Cheat sheet
CCRP Cheat Sheet
Research Study Start-Up
- 40% of exam
- Informed Consent IRB Approval IND/IDE Protocol Development Site Selection
Research Study Implementation
- 50% of exam
- Adverse Events Monitoring Protocol Compliance IP Accountability Data Management
Research Study Closure
- 10% of exam
- Close-Out Visit Record Retention Archiving Final Reports
Quick Facts
- Exam CCRP
- Credential Clinical Research Professional
- Body SOCRA
- Questions 130 (100 scored + 30 pilot)
- Time 4 hours (240 min)
- Pass Score 71/100 (71%)
- Format MCQ; test center or remote
- Level Professional certification
- Blueprint ICH E6(R3), Jan 2026
Belmont Report Principles RE
- Respect + Beneficence + Justice = RBJ
- Respect: honor autonomy Beneficence: maximize benefit Justice: fair subject selection
IRB vs FDA Oversight RE
IRB
- Local ethics review
- Approves protocol and consent
- Continuing annual review
FDA
- Federal regulator
- Reviews IND and IDE
- Inspects sites nationally
- Local ethics vs federal
IRB Review Type Picker RE
- Minimal risk, listed category → Expedited review ( No convened meeting )
- Greater than minimal risk → Full board review ( Convened meeting vote )
- No human subjects research → Exempt determination ( IRB still decides )
- Ongoing approved study → Continuing review ( At least annually )
- Significant risk device → Full IDE process ( 21 CFR 812 )
- Nonsignificant risk device → Abbreviated IDE ( IRB approval only )
- Vulnerable population enrolled → Additional safeguards ( Subpart D/E rules )
- Single-patient emergency use → IRB chair approval ( Exception pathway )
Ethical Foundations RE
- Nuremberg Code (1947) Voluntary consent essential
- Declaration of Helsinki (1964) Physician ethics guidance
- Belmont Report (1979) Respect, beneficence, justice
- Common Rule 45 CFR 46 baseline
- ICH GCP E6 Global quality standard
- Respect for Persons Autonomy, protect vulnerable
- Beneficence Maximize benefit, minimize harm
- Justice (Belmont) Fair subject selection
Key CFR Parts RE
- 11=eRecords | 50=Consent | 56=IRB | 312=IND | 812=IDE
- 11: eRecords 50: informed consent 56: IRB rules 312: IND drugs 812: IDE devices
IND vs IDE Pathway RE
IND
- Drug or biologic
- 21 CFR 312
- Sponsor files with FDA
IDE
- Medical device
- 21 CFR 812
- Significant risk needs IDE
- Drug vs device pathway
Key CFR Parts RE
- 21 CFR 11 Electronic records, signatures
- 21 CFR 50 Informed consent rules
- 21 CFR 54 Financial disclosure by investigators
- 21 CFR 56 IRB composition, function
- 21 CFR 312 IND application requirements
- 21 CFR 812 IDE application for devices
- 45 CFR 46 Common Rule protections
- 42 CFR 11 ClinicalTrials.gov results reporting
8 Consent Elements RE
- Purpose, risks, benefits, alternatives, confidentiality, injury, contacts, voluntary
- Purpose: study explained clearly Risks: foreseeable harms listed Voluntary: refusal, no penalty
Full Board vs Expedited RE
Full Board
- Convened meeting required
- Majority vote needed
- Greater than minimal risk
Expedited
- One or more reviewers
- No convened meeting
- Minimal risk category only
- Risk level sets pathway
Consent Elements (50.25) RE
- Purpose/procedures Study nature explained
- Risks Reasonably foreseeable risks listed
- Benefits Expected benefits described
- Alternatives Other treatment options noted
- Confidentiality Records may be inspected
- Compensation for injury Available treatment explained
- Contacts Whom to call, questions
- Voluntary participation Refusal allowed, no penalty
SOCRA CCRP vs ACRP RE
SOCRA CCRP
- One comprehensive credential
- Tests US regs plus GCP
- Renews every 3 years
ACRP CCRC/CCRA
- Role-specific credentials
- Tests ICH GCP only
- Renews every 2 years
- One exam vs role-specific
IRB Requirements (56) RE
- Minimum members 5 members required
- Composition rule 1 scientific, 1 nonscientific
- Unaffiliated member At least one required
- Quorum Majority present, one nonscientific
- Full board review Convened meeting, majority vote
- Expedited review Minimal risk categories only
- Continuing review At least annually required
- Exempt research No ongoing IRB review
IND vs IDE Basics RE
- IND New drug, Part 312
- IDE Device study, Part 812
- Sponsor Files IND or IDE
- 30-day review FDA default IND wait
- Significant risk device Needs IDE plus IRB
- Nonsignificant risk device IRB approval only needed
- Form 1571 IND application form
- Form 1572 Statement of Investigator form
SAE Reporting Timelines RE
- 7 days fatal, 15 serious, 24h sponsor
- 7d: fatal or life-threatening 15d: other serious SUSAR 24h: investigator notifies sponsor
Deviation vs Violation RE
Deviation
- Minor unplanned departure
- No harm to subject
- Documented, not always reported
Violation
- Serious or willful departure
- Harms rights or data
- Reportable to IRB, sponsor
- Minor vs serious departure
Safety Reporting Timeline Picker RE
- Fatal or life-threatening SUSAR → Report in 7 days ( To FDA )
- Other serious unexpected reaction → Report in 15 days ( To FDA )
- Any SAE at site → Notify sponsor in 24h ( Investigator duty )
- New safety information found → Update investigator brochure ( Sponsor duty )
- Unanticipated problem occurs → Report to IRB promptly ( Per IRB policy )
- Annual IND status due → Submit yearly report ( Sponsor to FDA )
Sponsor and Investigator Duties RE
- Sponsor Selects, monitors investigators
- Investigator Conducts trial per protocol
- Form 1572 Investigator's regulatory commitments
- Delegation log Assigns and tracks tasks
- Sub-investigator Delegated trial responsibilities
- Financial disclosure Required under 21 CFR 54
- Training log Documents staff qualifications
- Site file Essential documents binder
SAE vs Unanticipated Problem RE
SAE
- Death, hospitalization, or disability
- Defined by 312.32
- Always documented at site
Unanticipated Problem
- Unexpected and related risk
- Increases risk to subjects
- Reportable to IRB
- FDA term vs IRB term
AE/SAE Reporting Timelines RE
- SAE definition Death, hospitalization, or disability
- Fatal/life-threatening SUSAR Report within 7 days
- Other serious SUSAR Report within 15 days
- Investigator to sponsor Report within 24 hours
- IND safety report 15 days to FDA
- Unanticipated problem Report to IRB promptly
- Annual safety report Yearly IND summary to FDA
- Expectedness Judged against Investigator's Brochure
Monitoring and Data Management RE
- SDV Source data verification
- On-site monitoring In-person site visits
- Remote monitoring Off-site data review
- Risk-based monitoring Focuses on critical data
- CRF Case report form
- Query Data discrepancy resolution
- Source document Original data record
- Audit trail Electronic change history
Investigational Product Accountability RE
- Drug accountability log Tracks IP dispensing, return
- Chain of custody Receipt through disposition tracking
- Blinding Concealed treatment assignment
- Randomization Unbiased group assignment
- Protocol deviation Minor unplanned departure
- Protocol violation Serious departure harming subjects
- CAPA Corrective and preventive action
- Temperature excursion Storage condition breach
Study Document Picker RE
- Investigator's regulatory commitments needed → Form 1572 ( Statement of Investigator )
- New drug application filing → Form 1571 ( IND application )
- Subject permission needed → Informed consent form ( 21 CFR 50 )
- Task delegation needed → Delegation log ( Site file )
- IP shipment tracking needed → Drug accountability log ( Chain of custody )
- Final study summary needed → Closure report ( To IRB/sponsor )
Closure and Archiving RE
- Close-out visit Final monitoring visit
- Record retention 2 years post-approval minimum
- Essential documents Trial master file
- IP disposition Return or destroy product
- Final IRB report Study completion notice
- ClinicalTrials.gov results Due within 1 year
- IND withdrawal Sponsor closes the IND
- Archiving Long-term secure storage
Common Traps
Deviation vs Violation
- Deviation: minor, unplanned departure ≠ Violation: harms rights or data
SAE vs Unanticipated Problem
- SAE: defined by 312.32 ≠ UP: reportable to IRB
IRB Approval vs FDA Review
- IRB approves the study locally ≠ FDA reviews IND and IDE
Investigator vs Sponsor Duties
- Investigator conducts the actual trial ≠ Sponsor selects and monitors sites
Expedited vs Full Board Review
- Expedited handles minimal risk only ≠ Full board handles greater risk
SOCRA CCRP vs Cardiac Rehab CCRP
- SOCRA CCRP: clinical research role ≠ AACVPR CCRP: cardiac rehab role
Consent vs Assent for Minors
- Consent: adult subject agreement ≠ Assent: minor's affirmative agreement
Last Minute
- 1. Weights: 40/50/10 by domain
- 2. 130 total questions, 100 scored
- 3. Pass = 71 of 100 correct
- 4. 4-hour time limit total
- 5. IRB needs minimum 5 members
- 6. Consent form has 8 elements
- 7. Fatal SAE: report in 7 days
- 8. Other serious SAE: 15 days
- 9. Investigator notifies sponsor within 24h
- 10. 1572 = Statement of Investigator
- 11. IND = drugs; IDE = devices
- 12. SOCRA tests US regs plus GCP
SOCRA CCRP Certified Clinical Research Professional
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