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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
- Check in Subject Visits
- Create an Additional Visit
- 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
Special Consoles
Protocol Coordination
- Add Protocol Staff
- Batch Add Protocol Staff
- Document Ethics Reviews
- Use the ARISE Integration
- Add and Edit Ethics Approved Documents (Review Details)
- Update a Protocol Status
- Protocol Status Descriptions
- Record Protocol Deviations
- Close Out a Protocol
- Process an Amendment > New Calendar/Budget Version
- 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 Your 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 Workflow Deep Dive
- Prepare an Invoice
- Record Receipt of Payment
- Withholdings
- Invoice for 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
- Process an Amendment > New Calendar/Budget Version
- Record Financial Closure (Protocol Annotations)