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Last Updated On:

04.Jan.2018

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 guide

Homepage

  1. This is a landing page showing all of the protocols that the logged-in user has rights to.

Section 1. Navigation BarDescription

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
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

Section 5. Authorized UsersDescription
Ability to add authorized users
Ability to edit authorized users
Ability to delete authorized users
Toolbox for search, toggle, and column selection(s)

Section 6. Documents

Description

Ability to upload any associated document files (i.e. study protocol; consent forms, etc.)



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 purposes

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 provider

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

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
green button shows if Fulfillment is enabled in
SPARCCatalog; otherwise, the “Not enabled in SPARCCatalog” note shows)

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 ServicesDescription

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 ServicesDescription

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 view Non-Clinical Service details; line-item notes; add an administrative rate; and edit or delete an activity

Section 14: HistoryDescription

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

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