OnCore Resources

On this page...

Study Protocol Management in OnCore

  1. Updating the Staff List
  2. Update Study Sites
  3. Document IRB Reviews
  4. Document IRB approved consent forms
  5. Update Study Status
  6. BCH-Oakland Study Specific Guide: How to Open A Study to Accrual

Study Participant Management in OnCore

  1. Registering Participants
  2. Subject Enrollment and Management
  3. Subject Visit Tracking ✅
  4. Unscheduled Visits and Procedures ✅
  5. Managing Subject Calendar Versions ✅
  6. Serious Adverse Events ✅
  7. Pre-Consent Workflow

Top

Other Quick Guides

  1. OnCore Navigation & Adding a Widget
  2. OnCore Reports
  3. Accessing OnCore Task Lists

Top

OnCore Financials Resources

OnCore guides marked with a checkmark ✅ are also applicable to the OnCore Financials modules.

  1. Other Subject Related Fees & Reimbursement in OnCore Financials
  2. Administrative & Regulatory Fees in OnCore Financials
  3. Invoices and Sponsor Payments in OnCore Financials
  4. OnCore Financials Build Review Guide
  5. Data Entry Locations for Admin, Regulatory, & Subject Related Fees
  6. Screen Failures in OnCore Financials
  7. OnCore Financials Training Practicum for Research Financial Analysts
  8. OnCore Financials Teams Site

OnCore/APeX Interface Information

  1. OnCore/APeX Tracking Requirements for Study Teams
  2. OnCore Subject Enrollment Tabs: Required Fields
  3. Participant and Protocol Status Mapping Across OnCore-APeX Interface
  4. Race/Ethnicity Mappings Across OnCore-APeX
  5. Matrix for Where to Make Changes to Your Study
  6. Link Encounter to Research Study in APeX
  7. Find Patients Needing a Timeline in APeX
  8. APeX Research Timelines and Protocols
  9. APeX Research Timelines Q&A
  10. Common Billing Tasks Checklist
  11. Medicaid Attestation Form and Q&A

Top

IRB/OnCore Interface Information

Watch for information on changes with the Research Gateway IRB implementation on July 1, 2026

Top

OCTA Tableau Dashboards

The OCTA dashboards track progress, status, and performance of activation activities of studies entered in OnCore. UCSF staff can create a customized report to be sent to your inbox. Using your UCSF My Access Credentials, find details on the dashboards, how to gain access and training quick guides at OCTA Tableau Dashboards - OnCore Wiki - Wiki@UCSF.

Current Activation Pipeline Dashboard (CAPDash)

Top

Support

OnCore Helpdesk: [email protected].

Top