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Home Screen
Name of the current user
Name of the OnCore environment in which you are currently working
Home button: will return user to Home Screen (use this instead of browser back button)
Menu: contains links to each console associated with user's Access Role privileges
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
Announcements: contains important information such as upcoming outages and policy changes, the OnCore Support Team (OST) Help Desk information, and may helpful links
Gear icon: opens Home Screen configuration options; allows user to customize Home Screen view (See Customization below)
User Profile (click arrow by name to open): allows user to update their title and contact numbers
Show PHI: when checked, full subject details will display; when unchecked, PHI will be redacted from your view
Help: provides a drop-down list of online help resources
Logout: remember to always log out at the end of a session in order to protect PHI
Menus, Consoles, Customization, and Access Roles
OnCore is organized in to menus. Each menu contains a grouping of consoles or pages that pertain to that subject matter (Protocols, Subjects, etc.). Consoles and pages within OnCore are designed to work together and communicate from one to the other.
A console is a set of related 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 each user can view and/or edit. Access roles also determine which menus and consoles the user can access and which tasks they can complete. Some users may have multiple access roles assigned, depending on their job roles. Access roles are stacked, meaning 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.
Menus
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- Protocols: 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 with IRB will not populate in this view
- Subjects: displays all subjects to which 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 two horizontal tabs:
- Occurred Visits: monitor the completion, submission, and monitored status for eCRFs
- Pending visits: quickly update information regarding upcoming subject visits in one place
- My Calendar: 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
Shortcuts
Rocket Icon
You can access the new Jump to location window using the keyboard shortcut Ctrl+K (Cmd+K on a Mac), by clicking the rocket icon that appears to the left of the user menu at the top of pages in the application or using a screen reader. From the Jump to location window, users can navigate to other pages including all locations listed in the main menu, the home page, the user profile, the Learning Portal, and any additional help links that have been specified in Application Settings > Help Menu > Additional Help Links. You can search for locations in the list using the search field at the top. Locations are listed in alphabetical order.
Dates
When entering calendar dates in OnCore, the following date shortcuts may be used:
Shortcut | Resulting entry |
t | Inserts the current date |
t +/- n | Inserts a date n days from today (e.g., t+2 = two days from today) |
w +/- n | Inserts the current date plus/minus n number of weeks |
m +/- n | Inserts the current date plus/minus n number of months |
y +/- n | Inserts the current date plus/minus n number of years |
mb or me | Inserts the beginning or end of the month respectively May be used alone or in combination with +/- n |
yb or ye | Inserts the beginning or end of the year, respectively May be used alone or in combination with +/- n |