CTMS sync instructions: OnCore

Benefits

• Get your team up and running on the Florence StudyOrganizer faster by importing studies, staff, contacts, and CTMS specific-bookmarks.

• Keep your CTMS and Florence StudyOrganizer data in sync over time. Florence StudyOrganizer stays up to date as studies and personnel change.

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Setup

You will generate 2 reports to be emailed to [e-mail] on a regular basis.

Study Report

1. Navigate the the Protocol tab and select Protocol Search

2. On the Protocol Search, filter based on the statuses that make sense to export:

   • Example Selected Statuses: Open to Accrual, Closed to Accrual, IRB Initial Approval, Institutional Signoff, New, PRMS Approval, Suspended and On Hold

3. Choose the following columns:

   • Protocol No.

   • Additional Protocol Numbers

   • Department

   • Title

   • Short Title

   • PI Name

   • Current Status

   • Current Status Date

   • Institution

   • Study Site

   • Phase

   • Staff Name/Role

   • PrincipalSponsor

   • Additional Sponsor

   • Sponsor Type

   • Priority Score

4. Export to excel by clicking Search > Export to Excel

5. Email this report to [e-mail] with the subject line as {Your Organization's Name} - Study Report

Contacts Report

1. Navigate the the Admin tab and select Contacts

2. On the Contacts Report, select the following filters:

   1. Active Contact (Yes)

   2. User Active (Yes)

3. Choose the following columns:

   • First Name

   • Last Name

   • Email

   • Home Organization

   • Title

   • Organizational Unit-Management Group

   • Staff ID

   • Username

   • Active Contact

   • Active User Account

   • Curriculum Vitae Expiration Date

   • Medical License Expiration Date

   • Roles

4. After selecting the above, click Export > View Output

5. Email this report to [e-mail] with the subject line as {Your Organization's Name} - Contacts Report

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OnCore API

Providing Florence Study Organizer with OnCore API access will help maintain a data sync over time. Unfortunately, there are limitations to what data can be shared via the API and so the manual export/import is still required up front, and may be required periodically.