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:

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 documents

You can access some of our most frequently used research documents below:


Research Policy Framework

You can browse the full list of research-related policies and procedures below.

PL2023-92 Research Policy

Research excellence

Document name and number

PR2023-411 Research excellence

  • Attachment 1: Research excellence handbook

WI2023-287 Research conduct and capability development (Updated)

WI2023-288 Research quality management systems

  • Attachment 1: Research Capability and Excellence Framework
  • Attachment 2: SOP template
  • Attachment 3: Site file index template
  • Attachment 4: CV template
  • Attachment 5: Delegation log
  • Attachment 6: Accountability log
  • Attachment 7: Medication list
  • Attachment 8: Source data location list
  • Attachment 9: Protocol deviation log
  • Attachment 10: eISF - Electronic Site File Proforma

WI2023-289 Research data and privacy

  • Attachment 1: Research data risk assessment and management plan

WI2023-290 Research authorship, peer review and publication

  • Attachment 1: Statement of authorship
  • Attachment 2: Research project: contribution statement

WI2023-291 Research complaints and misconduct

  • Attachment 1: Research integrity assessment tool

WI2023-292 Assessing and managing risk in research

  • Attachment 1: Research risk assessment and management plan

WI2025-410 IMPACT Initiative - engaging consumers in research

  • Attachment 1: IMPACT Initiative application form
  • Attachment 2: IMPACT Initiative - frequently asked questions

GL2021-75 Partnering with consumers in research

GL2023-97 Aboriginal and Torres Strait Islander health research

GL2023-98 Research translation and impact

Research support and management

Document name and number

PR2023-412 Research support and management

  • Attachment 1: Research support and management handbook
  • Attachment 2: MSH Research Council TOR
  • Attachment 3: Metro South Human Research Ethics Committee TOR
  • Attachment 4: MSH Research Grants Committee TOR
  • Attachment 5: Facility/Service Research Committee TOR template

WI2023-293 Research funding, budgets and infrastructure support

  • Attachment 1: Budget tool template

WI2022-226 Open access journal publications in research (intranet link)

  • Attachment 1: Open access assistance request form

WI2023-294 Research grants administration

  • Attachment 1: Guide to writing a plain English research summary

WI2023-295 Research letters of support

WI2023-296 Metro South Health Research Support Scheme (MSHRSS)

WI2023-297 Gift cards (for use as research incentives) (intranet link)

  • Attachment 1: MSH gift cards - register template
  • Attachment 2: Memo approval to purchase gift cards for research participants template

WI2023-298 Scientists in the Clinic program (MSH/TRI)

  • Attachment 1: Scientists in the Clinic program (MSH/TRI) Information Sheet
  • Attachment 2: Request to appoint - Scientists in the Clinic program (MSH/TRI)

Research administration and compliance

Document name and number

PR2023-413 Research administration and compliance (New)

  • Attachment 1: Schedule of research administration fees
  • Attachment 2: Metro South research administration fee form

WI2023-299 Ethical and scientific review of human research (Updated)

  • Attachment 1: HREC review checklist & guidance
  • Attachment 2: MSH PICF template
  • Attachment 3: Breach report form
  • Attachment 4: Annual progress/final report template
  • Attachment 5: Quick guide - annual progress report submission

WI2023-300 Exemptions from research review

  • Attachment 1: MSH Exemption - project description template

WI2023-301 Site specific assessment of research (Updated)

  • Attachment 1: Site Specific Assessment (SSA) checklist and guidance
  • Attachment 2: Guide to completing the SSA Form in ERM
  • Attachment 3: Post Authorisation Notification submission checklist and guidance
  • Attachment 4: Quick guide - annual progress report submission

WI2023-302 Research contracts and study execution

  • Attachment 1: Research Contract and Study Execution Form (RCASE Form)
  • Attachment 2: Research Contract and Study Execution Form (RCASE Form) - multi-site

WI2023-303 Metro South Health sponsorship of Clinical Trial Notification (CTN) scheme trials

  • Attachment 1: MSH Sponsorship application form
  • Attachment 2: Metro South Sponsorship Committee TOR

WI2023-304 PowerTrials - ieMR research support module

  • Attachment 1: Integrated electronic medical record checklist

WI2023-305 Research monitoring

WI2024-387 Establishing a research biobank

  • Attachment 1: Established research biobanks in MSH
  • Attachment 2: Research biobank application form
  • Attachment 3: Research biobank procedure manual template
  • Attachment 4: Research biobank review committee business rules

WI2025-398 Research adverse events

  • Attachment 1: Adverse event log
  • Attachment 2: Serious adverse event report form

GL2023-99 Planning a research project

  • Attachment 1: MSH Research protocol template
  • Attachment 2: MSH Clinical trial protocol template
  • Attachment 3: MSH Research protocol template - retrospective

GL2023-101 Research contract clauses

GL2021-77 Clinical trials

GL2023-103 Teletrial Support Program (TSP) funding