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New Version 5

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Home Screen

  1. Name of the current user

  2. Name of the 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

  5. 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

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

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

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

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

  10. Help: provides a drop-down list of online help resources

  11. 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, 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. 

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