OnCore Financials

What is OnCore Financials?
The Office of Clinical Trial Activation is working to bring the Financials Console to departments. Financials is a module within OnCore that builds upon the pre-activation calendar and coverage analysis build. By configuring the executed budget within Financials, Post-Award activities can be done without the need for redundant data entry done in invoice tracking sheets. Research coordinators perform subject enrollment and visit tracking and denote visit variations such as missed, not applicable, and/or additional procedures. Research Financial Analysts (RFA) handle post-award financial tasks, creating and tracking sponsor invoices, receipts, invoiceable items, & visit variations. Below is a high-level overview:

What do I need to do as a CRC or RFA?

  1. Complete required training & request access following the guidance on OnCore Access and Training.
  2. Attend the Financials kickoff call to review your specific study with the Study Team, RFA, and OnCore analyst before the 1st subject visit.
  3. Perform OnCore Financials workflow steps based on your role, use quick guides available posted on OnCore Resources.


Study Team Steps


Research Financial Analyst Steps


Why use OnCore Financials?

  1. Reduces duplicative, manual data-entry for study teams.
  2. Improves visit tracking, post-award visibility, and workflows by using same system. 
  3. Improves post-award management and analysis capabilities by using OnCore compared to using individual study specific Excel files.
  4. Improves UCSF's research billing compliance posture by leveraging coverage analysis.


Contact the OnCore Helpdesk at [email protected] or 415.502.2962.