Training and Consultations

Individual Consultations

Consultations with OnCore Support can be scheduled on our Microsoft Bookings page. The Bookings page provides a menu of consultation types and 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.

OnCore Training Information

OnCore Support conducts monthly trainings via Zoom. These trainings are for new users, users assuming new roles in OnCore, or anyone who would like a refresher. Training is required for all OnCore users, and courses are assigned based on user roles.

OnCore User Roles and Training Requirements

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

Additionally, if you are a new user, you must complete and return an OnCore confidentiality agreement (signed by yourself and your supervisor) prior to receiving access to OnCore. 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.

If you have changed departments or need to have an additional role added to your OnCore Profile (regulatory, study coordinator, etc.), you will need to submit an updated OnCore confidentiality agreement to TicketCat prior to the role being added.  Additional training may be required.

Banner employees who need OnCore access will need to obtain a Designated Campus Colleague account to take the abovementioned EDGE trainings and meet the sign-in security requirements for OnCore. Please note that the Banner HIPAA training cannot be used as a substitute for the EDGE HIPAA training, and Banner Cybersecurity Awareness training cannot be used as a substitute for EDGE Information Security Awareness training.

Registration for any training closes at 3:00 p.m. the day prior. Registration cannot be guaranteed for requests received after that time. If you are ready to register, please use the form linked here:


OnCore Training Schedule

New training dates are posted one to two months in advance.

Introduction to OnCore & Calendar Validations - IN PERSON

Tuesday, April 4, 1:00 - 3:30 p.m..

Tuesday, May 2, 1:00 - 3:30 p.m.

OnCore Subject Management - IN PERSON

Wednesday, April 5, 1:00 - 5:00 p.m.

Wednesday, May 3, 1:00 - 5:00 p.m.

OnCore Regulatory - ZOOM

Thursday, April 6, 2:00 - 4:00 p.m.

Thursday, May 4, 2:00 - 4:00 p.m.