OnCore Training Resources

OUHSC Training Resources

Initial OnCore training is provided by Thomas Wilson and broadly covers navigation, system requirements, and basic protocol and calendar creation. Email Thomas-Wilson@ouhsc.edu cc: CTMS-Support@ouhsc.edu to request this initial training.

We have developed an abbreviated tip sheet ("OUHSC OnCore Quick Guide") on how to perform most basic procedures in OnCore.  Please note, this is updated regularly, and you must be a registered OUHSC user to access. For questions or requests for changes to the quick guide, email Geneva-Marshall@ouhsc.edu. 

• OUHSC OnCore Quick Guide for Non-Oncology research

Advarra University Trainings

OnCore includes a wide array of functionality, and we recommend also completing trainings on Advarra University relevant to the functions you will be utilizing. Below are a list of recommendations for free Advarra University courses based on role.  If you need additional support, please reach out to CTMS-Support@ouhsc.edu, and we are happy to meet with you and work on specific training needs. 

All users:

• OnCore 100: Navigation eLearning This lesson shows how to find features and use them in OnCore.  You’ll also learn how to customize your workspace to make OnCore more convenient for you.
• OnCore 105: Protocols - Basics eLearning This reviews the basic step and functionality to build your protocols in OnCore. This is helpful even for users who are not creating or editing protocols.

Creating Protocols

• OnCore 105: Protocols - Basics eLearning This reviews the basic step and functionality to build your protocols in OnCore. This is helpful even for users who are not creating or editing protocols.
• OnCore 110: Protocols - Advanced eLearning This builds on Protocols – Basic and covers protocol statuses (e.g., Open to Accrual, Suspended, etc.), affiliate-only studies, IRB continuing reviews, re-consent workflow, eligibility questionnaires, notifications and rules, task lists.
• OnCore 115: Document a Basic IRB Review how to document an IRB review, including consent details, documents, and affiliate information.
• OnCore 150: Randomization and Stratification This lesson will discuss how to use Randomization Blocks, Stratified Blocks, and OnCore's Randomization Algorithm for subject accruals.  

Managing Subjects (Consent, Study Status, Treatment Assignments, Study Visit tracking etc.)

• OnCore 200: Introduction to Managing Subjects This is the first module in the curriculum for Study Coordinators to learn about OnCore. Learners should be familiar with navigation in OnCore.
• OnCore 210: View and Manage Participants in the CRA Console eLearning This module covers workflows to view and manage participants using the CRA Console.
• OnCore 220: Subject Console and Companion Protocols This lesson will cover subject demographics and enrolling subjects in companion protocols.
• OnCore 230: Subject Registration This lesson will explore how to register a subject to a study in OnCore.
• OnCore 240: Consent and Eligibility This lesson will teach learners about documenting consent and eligibility in the Subject Console.
• OnCore 250: On Study This module covers the On Study tab of the Subject Console.
• OnCore 260: Subject Calendars This lesson will teach learners about subject calendars in OnCore. Learners should complete the preceding courses in the Study Coordinator series.
• OnCore 270: Other Subject Visit Tools This lesson will teach learners about My Console and the Subject Visit Details report, two important tools to help manage subject visits.  Learners should complete the preceding courses in the Study Coordinator series.

Managing Calendars

• OnCore 300: Basic Calendars This interactive e-learning course reviews the basics of building a protocol calendar in OnCore.   It is recommended that you have a general understanding of protocols and are able to navigate within OnCore before taking this course. 
• OnCore 320: Calendars Advanced In this course, learn about advanced calendar functionality in OnCore, such as strategies to simplify complicated calendars, open-ended calendars, and tips for finalizing and versioning calendars.
• OnCore 330: Additional and Unscheduled Calendar Events This eLearning covers the strategies and build used to document unplanned, infrequent, or unknown calendar events.

Financials (including Coverage Analysis, Invoicing, etc.)

• OnCore 400: Financials Basics An introduction to the basics of working with financials in OnCore, including working with the Charge Master, Budgets, Milestones, Invoices, and more.
• OnCore 410: Financials Advanced In this module, learn more about the concepts and workflows behind the financial tasks that are performed in OnCore.
• OnCore 450: Vendor Payables Introduced in OnCore 16.0, Vendor Payables helps manage bills from and payment to vendors. It is a financial tool to help your organization record and reconcile research expenses. Navigate through this lesson to learn about key Vendor Payables workflows.
• OnCore 450: Vendor Payables Introduced in OnCore 16.0, Vendor Payables helps manage bills from and payment to vendors. It is a financial tool to help your organization record and reconcile research expenses. Navigate through this lesson to learn about key Vendor Payables workflows.
• OnCore 470: Budgeting Using the Financials Console This module explores entering study budgets using tools in the Financials Console.
• OnCore 480: Post-Award Financials This course teaches learners how to create invoices and apply receipts in the Financials Console in OnCore. It also walks learners through verifying visit variations and adding them to invoices.

Other Regulatory

• OnCore 510: Searching and Reporting With the large amount of information in OnCore, it is important to be able to retrieve data when you need it.  In this course, learn about searching and reporting tools you can use to find what you need in OnCore.
• OnCore 515: Audits eLearning This interactive course outlines how to create audits, document audit findings, and run audit-related reports in OnCore.
• OnCore 530: Registries Management Registries are collections of data created for a wide range of purposes, such as patient recruitment, tracking treatment outcomes, and so forth. In this recorded webinar, learn more about the working with registries in OnCore.

Biospecimen Management (BSM)

•  OnCore 610: BSM - Banking & Correlative Studies Overview OnCore Biospecimen Management (BSM) helps you manage specimens collected for both banking and correlative studies. Navigate through this module for an overview of available functionality to help manage your banking and correlative protocols.
• OnCore 615: BSM - Specimen Collection Console The Specimen Collection Console houses all biospecimen data in OnCore; it is a robust tool where users can create and update specimen records. In this lesson you will learn how to access specimen records and how information is displayed in the console.
• OnCore 620: BSM - Registering a New Patient Protocols in OnCore must have subjects registered to them, and banking and correlative protocols are no exception. This lesson will show you how to register patients to each type of protocol and highlight the differences and similarities between these workflows.
• OnCore 625: BSM - Creating & Managing Specimens This lesson will show you how to create specimens in OnCore both using Specimen Collection Configurations and manually. It will also discuss how to update specimen records.
• OnCore 630: BSM - Managing Specimens Across Protocols Working Lists allow users to work with specimens across different protocols, patients, and cases, all from a single console. This lesson will show you how to create and manage working lists, as well as how to use lists to update and edit specimens.
• OnCore 635: BSM - Using Specimen Import to Create & Manage Specimens This module will show you how to use an import to create and manage specimens. 
• OnCore 640: BSM - Specimen Custom Reports OnCore includes a Specimen Custom Reporting console where users can customize three different report types. In this course you will learn how to create and configure reports for all three report types.
• OnCore 645: BSM - Protocol Setup & Configuration This module will show you how to indicate that a protocol involves specimen collection or banking. Additional configuration options will streamline specimen entry in OnCore for your staff.
• OnCore 650: BSM - Annotation Forms This module will teach you how to update and manage specimen annotation forms within OnCore.
• OnCore 655: BSM - Specimen Storage This module will show you how to build and manage specimen storage units.