Clinical Research Education Series (CRES) | “Navigating the New CTA/SRA Agreements Process for Study Teams"

February 18, 2026

This presentation will provide an overview of the new CTA/SRA Agreements Process, including key process changes, roles and responsibilities, system updates in MORTI, and required coordination with Legal Services and AOCT. Participants will gain a clear understanding of how the new process supports efficient study start‑up and agreement execution.

 

Target Audience

Employees at Houston Methodist Hospital Research Institute 

Learning Objectives

Participant Learning Outcomes

  • Explain the purpose and scope of the new CTA/SRA Agreements Process.

  • Identify key workflow steps and role responsibilities across Study Teams, Legal Services, and AOCT. 

  • Describe how to correctly submit and support an Agreement Smart Form in MORTI. 

  • Understand the congruency verification, routing, and activation steps required for executable agreements.

Course summary
Available credit: 
  • 1.00 Attendance
Course opens: 
01/22/2026
Course expires: 
02/21/2026
Event starts: 
02/18/2026 - 12:00pm CST
Event ends: 
02/18/2026 - 1:00pm CST
Add to calendar: 
Virtual Meeting
Houston, TX
United States

Virtual - ZOOM link with be provided to the registered participants.

Presenter(s) Info:

 Stephanie L. Wilson, MBA

1.00 Attendance

Available Credit

  • 1.00 Attendance
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