Webinars and Training
Resources for Training
Clinical Trials Ontario has resources available to users of the system, including training webinars offered monthly, manuals, quick guides and videos. Please select one of the options from the menu below.
TABLE OF CONTENTS
- Applicant User Manuals, Quick Guides and Tip Sheets
- REB User Manuals and Quick Guides
- Webinar Training
- REB Workflow – CTO Stream
- Training Videos
Applicant User Manuals, Quick Guides and Tip Sheetsback to top
- Applicant User Manuals cover a wide variety of topics related to the use of CTO Stream, the web-based application system. If you are a new CTO Stream user it is recommended that you begin with the “Getting Started” guide.
- QuickGuides provide brief step-by-step instructions on how to perform specific tasks within CTO Stream.
- Applicant Tip Sheets provide more general guidance and information on how to make the most efficient use of the Streamlined Research Ethics Review System.
- CTO also strongly recommends that new CTO Stream users register for the “Introduction to CTO Stream” webinar (see below).
| 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 |
| Removing ‘Share’ Access | How to correct access you have given someone using the ‘Share’ button | Download |
| Applicant Quick Guides | ||
| Topic | Description | Link |
| Signing Applications | Step by step instructions on how to sign off on an application form within 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 |
| Setting CTO Stream Account to ‘Unavailable’ | How to set your CTO Stream account to ‘unavailable’ to prevent receiving signature requests, review assignments, and other requests | 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 |
| 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 |
| Creating a New Observational Study | How to create a new study in CTO Stream using Observational application forms | 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 |
REB User Manuals and Quick Guidesback to top
The following user manuals will provide you with step-by-step instructions on how to navigate CTO Stream and review research studies. If this is your first time using CTO Stream it is highly recommended you attend a training session. Please contact CTO at streamline@ctontario.ca for more information.
| REB User Manuals | ||
|---|---|---|
| Topic | Description | Link |
| Getting Started | Instructions for REB users to familiarize themselves with CTO Stream (Work Area, Review Tiles, etc.) | Download |
| Navigating CTO Stream | Learn to navigate to the system, how to access and view applications in the system | Download |
| Expiry Dates | Learn about study ethics approval expiry dates, approval status and continuing reviews | Download |
| Correspondence | How to view and send correspondence messages | Download |
| Letter Review | Description of the optional REB letter review process in CTO Stream | Download |
| Glossary of Terms | Description of CTO Stream terminology | Download |
| Meetings | Learn how to create, edit and view REB meetings in CTO Stream | Download |
| CTO Stream for REB Members | Instructions for REB members on logging in to CTO Stream, viewing and making comments on submissions | Download |
| Request to Act as the REB of Record | For REB Managers/Directors who accept new studies on behalf of the REB | Download |
| The REB Review Process | In depth review of the workflow and how to process REB submissions in CTO Stream | Download |
| REB of Record Host Institution Representative | Instructions for REB Hosts to accept new participating sites on existing studies overseen by their REB in CTO Stream | Download |
| REB Quick Guides | ||
| Topic | Link | |
| QuickGuide / Form Comments | How to use the Comments feature to add/view comments when reviewing an application | Download |
| QuickGuide / Note to File | Note to File – Instructions for REB users on how to add a Note to File to any application | Download |
Webinar Trainingback to top
CTO offers webinars monthly to help new users learn to navigate the system. We offer both an introduction session to guide users creating a new project, and well as one discussing post-approval submissions.
The following is a list of all upcoming webinars:
| Introduction to CTO Stream |
|---|
| Learn about CTO Stream and how to submit an application for REB review. Includes a general process overview and full demonstration of CTO Stream. Responsibilities of the provincial applicant site and participating centres will also be covered.
At the end of this webinar users will know how to:
Target Audience: Research Staff involved in REB submissions, Researchers Please email streamline@ctontario.ca to join a session. *Please review this document prior to attending the webinar: Introduction to CTO – pre-webinar document. Upcoming Dates (1.25 hr): Apr 20, 2021 (2pm) May 18, 2021 (2pm) June 15, 2021 (2pm) |
| CTO Stream – Post-approval Submissions |
| Learn how to create and manage provincial (study-wide) and centre (site-specific) post-approval submissions including amendments, continuing reviews, reportable events and study closures in CTO Stream.
At the end of this webinar users will be able to:
Target Audience: Research Staff involved in REB submissions, Researchers Please email streamline@ctontario.ca to join a session. *Please review this document prior to attending the webinar: Post-Approval Applications – pre-webinar document. Upcoming Dates (45 min): May 4, 2021 (2pm) June 1, 2021 (2pm) June 29, 2021 (2pm) |
| Introduction to CTO Stream – Sponsor/CROs |
| Learn about CTO Stream including a process overview and full demonstration of CTO Stream focussing on collaboration features and the Sponsor/CRO perspective.
At the end of this webinar users will know how to:
Target Audience: Sponsors, CROs and other coordinating groups. Please email streamline@ctontario.ca to arrange a session (1hr). |
Please find posted below the documents we ask you to review before attending each webinar respectively. These documents outline what applications are available within the CTO system, and describe the overall CTO processes. Our webinars show you how to navigate our system and how to create the application types described in the documents below.
Introduction to CTO – pre-webinar document
Post-Approval Application – pre-webinar document
REB Workflow – CTO Streamback to top
The following workflow shows step-by-step how to review ethics submission through CTO Stream. The workflow outlines each button that will advance the review forward and which steps will result in the application form being return to the research team for modifications. We recommend all users to refer to the workflow when conducting a review through CTO Stream.
Download the REB workflow.
Training Videosback to top
The following Video Tutorials will help users become more familiar with CTO Stream and provide a demonstration of how to perform specific tasks within the system. A selection of video tutorials are available for both Applicant and REB users.
| Video Tutorials for Applicant Users | ||
|---|---|---|
| Topic | Content | Link |
| Getting Started | • How to register for a CTO Stream applicant account • How to active the your account • Applicant login portal |
Click here |
| The Work Area | • CTO Stream login page • The Navigation Bar • General Tiles • Projects List/Folders • Actions Menu |
Click here |
| Creating a New Project | • Creating a New Project • Sharing access to the new Project • Provincial-level roles |
Click here |
| Creating a Centre Initial Application (CIA) | • Creating a Centre Initial Application (CIA) • Sharing access to the new Project • Centre-level roles |
Click here |
| Creating Centre-Specific ICF | • 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 | • Requesting a signature for an application • Cancel all signatures and signature requests • How to cancel a single signature request |
Click here |
| Video Tutorials for REB Users (Coming Soon!) | ||
| Topic | Content | Link |