Version 2025 has been released!!! This version includes updates based on ICH E6(R3) Good Clinical Practice.

The eClinical Forum offers 2 system assessment forms for investigator sites, sponsors, CROs, and regulators to use free of charge, to evaluate the suitability of an investigator site system to provide data/records for clinical trials. They are:

  • Form/S for e-Source Systems (e.g. Electronic Health Record Systems (EHRs))
  • Form/F for e-Investigator Site File Systems

The 2 system assessment forms contain questions based on regulations and guidelines from global regulatory agencies for clinical research.  Since 2016, eSRA has been globally in use and regulators have accepted its inclusion in study materials. The eCF intends to publish an update to these materials annually, in Q1, to keep current with regulations and guidelines. (Note -- in 2025, we released in April in order to include updates from ICH E6(R3) GCP which was released in Jan '25).

  • The 2 eSRA Forms (Form/S and Form/F) are attached to the eSRA Handbook which provides guidance to sites on how to complete the forms.  We request that Sponsors and CROs do not separate the forms from the handbook. Sites may separate the forms from the handbook after completion such that they are only sharing and storing the completed forms.
  • Sponsors and CROs can get additional guidance in “Implementing eSRA – Sponsor Assessment”
  • “Comparison of V2025 to V2024 and regulatory basis" shows the correlation between the 2 assessment forms and the underlying regulatory documents as well as what changes were made from the 2024 version.

Notice to those intending to include eCF Site System Assessment Forms in their own materials/applications: the forms are copyrighted by the eClinical Forum in 2025The eClinical Forum keeps all rights of this material. Please see the License for Fair Use in the Handbooks and “Implementing eSRA” Guide. We welcome our assessment forms to be used in other formats, however, it is required that all question text be used exactly, that all questions are included, that your use is updated when the eCF forms are updated (annually, Q1), and that eClinical Forum is notified in writing and credited. By using these materials, you acknowledge the terms and conditions for use.  The eClinical Forum is only responsible for materials as distributed via the eClinical Forum website. If using the eCF forms downloaded from this website in original formats, there is no need to notify eCF.

Stay Current!!

As new regulations are released or updated, the eClinical Forum will evaluate if the site system assessment form questions should be updated. To be notified of future releases of the eClinical Forum Site System Assessment Forms and/or to provide feedback to the team, please send an email to eSRA@eClinicalForum.org.  Your email address will not be used for purposes other than to inform you of updates to eCF Site System Assessments.

Do we keep a list of sites that have completed eCF Site Assessments?

We have frequently been asked if we can provide a list of which sites have already completed an eSRA. Due to privacy laws in different countries, eClinical Forum does not keep such a list. We supply the site system assessment forms free of charge.. We encourage sponsors to keep a list for themselves of which sites they have received a completed assessment from. We encourage sites to store their completed assessments in a central location (such as their IT department) so that other groups within the same organization / using the same computerised system, can use the previously completed assessment as a starting point.

eCF Site System Assessment Resources – Scroll to see all resources

THE USE OF ELECTRONIC SOURCE DOCUMENTATION - V1.1 May 2003

Published on 12 May 2003

THE USE OF ELECTRONIC SOURCE DOCUMENTATION - V1.1 May 2003

This 13-page position paper on eSource (source data that has been captured by an electronic tool which is a replacement for paper) describes the regulatory environment for the ultimate benefit of all stakeholders involved in EDC.

eSource has been selected as a priority because of recently conducted surveys on the impact of EDC on Investigational sites. These surveys have revealed that the workload at sites using EDC may increase, despite the easier data entry that is being reported. The reason is linked to dissatisfaction with the multiple data entry being demanded due in part to the lack of clarity on the level of acceptance of eSource. For example, where patient data are being recorded in legitimate clinic electronic source records before being entered into the sponsor’s EDC system, some sponsors appear to be demanding the creation of additional paper records to act as source for the purposes of Source Data verification.

The position paper regarding eSource presents the general consensus of the EDM Forum rather than individual organisations. The paper was prepared as a response to ‘Draft Guidance for Industry: Part 11, Electronic Records, Electronic Signatures – Scope and Application’ in the expectation that the clarification of electronic source data would strongly support adoption of electronic technologies and reduce the cost of current EDC implementations.

Thes position paper details:

  1. The EDMF definition of eSource, including
    • Electronic Patient/Hospital Records
    • Self-Assessment/Diary Data
    • E-CRF Data
    • Derived Electronic Data – Laboratory Results, ECG, EEG
  2. The potential advantages and potential disadvantages of eSource
    • How eSource can objectively monitor patient safety and improve potential fraud identification
    • Our understanding of the current regulatory environment and the regulatory implications of eSource
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