Training and Consultations

Research Administration OnCore

Training and Consultations

Consultations with OnCore Support can be scheduled on the UAHS Microsoft Bookings page. The Bookings page provides calendar of available times so that OnCore users can get the guidance they need on workflows and procedures. Consultations can be rescheduled or canceled as needed by clicking on the "Change your appointment" link in your confirmation email.

  • Subject Management Training is now available in EDGE Learning for individual completion. 

  • All training conducted via EDGE Learning and independent practice.

  • All training conducted via EDGE Learning and training session via zoom by the Clinical Trials Post-Award team (ctfinance@arizona.edu)

Prerequisites for Training

New users must complete and upload an signed OnCore User Agreement when submitting their OnCore Training Request Form.  The agreement must be signed by the user and the user’s supervisor prior to receiving access to OnCore. OnCore User Agreement can also be emailed to OnCoreSupport@arizona.edu.

Existing users who have changed departments and/or need to have an additional role added to their OnCore Profile (regulatory, study coordinator, etc.), will need to submit an updated OnCore User Agreement to TicketCat prior to the role being added. Additional training(s) may be required.

For best results, avoid using browser-based or other non-Adobe PDF readers to complete the agreement. We recommend installing Adobe Acrobat Reader or Adobe Acrobat Pro DC.

New users registering for training will also need to complete their HIPAA and CITI Human Research trainings to be eligible to access the eReg production environment. Completion of those prerequisites will be verified in EDGE Learning or UAccess Analytics so that users do not have to send them.

Mandatory Information Security Awareness Training Instructions

All UA employees, student workers and DCCs with access to University information resources are required to complete Information Security Awareness Training annually.

Information Security Awareness Training can be completed in EDGE Learning, the University's new learning management platform.

Banner or Other Intuition: employees who need OnCore access will need to obtain a Designated Campus Colleague (DCC) status to take the OnCore trainings and meet the University of Arizona’s sign-in security requirements for OnCore.

Banner Employees: Please note that the Banner HIPAA training cannot be used as a substitute for the UA’s EDGE HIPAA training and Banner Cybersecurity Awareness training cannot be used as a substitute for UA EDGE Information Security Awareness training.

Banner CITI Human Research training is accepted for OnCore. Certificate of verification will need to be provided by the user and sent to OnCoreSupport@arizona.edu.

Other Institutional Employees: Please note that the CITI HIPS training cannot be used as a substitute for the UA’s EDGE HIPAA training and UA EDGE Information Security Awareness training.

Training Workflows

EDGE Learning – OnCore Training (approximately 95 – 140 minutes)

  • Introduction to OnCore
  • OnCore Navigation
  • OnCore PC Console Review
  • OnCore Calendar Validation
  • OnCore CRA Console
  • OnCore Protocol and Subject Search

EDGE Learning – Advarra University 

SUBJECT MANAGEMENT TRAINING ONLY – (approximately 90 minutes)
  • OnCore 200: Introduction to Managing Subjects
  • OnCore 220: Subject Console and Companion Protocols
  • OnCore 240: Consent and Eligibility
  • OnCore 250: On Study
  • OnCore 260: Subject Calendars
  • OnCore 270: Other Subject Visit Tools
FINANCIALS TRAINING ONLY – (approximately 77 minutes)
  • OnCore 400: Financials Basics
  • OnCore 415: Overview of Financials Video
  • OnCore 480: Post-Award Financials

OnCore User roles and training requirements - New Users

OnCore User roles and training requirements - Inactive users

  1. Submit OnCore Training Request Form with OnCore User Agreement.
  2. Receive email from no-reply@advarracloud.com to activate OnCore Training Account (non-production)
    • Steps:
      • Click “Confirm Your Account”.
      • Log in using your UA NetID.
        • Recommended to Bookmark or save as Favorite in your internet browser.
  3. Receive invite to Box (host for training material)
  4. Complete OnCore Training in Edge Learning (received through Qualtrics confirmation email).
    • Introduction to OnCore
    • OnCore Navigation
    • OnCore PC Console Review
    • OnCore Calendar Validation
    • OnCore CRA Console
    • OnCore Protocol and Subject Search
  5. Complete Advarra University training in EDGE Learning (received through Qualtrics confirmation email).
    • OnCore 200: Introduction to Managing Subjects
    • OnCore 220: Subject Console and Companion Protocols
    • OnCore 240: Consent and Eligibility
    • OnCore 250: On Study
    • OnCore 260: Subject Calendars
    • OnCore 270: Other Subject Visit Tools
  6. Completed Subject Management Training in EDGE (received through Qualtrics confirmation email)
    • Subject Management in OnCore (Course)
    • Subject Management in OnCore - Test
  7. Upon completion of all EDGE training, email OnCore Support with the completion certificates below.
    1. OnCore Training
    2. Advarra University Training
    3. Subject Management Training
  8. You will receive a final email from OnCore Support with instructions to complete the OnCore Subject Entry portion of training.
  9. Email OnCore Support once Subject Entry has been completed, so it can be graded. 
    1. To pass this portion of training you must score 100%
  10. Upon completion of all required trainings OnCore Support will submit a ticket to TicketCat for access to the production environment.

OnCore User roles and training requirements

  1. Submit OnCore Training Request Form with OnCore User Agreement.
  2. Complete required EDGE Learning modules  (received through Qualtrics confirmation email).
    • Introduction to OnCore
    • OnCore Navigation
    • OnCore PC Console
    • Updating the PC Console
    • Protocol Status and IRB Reviews
    • Managing Study Staff
    • OnCore Protocol and Subject Search
  3. Email OnCore Support  with completion certificates to receive Individual Practice instructions.
  4. Receive email from no-reply@advarracloud.com to activate OnCore Training Account (this invitation is valid for a limited time).
    • Click “Confirm Your Account”.
    • Log in using your UA NetID.
  5. Complete individual practice in the OnCore Training Environment. Notify regulatory@arizona.edu when Individual Practice has been completed.
  6. Upon completion of all trainings, individual practice, and submission of the  OnCore User Agreement, OnCore Support will submit a ticket to TicketCat for access to the Production environment.

*If you signed up for CRC and Regulatory OnCore training, both trainings MUST be completed before you will get access to OnCore Production.

Upon completion of the Subject Management Session, the following Advarra University courses are required and located in EDGE Learning (approximately 77 minutes to complete).

  • OnCore 400: Financials Basics
  • OnCore 415: Overview of Financials Video
  • OnCore 480: Post-Award Financials

Email OnCore Support with completion certificates to be scheduled for a financial training session via zoom by the Clinical Trials Post-Award team (ctfinance@arizona.edu).

Clinical Research Coordinators working only on Summary Accrual studies are not required to take OnCore Subject Management Training.

OnCore Regulatory training is required for updating OnCore with the required IRB documents, IRB status, and personnel/staff changes.  If there is a designated regulatory coordinator for the study, this may not be applicable.

  • Complete the OnCore Training Request Form:
    • Select OTHER for College name
    • Select applicable Department Name
  • Training within this group is role specific.  A confirmation email will be sent with assigned trainings and the next steps.