OnCore System Work Instruction Document Quick Reference and Navigation Prepared For: All OnCore System Users Revision Number: 1 Revision Date: August 12, 2011 The URL for OnCore is https://oncore.ynhh.org For more information about OnCore please visit the website at http://oncore.yale.edu Table of Contents Browser Functions and Set-up ............................................................................................................3 OnCore Navigation and Functionality .................................................................................................3 Logging On ................................................................................................................................................ 3 Logging Off ................................................................................................................................................ 4 Menu Links ................................................................................................................................................ 4 Profile/Roles.............................................................................................................................................. 4 Vertical (side menu) and Horizontal Tabs ................................................................................................. 5 Help ........................................................................................................................................................... 5 Header....................................................................................................................................................... 5 Select Protocol .......................................................................................................................................... 6 Hyperlink ................................................................................................................................................... 6 Search Methods ........................................................................................................................................ 6 Freeze Pane Capabilities ........................................................................................................................... 7 Print Portrait or Landscape ....................................................................................................................... 7 Page 2 of 7 Version: 2011-08-12 OnCore Work Instructions Document – Quick Reference and Navigation Browser Functions and Set-up One Session Only one session (browser window) of OnCore should be open at one time. Multiple sessions of OnCore result in misbehavior and are resolved by closing the other session. Popup Blockers OnCore uses many browse windows to display selection choices. Popup blockers prevent these browse windows from displaying, therefore, popup windows must be allowed in order for the OnCore URL to display the browse windows. Avoid Browser Back Button Avoid using the browser back button while working in OnCore. Instead use the back buttons, tabs, or menulinks within OnCore to navigate. Using the browser toolbar is going outside the OnCore software and may lead to unexpected results such as unsaved data. CTRL+F = Find CTRL+F provides a quick search within a list. Click the list, hold down the Ctrl key and press the letter F. Enter information in the Find screen and click the Find Next button. F11 F11 displays the full screen for OnCore (hides taskbars). Press F11 a second time to return to the original setting. OnCore Navigation and Functionality Logging On Use the OnCore home page to log on. You can use Internet Explorer, Firefox or Safari to access OnCore. Enter your Yale University or YNHH User ID and password. After logging in, OnCore will display only those menu links to which you have access. Page 3 of 7 OnCore Work Instructions Document – Quick Reference and Navigation Logging Off To properly exit OnCore, select the Log Off menu link at the top of the screen (see screen shot below). Menu Links The menu consists of submenus that are always accessible through the menu links. The Menu Links and submenu options that appear apply to the role of the user. The My Profile, Log Off, Documentation and About links are always available. Profile/Roles (Ex. A) (Ex. B) OnCore uses profiles to distribute privileges. Each area within OnCore has privilege requirements. OnCore defaults the role when first logging on, however you may change the User Page 4 of 7 OnCore Work Instructions Document – Quick Reference and Navigation Role without logging off by clicking on the arrow to the right of the User Role (Ex. A above) or by clicking on My Profile and selecting the User Role from the drop-down (Ex. B above). Vertical (side menu) and Horizontal Tabs The side menu consists of vertical tabs. Tabs allow for easy navigation between logically organized subsets of information. Vertical tabs with an arrow contain additional horizontal tabs or pages. Horizontal tabs are used to display different pages related to the original side menu vertical tab. The related tabs can first be viewed as a menu extension of the vertical tab when an arrow appears on the vertical tab. Help On the top of every console page you will have the “?” Clicking on this will open a pop up screen with more instructions on what should be entered in each field. This should be your first go to if you have questions. Header Page 5 of 7 OnCore Work Instructions Document – Quick Reference and Navigation The Header provides read only summary information for the protocol and is consistent across the group of related screens that are associated with the bar. Select Protocol Enter the protocol number to access protocol information within OnCore. The down arrow provides a list from which you may select. As data is entered into the Select Protocol field, the results list is narrowed. Hitting [Enter] once the entire protocol number is entered or clicking on the link for the required protocol will display the selected protocol in the PC Console. Hyperlink Hyperlinks are listed in blue throughout the OnCore application. After a hyperlink has been viewed, the color changes to purple (unless the browser settings have been personalized). Selecting a Hyperlink brings you to an additional screen containing information for that item. Search Methods Protocol Search and Subject Search can be used to create different listings based on a wide range of selection criteria. Use a single field for a broad search or combine search fields to minimize search results. Page 6 of 7 OnCore Work Instructions Document – Quick Reference and Navigation Freeze Pane Capabilities OnCore offers the capability to freeze panes when viewing large lists within OnCore. The freeze pane capability is automatically activated when using Internet Explorer. Note: Firefox does not support this functionality. Print Portrait or Landscape Use the file drop down from the browser and select print. Click the Preferences button of the print screen and select Portrait or Landscape. Select the Print or OK button. Once back on the Print screen select Print. Page 7 of 7