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OnCore: Entering Summary Accrual Information

Instructions for entering Summary Accrual information when appropriate. These parameters are designed for ORG studies using summary accrual, but may be utilized by any study tracking summary accrual in OnCore.

What is Summary Accrual?

Summary accrual is a method of collecting subject information without identifying or tracking individual subjects.

For which protocols do I need to report Summary Accrual?

Oncology:

This must be reported for any Other Research Group (ORG) studies that are not using full accrual reporting (registering each participant in OnCore).

  • Only use summary accrual where accrual is applicable and the study does not specifically allow the collection of demographics.
  • If you are collecting demographics, full accrual should be utilized, regardless of DT4 type (DT4 type applies to oncology studies only).


Outside of ORG studies, best practice is to report summary accrual for any protocol that does not use full accrual reporting.

Non-oncology:

Summary Accrual can be utilized in OnCore if the study entire design is limited to:

  • Residual sample analysis only and does NOT require any billing with UW Health
  • Single sample collection with no follow-up (e.g., one-and-done blood samples) and does NOT require any billing with UW Health
  • Interviews with caregivers where participant is not a patient
  • Involves ONLY retrospective chart review, surveys, questionnaires, focus groups, or use of existing or discarded specimens AND does not request in any billing with UW Health

How often do I update Summary Accrual?

List monthly counts of accrued subjects.

  • This means the From Date will be the first of the month and the Thru Date will be the final day of that month.

Best practice is to update the summary accrual the first business day of the month.

What information is required?

For ORG studies, you must use the Accrual Summary Tab DFD as your guide for data entry and requirements.

Screenshot of Protocol Accrual entry console in OnCore

OnCore requires you to enter the following information:

  • From Date
  • Thru Date
  • Accrual (number accrued during that time frame)
  • Internal Accrual Reporting Group

Data Field Definitions - click to expand/collapse a list of fields and requirements for entry

Data Field Definitions
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
 
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
From Date The first date of the month in which the subjects were accrued. Required

Summary accrual is captured on a monthly basis for accrual reporting purposes. Accrual for the month needs to be entered by the first date of the following month.
PC Console edit / Protocol Coordinator No

NCI Report Fields
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Thru Date The last date of the month in which the subjects were accrued. Required

Summary accrual is captured on a monthly basis for accrual reporting purposes. Accrual for the month needs to be entered by the first date of the following month.
PC Console edit / Protocol Coordinator No

NCI Report Fields 
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Accrual The number of the accrual count for the month. Required PC Console edit / Protocol Coordinator No

NCI Report Fields
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Institution The institution where the subject(s) were accrued. Required PC Console edit / Protocol Coordinator No

NCI Report Fields 
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Institution Type The Institution Type where the subject(s) were accrued. Required PC Console edit / Protocol Coordinator No

NCI Report Fields
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Gender Select the gender of the subject (Male, Female, and Unknown) Not Required PC Console edit / Protocol Coordinator No

NCI Report Fields
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Age Group Select the age group of the subject (0-9, 10-19, 20-29, etc., or Unknown). Not Required PC Console edit / Protocol Coordinator No

NCI Report Fields
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Ethnicity Select the ethnicity of the subject. Not Required PC Console edit / Protocol Coordinator No

NCI Report Fields
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Race Select the race of the subject. Not Required PC Console edit / Protocol Coordinator No

NCI Report Fields
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Disease Site Select the primary disease site of the subject. Not Required PC Console edit / Protocol Coordinator No

NCI Report Fields
Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Recruited By The UW Provider/Faculty that initiated the topic of research with the subject and facilitated the consenting process. Not Required PC Console edit / Protocol Coordinator

No

Field Name Definition Requirement
Entry Instructions
Responsible for Entry QA
Zip Code The zip code of the subject at the time of study registration. This should NOT be modified if a subject changes residence during the course of the study. Not Required PC Console edit / Protocol Coordinator No

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Keywords:
ORG other research group summary accrual
Doc ID:
121711
Owned by:
Ilsa G. in SMPH Research Applications
Created:
2022-10-05
Updated:
2025-08-25
Sites:
SMPH Research Applications, SMPH Research Informatics TEST