The Calendar Builder enters financial and billing information
the fully executed contract and finalized internal budget should be sent to OnCoreSupport@UCDenver.edu when received.
When all financials information has been entered the Calendar Builder 'completes' the specifications and starts the specification signoff
process. Each signoff is triggered by completion of the previous signoff and the responsible person (notification sent to) receives and email with instructions on how to complete their signoff.
Notification via Zendesk to person listed as doing the 'initial calendar' on the HSR Portal Protocol Assessment Form
Training Required: System Access Required. Review can be done by anyone with a pre-award, post-award, Financial Manager, View only, Initial Calendar Review or Financial View Only role.
Notification to person listed in the PC Console -> Staff tab with the role of 'Finance Specialist' or 'Budget Specialist'.
Training Required: Pre-Award Course
Research Manager Signoff
Notification to person listed in the PC Console -> Staff tab with the role of 'Clinical Research Manager'
Training Required: Protocol and Subject Managements Courses
Compliance signoff is assigned to different individuals depending on where the study is being conducted and the source of funding.
Notification to person listed in the PC Console -> Staff tab with the role of 'Principal Investigator', cc to 'Clinical Research Manager'
Training Required: None
Notifications to people listed in the PC Console -> Staff tab with the roles of 'Calendar Builder' and 'Clinical Research Manager'
When both the PC Console Clinical Research Manager Signoff is complete and the Specifications have been released OnCore Support will open the protocol to accrual and Hospital Research Administration will Epic Activate. An email notification is automatically
sent to the study team.