Feasibility surveys

Enhancements in this release make it simpler to see when a feasibility survey is fully set up.

Survey configuration

With release 24.2.4, we updated feasibility survey configuration to change the way Oracle Site Select identifies a fully configured survey and to better align with using multiple surveys per study when applicable.

We made the following configuration enhancements in the survey detail view:

• The Definition and Scoring tabs show a green check mark icon after you save changes on the initial survey setup. If you change and save a survey’s scoring and a validation error occurs, scoring will change to not configured (i.e., green check mark removed).
• The Ranking tab will also have a green check mark after you save the ranking settings. If you disable ranking and save, the tab heading will update to “Ranking (off).”
• On the survey list page:
  • Oracle Site Select will consider a survey as fully “configured” when both the Definition and Scoring tabs have check marks. The status of the Ranking tab does not affect this.
  • A configured survey will display the "Not sent to sites" badge until at least one site is invited to a workflow using that survey. Previously, the badge was labeled "Not used."
  • If a survey does not have check marks for the Definition and Scoring tabs, it is considered not fully configured, and it will display the "In setup" badge.
  • The Save all changes button is now active only when the Definition and Scoring tabs are individually saved first (i.e., both tabs have green check marks).

Changes to a configured survey, such as adding a new question but not configuring the scoring for that new question, will not change the survey’s configured status from configured to not configured.

Configuration enhancements also affect when the Feasibility survey task appears on the study home page. If all surveys in the study are fully configured (i.e., both the Definition and Scoring tabs have check marks), or if there are no surveys associated with the study, the task isn’t included in the task list. However, if at least one survey in the study remains not fully configured, the task will appear. Note that if the study has a disabled (not used) preferred site survey, it is not considered a non-configured survey, and it will not impact Feasibility survey task display.

Note:

An uncommon use case can occur when a user fully configures a feasibility survey and then later changes the associated survey. Oracle Site Select will not refresh scoring, and the configured scoring will no longer match the updated survey. This is a known scenario that we will address in an upcoming enhancement.