Switching Subject Calendar Versions

Owned by Former user (Deleted)
Last updated: Oct 27, 2022 by Sonya Izadi

Switching Calendar Versions

  1. From Home page > Subjects menu > CRA Console
  2. At the bottom of the page, in the "Switch Calendar Versions", change the drop down from 1 to 2 (or the applicable correct calendar version)
  3. If all patients need to be switched, click on the "All" button next to "Select"
  4. If only specific patients need to switched, click on the box Select box on their line(s).
  5. Click the "Replace Versions" button
  6. Repeat for any remaining pages in the CRA Console

How do I know if a patient needs to have their calendar version switched?

Staff assigned to the Clinical Research Coordinator - Primary role on the protocol staff list will receive a notice when a new calendar version for the protocol is released. At that time, all subjects will with an active status that will continue to have visits for the study need to be switched to the new version of an OnCore calendar.


Orphaned Visits

  • After switching calendar versions, you may notice that some patients' previous 'Occurred Visits' are missing from the new calendar version. If a visit was removed or moved to a new day on a new version of the calendar and that visit has already been checked-in, it will not be included on the new calendar. Instead, you can find these visit in the Orphaned Visits tab in the subject's calendar. 



Need more help? Contact the OnCore Support Team: oncore@wustl.edu