OCR840: OnCore Financial Coordination


  • At UF, the Office of Clinical Research (OCR) works with the Principal Investigator and study team to perform a coverage analysis of a human subjects research protocol.
  • The coverage analysis determines who should be paying for each item or service required by the study. This information is entered into OnCore using the Coverage Analysis Console.
  • In addition, through the Financials Console, OnCore provides a means to perform a variety of other other financial management tasks, including budgeting, invoicing, and payment reconciliation.
  • This class provides an overview of the Coverage Analysis and Financials Consoles.

Target Audience:  UF Faculty and staff who are using OnCore to do the following:

  • View protocol calendars (including unreleased calendars) and subject calendars
  • Enter and update protocol calendar billing designations
  • Review protocol QCT status
  • Review OnCore protocol budget information
  • View subjects
  • Perform protocol/subject/document searches
  • Run reports


Duration: Requires approximately 60 minutes to complete.


  • An online course in the myTraining system, which includes knowledge checks and an assessment.


  • Make sure you are using a computer with audio capabilities and that your volume is set at an appropriate level. This course is best viewed with Chrome or Firefox (Window) or Safari or Chrome (Mac).


  • Completion of an online assessment is required. To successfully complete Part 1 of the course, you must achieve a score of 80/100 points (80%) or higher. After completing the course, your training transcript will be updated immediately. You will still need to complete Part 2 in order to get OnCore access.

To Register for this Course:

  1. Click on this link to access the registration page in the myTraining system.
  2. Click the blue [REGISTER] button in the upper right corner – all upcoming sessions will be listed.
  3. Find the session you wish to register for and click the blue [ADD] button.
  4. Click the blue [REGISTER] button in the lower right corner .
  5. Note: If you are unable to register through myTraining, please contact OCR-Training@ahc.ufl.edu.