In order to access MyCORES, a user must request a MyCORES account and have an active MyAccess ID number. Please visit http://rrp.ucsf.edu/mycores for instructions on requesting a MyCORES account. If you already have a MyCORES account, you can log in via MyAccess.
In order to access MyCORES, a user must have an active MyAccess ID number. Please visit https://myaccess.ucsf.edu/myaccount/get to activate/ your MyAccess ID. If you already have a MyAccess ID but do not know remember it, you can go to https://myaccess.ucsf.edu/myaccount/forgotID to e-mail it to yourself.
If you do not know your Employee/Student ID number. Please visit https://learningcenter.ucsfmedicalcenter.org/assets/siteRequirements/providerNumber.html for instructions on where to locate it.
Each user will have different menu items available to them, depending on the role(s) granted to them. The MyCORES Quick Reference Guides (QRG) provides step by step instructions for specific tasks. The QRGs are arranged by User Role.
Under the "Quick Links", click Reserve Core Device. Available core devices will be displayed. You are required to select a specific core and you then have the option to select up to six (6) resources/devices. If a resource to which you should have access is not displayed, contact the Service Core Manager or Service Core Associate. For more detailed information, consult the QRG for your assigned role. Refer to the “Reserve a Device” section.
Restrictions for reserving devices are determined by the core facility. Restrictions include prior training and/or certification on the device, authorization to use the device, etc. If you have not yet been authorized to use the device, you will not see the resource as an available option. Please see your Service Core Manager/Service Core Associate for details as to your specific situation.
1. Click "Order Entry". Select the correct speed type, category, and description for the item(s) you would like to order. To add a line item assistant, click the icon. Select the name of the assistant you want from the dropdown, and click "Save as Open Order".
2. Click "Reserve Core Device". If the resource selected is associated to an Assistant, and you do indeed, want to reserve an Assistant, simply select the radio button by the Assistance for "YES". (The Assistance radio button is defaulted to "NO". Once the button is clicked, one or more assistant options should appear. Select the radio button for the Assistant requested and then select "Refresh Calendar" button.)
If you use a device or a resource for a different amount of time than what you reserved it for, it is necessary for you to contact the Core Manager to let him/her know to make the required changes to your reservation. If you fail to contact the Service Core Manager or Service Core Associate to request changes to your reservation, you will be billed at the end of the month for the time as originally reserved.
This depends on each core and each will have different policies regarding making changes to the reservations. A Core Manager/Assistant can make changes to a reservation until 11:59 PM on the date of the reservation. At this time, the reservation becomes an "Unconfirmed Order". Changes can be made to the unconfirmed order by the Core Manager/Assistant until the order is confirmed and submitted to billing.
You can search for a core (or all cores) and view available services once logged into the MyCORES application.
1. Under Quick Links, click Search for Services.
2. You can confine your search to a specific core or search all cores.
Verify speed types with your PI, Service Core Manager or Service Core Associate as you will be asked to provide a valid speed type prior to using core services. Placing an order is accomplished in one of three ways:
1. Orders may be manually keyed in the MyCORES system based on your assigned role. Find your “role” in the QRG, and then refer to the “Place an Order” section.
2. Orders are created for devices reserved through the “Reserve a Device” calendar. Find your “role” in the QRG, and then refer to the “Reserve a Core Device” section.
3. Orders are created through an end-of-month upload process for specific core facilities.
An "open" order is entered through the Menu Selection, Order Entry and viewed through Open Order. The open order requires confirmation by a Service Core Manager or Service Core Associate in order to be available for the invoicing process. Open orders allow core managers flexibility by providing the ability to enter a partial order, edit an order, and/or save an order (for a later date) before submitting to Finance for invoicing. An "unconfirmed" order is actually an open order that has been generated from a reservation or recurring order process. For more detailed information, consult the QRG for your assigned role.
Speed types are automatically uploaded to MyCORES every evening and are usually available the day after they are created/activated.. Speed types may not upload to MyCORES for reasons such as there is no PI assigned to the Project ID, it is inactive or expired, or the speed type name contains a special character such as - or _. Most of these situations must be corrected by the department which created the speed type. However, if a speed type has not loaded into MyCORES and you are unsure of why, please e-mail email@example.com with the speed type and name of the PI.
Orders for products and services in MyCORES cannot be entered without a valid speed type. If you have authorization for more than one speed type, and you have questions about which to choose when requesting services, contact your PI or department fiscal representative. All confirmed orders are billed monthly to the speed type selected at the time of order/reservation.
Under the "Quick Links", click "View Open Orders". All open orders will be displayed. For more detailed information, consult the QRG for your assigned role.
Select the order number of a current open order in your core. This will open a new screen. At the bottom of the screen click the Add Item button. A new line item will appear under the previous one. Select the category, description, and quantity. You can either save as an Open Order or Submit the Order for billing.
Select the order number of a current open order in your core. This will open a new screen. At the top right side of the screen, in the grey bar, there is a box that says Service Provided. By clicking in the Calendar box, you can change the date associated with the open order, then click Submit Order to submit to billing.
An Open Order is an open order that was placed by Core Facility Personnel (even if it was on the behalf of a PI), while a PI open order is an open order that was placed directly the PI or by a Resource User on his/her behalf. This differentiation allows core facility personnel to distinguish between orders they have entered and orders placed by users.
The PI or Lab Manager has the ability to assign speed types to specific Resource Users. To edit the list of speed types that a Resource User has access to, log in to MyCORES and navigate to Maintenance Menu >> Resource User. Then, click on the user's name to edit their access to the PI's speed types. When a new Resource User is added to the system, they will be given access to all of a PI's speed types and the PI and/or Lab Manager will be notified.
At the beginning of every month, the Principal Investigator will receive an invoice summary via e-mail listing the amount that has been charged against their speed types. If the PI does not wish to receive the email notification, they or their Lab Manager can enter alternative or additional e-mail addresses to receive this summary on the Maintenance Menu >> User page.
You can only correct speed types for orders prior to invoicing. Find your “role” in the QRG, and then refer to the “Correct a Fund DPA” section for more detailed instructions. NOTE: The Service Core Manager or the Core Associate are the only MyCORES roles that are able to make adjustments once the order has been invoiced.
Yes! MyCORES was designed to make accessing this information easy. You can use a number of report functions in the Reports Menu to obtain detailed information about core products and services purchased on your designated speed types. Examples include:
Pre-Invoice Report will display charges that have been entered in the system which have not yet been invoiced.
Usage Report will provide summary or detail information on all orders, reservations, and invoices.
Invoice Report will provide summary information on invoices by month.
Query allows a customized search for current charges or historical orders, reservations, and invoices.
This is easy to do before charges have been uploaded to PeopleSoft. Principal Investigators, Lab Managers, and Department Administrators can use the Speed Type Correction/Distribution function to make the necessary changes. If the charge has already been invoiced, the Core Manager will need to process a refund and then re-key the correct information as a new order. To request this, please dispute the invoice in MyCORES.
New cores receive training during their implementation process and additional small group sessions can be arranged on an as-needed basis. If you would like to know more about a specific feature/function, your core has gone through staff changes, or it has been some time since your implementation, please e-mail firstname.lastname@example.org with a request for a small group training session. Please indicate in your request the topics that you would like to review and the number of people to be included.
Additional questions? Please contact: email@example.com