e-Pathway: Project Management


What is an amendment?

Amendments are changes to the protocol, supporting documents or any other information that has received external approval, for example from the HRA, REC or MHRA.  It is important to ensure that all stakeholders in the project are kept informed of amendments, e.g. sites and collaborators.

Further information and guidance on the process for making amendments is available on the Research Governance Team’s ‘After Sponsorship is awarded’ page and in the UoB Project Setup SOP (UoB-SET-SOP-001) (Word - 346 KB). The HRA website also has general guidance on amendments.

Substantial & non-substantial amendment management

Amendments are classified as either substantial or non-substantial depending on the proposed changes.  The HRA provides guidance on which types of changes fall into which category, and further guidance is built into the amendment tool.  For further information and a link to download the amendment tool, see the Research Governance Team’s ‘After Sponsorship is awarded’ page.

Please contact the Research Governance team via researchgovernance@contacts.bham.ac.uk if you are unsure how to categorise the changes you wish to make to your project. 

Non-substantial amendments to CTU-managed trials should be processed according to CTU internal procedures.  Please note that all relevant documents, amendment tools and regulatory responses (including those which simply confirm that no further review is required) should be forwarded to the RG team for logging as soon as possible. 

All other amendments, including non-substantial amendments to any projects which are not managed via the CTUs, require the authorisation of the Sponsor prior to submission to the HRA/REC 

For further information, see the UoB Essential Documents Development & Maintenance SOP (UoB-ESD-SOP-001) (Word - 401 KB) and the UoB Project Setup SOP (UoB-SET-SOP-001) (Word - 346 KB).


Accessible version in the last accordion titled 'e-Pathway index'.  

Quick links

UoB Clinical Research QMS  Glossary of Terms  FAQs

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e-Pathway index

The clinical research e-Pathway provides a roadmap to the various stages and sub-stages that a researcher may follow during the lifetime of their research project. Click on a link to take yourself to the stage that is of interest, or you can use the roadmap image on each page to navigate through the process.  

From Idea to Proposal

Applying for Funding

Project Setup

Green Light - Ready to Go?

Project Management

Project End

Need help with your project? See the 'who can help?' section. 

For an overview of the e-Pathway, return to the homepage.