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.
- Administrative
- Department* Implementation
- eBinders Training Information
- Access, Roles, and Permissions
- Connection with OnCore
- Central Documents Binder
- Uploading/Downloading Documents
- Electronic Signatures (eSignatures)
- Electronic Logs (eLogs)
- Forms
- Miscellaneous Study Management
- Working with UW Internal Monitors
- Working with Sponsors, CROs, and Other External Monitors
- Quality Control (QC) Activities
- Binder Type Resources
- Regulatory Resources
- Subject Resources
- Additional Help and Learning
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)
eBinders Training Information
- Florence eBinders: Training Information
- UW Florence eBinders Access & Training Documentation Lookup - Contains links to look up monitor and non-monitor user account information
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: Roles and Permissions
- Florence eBinders: External Monitor Account and Access Management
- Florence eBinders: Managing UW Internal Monitor Access via the OnCore Staff Tab
- 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
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
Central Documents Binder
- Florence eBinders: Central Documents Binder UW User Guide
- Research Applications Support Portal for submitting folder creation, renaming, or deletion requests pertaining to the Central Documents binder
Uploading/Downloading Documents
- How to Upload Documents - Florence help desk article (sign-in required)
- How to Download a Document - Florence help desk article (sign-in required)
- Import documents via email - Florence help desk article (sign-in required)
- Florence eBinders: ePrinter UW User Guide
Electronic Signatures (eSignatures)
Electronic Logs (eLogs)
Note: Due to risks associated with the log duplication functionality, it is not to be used. Our site does not provide support for the use of this functionality.
- 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
- How to cancel signature requests on an eLog - Florence help desk article (sign-in required)
Forms
- How to Edit and Sign Fillable Forms - Florence help desk article (sign-in required)
Miscellaneous Study Management
- Florence eBinders: Study Site Special Cases UW User Guide
- Florence eBinders: Blinded Study Management UW User Guide
- Florence eBinders: Study Close-Out, Archiving, and Destruction UW User Guide
Working with UW Internal Monitors
This section applies to working with individual and centralized UW internal monitors, like UW Clinical Trials Institute (CTI) Central Monitoring Service (CMS), UW Carbone Cancer Center (UWCCC) Compliance & Monitoring Coordinators, UWCCC Multi-Site Coordinating Office, and/or the UW Post-Approval Monitoring (PAM) Program, as indicated within the linked resources.
- Florence eBinders: Managing UW Internal Monitor Access via the OnCore Staff Tab
- Florence eBinders: IND/IDE Management UW User Guide
Working with Sponsors, CROs, and Other External Monitors
- Florence eBinders: External 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.28JUL2025 (PDF)
- Florence eBinders: Sharing PHI-Containing Study Documents with Monitors UW User Guide - Applies to limited subset of documentation
Quality Control (QC) Activities
Binder Type Resources
- Florence eBinders: Binder Type Definitions
- Florence eBinders: Multi-Site Binder Type UW User GuideFlorence eBinders: Study Site Special Cases UW User Guide
Regulatory Resources
- Florence eBinders: Central Documents Binder UW User Guide
- Florence eBinders: Delegation of Authority (DOA) Electronic Log (eLog) UW User Guide
- Florence eBinders: Study Training Documentation and Document Receipt UW User Guide
- Florence eBinders: Deeplinks in OnCore 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
- Florence eBinders: Sharing PHI-Containing Study Documents with Monitors UW User Guide - Applies to limited subset of documentation
- 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 - select 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 request via the Research Applications Support Portal
- Enhancement request for eBinders system - submit a request via the Research Applications Support Portal
- Investigator training video
- UW-specific monitor training video