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Site Initiation Visit Report Form Study Title: Investigator Name: Sponsor: CIP No: Monitor: Date of site initiation visit: Date recruitment expected to start: Center No. PI Name and Address Site personnel
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How to fill out clinical trial site activation

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How to fill out site initiation visit checklist?

01
Gather all necessary documents and forms required for the site initiation visit.
02
Review the checklist to get a clear understanding of the tasks and objectives that need to be completed.
03
Begin by verifying the site's compliance with regulatory requirements such as ethics committee approval, informed consent, and documentation of the investigator's qualifications.
04
Evaluate if the site has the necessary facilities, equipment, and resources to conduct the clinical trial effectively.
05
Assess the availability and training of the site staff involved in the trial.
06
Document any potential risks or issues identified during the visit, and brainstorm measures to mitigate them.
07
Ensure that all required documentation and signatures are completed accurately.
08
Review the site's procedures for data collection, storage, and management.
09
Discuss any additional operational requirements or expectations with the site staff.
10
Conduct a final review of the checklist to ensure all tasks have been completed.

Who needs site initiation visit checklist?

01
Pharmaceutical companies or sponsors initiating clinical trials.
02
Contract research organizations (CROs) managing clinical trials on behalf of sponsors.
03
Investigators and site staff who will be involved in conducting the clinical trial.
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During the Initiation Visit If the Investigator has attended an Investigator Meeting for the trial, the CRA will review what training was given and ensure that copies of any minutes/certificates are filed in the Trial Master File/Investigator Site File (TMF/ISF).
The Site Initiation Visit (SIV) is required to prepare and set up a research site to conduct a study and must occur prior to patient recruitment. The principal investigator (PI) must attend this visit together with as many members of the research team as possible.
This type of visit has three goals: 1) to orient and train staff on the protocol and study related processes; 2) to confirm readiness for study implementation; 3) to identify additional requirements that ought to be satisfied prior to site activation and subject recruitment.
When conducting the site initiation visit (SIV): Review the protocol in detail. Review instruction on any specialised procedures such as diagnostic tests and special computer programs. Receive direction for Case Report Form (CRF)/electronic CRF completion & safety reporting. Define source documents.
Site Initiation Report. Version History. Scope of Use. The signed report and study activation notice should be filed in the Trial Master File (Site File) and a copy filed in the Investigator Site File (ISF).
All study staff responsible for the implementation of the study will attend the initiation visit. This typically includes the PI, co-investigator(s), study coordinator, research nurses, and/or other study staff who will interact with participants, as well as data management staff.

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A site initiation visit checklist is a document used to ensure that all necessary preparations and requirements are in place before the commencement of a clinical trial at a specific site.
The principal investigator or the study coordinator at the clinical trial site is typically responsible for filing the site initiation visit checklist.
To fill out the site initiation visit checklist, follow the items listed, ensuring that each requirement is met and documented, and provide signatures or initials where required.
The purpose of the site initiation visit checklist is to confirm that the site is ready to begin the trial, that all regulatory requirements are met, and that the study staff is adequately trained.
The site initiation visit checklist must report information such as site and study details, compliance with regulatory requirements, staff training records, availability of required resources, and any outstanding issues.
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