Practical guides for using OnCore at Stony Brook Medicine, written by the RCI OnCore support team. Start with a guide below, or contact OnCore Support for help with your study.

How-to guides

Roles & access

  • The four roles, how to request an account, and training

Adding subjects to a study

  • Register subjects by MRN and track their status

Calendar subject visits

  • Log visit dates, statuses, and procedures for billing

Home screen widgets

  • Quick access to your protocols and subjects

Date fields & keyboard shortcuts

  • Fast relative-date entry in any date field

PC Console field definitions

  • What every Main tab field means, with SBU conventions

Training manuals

Full module training manuals for OnCore are published by Advarra, the OnCore vendor. Because they are licensed Advarra materials, we link to them through the vendor rather than reposting them here. To find them, click your name in OnCore, then Help, then Learning Portal. Or ask OnCore Support for the latest version.

CRM (Clinical Research Management)

  • Running a study day to day: the consoles, subjects, visits, deviations and reports.

Financials

  • The money side of a study: coverage analysis (MCA), budgets, invoices and payments.

ePRMS

  • Online protocol review for the review committee (PRMC): submissions, reviewers and decisions.

More modules

  • Ask OnCore Support about guides for other modules and workflows as your study needs them

Get access and help

  1. Request an account. Have your departmental supervisor email an account request to OnCore Support, naming the role the person needs. Not sure which role? See Roles & access, or just describe the work and we'll help you pick.
  2. Learn OnCore. Complete your role-based training, then work through the guides above. The Advarra Learning Portal has the full module manuals.
  3. Get help with your study. For questions about registering subjects, calendars, or financials, email OnCore Support.
  4. Get technical help. If something isn't working, or you're a current user who needs support, email OnCoreHelp@stonybrookmedicine.edu.