Training & Support oncore-log-in-image

OnCore Training & Access

Training sessions covering the basic functionality and requirements for OnCore entry will be held regularly, and all interested research staff are encouraged to attend. These sessions will include a general overview of OnCore’s Clinical Research Management module, registration, and data entry requirements (including what is necessary for PowerTrials use) as well as hands-on practice with members of the support team and other seasoned OnCore super-users. Training must occur prior to receiving OnCore access. 

More in-depth training will also be available by appointment and on an as-needed basis. We request that basic training of subject and protocol management be completed first. Additional training opportunities will also be scheduled throughout the year that includes searching and reporting functionalities and updates to the system

If you are interested in attending one of our scheduled sessions, please contact the OnCore support team and let us know the date and time you would prefer. Because our training location may have limited seating, spots are filled on a first-come, first-serve basis. Departments or other large groups wishing to train together may also contact us to schedule a private session.

Please see below for class information:

ClassDescriptionClick on the appropriate hyperlink to register for a training session
Forte Participant PaymentsParticipant Payments helps sites, sponsors and CROs securely and effortlessly pay participants after each visit. Reduce administrative burden and improve operational efficiency by eliminating manual and time-consuming processes.

• Pay automated stipends immediately
• Streamline the travel reimbursement process
• Keep track of finances with built-in reports
• Monitor finances with increased security features

Indiana University Employees


Maintaining a Protocol and Registering Subjects in OnCore

Protocol and subject management are the foundation of all OnCore functionality and features. Protocol information must be entered in OnCore before enrolling subjects, building calendars, tracking subject visits, and much more. This training session will teach you the following:

• Review the Study Intake Form in REDCap
• Track additional Management Details
• Assign additional Staff to a Protocol
• Document IRB reviews
• Change Protocol Statuses
• Register Patients to a Study

Indiana University Employees

IU Health and Other Affiliates

Calendar & Visit Tracking: Verifying Subject Visits and Procedures Your protocol has a calendar that defines a schedule of visits (when a subject is to be seen) and what procedures will be performed during each visit. This training session will teach you the following:

• Confirm Subject Visits & Procedures
• Reschedule Subject Visits & Procedures
• Create additional Visits & Procedures
• Update Visits using My Console
• Navigate My Calendar
• Run Planned Visits Report

Indiana University Employees

IU Health and Other Affiliates


OnCore ManualsDocument Description
Minimum Standardized Requirements for Protocol ManagementThis document provides the necessary information to successfully onboard to OnCore and have the fields completed by the OCR (password protected)
Minimum Standardized Requirements for Subject ManagementThis guide provides direction when entering and updating subject information (password protected)
OnCore Coverage Analysis GuidelinesThis document is a how-to guide in determining whether the study is a Qualifying Clinical Trial according to Medicare rules; how to record billing information for each procedure; and how to view the billing grid of all scheduled procedures (password protected)

OnCore ToolsDocument Description
OnCore Navigation GuideA navigation tool that provides users with information on how to maneuver through OnCore with the most efficiency (password protected)
OnCore Registration RequirementsThe purpose of this flow diagram is to aid researchers in determining whether or not their clinical study should or shouldn’t be eligible for entry in OnCore
OnCore to PowerTrials Process StepsA flow diagram depicting the process steps from OnCore to PowerTrials
Subject Calendars and Visit Tracking Guide A guide that provides information on how to track subject visits and procedures in OnCore (password protected)

OnCore Frequently Asked QuestionsDocument Description
OnCore FAQ and Shortcut Guide for entering Amendments and Continuing ReviewsA concise step-by-step walk-through on how to enter Amendments and Continuing Reviews (password protected)
OnCore Requirements FAQ for VA ProtocolsThe purpose of the this FAQ is to aid researchers in determining whether or not a VA study should or shouldn’t be eligible for entry in OnCore
OnCore Requirements for Multi-Site Studies FAQ
The aim of this FAQ is to provide guidance surrounding Multi-site studies and the unique situations research departments encompass in regards to how subjects are recruited, and of those subjects, should be included in OnCore.


More information on all aspects of OnCore can be found on the OnCore Learning Portal. It includes additional training guides, documents on functionality and planned improvements, as well as training videos and webinars.  When logged into OnCore, you may access the Learning Portal from within the application by going to the Help menu in the toolbar or by clicking on the “?” located in the upper right hand corner of each page. Research staff can also visit, a site created for the OnCore community, which allows users from all organizations to connect with each other, share experiences, tips and tricks, workflows, SOPs, and trouble-shooting suggestions and solutions. Research staff wishing to access, may request a username and password from the site itself.