Applicant Video Tutorials

The following applicant video tutorials are designed to help researchers become familiar with the CTO Stream system and how to perform specific tasks. We are currently working to create more video tutorials, which will be posted as they become available.

Video Tutorials for Applicant Users
Topic	Content	Link
Getting Started for New Users (1:49)	• How to register for a CTO Stream applicant account • How to active the your account • Applicant login portal	Click here
The Work Area (6:38)	• CTO Stream login page • The Navigation Bar • General Tiles • Projects List/Folders • Actions Menu	Click here
Creating a New Project (5:01)	• Creating a New Project • Sharing access to the new Project • Provincial-level roles	Click here
Creating a Centre Initial Application (5:41)	• Creating a Centre Initial Application (CIA) • Sharing access to the new Project • Centre-level roles	Click here
Creating the Centre-Specific ICF (5:35)	• Locating and downloading the Provincially approved ICF template • Downloading DIER and SRERS Administration forms • Creating a site-specific ICF • Uploading your centre-specific ICF into the CIA	Click here
Requesting Signatures (3:18)	• Requesting a signature for an application • Cancel all signatures and signature requests • How to cancel a single signature request	Click here
Responding to a Signature Request (3:25)	• How to find the signature request • How to sign the application • How to sign-off as a delegate	Click here
Sending a Correspondence Message to the REB of Record (2:49)	• What is ‘Correspondence’? • How to send a new Correspondence message • Who is notified when the REB replies • How to view the REB response	Click here
Removing a User’s Role from an Application Form or Entire Study (2:46)	• Explanation of ‘Roles’ in CTO Stream • Identifying which form a user was given their role on • Removing a user’s role from the application or entire study • Verifying role was removed successfully	Click here
Identifying the REB of Record for the Study (2:23)	• REB of Record selection • When can you view the assigned REB • Why is this important? • How to view the REB of Record for your project	Click here
The Project Tree Page (5:13)	• Viewing application forms in the Project Tree • The Actions Menu on the Project Tree page • Form status bar • Application form tabs	Click here
Navigating the Application Form (5:26)	• Application form features • Types of questions in the application form • How to make panel comments of form questions • Actions Menu inside the application form	Click here
Responding to a Request for Modifications (3:39)	• Status of the application once sent back for changes • Locating the REB letter which lists required changes • Notifications when application is sent back for changes • Steps to complete when re-submitting an application	Click here
Transferring Project Ownership (3:03)	• How to identify the project owner for a study • How to initiate a project transfer request • How to accept a project transfer request	Click here
Post-Approval Applications (7:45)	• Creating Provincial post-approval forms • Creating Centre post-approval forms • Tips for working with amendments • Continuing review reminders • How to unlock and re-submit an approved/acknowledged reportable event	Click here
Applicant-Side Track Changes (3:30)	• Demonstrates how CTO Stream applicants can enable track-changes mode on the form they are working on to view any changes made compared to the previous submission of the form	Click here