Job Duties Custom List 11-3013.01 — Security Managers
- Assess risks to mitigate potential consequences of incidents and develop a plan to respond to incidents.
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- Develop industry standards of product safety.
- Write and revise safety regulations and codes.
- Investigate industrial accidents, injuries, or occupational diseases to determine causes and preventive measures.
- Conduct research to evaluate safety levels for products.
- Evaluate product designs for safety.
- Conduct or coordinate worker training in areas such as safety laws and regulations, hazardous condition monitoring, and use of safety equipment.
- Maintain and apply knowledge of current policies, regulations, and industrial processes.
- Recommend procedures for detection, prevention, and elimination of physical, chemical, or other product hazards.
- Report or review findings from accident investigations, facilities inspections, or environmental testing.
- Evaluate potential health hazards or damage that could occur from product misuse.
- Evaluate adequacy of actions taken to correct health inspection violations.
- Interpret safety regulations for others interested in industrial safety, such as safety engineers, labor representatives, and safety inspectors.
- Review plans and specifications for construction of new machinery or equipment to determine whether all safety requirements have been met.
- Participate in preparation of product usage and precautionary label instructions.
- Interview employers and employees to obtain information about work environments and workplace incidents.
- Provide expert testimony in litigation cases.
- Review employee safety programs to determine their adequacy.
- Conduct or direct testing of air quality, noise, temperature, or radiation levels to verify compliance with health and safety regulations.
- Provide technical advice and guidance to organizations on how to handle health-related problems and make needed changes.
- Maintain liaisons with outside organizations, such as fire departments, mutual aid societies, and rescue teams, so that emergency responses can be facilitated.
- Plan and conduct industrial hygiene research.
- Compile, analyze, and interpret statistical data related to occupational illnesses and accidents.
- Confer with medical professionals to assess health risks and to develop ways to manage health issues and concerns.
- Design and build safety equipment.
- Check floors of plants to ensure that they are strong enough to support heavy machinery.
- Inspect facilities, machinery, or safety equipment to identify and correct potential hazards, and to ensure safety regulation compliance.
- Install safety devices on machinery or direct device installation.
- Develop industry standards of product safety.
- Write and revise safety regulations and codes.
- Design security policies, programs, or practices to ensure adequate security relating to alarm response, access card use, and other security needs.
- Assess the nature and level of physical security threats so that the scope of the problem can be determined.
- Perform risk analyses so that appropriate countermeasures can be developed.
- Budget and schedule security design work.
- Conduct security audits to identify potential vulnerabilities related to physical security or staff safety.
- Design, implement, or establish requirements for security systems, video surveillance, motion detection, or closed-circuit television systems to ensure proper installation and operation.
- Develop conceptual designs of security systems.
- Develop or review specifications for design or construction of security systems.
- Engineer, install, maintain, or repair security systems, programmable logic controls, or other security-related electronic systems.
- Inspect fire, intruder detection, or other security systems.
- Inspect physical security design features, installations, or programs to ensure compliance with applicable standards or regulations.
- Interview witnesses or suspects to identify persons responsible for security breaches or to establish losses, pursue prosecutions, or obtain restitution.
- Monitor tapes or digital recordings to identify the source of losses.
- Monitor the work of contractors in the design, construction, and startup phases of security systems.
- Outline system security criteria for pre-bid meetings with clients and companies to ensure comprehensiveness and appropriateness for implementation.
- Prepare documentation for case reports or court proceedings.
- Prepare, maintain, or update security procedures, security system drawings, or related documentation.
- Provide system design and integration recommendations.
- Recommend improvements in security systems or procedures.
- Respond to emergency situations on an on-call basis.
- Review design drawings or technical documents for completeness, correctness, or appropriateness.
- Test security measures for final acceptance and implement or provide procedures for ongoing monitoring and evaluation of the measures.
- Train personnel in security procedures or use of security equipment.
- Design security policies, programs, or practices to ensure adequate security relating to alarm response, access card use, and other security needs.
- Assess the nature and level of physical security threats so that the scope of the problem can be determined.
- Perform risk analyses so that appropriate countermeasures can be developed.
- Review and interpret government codes and develop procedures to meet codes and to ensure facility safety, security, and maintenance.
- Confer with parents and staff to discuss educational activities and policies and students' behavioral or learning problems.
- Monitor students' progress and provide students and teachers with assistance in resolving any problems.
- Recruit, hire, train, and evaluate primary and supplemental staff and recommend personnel actions for programs and services.
- Teach classes or courses or provide direct care to children.
- Set educational standards and goals and help establish policies, procedures, and programs to carry them out.
- Determine the scope of educational program offerings and prepare drafts of program schedules and descriptions to estimate staffing and facility requirements.
- Determine allocations of funds for staff, supplies, materials, and equipment and authorize purchases.
- Direct and coordinate activities of teachers or administrators at daycare centers, schools, public agencies, or institutions.
- Prepare and maintain attendance, activity, planning, accounting, or personnel reports and records for officials and agencies, or direct preparation and maintenance activities.
- Plan, direct, and monitor instructional methods and content of educational, vocational, or student activity programs.
- Review and evaluate new and current programs to determine their efficiency, effectiveness, and compliance with state, local, and federal regulations and recommend any necessary modifications.
- Collect and analyze survey data, regulatory information, and demographic and employment trends to forecast enrollment patterns and the need for curriculum changes.
- Inform businesses, community groups, and governmental agencies about educational needs, available programs, and program policies.
- Write articles, manuals, and other publications and assist in the distribution of promotional literature about programs and facilities.
- Prepare and submit budget requests or grant proposals to solicit program funding.
- Organize and direct committees of specialists, volunteers, and staff to provide technical and advisory assistance for programs.
- Review and interpret government codes and develop procedures to meet codes and to ensure facility safety, security, and maintenance.
- Review and analyze facility activities and data to aid planning and cash and risk management and to improve service utilization.
- Direct, supervise and evaluate work activities of medical, nursing, technical, clerical, service, maintenance, and other personnel.
- Develop and maintain computerized record management systems to store and process data, such as personnel activities and information, and to produce reports.
- Plan, implement, and administer programs and services in a health care or medical facility, including personnel administration, training, and coordination of medical, nursing and physical plant staff.
- Conduct and administer fiscal operations, including accounting, planning budgets, authorizing expenditures, establishing rates for services, and coordinating financial reporting.
- Maintain awareness of advances in medicine, computerized diagnostic and treatment equipment, data processing technology, government regulations, health insurance changes, and financing options.
- Establish work schedules and assignments for staff, according to workload, space, and equipment availability.
- Monitor the use of diagnostic services, inpatient beds, facilities, and staff to ensure effective use of resources and assess the need for additional staff, equipment, and services.
- Direct or conduct recruitment, hiring, and training of personnel.
- Manage change in integrated health care delivery systems, such as work restructuring, technological innovations, and shifts in the focus of care.
- Maintain communication between governing boards, medical staff, and department heads by attending board meetings and coordinating interdepartmental functioning.
- Establish objectives and evaluative or operational criteria for units managed.
- Develop and implement organizational policies and procedures for the facility or medical unit.
- Prepare activity reports to inform management of the status and implementation plans of programs, services, and quality initiatives.
- Develop or expand and implement medical programs or health services that promote research, rehabilitation, and community health.
- Consult with medical, business, and community groups to discuss service problems, respond to community needs, enhance public relations, coordinate activities and plans, and promote health programs.
- Develop instructional materials and conduct in-service and community-based educational programs.
- Inspect facilities and recommend building or equipment modifications to ensure emergency readiness and compliance to access, safety, and sanitation regulations.
- Review and analyze facility activities and data to aid planning and cash and risk management and to improve service utilization.
- Analyze and classify risks and investments to determine their potential impacts on companies.
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Oversee the flow of cash or financial instruments.
- Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
- Recruit staff members.
- Evaluate data pertaining to costs to plan budgets.
- Oversee training programs.
- Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
- Communicate with stockholders or other investors to provide information or to raise capital.
- Develop or analyze information to assess the current or future financial status of firms.
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
- Examine, evaluate, or process loan applications.
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
- Network within communities to find and attract new business.
- Prepare operational or risk reports for management analysis.
- Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
- Review collection reports to determine the status of collections and the amounts of outstanding balances.
- Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
- Submit delinquent accounts to attorneys or outside agencies for collection.
- Review reports of securities transactions or price lists to analyze market conditions.
- Analyze and classify risks and investments to determine their potential impacts on companies.
- Collect stakeholder data to evaluate risk and to develop mitigation strategies.
- Assess the physical security of servers, systems, or network devices to identify vulnerability to temperature, vandalism, or natural disasters.
- Conduct network and security system audits, using established criteria.
- Configure information systems to incorporate principles of least functionality and least access.
- Design security solutions to address known device vulnerabilities.
- Develop and execute tests that simulate the techniques of known cyber threat actors.
- Develop infiltration tests that exploit device vulnerabilities.
- Develop presentations on threat intelligence.
- Develop security penetration testing processes, such as wireless, data networks, and telecommunication security tests.
- Discuss security solutions with information technology teams or management.
- Document penetration test findings.
- Evaluate vulnerability assessments of local computing environments, networks, infrastructures, or enclave boundaries.
- Gather cyber intelligence to identify vulnerabilities.
- Identify new threat tactics, techniques, or procedures used by cyber threat actors.
- Identify security system weaknesses, using penetration tests.
- Investigate security incidents, using computer forensics, network forensics, root cause analysis, or malware analysis.
- Keep up with new penetration testing tools and methods.
- Maintain up-to-date knowledge of hacking trends.
- Prepare and submit reports describing the results of security fixes.
- Test the security of systems by attempting to gain access to networks, Web-based applications, or computers.
- Update corporate policies to improve cyber security.
- Write audit reports to communicate technical and procedural findings and recommend solutions.
- Collect stakeholder data to evaluate risk and to develop mitigation strategies.
- Conduct quantitative risk assessments for human health, environmental, or other risks.
- Identify environmental contamination sources.
- Coordinate on-site activities for environmental cleanup or remediation projects to ensure compliance with environmental laws, standards, regulations, or other requirements.
- Identify and apply for project funding.
- Plan or implement brownfield redevelopment projects to ensure safety, quality, and compliance with applicable standards or requirements.
- Estimate costs for environmental cleanup and remediation of land redevelopment projects.
- Design or implement plans for surface or ground water remediation.
- Design or implement measures to improve the water, air, and soil quality of military test sites, abandoned mine land, or other contaminated sites.
- Review or evaluate environmental remediation project proposals.
- Prepare reports or presentations to communicate brownfield redevelopment needs, status, or progress.
- Inspect sites to assess environmental damage or monitor cleanup progress.
- Maintain records of decisions, actions, and progress related to environmental redevelopment projects.
- Coordinate the disposal of hazardous waste.
- Develop or implement plans for the sustainable regeneration of brownfield sites to ensure regeneration of a wider area by providing environmental protection or economic and social benefits.
- Conduct feasibility or cost-benefit studies for environmental remediation projects.
- Prepare and submit permit applications for demolition, cleanup, remediation, or construction projects.
- Negotiate contracts for services or materials needed for environmental remediation.
- Design or implement plans for structural demolition and debris removal.
- Design or conduct environmental restoration studies.
- Review or evaluate designs for contaminant treatment or disposal facilities.
- Provide training on hazardous material or waste cleanup procedures and technologies.
- Develop or implement plans for revegetation of brownfield sites.
- Provide expert witness testimony on issues such as soil, air, or water contamination and associated cleanup measures.
- Conduct quantitative risk assessments for human health, environmental, or other risks.
- Develop and implement training procedures and strategies for radiological protection, detection, and decontamination.
- Consult with officials of local and area governments, schools, hospitals, and other institutions to determine their needs and capabilities in the event of a natural disaster or other emergency.
- Develop and maintain liaisons with municipalities, county departments, and similar entities to facilitate plan development, response effort coordination, and exchanges of personnel and equipment.
- Coordinate disaster response or crisis management activities, such as ordering evacuations, opening public shelters, and implementing special needs plans and programs.
- Prepare emergency situation status reports that describe response and recovery efforts, needs, and preliminary damage assessments.
- Maintain and update all resource materials associated with emergency preparedness plans.
- Prepare plans that outline operating procedures to be used in response to disasters or emergencies, such as hurricanes, nuclear accidents, and terrorist attacks, and in recovery from these events.
- Develop and perform tests and evaluations of emergency management plans in accordance with state and federal regulations.
- Collaborate with other officials to prepare and analyze damage assessments following disasters or emergencies.
- Design and administer emergency or disaster preparedness training courses that teach people how to effectively respond to major emergencies and disasters.
- Keep informed of activities or changes that could affect the likelihood of an emergency, response efforts, or plan implementation.
- Inspect facilities and equipment, such as emergency management centers and communications equipment, to determine their operational and functional capabilities in emergency situations.
- Review emergency plans of individual organizations, such as medical facilities, to ensure their adequacy.
- Keep informed of federal, state, and local regulations affecting emergency plans, and ensure that plans adhere to those regulations.
- Conduct surveys to determine the types of emergency-related needs to be addressed in disaster planning, or provide technical support to others conducting such surveys.
- Attend meetings, conferences, and workshops related to emergency management to learn new information and to develop working relationships with other emergency management specialists.
- Propose alteration of emergency response procedures, based on regulatory changes, technological changes, or knowledge gained from outcomes of previous emergency situations.
- Develop instructional materials for the public and make presentations to citizens' groups to provide information on emergency plans and their implementation processes.
- Apply for federal funding for emergency-management-related needs, and administer and report on the progress of such grants.
- Train local groups in the preparation of long-term plans that are compatible with federal and state plans.
- Provide communities with assistance in applying for federal funding for emergency management facilities, radiological instrumentation, and related items.
- Study emergency plans used elsewhere to gather information for plan development.
- Inventory and distribute nuclear, biological, and chemical detection and contamination equipment, providing instruction in its maintenance and use.
- Develop and implement training procedures and strategies for radiological protection, detection, and decontamination.
- Identify potential for loss and develop strategies to eliminate it.
- Coordinate or conduct internal investigations of problems such as employee theft and violations of corporate loss prevention policies.
- Administer systems and programs to reduce loss, maintain inventory control, or increase safety.
- Review loss prevention exception reports and cash discrepancies to ensure adherence to guidelines.
- Train loss prevention staff, retail managers, or store employees on loss control and prevention measures.
- Investigate or interview individuals suspected of shoplifting or internal theft.
- Provide recommendations and solutions in crisis situations such as workplace violence, protests, and demonstrations.
- Hire or supervise loss prevention staff.
- Advise retail managers on compliance with applicable codes, laws, regulations, or standards.
- Develop and maintain partnerships with federal, state, or local law enforcement agencies or members of the retail loss prevention community.
- Perform or direct inventory investigations in response to shrink results outside of acceptable ranges.
- Maintain documentation of all loss prevention activity.
- Assess security needs across locations to ensure proper deployment of loss prevention resources, such as staff and technology.
- Monitor compliance to operational, safety, or inventory control procedures, including physical security standards.
- Verify correct use and maintenance of physical security systems, such as closed-circuit television, merchandise tags, and burglar alarms.
- Visit stores to ensure compliance with company policies and procedures.
- Analyze retail data to identify current or emerging trends in theft or fraud.
- Direct loss prevention audit programs including target store audits, maintenance audits, safety audits, or electronic article surveillance (EAS) audits.
- Collaborate with law enforcement to investigate and solve external theft or fraud cases.
- Coordinate theft and fraud investigations involving career criminals or organized group activities.
- Supervise surveillance, detection, or criminal processing related to theft and criminal cases.
- Perform cash audits and deposit investigations to fully account for store cash.
- Recommend improvements in loss prevention programs, staffing, scheduling, or training.
- Direct installation of covert surveillance equipment, such as security cameras.
- Monitor and review paperwork procedures and systems to prevent error-related shortages.
- Advise retail establishments on development of loss-investigation procedures.
- Maintain databases such as bad check logs, reports on multiple offenders, and alarm activation lists.
- Identify potential for loss and develop strategies to eliminate it.
- Develop risk management strategies based on assessment of product, compliance, or operational risks.
- Report violations of compliance or regulatory standards to duly authorized enforcement agencies as appropriate or required.
- Identify compliance issues that require follow-up or investigation.
- Discuss emerging compliance issues to ensure that management and employees are informed about compliance reporting systems, policies, and practices.
- File appropriate compliance reports with regulatory agencies.
- Maintain documentation of compliance activities, such as complaints received or investigation outcomes.
- Consult with corporate attorneys as necessary to address difficult legal compliance issues.
- Conduct or direct the internal investigation of compliance issues.
- Provide employee training on compliance related topics, policies, or procedures.
- Serve as a confidential point of contact for employees to communicate with management, seek clarification on issues or dilemmas, or report irregularities.
- Verify that all regulatory policies and procedures have been documented, implemented, and communicated.
- Disseminate written policies and procedures related to compliance activities.
- Prepare management reports regarding compliance operations and progress.
- Conduct periodic internal reviews or audits to ensure that compliance procedures are followed.
- Keep informed regarding pending industry changes, trends, or best practices.
- Monitor compliance systems to ensure their effectiveness.
- Direct the development or implementation of policies and procedures related to compliance throughout an organization.
- Advise internal management or business partners on the implementation or operation of compliance programs.
- Design or implement improvements in communication, monitoring, or enforcement of compliance standards.
- Provide assistance to internal or external auditors in compliance reviews.
- Collaborate with human resources departments to ensure the implementation of consistent disciplinary action strategies in cases of compliance standard violations.
- Advise technical professionals on the development or use of environmental compliance or reporting tools.
- Develop or implement environmental compliance plans for programs, such as air quality, storm water, wastewater treatment, hazardous waste management, pollution prevention, or solid waste management.
- Conduct environmental audits to ensure adherence to environmental standards.
- Evaluate testing procedures to meet the specifications of environmental monitoring programs.
- Review or modify policies or operating guidelines to comply with changes to environmental standards or regulations.
- Review communications such as securities sales advertising to ensure there are no violations of standards or regulations.
- Oversee internal reporting systems, such as corporate compliance hotlines.
- Verify that software technology is in place to adequately provide oversight and monitoring in all required areas.
- Direct environmental programs, such as air or water compliance, aboveground or underground storage tanks, spill prevention or control, hazardous waste or materials management, solid waste recycling, medical waste management, indoor air quality, integrated pest management, employee training, or disaster preparedness.
- Develop risk management strategies based on assessment of product, compliance, or operational risks.
- Plan, develop, or implement warehouse safety and security programs and activities.
- Supervise the activities of workers engaged in receiving, storing, testing, and shipping products or materials.
- Inspect physical conditions of warehouses, vehicle fleets, or equipment and order testing, maintenance, repairs, or replacements.
- Plan, organize, or manage the work of subordinate staff to ensure that the work is accomplished in a manner consistent with organizational requirements.
- Collaborate with other departments to integrate logistics with business systems or processes, such as customer sales, order management, accounting, or shipping.
- Analyze all aspects of corporate logistics to determine the most cost-effective or efficient means of transporting products or supplies.
- Resolve problems concerning transportation, logistics systems, imports or exports, or customer issues.
- Develop and document standard and emergency operating procedures for receiving, handling, storing, shipping, or salvaging products or materials.
- Monitor operations to ensure that staff members comply with administrative policies and procedures, safety rules, union contracts, environmental policies, or government regulations.
- Analyze the financial impact of proposed logistics changes, such as routing, shipping modes, product volumes or mixes, or carriers.
- Monitor inventory levels of products or materials in warehouses.
- Establish or monitor specific supply chain-based performance measurement systems.
- Prepare and manage departmental budgets.
- Monitor product import or export processes to ensure compliance with regulatory or legal requirements.
- Prepare management recommendations, such as proposed fee and tariff increases or schedule changes.
- Interview, select, and train warehouse and supervisory personnel.
- Advise sales and billing departments of transportation charges for customers' accounts.
- Analyze expenditures and other financial information to develop plans, policies, or budgets for increasing profits or improving services.
- Confer with department heads to coordinate warehouse activities, such as production, sales, records control, or purchasing.
- Implement specific customer requirements, such as internal reporting or customized transportation metrics.
- Maintain metrics, reports, process documentation, customer service logs, or training or safety records.
- Examine invoices and shipping manifests for conformity to tariff and customs regulations.
- Plan or implement energy saving changes to transportation services, such as reducing routes, optimizing capacities, employing alternate modes of transportation, or minimizing idling.
- Evaluate contractors or business partners for operational efficiency or safety or environmental performance records.
- Negotiate with carriers, warehouse operators, or insurance company representatives for services and preferential rates.
- Develop or implement plans for facility modification or expansion, such as equipment purchase or changes in space allocation or structural design.
- Direct inbound or outbound operations, such as transportation or warehouse activities, safety performance, and logistics quality management.
- Plan or implement improvements to internal or external systems or processes.
- Recommend or authorize capital expenditures for acquisition of new equipment or property to increase efficiency and services.
- Review invoices, work orders, consumption reports, or demand forecasts to estimate peak performance periods and to issue work assignments.
- Plan, develop, or implement warehouse safety and security programs and activities.
- Review and interpret government codes, and develop programs to ensure adherence to codes and facility safety, security, and maintenance.
- Evaluate curricula, teaching methods, and programs to determine their effectiveness, efficiency, and use, and to ensure compliance with federal, state, and local regulations.
- Observe teaching methods and examine learning materials to evaluate and standardize curricula and teaching techniques and to determine areas for improvement.
- Counsel and provide guidance to students regarding personal, academic, vocational, or behavioral issues.
- Collaborate with teachers to develop and maintain curriculum standards, develop mission statements, and set performance goals and objectives.
- Direct and coordinate activities of teachers, administrators, and support staff at schools, public agencies, and institutions.
- Recruit, hire, train, and evaluate primary and supplemental staff.
- Confer with parents and staff to discuss educational activities, policies, and student behavior or learning problems.
- Enforce discipline and attendance rules.
- Create school improvement plans, using student performance data.
- Set educational standards and goals, and help establish policies and procedures to carry them out.
- Plan and lead professional development activities for teachers, administrators, and support staff.
- Participate in special education-related activities, such as attending meetings and providing support to special educators throughout the district.
- Plan and develop instructional methods and content for educational, vocational, or student activity programs.
- Determine the scope of educational program offerings, and prepare drafts of course schedules and descriptions to estimate staffing and facility requirements.
- Prepare and submit budget requests and recommendations, or grant proposals to solicit program funding.
- Recommend personnel actions related to programs and services.
- Review and approve new programs, or recommend modifications to existing programs, submitting program proposals for school board approval as necessary.
- Develop partnerships with businesses, communities, and other organizations to help meet identified educational needs and to provide school-to-work programs.
- Determine allocations of funds for staff, supplies, materials, and equipment, and authorize purchases.
- Direct and coordinate school maintenance services and the use of school facilities.
- Organize and direct committees of specialists, volunteers, and staff to provide technical and advisory assistance for programs.
- Prepare, maintain, or oversee the preparation and maintenance of attendance, activity, planning, or personnel reports and records.
- Mentor and support administrative staff members, such as superintendents and principals.
- Establish, coordinate, and oversee particular programs across school districts, such as programs to evaluate student academic achievement.
- Coordinate and direct extracurricular activities and programs, such as after-school events and athletic contests.
- Advocate for new schools to be built, or for existing facilities to be repaired or remodeled.
- Plan, coordinate, and oversee school logistics programs, such as bus and food services.
- Teach classes or courses to students.
- Meet with federal, state, and local agencies to stay abreast of policies and to discuss improvements for education programs.
- Write articles, manuals, and other publications, and assist in the distribution of promotional literature about facilities and programs.
- Collect and analyze survey data, regulatory information, and data on demographic and employment trends to forecast enrollment patterns and curriculum change needs.
- Review and interpret government codes, and develop programs to ensure adherence to codes and facility safety, security, and maintenance.
- Review proposed study protocols to evaluate factors such as sample collection processes, data management plans, or potential subject risks.
- Schedule subjects for appointments, procedures, or inpatient stays as required by study protocols.
- Perform specific protocol procedures such as interviewing subjects, taking vital signs, and performing electrocardiograms.
- Assess eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with physicians and nurses.
- Prepare study-related documentation, such as protocol worksheets, procedural manuals, adverse event reports, institutional review board documents, or progress reports.
- Inform patients or caregivers about study aspects and outcomes to be expected.
- Record adverse event and side effect data and confer with investigators regarding the reporting of events to oversight agencies.
- Monitor study activities to ensure compliance with protocols and with all relevant local, federal, and state regulatory and institutional polices.
- Oversee subject enrollment to ensure that informed consent is properly obtained and documented.
- Maintain required records of study activity including case report forms, drug dispensation records, or regulatory forms.
- Identify protocol problems, inform investigators of problems, or assist in problem resolution efforts, such as protocol revisions.
- Collaborate with investigators to prepare presentations or reports of clinical study procedures, results, and conclusions.
- Track enrollment status of subjects and document dropout information such as dropout causes and subject contact efforts.
- Code, evaluate, or interpret collected study data.
- Direct the requisition, collection, labeling, storage, or shipment of specimens.
- Instruct research staff in scientific and procedural aspects of studies including standards of care, informed consent procedures, or documentation procedures.
- Maintain contact with sponsors to schedule and coordinate site visits or to answer questions about issues such as incomplete data.
- Prepare for or participate in quality assurance audits conducted by study sponsors, federal agencies, or specially designated review groups.
- Order drugs or devices necessary for study completion.
- Contact outside health care providers and communicate with subjects to obtain follow-up information.
- Participate in the development of study protocols including guidelines for administration or data collection procedures.
- Confer with health care professionals to determine the best recruitment practices for studies.
- Communicate with laboratories or investigators regarding laboratory findings.
- Review scientific literature, participate in continuing education activities, or attend conferences and seminars to maintain current knowledge of clinical studies affairs and issues.
- Organize space for study equipment and supplies.
- Develop advertising and other informational materials to be used in subject recruitment.
- Dispense medical devices or drugs, and calculate dosages and provide instructions as necessary.
- Arrange for research study sites and determine staff or equipment availability.
- Interpret protocols and advise treating physicians on appropriate dosage modifications or treatment calculations based on patient characteristics.
- Contact industry representatives to ensure equipment and software specifications necessary for successful study completion.
- Register protocol patients with appropriate statistical centers as required.
- Solicit industry-sponsored trials through contacts and professional organizations.
- Participate in preparation and management of research budgets and monetary disbursements.
- Review proposed study protocols to evaluate factors such as sample collection processes, data management plans, or potential subject risks.
