Florence eBinders: Roles and Permissions

This document contains information about the Florence eBindersTM roles and permissions that are associated with (also known as mapped from) roles assigned to users within our Clinical Trials Management System (CTMS) called OnCore. As more departments, centers, institutes, and research groups implement the use of eBinders, we are developing additional roles, some of which may be mapped from OnCore. We will continue to update applicable eBinders resources as these roles are developed.

For more information about roles in OnCore, visit OnCore: Protocol Roles. Roles in OnCore that are not included in the table below (middle column) are not currently mapped.

The table below shows which Florence eBinders role (first column on left) a user will be assigned based on their OnCore role (middle column). The table also shows which eReg training type is needed based on these roles (last column from left). 

Florence Role OnCore Role eReg Training Needed
Study Coordinator
Study Coordinator
Primary Study Coordinator
Research Nurse
Data Coordinator
Protocol Administrative Coordinator 
Data Manager
Program Manager

Super User

 

Study Investigator
Co-Investigator
Fellow/Trainee
Principal Investigator
Statistician
Sub-Investigator
Treating Physician
View and Sign User
Regulatory Staff
Central Regulatory Specialist
Multi-site Coordinator
Protocol Coordinator
Primary Regulatory Contact
Research Administrator
Regulatory Coordinator

Super User

Internal Compliance DSMC Coordinator - Study Binders
Compliance and Monitoring Coordinator
Read Only User

This table shows the permissions granted to a user in Florence based upon their role in Florence: 

Permission Granted
Regulatory Staff
Study Coordinator
Study Investigator
SS = Study Specific    CD = Central Documents
SS CD
SS CD
SS CD
View Log Templates
Team
Team
-
Download Documents with PHI
X -
X -
X -
Download All Audit Trail Events for the Binder
X X
X X
- -
Import/Upload Document
X X
X X
- -
Create Folder
X X
X X
- -
Create Log
X X
X X
- -
Delete Folder
X X
X X
- -
Download All Audit Trail Events for the Folder
X X
X X
- -
Duplicate Folder
X X
X X
- -
Apply Single-Use Structure
X X
X X
- -
Annotate Document
X X
X X
X X
Add Text to Document
X X
X X
X X
Finalize Form
X X
X X
X X
Highlight Document
X X
X X
X X
Redact Document
X X
X X
X X
Request Signatures
X X
X X
X X
Sign Document
X X
X X
X X
Timestamp Document
X X
X X
X X
Assign Tags
X X
X X
- -
Create Document Shortcut
X X
X X
- -
Delete Document
X X
X X
- -
Mark/Unmark PHI
X X
X X
- -
Download All Audit Trail Events for Document
X X
X X
- -
Download Documents without PHI
X X
X X
X -
Duplicate Document
X X
X X
- -
Manage Log
X X
X X
- -
Annotate Log Entries
X X
X X
- -
Create Log Entry
X X
X X
- -
Edit Log Entry
X X
X X
- -
Sign Log Entry
X X
X X
X -
Update Log Details
X X
X X
- -
Move Document
X X
X X
- -
Rename Document
X X
X X
- -
Replace a Document or Fill a Placeholder
X X
X X
- -
Strikethrough Log Entry
X -
X -
- -
Update Document
X X
X X
- -
Manage Tasks on a Document
X X
X X
- -
Manage Document Due and Expiration Dates
X X
X X
- -
Update Document Type and Status
X X
X X
- -
Update Document Properties
X X
X X
- -
View All Audit Trail Events for the Document
X X
X X
X -
View Documents without PHI
X X
X X
X X
Move Folder
X X
X X
- -
Rename Folder
X X
X X
- -
Update Folder
X X
X X
- -
Manage Tasks on a Folder
X X
X X
- -
Update Folder Properties
X X
X X
- -
View All Audit Trail Events for the Folder
X X
X X
X -
View Binder
X X
X X
X X
View All Audit Trail Events for the Binder
X X
X X
X -
View Documents with PHI
X X
X X
X X



KeywordseBinders, roles, permissions, permission, table, Florence, OnCore, mapped, map, eReg, training, needed,   Doc ID119475
OwnerErin B.GroupSMPH Research Informatics
Created2022-07-08 10:20:25Updated2024-06-20 13:18:29
SitesSMPH Research Informatics , SMPH Research Informatics TEST
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