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Guidance A-Z

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TopicGuidance/Reference
[specific topics and key words]
Source
Children in ResearchChildren in Research
[Permitted Categories of Research with Children, Parental Permission, Assent Process]
IRB Website
School-Based Research
[School Collaborations, Family Educational Rights and Privacy Act (FERPA), Protection of Pupil Rights Amendment (PPRA)]
IRB Website
ConfidentialityConfidentiality & Data Protection
[HIPAA/PHI, Certificate of Confidentiality (CoC), Genomic Data Sharing (GDS) Policy, General Data Protection Regulation (GDPR)]
IRB Website
ConsentConsent ProcessIRB Website
Short Form Consent Process
[Interpreter, witness, translations]
IRB Website
Adobe Sign Information and InstructionsOffice of Research Website
Consent Form Do's & Don'ts (a practical guide)AID-C1
Basic Research Consent RequirementsGUI-C27
General Requirements for Informed Consent - OHRPGUI-C41
General Requirements for Informed Consent - FDAGUI-C42
Diagnostic Use of Ionizing Radiation - Consent Form LanguageEH&S Website
Observation of the Consenting Process - ChecklistCHK-C15
Waiver/Alteration of Consent RequirementsGUI-C2
Research Surrogate Decision MakersGUI-32
Data & Safety MonitoringData and Safety Monitoring - Guidance
DSM Plan - eProtocol Help & Hints
GUI-P20
DMSB in Phase I/II Cell and Gene Transfer Clinical TrialsAID-59
DSMP vs DSMBGUI-P46
Data ScrapingData Scraping GuidanceIRB Website
Drugs and DevicesResearch with Drugs/Biologics
[IND, IND Exempt, Security & Controlled Action Plan (SCAP)]
IRB Website
Research with Medical Devices
[IDE, IDE Exempt, Significant vs. Non-Significant Risk devices]
IRB Website
Sponsor-Investigator Research (SIR) RequirementsIRB Website
Humanitarian Use Device (HUD) ProgramIRB Website
Digital Health TechnologiesIRB Website
Expanded Access to Investigational Drugs and DevicesExpanded Access Program
[Compassionate Use, Single Patient IND/IDE]
IRB Website
Expanded Access to Drugs/BiologicsIRB Website
Expanded Access to DevicesIRB Website
Emergency Use of a Test ArticleIRB Website
Federal Agency RequirementsOther Federal Agency Requirements
[DoD (including Air Force, Navy, Army), ED, DOE, DOJ, EPA, NSF]
IRB Website
Human Subject ResearchDo I Need IRB Review?
[Why Are IRBs Necessary; What is Human Subject Research; What is Human Subject Research with Drugs/Biologics or Device; Not Human Subjects Research (NHSR) Determination Form; Information about Student Projects, Pilot Studies, Oral History and QA/QI Projects]
IRB Website
Research Involving Private Information or Biospecimens FlowchartNIH
Guidance, Coded Private Information or Specimens Use in Research (2008)OHRP
When Do External Organizations Need IRB Approval?
[Engaged, primary recipient of federal grant/award, community-engaged research]
IRB Website
Quality Assessment & Quality Improvement (QA/QI)IRB Website
CA Laws/RegulationsAID-H18
Is a Pregnant Partner a Research Participant?GUI-C47
International ResearchInternational Compilation of Human Research Protections (OHRP) - laws, regulations, guidelines on human subjects research in over 100 countries; standards (international, regional)OHRP
Guide to Conducting Research in India
General Data Protection Regulation (GDPR)IRB Website
IRB ReviewCriteria for IRB Approval of ResearchGUI-40
Institutional and Ancillary ReviewsIRB Website
Exempt ResearchIRB Website
Expedited Review CategoriesGUI-44
Special Considerations about Risks in Behavioral and Social Sciences ResearchGUI-14n
Evaluating Sound Study DesignGUI-17
PaymentPayment Considerations
[Reimbursement, compensation, token gifts, incentive, raffle, drawing, sweepstakes, contest, lottery]
IRB Website
PrisonersCalifornia Penal Code: Section 3501 - 3523GUI-38
OHRP Guidance on Involvement of Prisoners in ResearchGUI-10
Protocol Director (PD)Who Can Be a Protocol Director?IRB Website
RadiationPreparing Research Proposals Involving Diagnostic Use of Ionizing RadiationEH&S Website
Use of Radiology Devices and Radioactive MaterialsEH&S Guidance
RecruitmentAdvertisements: Appropriate Language - Recruitment MaterialGUI-16
General guidance on participant recruitmentGUI-33
Use of Employees or Laboratory Personnel as Research SubjectsResearch Policy Handbook
Telephone Screening of Potential SubjectsGUI-15
Non-English Speaking Research ParticipantsGUI03H23
ReportingPrompt Reporting to the IRB
[Unanticipated problems involving risks to participants or others (UPs), external safety reports, noncompliance, complaint, unanticipated adverse device effect (UADE)]
IRB Website
Adverse Event Reporting
[Internal/external events, IND safety reports, possibly related, reasonable possibility, unexpected, suspected adverse reaction, serious AE, SUSAR]
IRB Website
Single IRB (sIRB)Getting Started with Single IRB (sIRB)IRB Website
Stanford required consent language for sIRBAID-C57
StudentsStudent Research ProjectsIRB Website
Tissue & SamplesData and Tissue RepositoriesGUI
Transplantation of Human Fetal TissueGUI-2m
TrainingIRB Training and Education ResourcesIRB Website
Veterans Affairs (VA) ResearchResearch Involving VA StudiesCHK-07
Reviewing Veterans Affairs (VA) ResearchAID-27m
WomenResearch Involving Pregnant Women, Fetuses, and NeonatesGUI-8
Women as Subjects in ResearchResearch Policy Handbook

Page updated July, 2026