Getting Started with CTO Stream

• How to register for a CTO Stream applicant account
• How to active the your account
• Applicant login portal

Introduction to the Work Area

• CTO Stream login page
• The Navigation Bar
• General Tiles
• Projects List/Folders
• Actions Menu

Creating a New Project

• Creating a New Project
• Sharing access to the new Project
• Provincial-level roles

Creating a Centre Initial Application (CIA)

• Creating a Centre Initial Application (CIA)
• Sharing access to the new Project
• Centre-level roles

Creating the 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

Requesting Signatures

• Requesting a signature for an application
• Cancel all signatures and signature requests
• How to cancel a single signature request

Responding to Signature Request

• How to find the signature request
• How to sign the application
• How to sign-off as a delegate

Sending a Correspondence Message to the REB of Record

• What is ‘Correspondence’?
• How to send a new Correspondence message
• Who is notified when the REB replies
• How to view the REB response

Removing a User’s Role for an Application or Entire Study

• Explanation of ‘Roles’ in CTO Stream
• Identifying which form a user was given their role on
• Removing a user’s role from the application or entire study
• Verifying role was removed successfully

Identifying the REB of Record for the Study

• REB of Record selection
• When can you view the assigned REB
• Why is this important?
• How to view the REB of Record for your project

The Project Tree Page

• Viewing application forms in the Project Tree
• The Actions Menu on the Project Tree page
• Form status bar
• Application form tabs

Navigating the Application Form

• Application form features
• Types of questions in the application form
• How to make panel comments of form questions
• Actions Menu inside the application form

Responding to a Request for Modifications

• Status of the application once sent back for changes
• Locating the REB letter which lists required changes
• Notifications when application is sent back for changes
• Steps to complete when re-submitting an application

Transferring Project Ownership

• How to identify the project owner for a study
• How to initiate a project transfer request
• How to accept a project transfer request

Post-Approval Applications

• Creating Provincial post-approval forms
• Creating Centre post-approval forms
• Tips for working with amendments
• Continuing review reminders
• How to unlock and re-submit an approved/acknowledged reportable event

Applicant Side Track Changes

Demonstrates how CTO Stream applicants can enable track-changes mode on the form they are working on to view any changes made compared to the previous submission of the form.