top of page

Trial Master File (TMF)

Metadata → Package → TMF

This process can quickly create a fully user controlled Trial Master File (TMF) package for any study at any point of time.

The Metadata tool can create archives, with all the components created for a study stored in a easy to navigate folder.

  • Access to the study directory 

  • Any study components

  • Open Microsoft Excel.

  • Navigate to the Metadata ribbon.

  • ​Locate the Deliverables section of the ribbon.


  • Click the Packages drop down then the Create TMF Package button.

  • A prompt will appear.


  • Ensure the Sponsor is selected.

  • As well as the Internal Study Number and the Protocol Number.  

  • Click OK to continue.


  • IMPORTANT: Firstly, the user must determine if the TMF package will be a Draft (interim) package or a Final package. This directly impacts where the files and folders are output in the TMF.

  • When the Archive Type is set to either Draft or Final all study-level archives are loaded into the Archive drop down.

  • Select the appropriate Archive package and the process will perform some auto-mapping.

  • An example of a Draft TMF package.


  • An example of a Final TMF package.


  • Users can exclude any item by updating the Include column within the data grid.

  • Additionally, items unable to be auto-mapped can be manually adjusted by double clicking a row, which will will bring up a window asking the user to select the correct folder, e.g., the row above labelled "01-study\vendor data\meds".


  • After clicking OK the process will begin to convert the Archive Package into an TMF Package, some items will be zipped up and ready for filing. 

LINKS
ABOUT

Personal, non-commercial software projects by me. Nothing on this website is offered for sale, licensing, consultancy or early access.

SOCIAL
  • Linkedin

© 2026 Craig Parry. Personal project.

bottom of page