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Navigation and Customization
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Home Screen
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Name of the current user
Name of the current userMenu Bar, contains 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. 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.
Home button, will return user to Home Screen (use this instead of “back” button”)
Gear icon opens Home screen configuration options. Allows user to customize Home screen view, see “Customization” below.
My Profile allows
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. Help button provides
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 hyperlinks.
Announcements contains the Help Desk information, and link to the Clinical Trials Study Map (“tree”)
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.
Institution that the user is associated with, determines access to protocols and subjects and lies within the User's contact information.
resources: the vendor-created Learning Portal, the WashU OnCore User Manual, and the WashU OnCore Support Website.
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 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.
Menus
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 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
Consoles
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
Customization
Home Screen Customization
– To customizeCustomize the view of your Home Screen, visible at log in
To bookmark protocols, which will show up in any Widget customization on yourFrom the Home Screen, click the blue “gear” gear icon located below your User Name.
In the “Home Home Screen Configuration” Configuration Box, click in check the “Add” Add box of for any Widget you would like to add to your Home screen view.
Click “Save”. Save
Click on the “Home” Home button to view your Widgets . on your home screen
To customize each Widget, click the
blue “gear”gear icon in a specific Widget (
ie.
eg., Protocols)
.Here, you may; choose different views and customization options within each Widget, based on what you would like to see at each log in
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- EXAMPLE: To make sure the protocols you are assigned to are showing up, there are a few items that need to be selected for this to happen.
- Click on the gear symbol in the top right-hand corner of the widget
- A new window will pop-up so you can choose the settings. You will want to Change the 'No' boxes to 'Yes' and check the boxes in the 'Role' section that you would like included. Once you do that, you will want to click on the 'Please select a role' hyperlink in the same box.
- In the box that pops up, you will choose all the roles that you have been assigned in any of your protocols, then click on 'Save'.
- Now you will see the roles you selected in the Display Assigned Role Section, if you missed one you can always click on 'Edit Role(s)' to add or remove roles. If correct you will now click on 'Close' and your widget should now have all your assigned protocols in your home page widget.
- Click on the gear symbol in the top right-hand corner of the widget
Bookmarking Protocols
Bookmark protocols to allow them to appear in the Protocols widget your Home page
From the
Home Screen, hover over “Protocols”, and click on “PCmenu, navigate to Protocols > PC Console
- In the “Select Protocol” Select Protocol search box, type the information of search for the protocol you plan wish to bookmark (ie.eg., study number, HRPO number) Once your protocol is displayed in the “Protocol Details” box, and click it when it populates
- The protocol information will appear in the banner; click on the star icon (next to the PC Console labelheading) to bookmark your protocol. You may also unclick this icon,
- Unclick the star if you wish to remove the bookmark
Bookmarking Subjects
- To bookmark subjects, which will show up in any Widget customizationBookmark subjects to allow them to appear in the Subjects widget on your Home page
- From the Home Screen, hover over “Subjects”, click on “CRA Console”. menu, navigate to Subjects > CRA Console
- In the “Select Protocol” Select Protocol search box, type the information of the protocol that your patient is on (i.e. search for the protocol you wish to bookmark (e.g., study number, HRPO number) , click on that protocol.and click it when it populates
- Once protocol is selected, in the “Accrual Details” Accrual Details box, click on the Epic MRN of the patient subject you plan wish to bookmark.
- Once your patient subject is displayed in the “Subject Demographics” Subject Demographics box, click on the star icon (next to the Subject Console labelheading) to bookmark this patient. You may also unclick this icon, if subject
- Unclick the star if you wish to remove the bookmark
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 OnCore v.15
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- The supported browsers for OnCore are: Google Chrome, Mozilla Firefox, Mac OS X Safari, and Internet Explorer 8, 9, 10, and 11. Must turn off
- Microsoft Edge.
- Disable pop-up blockers while using OnCore -
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- 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
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- Net ID.
Aside from our User Manual, every time you see the ? symbol in the upper right-hand corner of a page in OnCore, you can click it to take you to the vendor’s help page.
Using My Console
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My Console is designed to assist research staff in managing subject visits
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and provides a personalized view of OnCore data, displaying relevant information to
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the current user. There are four main vertical tabs:
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- 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 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
- : quickly update information regarding upcoming subject visits in one place
- 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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Shortcuts
Rocket Icon
You can access the 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 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 (e.g., t+2 = two days from today(where n is a number) | t-1 insets yesterday's date (or 1 day ago) |
ww +/- n | Inserts the current date plus/minus n number minus n number of weeks | |||
wm +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 monthsm-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. |
/- n |