Impact analysis

See a quick summary of the business and functional impact of enhancements included in the 24.1 release.

Enhancement	Enablement setting	Impact
Document management Associated document versions	Feature flip: N Config related: Y (artifact must be enabled with "Enable Add a Version") All studies: Y New role permission required: Y (Enable adding associated document versions) Dependent feature: N	Allows permissioned users to create associated document versions at study, country, and site levels.
Document management Document description field	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	Optional Document description field where you can add a free-text description to differentiate the document from others
Integration Publish Submission package files to eTMF	Feature flip: Y (Enable manual ‘Send to eTMF’ button on Submission packages) Config related: N All studies: Y New role permission required: Y (Enable manual ‘Send to eTMF’ button on Submission packages) Dependent feature: Y (eTMF integration)	Send submission package contents to eTMF
Integration Site Activate-Phlex eTMF integration	Feature flip: N Config related: Y (artifact must have reference code) All studies: N New role permission required: N Dependent feature: Y (Phlex eTMF integration)	Allows for efficient filing
Integration Publish message file tokens	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: Y (Access to Event Messages)	Retried messages will include refreshed token
Integration API documentation	Not applicable	Updated documentation
Milestones Milestone replanning	Feature flip: Y (Make dropdown menu single select for entity milestones) Config related: N All studies: Y New role permission required: N Dependent feature: N	Option for the entity milestone “Reason” for change drop-down list to be multi-select or single-select.
Site experience Communication banner	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	We enhanced the banner feature to now display messages in Site Experience when configured. Sites will see the same message(s) displayed to CRO or Sponsor users in Activate.
Smart site library Document and Expiration dates	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: Y (Enable site disambiguation, Enable site disambiguation V2)	Option to automatically apply the Document date and Expiration date when reusing documents in the Smart Site Library.
Study management Account overview Studies tab	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	The account overview Studies tab now includes study progress data in the study drawer.
Study management IRB/EC type	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: Y (Enable "Pending" IRB/EC type to trigger site workflows)	Allows user to view site status "Pending" in the site list.
Submissions Submission Type and Category Search	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	Allows user type-ahead in the search field to find the submission Category and Type.
Workflow wizard Submission Type and Category	Feature flip: Y (Enable requiring submission category in workflow wizard, Enable requiring submission type in workflow wizard) Config related: N All studies: Y New role permission required: N Dependent feature: N	Allows for users to be required to select submission type and/or submission category.