Project Overview |
An explanation of how to access and navigate the Project Overview for a study |
Download |
| Transferring Sub-forms |
Covers how to transfer ownership of an application form that you’ve created for a study |
Download |
| Identifying the REB of Record for a Study |
How to view the REB of Record for a study in using the Submissions Tab |
Download |
| CTO Online Helpdesk |
How to submit a CTO Stream support ticket for within the CTO Online Helpdesk |
Download |
| Applicant Tip Sheets and Checklists |
| Topic |
Description |
Link |
| Provincial Initial Application (PIA) Submission |
Helpful tips for completing a Provincial Initial Application (PIA) |
Download |
| Centre Initial Application (CIA) Submission |
Helpful tips for completing a Centre Initial Application (CIA) |
Download |
| Tips for Advanced Users |
Tips for using CTO Stream more efficiently |
Download |
| Application Forms in CTO Stream |
Includes a description of the different application types used in CTO Stream and when to use each. A breakdown of the responsibilities for the Provincial and Centre study teams for certain REB submissions (i.e., continuing review, reportable event, etc.). Additional helpful tips and reminders |
Download |
| Closing a Centre Checklist |
This checklist provides research teams with guidance on how to close out their site ethics file in CTO Stream |
Download |
| Closing a Study Checklist |
This checklist provides guidance on how to close out the ethics file for a study/project in CTO Stream |
Download |
