This document summarizes a project to transition a global clinical study from paper trial master files (TMF) held by multiple contract research organizations (CROs) to a centralized electronic TMF (eTMF). The project involved training stakeholders on the new eTMF system, setting up the document indexing structure, and executing the transition over several months. Challenges included dealing with documents in multiple languages and index structure changes, which were addressed through translation and file structure sign-offs. The transition was completed on time and provided benefits like reduced paper use and increased reporting across countries.
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Mid-Study Transition of a Global Study: Migration from Paper TMF to eTMF
1. Mid-Study Transition of a Global Study:
Migration from Paper TMF to eTMF
ASHLEY SMITH, LIFE SCIENCES SOLUTIONS, PROJECT MANAGER
TransPerfect- Trial Interactive
OCTOBER 23, 2013
3. CLIENT NARRATIVE
Client: Major Pharmaceutical Company conducting a Phase
III study in 30 different countries
Initially started using only one CRO as primary TMF holder
Planned to expand to additional countries around the world
Hired three additional CROs regionally
Initiated the transfer of TMF during the study start up
process
Site Activation
Goal of 400 sites world wide
At the point of transfer 120 sites were active within 30
countries
4. SCOPE OF PROJECT
Timeline identified for
documents to be received,
indexed, and coded
Transition and train
all CROs and Sponsor
to new eTMF system
and structure
Transition from CRO
TMF structure to TMF
Reference Model
Project
Elements
Approximate number of
documents: 30,000
Regions that will send
docs to TransPerfect:
APAC, EMEA, LA, US
6. INITIAL STEPS: SET UP
Set-up index structure and confirm specifications of metadata to be collected
Generation of configuration and mapping document
Generation of document transmittal form
Highlighting specification on document submission (wet ink, translation required)
7. INITIAL STEPS: TIMELINES
Set timelines for receipt of
paper documents, inventory,
scan, upload and index of
documents
Stagger timelines for site level
versus central file documents
Generate document tracking
reports to communicate
transition progress
8. PROCESS EXECUTION
INDEXING
Document transitional
process of previous index
structure to new index
structure and share with
client
Mapping changes from
the old index structure to
the new
REPORTING
Develop reporting
mechanism for illegible
documents and documents
that need to be
resubmitted
Standardization of receipt
documentation for multiple
submitters
9. EXECUTION
Track priority countries and priority site document
Inventory, assign document ID, scan, and code document
Streamlined indexing operation in the US and UK
Streamlined coding process in India, US, and UK
11. EXECUTION
All documents coded and indexed by end of May 2013
Initiate a reconciliation process with paper files to ensure
accuracy and completeness of paper files
Reconciliation set to be complete by November 2013