Florence eBinders: Resource Library
This library is arranged by topics and contains UW-specific resources (e.g., SOPs, UW User Guides) and general Florence resources (e.g., links to help desk articles). Many of the UW-specific resources are a direct results of efforts made by the UW Florence eBinders Superusers group, which is responsible for identifying system best practices. Membership includes people with a variety of expertise, including regulatory, subject, multi-site study, and quality management, and those who provide technical support. Superusers group meetings occur approximately twice a month.
General Resources:
Administrative
- Florence eBinders: Statement of Use
- Florence eBinders Standard Operating Procedures (SOPs)
- eBinders Essential Documents Locations PDFs - Florence UAT or production > _Central Documents binder > Admin folder > eBinders Essential Documents Locations folder
- Florence eBinders: UW User Guide Management
Department* Implementation
*Department, center, institute, or research group as applicable.
- Florence eBinders: Process for Managing/Tracking User Accounts During Department* Implementation
- Florence eBinders: Legacy Studies UW User Guide
- Florence eBinders: Transitioning Paper Delegation of Authority (DOA) Logs to Electronic Logs (eLogs)
Connection with OnCore
- When sending things from OnCore to eBinders (e.g., binder creation, mapped roles), it may take up to 3.5 hours
- When sending things from eBinders to OnCore (e.g., deeplinks), it may take up to 30 minutes
Uploading/Downloading
- How to Upload Documents - Florence help desk article (sign-in required)
- How to Download a Document - Florence help desk article (sign-in required)
- How to Email into Florence - Florence help desk article (sign-in required)
- Florence eBinders: ePrinter UW User Guide
Access, Roles, and Permissions
- UW Florence eBinders Access & Training Documentation Lookup - Contains links to look up monitor and non-monitor user account information
- Florence eBinders: Monitor Account and Access Management
- Florence eBinders: Roles and Permissions
- View and Edit User Profile - Florence help desk article (sign-in required)
- Updating your profile with your first and last name allows other users to search for you by your name instead of your email address
- Florence eBinders: Multi-Site Binder Type UW User Guide - Describes access management, roles, and permissions for users at affiliate sites
Electronic Logs (eLogs)
- Florence eBinders: Electronic Log (eLog) Template Management UW User Guide
- Florence eBinders: Delegation of Authority (DOA) Electronic Log (eLog) UW User Guide
- Florence eBinders: Essential Record Locations UW User Guide
- Florence eBinders: Monitoring Visit Electronic Log (eLog) UW User Guide
- Florence eBinders: Study Deviations Electronic Log (eLog) UW User Guide
Working with Sponsors, CROs, and Other External Monitors
- Florence eBinders: Monitor Account and Access Management
- Florence eBinders: Monitoring Visit Electronic Log (eLog) UW User Guide
- Florence eBinders: Working with Sponsors, Contract Research Organizations (CROs), and Other External Monitors UW User Guide
- Florence eBinders Handout for External Monitors V.14MAR2025 (PDF)
Quality Control (QC) Activities
Additional General Resources
- Florence eBinders: How to Sign a Document UW User Guide
- How to Edit and Sign Fillable Forms - Florence help desk article (sign-in required)
- Florence eBinders: Study Site Special Cases UW User Guide
- Florence eBinders: Blinded Study Management UW User Guide
- Florence eBinders: Legacy Studies UW User Guide
- Florence eBinders: Study Close-Out, Archiving, and Destruction UW User Guide
- Florence eBinders: Multi-Site Binder Type UW User Guide
Regulatory Resources
- Florence eBinders: Central Documents Binder UW User Guide
- Florence eBinders: Deeplinks in OnCore UW User Guide
- Florence eBinders: Delegation of Authority (DOA) Electronic Log (eLog) UW User Guide
- Florence eBinders: IND/IDE Management UW User Guide - includes link to REDCap access request form for IND/IDE folders
- Florence-Drive Folder Responsibility (XLS) - Shared from Box
Subject Resources
- Florence eBinders: Subject Folder UW User Guide
- Marking a Document as Containing PHI - Florence help desk article (sign-in required)
- If you prefer to watch a video, here is a 2-minute training video on marking documents as containing PHI
- For a video on how to certify a copy using eBinders, refer to this training video
- Florence eBinders: Identifying and Removing IRS Documents UW User Guide
Additional Help and Learning
- Accessing the Florence help desk - click Need Help? in the side bar when signed in either eBinders Training or eBinders Production, or go directly to the Florence help desk.
- Access Issues - submit a JIRA ticket
- Enhancement request for eBinders system - submit a JIRA ticket
- Investigator training video
- UW-specific monitor training video