Impact analysis

Review a summary of the business and functional impact for enhancements in the 24.1 release.

Enhancement	Enablement setting	Impact
Communications Archived study emails	None	Allows user to send archived copy of study emails to multiple email addresses
Datasources Datasource query page	None	Enhanced error messaging on the data source query page now provides bucket state and basic profile information.
Datasources Account datasource management page	None	Enhanced user interface display
Datasources Datasource details page	None	Improved user experience with new descriptions for imported records, provides record counts on top right side of page.
Feasibility surveys Survey ranking	None	User with permission to access site grid can trigger recalculation of site ranking per survey responses.
Feasibility surveys Survey reporting	None	Export survey scoring now includes min/max achievable score for each category and % of sites responding per each rank
Feasibility surveys Survey scoring	None	Ability to now select the option to score the survey as zero if a site provides a critical answer
Investigator repository Datasource view and edit	New permission must be enabled: Edit a datasource record	Allows permissioned users to edit and delete datasource records from the data source details page.
Site grid Workflow tasks in site grid drawer	None	Users with permission to complete tasks on behalf of sites will now also have the ability to access Workflow drawer. This new drawer provides details of the assigned workflow and close date, enables user for quick review with color coded background display and allows permissioned user to complete task on behalf of site and view site notes in the grid drawer
Site grid Site notes tab in site grid drawer	None	Allows user working in the workflow drawer to also view and filter site notes directly from the site notes tab within the new drawer
Site grid Site document download	None	Allows user to now download site documents from step 4
Site grid Site note extract column	None	Site note and Site comms and notes digest columns now includes selected reasons and any inputted "other" reason text
Site grid Agree to confidentiality response column	None	New column "Agree to confidentiality response" available to be added to the site grid, that shows the saved response for the Agree to confidentiality workflow task.
Site notes Study sites notes modal	None	Study Sites notes modal and notes functionality has been enhanced to provide subtext for better clarity and ease of use.
Site notes Site note versioning	New permission must be enabled: Edit/delete site note	Provides permissioned user with the options to Edit and Delete each saved note in the Notes History section and in the site grid drawer's Site Notes tab. When notes are edited, the original note's and the edited note's versioning is maintained.
Site notes Site exclusion notes	None	Site notes modal has now been enhanced to replace Reasons tab with "Reasons for site exclusion" tab and uses Oracle standard inputs and controls.
Site notes Bulk site notes	None	When permissioned user selects multiple sites in the site grid and clicks on Notes icon, the study site notes modal defaults to the Bulk site notes tab.
Site notes Site note labels	None	Account note label configuration page now allows user to add and remove labels at the account level.
Site workflow Workflow task not required	New permission must be enabled: Complete tasks as Not required	Allows for permissioned users to complete task that is not required to be completed in the workflow
Site workflow Account level site workflow configuration	None	"Limit site responses..." check box available under site workflow configuration at the account level limits the number of disinterest reasons that site user may choose while declining the study.