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8.January.2019 |
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The SPARCDashboard module is the SPARC module for reviewing, modifying or creating protocols for authorized users, including study team members, administrative users, and super users. It can be accessed from the URL (http://sparc.musc.edu/dashboard) or the SPARCDashboard button on the navigation bar.
Step-by-step guideHomepage
This is a landing page showing all of the protocols that the logged-in user has rights to.
| Section 1. Navigation Bar | Description | |
|---|---|---|
| Navigation buttons to other SPARC modules | |
| View/Manage protocols that are being queued to send to Epic | |
Link out to the Survey Builder page |  | Notification center |
 | Protocol Merge function is only available to those with Overlord Access rights |
| Section 2. Protocol Filters | Description |
|---|---|
| Save the current filter as a favorite or reset the entered contents to start over |
Free text search using one of the options, or using the default “Search All” | |
| Show archived protocols |
Filter by request statuses | |
Dropdown list showing all of the organizations (institution/provider/program/core) that the logged-in administrative user has rights to; or all of the organizations that the logged-in user has requests with | |
Drop-down list showing all owners (assigned service providers) on the requests listed on the page | |
View all protocols as an authorized user; this option only displays for administrative users | |
All protocols which contain services in your admin organization | |
Select this button after choosing the filter criteria | |
| Hyperlinks to the previous saved search filters (shows most recent 15) |
Section 3. Protocol List | Description |
|---|---|
| Overview of the studies/projects; each column is sortable |
 | Shows a snapshot of protocol in a popup window |
 | Generates an excel report with the displayed protocols |
 | Create a new study/ project |
Protocol Page
This page is available to both authorized study team users and admin users who have access to the protocol.
Section 4. Study Summary | Description |
|---|---|
| Protocol level notes |
 | Ability to view previously entered protocol information |
| Ability to edit/update protocol information (including Epic questions); Admin users are able to view and/or edit the answers to Epic questions that have been entered |
 | Archives the study/ |
project Protocol level notes will be automatically created and a notification email sent whenever a protocol is archived or unarchived |
| Section 5. Authorized Users | Description |
|---|---|
 | Ability to add authorized users |
 | Ability to edit authorized users |
 | Ability to delete individual authorized users if pressed once, if the delete button is held down, the user may delete multiple authorized users at one time, sending only one notification email *Primary PI can not be deleted |
 | Toolbox for search, toggle, and column selection(s) |
Section 6. Documents
Description
| Section 7. Requests | Description |
|---|---|
| Ability to view all requests in a combined view |
| Export “Consolidated Corporate Study Budget Report” to excel from here |
| Generate a report for coverage analysis purposesof services utilizing the Epic interface, and identifies payor |
| Ability to add new services or modify existing services an existing protocol; this button will re-route to SPARCRequest homepage; it is only shown to users who are listed on the protocol as an authorized user or overlord |
| Toolbox for search, toggle, and column selection(s) |
| Ability to send notifications to authorized users and service providers listed on protocol |
| Ability to view a specific request |
| Ability to edit a specific request; this only shows for users listed on the protocol as an authorized user |
| Routes to Admin Edit Page; Please see Part III for more details |
 | Complete associated forms if required by the service providerfor provision of the service |
| Section 7. Documents | Description |
|---|---|
| Ability to upload any associated document files (i.e. study protocol; consent forms, etc.) |
| Ability to edit or delete any uploaded documents |
Section 8. Forms | Description |
|---|---|
| Ability to view/edit/delete filled out forms |
| Section 9. Milestones & Timeline | Description |
|---|---|
| Ability to view and edit protocol timeline information and additional new bench-marking fields |
Admin Edit Page
Admin Edit page is accessible to all admin users who have rights to a given protocol, and is where the administrative workflow is performed.
| Section 10. Admin Edit Page Header | Description |
|---|---|
| Record of admin notes |
 | Statuses dropdown list for Admin users to use per workflow |
 | Select the responsible admin user for the chosen request |
  | One-time push to SPARCFulfillment (the Once the service has been pushed to SPARCFulfillment, the button will change to "Pending" until the study is ready in Fulfillment, at which time the button will change to the blue "Go to Fulfillment" button. |
 | Per-patient/per-visit requests are displayed in this tab |
| Admin fulfillments for the Study Level Activities can be recorded in this tab |
| Request status and approval history are stored in this tab |
| Ability to send and receive notifications to authorized users and service provider(s) within the given request |
| Section 11. Request Details | Description |
|---|---|
 | Triggers the whole protocol to be sent to Epic; this button only shows up for organizations who offer services in Epic, and for protocols that have been selected to be sent to Epic |
| Administrative approval stamps for designated service providers |
| Generates an excel report with the request details |
| Deletes an entire request; this is an irreversible action |
| Timeline information for consultation date and requester contact date |
| Approve/Edit/Delete a requested pending subsidy |
| Section 12: Clinical Services | Description |
|---|---|
| Per-patient-per-visit services are managed in the Clinical Services tab; Administrative users are able to add, edit, and delete arms, visits, and services |
| Admin users can change “Your Cost” rates as agreed upon; Admin users can also change the subject count “N” for each service within the template tab, and modify the selecton of services |
| Users are able to change the requested quantity of research “R” and third party “T” on the quantity/billing tab |
| Section 13: Non-Clinical Services | Description | |
|---|---|---|
| Admin users are able to add Non-Clinical services (i.e. consultations) in the Non-Clinical Services Tab | |
| Admin users are able to fulfill a service within the Non-Clinical Services Tab | |
| Admin users can edit the admin rate from the "Your Cost" column directly. | |
| Admin users can view Non-Clinical Service details; line-item notes; add an administrative rate; and edit or delete an activity. |
| Section 14: History | Description |
|---|---|
| Tracks and displays the time, date and the person who made changes to the status of a request |
| Displays the administrative approval changes |
| Displays previously approved subsidy information |
Section 15: Notifications | Description |
|---|---|
| Send Notification to authorized users and service providers within the system |
| Mark a notification as unread/read |
| Switch to Inbox or Sent view |
