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.

Training Schedules 2024

Subject Management Training Sessions usually will occur the first and third Tuesday of every month. After Edge and Advarra University Trainings have been completed you will be scheduled for the next session.  

Available Session

  • Tuesday, June 4, 2024 (1:00pm - 5:00pm)
  • Tuesday, June 18 , 2024 (1:00pm - 5:00pm)
  • Tuesday, July 2, 2024 (1:00pm - 5:00pm)
  • Tuesday, July 16, 2024 (1:00pm - 5:00pm)
  • Tuesday, August 6, 2024 (1:00pm - 5:00pm)
  • Tuesday, August 20, 2024 (1:00pm - 5:00pm)
  • Tuesday, September 10, 2024 (1:00pm - 5:00pm)
  • Tuesday, September 24, 2024 (1:00pm - 5:00pm)
  • Tuesday, October 15, 2024 (1:00pm - 5:00pm)
  • Tuesday, October 29, 2024 (1:00pm - 5:00pm)
  • Tuesday, November 5, 2024 (1:00pm - 5:00pm)
  • Tuesday, November 19, 2024 (1:00pm - 5:00pm)
  • Tuesday, December 3, 2024 (1:00pm - 5:00pm)
  • Tuesday, December 17, 2024 (1:00pm - 5:00pm)

  • All training conducted via EDGE Learning and independent practice.

  • All training conducted via EDGE Learning.

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 – (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

  • Submit OnCore Training Request Form with OnCore User Agreement
  • Complete required EDGE Learning modules (received through Qualtrics email).
    • Introduction to OnCore
    • OnCore Navigation
    • OnCore PC Console Review
    • OnCore Calendar Validation
    • OnCore CRA Console
    • OnCore Protocol and Subject Search
  • Complete required Advarra University trainings in EDGE Learning (received through Qualtrics 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
  • Receive calendar invite from OnCore Support for Subject Management Session after all EDGE Learning courses have been completed.
  • Receive email from uahs-oncore-train-noreply@forteresearchapps.com to activate OnCore Training Account 24 hours prior to Subject Management Session (link is valid for one use).
  • Steps:
    • Click “Confirm Your Account”.
    • Log in using your UA NetID.
      • Recommended to Bookmark or save as Favorite in your internet browser
  • Attend Subject Management Session (upon completion of all EDGE Learning modules and Advarra Trainings).
    • Attend the full session.
    • Be on camera during the entire session.
    • Mandatory participation. 
    • Able to correctly enter all subject information during the Subject Management session.
    • Pass quiz with a score of 80%.
  • The week after OnCore Subject Management Training has been completed and OnCore User Agreement is received, OnCore Support will submit a ticket to TicketCat for OnCore Production to the live environment.

OnCore User roles and training requirements

  • Submit OnCore Training Request Form with OnCore User Agreement.
  • Complete required EDGE Learning modules in the order listed in the OnCore Training Request Form email.
  • You will receive Individual Practice instructions and your OnCore Training account will be activated the Monday after completion of the EDGE Learning modules. 
  • When your OnCore Training account has been activated, an email will be sent from uahs-oncore-train-noreply@forteresearchapps.com.  Upon receipt, complete the following steps: 
    • Click “Confirm Your Account”.
    • Log in using your UA NetID.
      • Recommended to Bookmark or save as Favorite in your internet browser
  • Complete Individual Practice in the OnCore Training Environment. Notify regulatory@arizona.edu when you have completed the practice. 
  • Upon completion of all trainings, individual practice, and receipt of the OnCore User Agreement, a ticket will be submitted to TicketCat to request access for the user to OnCore Production (Live environment).
  • Access to OnCore Production will be activated the week after Regulatory training has been completed.

After completion of the Subject Management Session you will need to complete the following required Advarra University courses located in EDGE Learning  (approximately 77 minutes to complete).

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

Once the above Advarra courses are completed, send the completed EDGE certificates to ctfinance@arizona.edu to be scheduled for financial training session via zoom.

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

If you are a Clinical Research Coordinator and you are working on Summary Accrual studies and you are helping with the IRB submissions, or you do not have a designated Regulatory Coordinator, you are required to take OnCore Regulatory training so you can update OnCore with the required IRB documents, IRB status, and personnel/staff changes.

  • Training within this group is role-specific and you will be contacted after your OnCore training request has been submitted as to whom to reach out to for your training.
  • When filling out the OnCore Training Request Form:
    • For the College Name, select OTHER
    • Select the applicable Department Name