2 Impact analysis

Review a summary of the business and functional impact for enhancements in the 25.1 release.

Enhancement	Enablement setting	Impact
User experience Navigation and usability	None	Provides improved navigation for a more streamlined user experience
User experience Global and persistent menus	None	Faster access to key features improves productivity
User experience Site and study loading messages	None	Displays informative messages during loading or when no data is found, improving transparency for users
Account settings Account users and access	Yes - User and Role Management permission	Easier to manage users, roles, and teams with a clearer and organized layout
Account settings Account level email templates and settings	None	Organizes email configuration into tabs for easier editing, previewing and branding across studies
Account settings Account workflow templates	Yes - Account workflow template management permission	Makes it easier to create, edit and manage reusable task templates with a cleaner interface
Account settings Account integrations	Yes - API and Authentication Management permission	Centralizes API, event notifications, and authentication settings into a single streamlined interface for easier configuration and troubleshooting
Account settings Account networks	None	Provides a cleaner layout and easier management of networks with improved visibility, search, and delete options
Account settings Account support link configuration	None	Updates a support link text to reflect Oracle Life Sciences branding for consistent user experience
Datasources Create, map, and clone datasource definition	Yes - Data Source Management role permission	Enhances usability with a new definition tab and guided steps to define, map and publish data sources more efficiently. Allows users to reuse existing datasources, reducing setup time and minimizing errors.
Datasources Create a new datasource	Yes - Data Source Management role permission	Provides more intuitive starting point with autosave and immediate access to mapping tools once a schema is uploaded
Datasources Add or update flat datasource records via CSV	Yes - Data Source Management role permission	Enables bulk record management through CSV uploads, simplifying updates and saving time
Datasources Matches table	Yes - Data Source Management role permission	New datasource column added to the Matches table, improving visibility into the source of each matched record
Datasources Loading message	Yes - Data Source Management role permission	Displays context-specific messages during loadings, helping users understand system status
Datasources Quick links	Yes - Data Source Management role permission	Clarifies which datasources are actionable by hiding quick links for unpublished datasources
Document management Document submissions page	Yes - When you have any of the following permissions, you can access the new page from the Study > Document submissions menu item: Negotiation for assigned CDA/Document submissions only Review and Approve All CDA/Document Submissions Review and Approve Assigned CDA/Document Submissions Only Read only document management view	Simplifies document tracking and review with filters, exports, and version history
Document management Survey submission PDF history	Yes - Site nomination permission to grant access to the study’s Document submissions page	Enables viewing, filtering, and bulk downloading of survey submission PDFs, improving document management and auditability
Email communications Invitation received modal	None	Improves the invitation experience by displaying recipient names consistently sourced from the site grid and site profile, improving clarity in site communications
Email communications Study email templates	Yes - Email template management permission	Simplifies email template management and accordion controls, making it easier to configure and customize study notification emails
Feasibility surveys Total survey points	None	Displays total possible survey points in the site grid and survey response modal for better scoring visibility
Feasibility surveys Alchemer login	None	Adds direct link to Alchemer login for easy survey access
Feasibility surveys Survey PDF downloads	None	Improves survey PDF exports with detailed footer info including submission version and timestamps
Feasibility surveys Survey submission message	None	Enables rich text formatting and updates to survey submission message for clearer communication
Feasibility surveys Account-level default survey scoring	Yes - user must have permissions to Account management page to enable scoring settings	Adds account-level default scoring settings to control how survey questions are scored
Feasibility surveys Survey scoring configuration	None	Requires confirmation when updating Alchemer surveys to prevent scoring configuration mismatches
Site communications Cross-study message icon New message drawer Threaded message with Reply	None	Enhances collaboration with a new cross-study message icon, centralized message drawer, and threaded replies for better tracking and streamlined communication across studies
Site details drawer General functional enhancements	None	Enhances usability with cleaner layout, improved visibility of key site info, and faster access to study actions
Site details drawer Site assignment, Workflow close, and Network picker	None	Streamlines site management by allowing direct site assignment, easier workflow closure and intuitive network selection from the site details drawer
Site details drawer Site visit date picker	None	New date picker control added to capture planned site visit dates, making it easier to track and update visit scheduling information
Site details drawer Document workflow tasks	Yes - Review and Approve All CDA/Document Submissions permission: allows you to open the modal for all sites Negotiation for assigned CDA/Document submissions only permission: allows you to open the modal only if you are assigned as a CDA reviewer for the document task or you are the site-assigned user If you have only the Review and Approve Assigned CDA/Document Submissions Only permission and not the Negotiate or all CDAs permission, you cannot see the Review actions link/modal if you are not the user assigned as a CDA reviewer or the site-assigned user for the document task An Oracle Site Select user with the Read only site grid view permission will not see the Review action link An Oracle Site Select user with the Read only document management view and either the Read only site grid view or the Site nomination permission can open the review modal, but not complete the task Additionally, please note the following related to CDA permissions: A user with the Negotiation for assigned CDA/Document submissions only permission cannot finalize/Final approve a CDA task without also having one of the “Approve” CDA permissions as well If an Oracle Site Select user has ‘Review and Approve Assigned CDA/Document Submissions’, then they can see the modal for all site's CDA documents. If an Oracle Site Select user has ‘Negotiate or all CDAs’ then they can only see the modal where the user is assigned as the CDA reviewer or the site-assigned user. The user will not be given the option to Final approve the CDA.	Introduces a new actions and history drawer that centralizes task actions and version history improving reviewer efficiency and visibility into document activity
Site grid Site grid design Workflow column and details drawer access Task completion modal Survey results column Site invitation and Site portal status Final approve CDA task in Workflow drawer	Yes - Allow external completion of workflow tasks permission	Improves overall site list usability with better filters, sorting and layout updates that make it easier for users to find and manage site data across studies
Site grid Site grid filter selection Multi-select filter for Site Progress CDA Status column	None	Adds new filtering options and improves filter layout, enabling users to narrow results more precisely and manage sites more efficiently
Site grid Unavailable sites message	None	Displays a clear message when no sites meet the current setup criteria, helping users quickly understand why the site list appears empty
Site grid Revert site finalization Exclude, finalize, and migrate site confirmation modals	Yes - Site nomination permission, Revert site finalization permission	Allows users to revert final acceptance/final decline decisions, offering greater flexibility in managing site selection workflows and correcting errors if needed
Site grid Assign site user modal	None	Introduces a streamlined modal for assigning Oracle Site Select users to study sites, improving efficiency and consistency in managing sites
Site grid View site history	None	Provides users with a centralized view of site history, improving visibility of site history information
Site grid Site document download	None	Enables users to download the latest version of the submitted site documents from any bucket state
Site grid CDA task status icons	None	Visual status indicators on CDA tasks, allowing users to quickly assess progress
Site grid Site grid CSV extract	None	Allows users to export the site grid view to a CSV file, making it easier to share, analyze or archive site data outside the application
Site portal Site portal user interface myStudies dashboard Communications Documents Completed workflow tasks	None	Delivers a modernized and more intuitive experience for site users with a redesigned interface and streamlined access to key study information, including dashboards, messages, documents, and completed tasks-enhancing usability and site engagement
Site profile Configurable site profile	None	Enables customization of the site profile layout and fields, allowing customers to tailor data views to their workflows and capture site-specific information more effectively
Site profile Document library	Yes - Upload files to a site’s document library permission	Centralizes access to important study documents, improving visibility and making it easier for users to find and reference shared content.
Site profile Trial history	None	Provides a detailed view of a site's past participation in trials, helping users evaluate site experience and inform site selection decisions
Study setup Study workflow configuration	None	Allows users to define and tailor study-specific workflows, improving alignment with organizational processes and enhancing operational efficiency
Study setup Study workflow documents	Yes - CDA/Document Template Upload permission, Study Setup Management permission. If you have both, or the Read-only Study Setup permission, you’ll see everything.	Enables management of workflow-associated documents within the study, supporting better organization, version control, and traceability across goals
Study setup Study milestones	None	Improves usability by repositioning the row to its related input fields for better context and clarity
User management User permissions	Yes - Three new user permissions that separate the Confidentiality Statement, CDA and Survey tasks from the general Not Required permission. Complete task as Not required: Sign and return CDA, Complete task as Not required: Feasibility survey, Complete task as Not Required: Confidentiality Statement Two new permissions in the CDA/Document Management permission group. Review and Approve All Generic Document Submissions, Review and Approve Generic Document Submissions for assigned sites Only Existing CDA permissions will automatically receive one of the new generic document permissions as follows: Users with Negotiation for assigned CDA/Document submissions only or Review and Approve All CDA/Document Submissions will now have Review and Approve All Generic Document Submissions permission Users with Review and Approve Assigned CDA/Document Submissions Only will now have Review and Approve Generic Document Submissions for Assigned Sites Only permission	Introduces new permissions allowing users more control and flexibility managing workflow tasks, generic document review roles
User management Study names	Yes -Study details management and Account study creation permissions	Updates permissions required to edit study names, improving control and security over study information