Resources and Support
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Full list of OnCore Job Aids
Basics
Subject Management
- Register a Subject
- Add Additional Subject Identifiers
- Assign Subject Staff
- Find Your Subject(s)
- Update a Subject’s Status
- Document Subject Consent
- Document Subject Eligibility
- Create an Eligibility Questionnaire
- Document a Screen Failure
- Place a Subject On Study
- Place a Subject On Arm or On Treatment
- Remove or Change a Subject’s Treatment Arm
- Take a Subject Off Treatment
- Place a Subject on Follow-Up
- Take a Subject Off Study
- Record a Subject’s Death
- Record a Subject’s Withdrawal of Consent
- Manage a Subject’s Calendar
- Enter Anchor Dates to Open Calendar Segments
- Manage Optional Calendar Segments
- Create an Additional Visit
- Check in Subject Visits
- Document a Subject Reimbursement
- Replace a Subject’s Calendar Version
- Manage Subject Visits with My Console
- Use the Subject Visit Details Report
- Submit a Financial Event
- Record a Subject Deviation
- Record an SAE
- Re-Consent Required
Protocol Coordination
- Add Protocol Staff
- Batch Add Protocol Staff
- Document Ethics Reviews
- Use the IRISS Integration
- Add and Edit Ethics Approved Documents (Review Details)
- Update a Protocol Status
- Protocol Status Descriptions
- Record Protocol Deviations
- Close Out a Protocol
- Amendments > New Calendar/Budget Versions
- Add Protocol Documents/Info (Attachments, Notes, FAQs)
Signoffs
- How to Review OnCore Calendar Build and Review Checklist
- Guided Activity and Walkthrough: Review Calendar Build
- How to Review OnCore Budget Build and Review Checklist
- Guided Activity and Walkthrough: Review Budget Build
- How to Maintain OnCore Protocol and Checklist
- Guided Activity and Walkthrough: Maintain OnCore Protocol
Financial Management
- Budget Basics: Budget Related Parameters
- Budget Basics: Invoice Related Parameters
- Budget Basics: Protocol Related Items
- Budget Basics: Subject Related Items
- Budget Basics: Milestones
- Budget Basics: Charge Master Pricing Lookup
- Budget Basics: Vendor Payables
- Webinar: Financial Deep Dive
- Prepare an Invoice
- Record Receipt of Payment
- Reconcile an Automatic Payment NEW
- Withholdings
- Invoice for a Subject Reimbursement
- Invoice for a Study Reimbursement
- Invoice for Protocol Events
- Write-Offs
- Manage Visit Variations
- Subject Visit Details Report
- Amend or Void an Invoice
- Financial Reports
- Use Vendor Payables to Track Bills and Payments
- Amendments > New Calendar/Budget Versions
- Record Financial Closure (Protocol Annotations)
Reports & Searches
OnCore Support
The Provincial OnCore Support Team (POST), in collaboration with the CCCR, handles all support and troubleshooting inquiries. This includes new and legacy protocol builds, amendments for studies already in OnCore, system troubleshooting, new employee/staff additions and general questions/concerns.
Provincial OnCore Support Team
Email: oncoresupport@ucalgary.ca
To view a list of all available OnCore services, visit the OnCore Support Services page.