Mapped roles
These are eBinder roles that are associated with (also known as mapped from) the 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 |
| Primary Study Coordinator |
| Research Nurse |
| Data Coordinator |
| Protocol Administrative Coordinator |
| Data Manager |
| Program Manager |
|
|
|
|
| Co-Investigator |
| Fellow/Trainee |
| Principal Investigator |
| Statistician |
| Sub-Investigator |
| Treating Physician |
|
|
|
|
| Central Regulatory Specialist |
| Multi-site Coordinator |
| Protocol Coordinator |
| Primary Regulatory Contact |
| Research Administrator |
| Regulatory Coordinator |
|
|
| Internal Compliance DSMC Coordinator - Study Binders |
|
| Compliance and Monitoring Coordinator |
|
|
This table shows the permissions granted to a user in Florence based upon their role in Florence:
| Permission Granted |
|
|
|
| SS = Study Specific CD = Central Documents |
|
|
|
| View Log Templates |
|
|
|
| Download Documents with PHI |
|
|
|
| Download All Audit Trail Events for the Binder |
|
|
|
| Import/Upload Document |
|
|
|
| Create Folder |
|
|
|
| Create Log |
|
|
|
| Delete Folder |
|
|
|
| Download All Audit Trail Events for the Folder |
|
|
|
| Duplicate Folder |
|
|
|
| Apply Single-Use Structure |
|
|
|
| Annotate Document |
|
|
|
| Add Text to Document |
|
|
|
| Finalize Form |
|
|
|
| Highlight Document |
|
|
|
| Redact Document |
|
|
|
| Request Signatures |
|
|
|
| Sign Document |
|
|
|
| Timestamp Document |
|
|
|
| Assign Tags |
|
|
|
| Create Document Shortcut |
|
|
|
| Delete Document |
|
|
|
| Mark/Unmark PHI |
|
|
|
| Download All Audit Trail Events for Document |
|
|
|
| Download Documents without PHI |
|
|
|
| Duplicate Document |
|
|
|
| Manage Log |
|
|
|
| Annotate Log Entries |
|
|
|
| Create Log Entry |
|
|
|
| Edit Log Entry |
|
|
|
| Sign Log Entry |
|
|
|
| Update Log Details |
|
|
|
| Move Document |
|
|
|
| Rename Document |
|
|
|
| Replace a Document or Fill a Placeholder |
|
|
|
| Strikethrough Log Entry |
|
|
|
| Update Document |
|
|
|
| Manage Tasks on a Document |
|
|
|
| Manage Document Due and Expiration Dates |
|
|
|
| Update Document Type and Status |
|
|
|
| Update Document Properties |
|
|
|
| View All Audit Trail Events for the Document |
|
|
|
| View Documents without PHI |
|
|
|
| Move Folder |
|
|
|
| Rename Folder |
|
|
|
| Update Folder |
|
|
|
| Manage Tasks on a Folder |
|
|
|
| Update Folder Properties |
|
|
|
| View All Audit Trail Events for the Folder |
|
|
|
| View Binder |
|
|
|
| View All Audit Trail Events for the Binder |
|
|
|
| View Documents with PHI |
|
|
|
Un-mapped (manual) roles
In addition to the mapped roles above, there are several roles in eBinders that are NOT associated with OnCore. These roles are referred to as un-mapped or manual roles. Other than monitors, they are NOT assigned to specific studies because they are intended to serve users who access studies across many or all departments, centers, institutes, or research groups. Here are some examples of these roles:
- Monitor: More information is available here: eBinders Monitor Training and Access Requests.
- General View Only: This role is assigned to users who need to access non-PHI containing study documents like protocols, IRB approvals, and manuals. For example, the UW Health Research Compliance and Billing team has this role.
- General View Only + Sign: This role is similar to the one above, and also includes the ability to execute eSignatures. For example, the Clinical Research Unit (CRU) and Pharmaceutical Research Center (PRC) have this role.
- Team Administrator: This role is for those serving in an administrator role for the University of Wisconsin instance of eBinders, such as the application support team.
