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Navigation and Customization

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  1. Name of the current user

  2. Name of the current userMenu Bar, contains OnCore environment in which you are currently working

  3. Home button: will return user to Home Screen (use this instead of browser back button)

  4. Menu: contains links to each console associated with user's Access Role privileges. By clicking on the Menu icon, you can customize your favorites bar by starring the menus that you use the most and only those that are starred will appear on your homepage in the future.

  5. Home button, will return user to Home Screen (use this instead of “back” button”)

  6. Gear icon opens Home screen configuration options. Allows user to customize Home screen view, see “Customization” below.

  7. My Profile allows

  8. Favorites Bar: allows users to select items for quick access by starring most frequently used menu items; only starred items will appear in your Favorite's Bar

  9. Announcements: contains important information such as upcoming outages and policy changes, the OnCore Support Team (OST) Help Desk information, and may helpful links

  10. Gear icon: opens Home Screen configuration options; allows user to customize Home Screen view (See Customization below)

  11. User Profile (click arrow by name to open): allows user to update their title and contact numbers. Help button provides

  12. Show PHI: when checked, full subject details will display; when unchecked, PHI will be redacted from your view

  13. Help: provides a drop-down list of online help hyperlinks. Announcements contains the Help Desk information, and link to the Clinical Trials Study Map (“tree”) resources

  14. Logout: remember to always log out at the end of a session in order to protect PHI

Things you no longer see:

  1. Current Access Role - A User's Access Roles are "stacked" in v15 of OnCore. OnCore will automatically combined all of a User's privileges into their one unique role and that User will be able to complete all tasks without having to switch anything. 

  2. Institution that the user is associated with, determines access to protocols and subjects and lies within the User's contact information.

Menus, Consoles, Customization,

Customizations

and Access Roles

OnCore is organized in to Menusmenus. Each menu contains the various functions that relate a grouping of consoles or pages that pertain to that subject matter (Protocols, Subjects, etc.). These menus  Consoles and pages within OnCore are designed to work together and “communicate” communicate from one to the other. Each menu has different Consoles located inside, which

A console is a set of related screens pages for a particular workflow, function, and type of data. To customize your Favorites Bar on your home page, navigate to the Menu and star any menus, consoles, or pages you wish to appear on your home screen. Favorited items can then be arranged on the Favorite's bar using drag and drop.

Access roles determine the protocols, subjects, and data and subject information each user can view and/or edit. Access roles also determine which menus / and consoles the user can see/ access , and which tasks they can complete. Some users will may have multiple Access Roles assigned to themaccess roles assigned, depending on their job roles. Access roles in v15 of OnCore are " stacked", meaning that all privileges for all of a User's access roles will be available at all times and you no longer the user's access is a combination of all privileges for all assigned access roles; you do not need to switch between access roles in order to complete different tasks. To customize the Favorites Bar on your home page, navigate to the Menu and star any sub-menus you wish to appear on your home screen. 

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  • Admin– for : for use by OnCore administrators

  • Audits/Monitoring– enables : enables organizations to define internal audits, enter and track audit information, and provide audit summary information

  • eCRFs/Calendars–Enables : enables role-specific users to view an entire protocol calendar with all arms, SOC vs research-related procedures, biostat console, data manager data manager console, CRF form creation, and/or calendar creation.

  • ePRMS– for : for use by staff submitting to PRMC, faculty and staff who review for PRMC, and the PRMC coordinators to process submissions

  • Financials– for : for use by financial staff for budgeting, noting SOC and Research relatedinvoicing, invoicing and coverage analysis

  • My Console–designed : designed specifically to assist subject staff in managing subject visits across all of the staff’s protocols. It ; provides a means to view and verify visits verify visits without having to access each subject individually from the CRA Console and Subject Console

  • Protocols– this : this is the central repository for Protocol level detailsReports

  • –OnCore Registries: data management, patient form set up, registries management, and registries reporting

  • Reports: OnCore provides a library of OnCore standard reports. Many ; many reports can be customized to meet your organization's needs.

    • For

    more information

    • more information about custom reports, please contact the OnCore Support Team at the information listed below

    .

  • Reviews–Reviews menu includes the : includes Committee Appointees, DSMC Console, Agenda Management, and Team Console menu items
  • Subjects– Contains : contains information about subjects , and provides tools to view demographic information, document consent or , and view/track the subject’s subject calendar visits

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  • Biostat Console (eCRF/calendar menu)– is used : used to extract data from OnCore for use in statistical analysis tools, can also ; view the current progress of protocols related to accruals, forms, and adverse events

  • DM Console (eCRF/calendar menu)– is a validation : validation and management workspace for online forms.

  • Coordinator Console (ePRMS menu): the ePRMS paperless committee management system allows many repetitious tasks are automated

  • Reviewer Console (ePRMS menu): PRMC reviewers may access and respond reviews directly within OnCore

  • Submissions Console (ePRMS): for studies requiring PRMC, submission is handles directly within OnCore

  • Coverage Analysis Console (Financials menu)- provides : provides access to perform a variety of coverage analysis tasks for a specific protocol.

  • Financial Console (Financials menu): allows financials coordinators access to pages for budgeting, invoicing, and many other financial workflows

  • My Console (My Console menu)- designed : designed specifically to assist subject staff in managing subject visits across all of the staff’s protocols, providing a means to view to view and verify visits (see more info below)

  • PC Console (Protocols menu)– PC Console is where protocols are created and managed within OnCore. This : creation and management of protocols within OnCore; this is your starting point of the protocol lifecycle in working with OnCore OnCore and the backbone of the protocol information

  • PI Console (Protocols menu)- allows : allows users to view statuses and general information regarding Open Protocols open protocols associated with the user.

  • QASMC Console (Reviews menu)- the console consolidates : consolidates and displays data captured throughout the OnCore application, ; may be used for additional purposesadditional purposes, including DSM reporting to QASMC.

  • Team Console (Reviews menu)- progress : progress reporting and protocol managing tool used by an entire management team

  • CRA Console (Subjects menu)- allows : allows access to subject registrations, demographics, consent form detailsinformation, and details regarding individual subject visits, also provides ; provides an overview for all subjects on a protocol.

  • Subject Console (Subjects menu)- provides : provides access to a subject’s demographic information, the protocols the subject is they are associated with, which consents the subject has consents they have signed, their eligibility status, etc.

  • and much more subject-related information

– To customize – To bookmark protocols, which will show up in any Widget customization on - To bookmark subjects, which will show up in any Widget customization

Tips

  • Click
    • “Submit”
  • “Submit” early and often. Submit sometimes serves as a "Save" button on OnCore pages.
  • Do not use the browser
    • “Back”
  • “Back” button.
  • Use
    • only one instance
  • only one instance of OnCore at a time
    • The supported browsers for
  • .
  • The supported browsers for OnCore v.15 are: Google Chrome, Mozilla Firefox, Mac OS X Safari, and Internet Explorer 8, 9, 10, and 11.
    • Must turn off
  • Disable pop-up blockers while using OnCore
    • -
  • .
    • If you have turned off pop-up blockers, and still cannot see the pop up window activated by
    • your selection
    • your selection, check to see if the pop-up window is open behind your current window or, if applicable,
    • and
    • displayed on another monitor in use.
    • Consult Required
  • Consult Required Fields Definition/
    • Instruction pages
  • Instruction pages for more
    • info
  • information on field completion.
    • Inquiry mode
  • Inquiry mode is view only,
    • whereas Update mode
  • whereas Update mode means that the fields are editable.
    • Vertical Navigation
  • Vertical Navigation Tabs represent the different areas within each console (
    • Example: PC Console>Main
  • e.g., PC Console > Main, Treatment, Institution, Accrual, Status, etc.
    • ..
  • )
    • Horizontal Navigation
  • Horizontal Navigation Tabs represent the different options within each vertical tab (
    • Example: PC Console>Treatment>Details
  • e.g., PC Console > Treatment > Details, Disease Diagnosis)
  • Further information is located in
    • the “
  • the “?
    • ” in
  • ” in the top right corner of almost every page.
  • When adding a new subject registration/enrollment, notify the OnCore the OnCore Support Team if Team if your patient info does not auto-populate, or is incorrect.
  • Log in credentials in credentials are either WUSTL Key or BJC-NT logon

...

  • Net ID.

...

 My Console is designed to assist research staff in managing subject visits

...

and provides a personalized view of OnCore data, displaying relevant information to

...

the current user. There are four main vertical tabs:

...

  • Protocols– may view : view all protocols to which user has been assigned as protocol staff, with protocol status of open to accrual, closed to accrual, suspended.
    • Terminated or
    closed
    • Closed with IRB will not populate in this view
    .
  • Subjects– displays : displays all subjects on protocols to which you have been assigned. the user is assigned as subject staff
    • Initially, only active subjects are displayed, but you may customize this view, sort, and link to each patient from this view
    .
  • Subject Visits– contains : contains two horizontal tabs:
    • Occurred Visits: monitor the completion, submission, and monitored status for eCRFs
    • Pending visits
    . The Pending Visits tab allows you to
    • : quickly update information regarding upcoming subject visits in one place
    . The Occurred Visits tab allows you to monitor the completion, submission, and monitored status for eCRFs.
  • My Calendar– displays : displays your subject visits in a month by month calendar . view
    • Checkboxes on the bottom of the calendar allow you to customize the display default settings, per your preferences
    .
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When entering calendar dates in to OnCore, feel free to utilize the following date shortcuts listed below. may be used:

Shortcut

Resulting entry

t

Inserts the current date

t +/- n

Inserts a

date n days

date n days from today

t-n

t +3 is three days from today

(where n is a number)

t-1 insets yesterday's date (or 1 day ago)

w

(e.g., t+2 = two days from today)

w +/- n

Inserts the current date plus/

minus n number

minus n number of weeks

w

m +

n

w - 6 will insert a date 6 weeks age

 

w + 2 will insert a date 2 weeks from today

m+

/- n

Inserts the current date plus/

minus n number

minus n number of months

m-n

 

y +/- n

Inserts the current date plus/

minus n number

minus n number of years

y-n

 mb or me

mb or me

Inserts the beginning or end of the month respectively

;

 It may

May be used alone

,

or in combination with +

or - with a number. yb or ye

/- n

yb or ye

Inserts the beginning or end of the year, respectively

;

 It may

May be used alone

,

or in combination with +

or - with a number.
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/- n