Study setup

Master list creation and scoring are now separate processes, you can disable site scoring for your study if preferred, and you can change a study's name if you have permission to create studies.

Study master list and scoring

With release 24.2, we made infrastructure enhancements that separate master list creation from the scoring process. This change allows study master lists to build and populate the master list site grid so you may proceed with your work while the site scoring runs in the background.

Above the Master list site grid, you’ll see a new information line that tells you when the site list was last built. On successful master list creation, the line reads “Master list created: <date and time>.” If master list creation fails (e.g., study setup isn’t complete), the line, formatted in bold red text, reads “Master list failed creation: date and time>.” Please note that existing studies will not have this information unless you trigger a rebuild of the master list.

Epic: SEL-17668

Site scoring configuration

If your organization doesn’t use site scoring for your existing studies, you can now turn it off to improve site grid loading time. New studies (i.e., those created after release 24.2) will have site scoring turned off by default, and you can turn it on if preferred.

The setup, site scoring page (Manage site scoring) has the new control that lets you choose to Disable (or Enable) site scoring for your study. For your existing study, the control is in a green (Enabled) box with the following helper text: “All study sites in the study will have their scores displayed in the site grid and exports. Recalculation of site scoring occurs if there is a change in master list criteria and/or a change in what datasources are attached to the study.”

When you change the control from Enabled to Disabled, the box updates to a yellow background and shows the following helper text: “When the scoring for a site is disabled site and investigator scores will not be calculated. You may toggle scoring at any time. When enabled, all study sites in the study will have their scores recalculated. This process may take a few minutes to complete.”

In a study with site scoring disabled, the site grid shows “NA” in the site score column, and the site grid and API data exports for that study also show NA. Reporting view exports (i.e., CSV extracts) will show the site score as null for notes and site_survey_responses reporting views.

Oracle Site Select will recalculate site scoring when you re-enabled it for a study (i.e., change the control from Disabled to Enabled). The recalculated scores will show for each site in the site grid, and exports and reporting views will also include the site scores.

Epic: SEL-17230

Study name

We enhanced study management in this release to allow permissioned users to change a study’s name. When you have Study details management and Study administration permissions, you can edit the study name in a new Study name field on the Study details page. The new field will not permit you to add a duplicate study name. Additionally, the Study name field is read-only if you do not have permission to create studies.

Changing the study name can impact your organization’s API and reporting integrations configured for the study, so we’ve added warning text below the new field. Please ensure that you update those integrations if you change the study’s name.

Epic: SEL-17230