SPARCDashboard Step-by-Step Guide (v3.0.0 - v3.4.0)

Last Updated On:

8.January.2019

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.

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
	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

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 *Service Providers do NOT have the ability to "Archive study" 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 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 of 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
	Routes to Admin Edit Page; Please see Part III for more details
	Complete associated forms if required for 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

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) 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; 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