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Gather all the protocol data you need before you begin

The system logs you off if it detects that you have not used the application for 90 minutes.

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About Trial Registration

The way in which you register trials in the CTRP depends on a combination of the trial's Data Table 4 Categorization as either Complete or Abbreviated , your affiliated organization and its role in the trial, and whether the trial currently is registered in ClinicalTrials.gov with an NCT ID.

Keep in mind the following points about the entities in CTRP that represent NCI-designated Cancer Centers:
  • A CTRP organization family represents an NCI-designated Cancer Center family of organizations. For brevity, this guide refers to this entity as a Cancer Center family, a Cancer Center, or an organization family.
  • A CTRP organization that is a member of a Cancer Center family is considered a Cancer Center organization. For brevity, this guide refers to this entity as a Cancer Center organization.

Guidelines for Complete Trials

If your trial is Complete, follow the instructions in Registering New Complete Trials.

  • Cancer Center trials must meet the following criteria to be eligible for registration:
    • Trials must have been active as of January 1, 2009 or any time thereafter. 
    • Submitting organization is the Lead Organization or the Coordinating Center.
  • CTEP or DCP PIO-managed trials must meet the following criteria to be eligible for registration:
    • If NCI-managed, trials must have been active as of January 1, 2009 or any time thereafter.
    • If NCI-sponsored, trials either must have been Completed as of December 2007 or opened anytime thereafter).

      Cancer Centers do not register PIO-managed trials. These trials are submitted to CTRP directly by CTEP and DCP.

Guidelines for Abbreviated Trials

If your trial is Abbreviated, registration differs according to a combination of the following trial attributes:

  • NCT ID (which indicates that the trial has been registered with ClinicalTrials.gov)
  • Cancer Center type (NCI-designated Cancer Centers or other centers)
  • NCI grant
  • Lead organization

Guidelines for Trials with NCT IDs

If the trial is an Industry funded trial, and has an NCT ID, then it can be imported into CTRP from ClinicalTrials.gov in most cases. In some special cases, however, the trial cannot be imported directly and instead you must contact the CTRO for assistance.

  • If your organization is not an NCI-designated Cancer Center organization, NIH institute, or pharmaceutical company, you will need to import the trial directly from ClinicalTrials.gov. Instructions for this process can be found under Registering Abbreviated (Industrial and Other) Trials

The system assigns the trial you import from ClinicalTrials.gov the Data Table 4 Category (funding source) Industrial/Other. To specify whether the trial is Industrial, or to specify if an Other trial is National or Externally Peer-Reviewed, contact the CTRO for assistance at ncictro@mail.nih.gov. For funding source definitions, see http://cancercenters.cancer.gov/GrantsFunding/DataGuide#dt4.

  • If your organization is the Lead Organization on a trial, and your organization is an NCI-designated Cancer Center organization, do not import the trial from ClinicalTrials.gov. Instead, submit the trial to CTRP as a Complete trial, as described in Registering New Complete Trials.
  • If your organization is the Lead Organization for any trial on anything other than an NCI-designated Cancer Center organization, NIH institute, or pharmaceutical company trial, the CTRO contacts the Center and further categorizes the trial as Other/National or Other/Externally Peer-Reviewed based on whether your trial is conducted under an NIH grant, as follows:
    • If your trial is conducted under an NCI grant, the CTRO categorizes it as a Consortia trial.
    • If your trial is not conducted under an NCI grant, the CTRO categorizes it as follows:
      • Other/National, for trials sponsored by an NIH institute
      • Other/Externally Peer-Reviewed, for trials managed by a hospital or a center other than one designated by the NCI

Guideline for Trials without NCT IDs

If your trial is Abbreviated but does not have an NCT ID, please contact the CTRO for assistance at ncictro@mail.nih.gov. CTRO registers these trials manually.

 

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Registering New Complete Trials

Before you begin to register a trial, ensure that the trial does not exist in the system already by searching for trials using any of the criteria as per the instructions in Searching for Trials . The system uses the Lead Organization ID, Lead Organization Trial ID, and the ClinicalTrials.gov Identifier to detect duplicates. If a duplicate is detected, the system will not record your trial.

How to Register New Complete Trials

  1. On the toolbar, click Register Trial, and select your trial's Submission Category (funding source) from the drop-down list, either National, Externally Peer-Reviewed, or Institutional.

    To read a definition of each of the trial submission categories (study sources), click View Trial Category Definitions, click the Help icon (Help icon, circle shape with a question mark) next to each category, or refer to http://cancercenters.cancer.gov/GrantsFunding/DataGuide#dt4.


    Register Trial menu with trial submission categories

    The Register Trial page appears.

    Upper portion of the Register Trial page
    The system can create an XML document that is formatted to facilitate trial registration with ClinicalTrials.gov. The document it creates contains all the information that you submit during registration and all the trial data abstracted by the CTRO. If you indicate that you do not need to register the trial with ClinicalTrials.gov, you will not be asked to provide regulatory and responsible party information.

    You can expand and collapse sections of the registration page

    By default, all sections of the registration form are displayed. 

    To collapse or  expand each section individually, click the Collapse or Expand icon on the right side of the section title as shown in the figures below.

    To collapse all sections, click Collapse All.

    Upper portion of the Register Trial page, expanded

    Register Trial page, collapsed

     

  2. Select or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table.

    Tip

    Be sure to provide information for all fields marked with an asterisk (*). If you cannot complete the registration of a trial in one Registration session, you can save a draft of the trial details you have completed. Later you can return to complete the registration in another session.


    Instructions for registering Complete trials

    XML required. Enable "Upload from NCI CTRP" in ClinicalTrials.gov?

    If you require an XML document to register your trial with ClinicalTrials.gov, select Yes.
    If you are not going to submit your trial to ClinicalTrials.gov, select No.
    The option you select here dictates which sections you will be required to complete. For example, if you select No, you will not be required to complete responsible party and regulatory information. If you select Yes, NCI will be added as a collaborator to the Funding Source.

    Various

    Select or enter the appropriate information in the text fields and drop-down lists as appropriate according to the detailed instructions provided for each of the following sections:

    1. Recording Trial Identification Information
    2. Recording Trial Details
    3. Recording Lead Organizations and Principal Investigators
    4. Recording Sponsors and Responsible Parties
    5. Recording Data Table 4 Information
    6. Recording NIH Grants
    7. Recording Trial Statuses
    8. Recording Trial Dates
    9. Recording INDs and IDEs
    10. Recording Regulatory Information
    11. Recording Trial-Related Documents

    Save as Draft

    Click to save a draft of the record so that you can complete the registration at another time. You must have provided, at the minimum, both the Lead Organization and Lead Organization Trial Identifier to save a draft.
    The system saves your draft, assigns it a unique ID (for tracking purposes), and sends you an email message confirming that the information has been saved. You can end your Registration session and retrieve your draft later to complete the registration.

    Review Trial

    Cancel

    Click to cancel the registration. A pop-up message prompts you to confirm cancellation.

    If you choose to cancel the registration, you will lose all data that you may have entered.

  3. Correct any errors if indicated, and repeat the previous steps as many times as necessary until the trial is error-free.

  4. To continue with the trial registration, scroll to the bottom of the Review Trial Details page, and then click Submit. To prevent creating a duplicate record, do not click Submit more than once. If you have to make changes after you click Submit, contact the CTRO at ncictro@mail.nih.gov rather than using your browser's Back button to make changes.
    The registration notification message system sends you an email message to acknowledge that the trial has been submitted. Later it sends another email message to notify you when your trial has been accepted or rejected.

After submission, most users other than the trial submitter can not see the trial information you provided until the information has been validated. However, an organization administrator (if one exists) and an assigned owner can access the information prior to validation.

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Recording Trial Identification Information

You must provide a Lead Organization trial identifier for each trial you register. Optionally, provide a ClinicalTrials.gov Identifier.

Trial Identifiers section of Register Trial page
How to Complete the Trial Identifiers Section

Select or enter the appropriate information in the text fields and drop-down lists. The following table describes the fields. An asterisk (*) indicates a required field.


Instructions for recording Trial Identifiers for Complete trials

Field Label

Description/Instructions

Lead Organization Trial Identifier*

Enter the unique identification assigned to the protocol by the sponsoring organization, exactly as it appears in the protocol document. For Inter-Group trials, type the Lead Group's trial number. For multi-site trials that have no assigned single center, use the protocol ID, for example, NSAGP-B-40.

ClinicalTrials.gov Identifier

If the trial has been submitted to ClinicalTrials.gov previously, enter the number assigned to the trial by PRS (ClinicalTrials.gov).

The CTRP renamed the previous identifiers "NCT Number" and "NCT ID" to "ClinicalTrials.gov Identifier".

You cannot change the ClinicalTrials.gov Identifier once you have added it. If you need to make changes thereafter, contact the CTRO at NCICTRO@mail.nih.gov.

When you submit the trial, the system checks the ClinicalTrials.gov identifier you entered to ensure that no other registered trial has the same one. The system displays an error message if it finds another trial with the same ClinicalTrials.gov identifier. If this occurs, check the number you entered and try again. If you are certain that the number you entered is correct, contact the CTRO at NCICTRO@mail.nih.gov.

Other Trial Identifier

Enter an additional trial identifier such as unique identifier from other registries, NIH grant numbers, or protocol numbers assigned by the Review Board, and then click Add Other Identifier. Repeat this step for each additional identifier.
The ID you added is displayed in the Other Identifier list.
To delete an identifier you have added, in the Action Column, click Delete.

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Recording Trial Details

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Recording Lead Organizations and Principal Investigators

The Lead Organization is the institution that is the principal administrative organization responsible for the study. Each trial can have one Lead Organization only.

You must complete both fields in the Lead Organization/Principal Investigator section.

Tip

The Principal Investigator is the individual who is responsible and accountable for conducting the clinical trial. The PI assumes full responsibility for the treatment and evaluation of human subjects, and for the integrity of the research data and results. 

Lead Organization Principal Investigator section of Register Trial page

How to Complete the Lead Organization/Principal Investigator Section

  1. Next to the Lead Organization field, click Please Select the Lead Organization.
    The system displays your affiliated organization first, followed by affiliated organization family members. Organizational roles are displayed when applicable.
    Lead Organization Principal Investigator section of Register Trial page, annotated
  2. Select the appropriate organization from the list. If the organization is not listed, click Search, and search for the organization as per the instructions in Looking up Registered Organizations. (If the search does not return your trial's lead organization, you can ask the CTRO to create the organization record. To do so, follow the instructions in Requesting Creation of an Organization Record.)
  3. Next to Principal Investigator click Look Up Person, and search for the principal investigator as per the instructions in Looking Up Registered Persons. (If your trial's principal investigator's name is not listed, you can ask the CTRO to create the person record. To do so, follow the instructions in Requesting Creation of a Person Record.)

 

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Recording Sponsors and Responsible Parties

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Recording Data Table 4 Information

Complete all fields in the Data Table 4 Information section. The Trial Submission Category (study source) or Data Table 4 Funding Sponsor Type fields are pre-populated with the sponsor type.

The lead organization or at least one participating site must be a Cancer Center organization.

 How to Complete the Data Table 4 Information Section

  1. Hover your mouse over Please Select the Data Table 4 Sponsor Organization. A list of organizations appears.
  2. Select the name of the external sponsor or funding source as defined by the Data Table 4 report. Refer to Looking Up Registered Organizations. (If your trial's funding sponsor is not listed, you can ask the CTRO to create the organization record. To do so, follow the instructions in Requesting Creation of an Organization Record.)
    Data Table 4 Information section of the Register Trial page
    The organization you selected appears under the Data Table 4 Funding Sponsor field, along with an option to delete the sponsor.
    Data Table 4 Information section of the Register Trial page, with sponsor specified

    A trial can have multiple sponsors. Repeat the steps above to add other sponsors. The system ensures that you don't duplicate an existing sponsor.

  3. To delete an existing sponsor, click Delete Sponsor. You can not "undo" the deletion but you can add the sponsor back if necessary.
    If you have selected a lead organization for the trial and if that lead organization belongs to an organization family, the Program Code field is available. The Program Code field lists all program codes available for that organization family. If you are a site administrator, an option to manage program codes is also available.

  4. If you want to specify a program code for the trial, select one or more codes in the Program Code field.
  5. If you want to manage program codes, save a draft of the trial details you have completed. (Refer to "Save as Draft" in Registering New Complete Trials.) Then you can do one of the following:
    1. Retrieve that draft trial for completion (as described in Completing and Deleting Saved Drafts), return to this Data Table 4 Information section, and click Manage Program Codes.
    2. On the toolbar, click Administration > Program Codes > Manage Master List.

 

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Recording NIH Grants

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Recording Trial Statuses

Trial status refers to the current stage or state of a clinical trial or study relative to other stages and its ability to enroll participants/patients.

Valid trial statuses used in CTRP are mapped to ClinicalTrials.gov-defined recruitment values. For valid ClinicalTrials.gov recruitment values, refer to Trial Status Values in the CTRP and ClinicalTrials.gov and Expanded Access Statuses.

If you register a trial after it has reached any Closed to Accrual related trial status or a Complete trial status, you must create a complete Trial Status History by adding all previous statuses in order, as per the rules provided in Status Transition Rules.

How to Complete the Trial Status Section

Trial Status section of the Register Trial page

  1. Select or enter the appropriate information in the text fields and drop-down lists. The following table describes the fields. All fields in this section are required.

    Field Label

    Description/Instructions

    Trial Status Date*

    Enter the date on which the current trial status became effective.

    Trial Status

    Select the trial’s accrual status from the drop-down list. For valid values, refer to Trial Status Values in the CTRP and ClinicalTrials.gov and Expanded Access Statuses.

    Why Study Stopped

    If you selected the Administratively Complete, Withdrawn, or Temporarily Closed to Accrual status, type the reason why the study has ended or is not currently accruing, using up to 160 characters. As you type, the number of characters remaining is displayed below the text field.

  2. Click Add Status.
    The new status record is displayed.

    Trial Status section with status entry and warnings

  3. If the system indicates that the status you added is invalid, do one of the following.  
  •  To edit the status, in the Actions column, click the Edit icon and make changes as indicated in the Error and/or Warning message.
    Edit Trial Status dialog box
  • To delete the status, in the Actions column, click the Delete icon. Enter a comment indicating the reason why you deleted the record, and then add the correct status information.
The system does not change the status of participating sites when you close a trial.

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Recording Trial Dates  

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Recording INDs and IDEs

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Recording Regulatory Information

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Recording Trial-Related Documents

When registering Complete trials, you must upload the following types of documents:
  • Complete clean Protocol document.
  • IRB Approval.
  • List of Participating Sites (if not included in the protocol document). Multi-site trials require a list of participating sites and contact information.
  • Informed Consent (if not included in the protocol document).

Currently, the system requires you to supply each of your documents as one of the following formats:

  • Microsoft Word (.doc, .docx, or .docm).
  • Adobe PDF. Adobe PDF files require special processing. For information about creating PDFs, refer to Converting Files to PDFs.
  • Microsoft Excel (.xls, .xlsx, .xlsm, or .xlsb).
  • WordPerfect.

Trial Related Documents section of the Register Trial page

How to Submit Trial Related Documents

  1. Next to the document-type field, (such as Protocol Document), click Browse.
  2. Follow your browser/operating system instructions to navigate to, select, and open the appropriate document.

  3. Repeat the steps above for each type of document.

    Adding Multiple "Other" Documents

    You can upload more than one (1) "Other" document. After you have uploaded the first of your "Other" documents, click the Add More link. The system displays a new Other document field.

 

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Converting Documents to PDFs

Abstractors use the information provided in the documents you upload in Registration to validate and complete trial data in Protocol Abstraction (PA). To facilitate data entry, the abstractors may copy and paste information from your documents into fields in the PA interface.

Trial-related documents uploaded as Microsoft Word (.doc), Microsoft Excel (.xls, .xlsx, .xlsm, or .xlsb), and WordPerfect files contain text that abstractors can copy and paste directly. PDFs (portable document format) contain text that abstractors can copy  only if the content was created from other text-based applications such as Word or Excel.


Abstractors can not copy and paste text from scanned documents

Avoid uploading PDFs of scanned documents. They can not be edited, copied, or read with OCR (optical character recognition) applications.

Adobe provides a plug-in for most text-based word processing applications that enables you to convert your files to PDFs. Once you have converted the files, you can read the documents in Adobe Reader. Others can read the content as well but are not able to make changes to your file. You can download the Adobe PDF Reader for free from the Adobe website Exit Disclaimer logo .

Microsoft provides instructions for converting files to PDFs both on their website Exit Disclaimer logo and in the Help documentation in each of its applications.


When searching for help, use "save file as pdf" as the search term.

You do not need a document converter in Mac OSX. Instead, print your documents to a PDF file.

How to Convert Text-Based Files to PDFs in Mac OSX

  1. Open your text file in its original format (such as .doc or .xls).
  2. Click File > Print.
  3. In the Print window, click the PDF button at the bottom-left and select the Save as PDF option.
  4. Choose the file location, rename your PDF file, and then click Save.

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Registering Abbreviated (Industrial and Other) Trials

You can register Industrial/Other trials in the CTRP by importing them directly from ClinicalTrials.gov. You must enter a ClinicalTrials.gov Identifier (NCT ID) for each trial you register. If the trial you want to register does not have an NCI ID, or if you do not know it, contact the CTRO for assistance at ncictro@mail.nih.gov

The system registers the trials you import from ClinicalTrials.gov as Abbreviated trials. To classify a trial as "Other", contact the Clinical Trials Reporting Office staff at ncictro@mail.nih.gov after importing/registering the trial in the CTRP system.

For more information about Data Table 4 categorization, see Guidelines for Abbreviated Trials.

How to Register Industrial Trials

  1. On the toolbar, click Register Trial, and select Industrial/Other.

    To read a definition of each of the trial submission categories (study sources), click View Trial Category Definitions, or, click the Help icon (Help icon, circle shape with a question mark) next to each category.

    Register Trial menu with trial submission categories

    The Import ClinicalTrials.gov Trials page appears.
    Import ClinicalTrials.gov Trials page

  2. Enter the ClinicalTrials.gov Identifier, and then click Search Studies.

    The system searches for the ID you entered. If it finds a match in the CTRP, you can not import the trial.

  3. If the system does not find a match in the CTRP, the trial record from ClinicalTrials.gov appears.
    Import ClinicalTrials.gov Trials page listing one NCT trial record found

  4. Click Import Trial From ClinicalTrials.gov.

    While it is possible for two users to attempt to import a trial at the exact same time, the system cannot process simultaneous imports. If you receive an error message the first time you attempt to import a trial, wait a short while, and then try again.

    The trial is registered in the CTRP and assigned a unique NCI identifier with the processing status Submitted. The system synchronizes the imported record in the CTRP with the one in ClinicalTrials.gov.
    Upper portion of the Trial Details page for an imported trial record

  5. To add your site as a participant in the trial, click Add My Site. The Add Participating Site page appears.

    Add Participating Site page, on which you can select an organization for imported trial record
    The Participating Site list contains all organizations in the Organization Family associated with your CTRP account.
  6. From the Participating Site list, select the organization that you want to add to this trial. Click Next. Another Add Participating Site page appears.

    Add Participating Site page, on which you can give details about the site for imported trial record
  7. Complete the fields as per the instructions in Adding Your Site to Abbreviated Trials, and then click Save.

    The system sends you an email message when the CTRO has accepted the trial for registration in the CTRP. If your trial is not Industrial, contact the CTRO at ncictro@mail.nih.gov to request categorization of the trial as either National or Externally Peer-Reviewed.

The system synchronizes Industrial and Other trials currently registered in the CTRP with ClinicalTrials.gov trials every night by comparing their ClinicalTrials.gov Identifiers. The system updates CTRP trial records with the data imported from ClinicalTrials.gov if it finds matching records.

The CTRP system does not import Person information from ClinicalTrials.gov.

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Printing Trial Information

You can print a copy of the trial details to facilitate the review and/or keep for your records. You must review the trial in order to access the print feature.

How to Print Trial Information

  1. Scroll to the bottom of the Register Trial page, and then click Review Trial. If necessary, provide any missing information.
  2. Scroll to the bottom of the Review Trial Details page, and then click Print.

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Editing Trial Details

You can edit the details of the trial that you are registering before you submit the trial to the CTRP. If you want to edit a registered trial that you own, follow the instructions in Updating Trials.

How to Edit Trial Details

  1. Scroll to the bottom of the Register Trial page, and then click Review Trial.
  2. Scroll to the bottom of the Review Trial Details page, and then click Edit.
    The Register Trial page displays all information you have provided in editable form.
  3. Make changes as necessary, and then click Review Trial.
  4. After you have reviewed your edits, click Submit.

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Completing and Deleting Saved Drafts

During the course of registering a trial, you can save the information you have already provided as a draft , and return to it later. Once you retrieve your draft, you can complete the registration or delete the draft altogether.

How to Complete or Delete Saved Drafts

  1. Retrieve the draft by searching for it using the Search Saved Drafts option. (For details, see Searching for Trials .)
    Saved draft records are listed on the Search Results page.

    Saved Draft Search Results page
  2. Do one of the following in the appropriate Action column on the right side of the table:
    1. To delete the record, click Delete. The draft record is deleted from the system permanently.
      - or -
    2. To complete the record, click Complete.

The Register Trial page displays all the information you provided previously. You can complete the rest of the information by following the steps in Registering a Complete Trial.

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