Research policy documents
Our policy documents guide decision-making at Metro South Health. They outline the steps needed to support ethical, responsible, and high-quality research, while also helping researchers meet legislative, regulatory, and institutional requirements.
You can access our policy documents through the following platforms:
- Metro South Health Resources - Where most research policy documents are publicly available.
- MSH Document Catalogue - Where some internal documents are only available via the Metro South Health staff intranet.
To find a specific document, use the filter or search bar and enter keywords such as “research policy”, “risk management”, or the document number (e.g. PR2021-411).
Quick access: key research forms
The resources below are frequently used throughout the research lifecycle, from study setup and governance through to project management, reporting and publication.
Ethics and governance
- Annual progress/final report template
- Annual progress report submission - quick guide
- Breach report form
- Conflict of interest (COI): A practical guide for researchers (internal link)
- HREC review checklist & guidance
- HREC meeting dates 2026
- Post authorisation notification submission checklist and guidance
- Research contract and study execution form (RCASE) – single site / multi-site
- Research passport agreement
- Research protocol templates (general, clinical trial, retrospective study)
- SSA checklist and guidance
- SSA guide to completing the SSA form in ERM
Exemptions from HREC review
- HoD exemption support letter template
- MSH quality initiative exemption – Project description template
- Participant Information and Consent Form (PICF) template for case studies
- QI and exempt research checklist
- Research or quality initiative
Participant information and study documents
- Guide to writing a plain English research summary
- Participant Information and Consent Form (PICF) template
- Patient information - Help shape our research flyer / brochure
- Patient information - Take part in research
Study management
- Accountability log
- CV template
- Delegation log
- eISF - Electronic Site File Proforma
- Protocol deviation log
- Research capability development plan
- Research project: contribution statement
- Site file index template
- SOP template
- Source data location list
- Statement of authorship
Research administration
- Budget tool template
- Gift cards - Memo approval to purchase gift cards for research participants template (internal link)
- Gift cards - MSH gift cards - register template (internal link)
- IMPACT initiative application form
- Metro South research administration fee form
- Metro South schedule of research administration fees
- Open access assistance request form (internal link)
- Scientists in the Clinic program (MSH/TRI) - Information sheet
- Scientists in the Clinic program (MSH/TRI) - Request to appoint