Impact analysis

Review a summary of the business and functional impact for enhancements in the 25.1.1 minor release.

Enhancement	Enablement setting	Impact
Account settings Account users and access	None	Improved usability for user and role management
Account settings Add users in account with IDCS	Yes - User and role management permissions must be enabled.	New users can be added directly in Oracle Site Select and auto-provisioned in IDCS for immediate access
Communications Activity notification emails	Organizations should ensure that [e-mail] is on their allow list; otherwise, no enablement required.	Improves deliverability and authenticity of notification emails by standardizing the sender address
Communications New message dot	None	Enhances message notification accuracy by ensuring the blue "new message" indicator appears only for truly new, received messages.
Dashboards My Dashboard communications count	None	Allows users to easily identify and prioritize unread messages from assigned sites
Dashboards Email invitations dashboard	Must have "View Dashboards" permission enabled	Provides enhanced visibility into email invitation activity through a redesigned dashboard with improved data visualization (funnel and bar charts), detailed invitation tracking, and export capabilities
Datasources Delete account datasource	Must have "Edit a datasource record" permission to delete account datasources	Restores the ability to delete account datasources with updated permission requirements, enhancing data management flexibility
Datasources Scorable column	None	Enhances clarity during datasource mapping by clearly indicating which columns are scorable
Document management Generic documents	None	The Document submissions page now displays only "Approval" type generic documents, streamlining the interface and helping users focus on actionable items
Document management Invalid CDA document type message	None	Users attempting to upload an unsupported CDA document template now receive a clear error message
Document management Invalid file format message	None	Enhanced error messaging blocks uploads of invalid or corrupt generic document templates
Document management Document library upload modal	None	Improvements to the upload modal in the Site profile Document library provide clearer fields and design
Feasibility surveys Survey task started at or by	None	Enhances tracking and auditability for Feasibility survey tasks by accurately recording the user and timestamp when a survey is first accessed, rather than when ungated. Improves process transparency and allows teams to more reliably monitor survey engagement by both Oracle Site Select and Site users.
Reporting Study level filtering	None - study-level access automatically applies based on Role or Team permissions	Ensures that users only access study-specific data in OAC Analyze reports, matching Tableau’s previous capabilities
Reporting Survey question types	None	Expands analytics and reporting capabilities by supporting additional Alchemer survey question types and the "total_possible_score" metric
Site details drawer Site scorecard	New tab is available to all users with site grid permissions unless site scoring is disabled at the study level	Improves visibility and accessibility of site scoring information by relocating the site scorecard to a dedicated Scorecard tab within the site details drawer
Site details drawer Generic document tasks	None	Increases clarity and efficiency in the Site details drawer by displaying full task details and recorded responses for Generic Document tasks in the Workflow tab
Site details drawer Site network	None	Improves clarity in managing site networks by providing in-context guidance and warnings within the site details drawer
Site details drawer CDA task hover text	None	Increases user clarity by adding explanatory tool tip text to the disabled Final approval button for completed CDA tasks
Site grid Site grid usability	None	Improves site grid interaction and navigation through the addition of column border toggling, clear filter indicators, enhanced scrolling, and visual alignment updates
Site grid Master list timestamp	None	Improves visibility and accessibility of master list status information by relocating the timestamp and rebuild link to the top of the site grid
Site grid Pagination and site count	None	Improves site grid navigation and user experience by relocating pagination controls to the top right of the table and displaying both the total and current page site counts
Site grid Site scoring message	None	Enhances user visibility into site scoring status by displaying clear messages above the site grid during processing and upon completion
Site grid Column reordering	None	Increases flexibility and user efficiency by allowing users to reorder site grid columns per workflow bucket during their session
Site grid Right click and Actions menus	None - menu options are automatically tailored to user permissions and bucket context	Improves usability and efficiency in the site grid by ensuring that right-click and Actions menus present the same, context-sensitive set of options according to user permissions and current bucket state
Site grid Select and Finalize bucket columns	None	Streamlines and standardizes the column ordering in the Select and Finalize site grid buckets, providing a cleaner, more consistent user experience
Site grid Site exclusion reasons pseudo column	None	Improves transparency and analysis by introducing an “Exclusion reasons” column in the site grid, displaying all reasons recorded for site exclusion
Site grid Nominate button	None	Restores site nomination functionality in the Review bucket
Site grid Recalculate survey rankings and Survey floating score menu options	None	Returns survey ranking recalculation and floating score features to the site grid menu
Site grid Bulk workflow close date button	Must have Site nomination, Evaluation and Selection permission	Restores and simplifies the process for bulk-applying workflow close dates to multiple sites
Site grid CRO/Sponsor investigator tier column and bulk updates	Must have Update study site data and/or Site Nominate permissions	Re-enables editing and bulk updates for the CRO/Sponsor tier column via a dedicated “Site data” tab and bulk-add modal
Site grid Patient feasibility column	Enable scoring feature	Improves site scoring by including the “I.E. count of matching patients” as a scoreable column within the "Study fit" category for new and existing studies with scoring enabled
Site grid Deselect all	None	Improves user communication by displaying a message clarifying that “deselect all” is disabled for paginated site grids
Site grid Study reinvitation modal	None	Enhances clarity and consistency by ensuring the selected site’s name appears in the "Resend study invitation" modal, matching the displayed name in the site grid for better context
Site grid Survey error message	None	Improves user experience by removing an unnecessary error message for users with Site grid (Site nomination) permission. Users can seamlessly navigate site grid buckets, view survey data, download responses, and reassign workflows without encountering distracting permission warnings
Site grid Site profile changes report	None	Restores and enhances reporting by enabling eligible users to download a CSV digest of all site profile changes in the last 60 days. Button is disabled for read-only users
Site grid Site user access links report	Must have Access study-specific Site portal No Login links permission	Adds the ability to export Site portal access links for invited sites to CSV, easing communication and access management for teams
Site portal Close study message	None	Enhances user experience in the Site portal by updating the behavior of the study close message. After all workflow tasks are completed and the workflow is closed, users can manually dismiss the close message, review their submitted tasks, and switch to other studies if available. Previously submitted tasks remain viewable but not editable
Site portal Invalidate a library document	None	Adds the ability for Site portal users to invalidate the most recent version of a document, capturing the invalidation reason and user details in the document history.
Site portal Generic Document responses and actions in Document Library	None	Enables view, edit, and response tracking for Attestation type Generic Documents across relevant tabs. Provides clear version history, required reasons for changes, and advanced metadata visibility
Site portal Feasibility survey version history drawer	None	Improves user guidance by providing updated subtext that clarifies users may review submission history and download submitted survey responses as PDFs
Site portal Create an account	None	Restores the ability for site users to create accounts from the study invitation No login link, improving engagement
Site portal Pending CDA helper text	None	Reduces confusion for Site sortal users by providing visible messaging next to a disabled Submit button when a CDA task is pending review
Site portal Study contacts list	None	Enables management of study-level contact assignments in the Site portal, duplicating Oracle Site Select functionality. Provides clear workflows for adding, removing, and updating contact details, including automated data sync with the site profile (subject to datasource priority).
Site portal Site portal user cheat sheet	None	Improves user support by providing Site portal users with direct access to the updated help document ("cheat sheet") via the Oracle help center link in the page header. Enhances onboarding, self-service, and efficiency by making guidance readily available when needed
Site profile Document library – Invalidate documents	None	Enables users to invalidate the most recent version of a document in the Library documents tab with a required reason and tracked details. New uploads reactivate the document, preserving invalidation history, and the Actions column is now labeled “Response.”
Site profile Document library – Generic Document responses and actions	None	Enhances visibility and management of Attestation type Generic Documents by allowing response review, updates with mandatory reasons, and full action tracking within the Library. Invalidated documents are clearly marked and do not auto-populate study workflow tasks, supporting usability
Site profile Document library – Accept and decline text	None	Improves usability and clarity by displaying selected Accept or Decline response text in the Response column for "Attestation Required" and "Response Required" Library documents
Site profile Study contacts grid	None	Aligns contact display in Oracle Site Select with datasource priority, making contact email, name, and user type reflect site profile or datasource order. Ensures correct contact information across workflows
Site profile Site profile error messages	None	Enhances data entry by providing specific error messages for numeric and percentage input fields when values are outside allowed ranges, improving validation and reducing errors during site profile completion
Site profile Site profile Close buttons	None	Streamlines navigation with new Close buttons at the top right of Site profile subpages, making it easier for users to return to the previously viewed site grid bucket
Site workflow Site workflow invite	None	Introduces the ability to invite sites to workflows without requiring a valid email address when portal access is disabled, providing greater flexibility in invitation workflows. A new modal section clarifies when invitations will not result in emails. For workflows that permit portal access, contact email validation is still enforced
Study setup Site workflow configuration	None	Enhances user experience by allowing the workflow list on the configuration page to dynamically fill available space, making it easier to view and manage workflows efficiently
Study setup Workflow templates	None	Improves flexibility for customized workflows at study and account level by adding a source code button to all rich text editors on workflow configuration pages, enabling advanced users to directly view and edit HTML
Study setup Workflow helper text	None	Restores explanatory helper text above the study workflow task list, improving guidance for users about workflow editing and assignment states
Study setup Study email template salutation placeholder	None	Ensures completeness of email templates by issuing real-time warnings if the salutation placeholder is missing, helping users prevent template errors and ensure professional communication
Study setup Study email template country override	None	Improves data completeness and reduces user errors by adding warnings when required country-level fields are blank and informative hover text for disabled save actions
Study setup Milestones country grid	None	Improves data visibility and usability by allowing the country grid to expand vertically, with persistent country headers and accessible horizontal scrolling
User experience Study home button	None	Enhances navigation clarity by labeling the study home button and visually separating it from other study navigation elements, creating a more user-friendly interface
User experience Study picker	None	Improves usability by making the study picker more intuitive, including a down arrow icon, automatic highlighting of current study, and real-time filtering
User experience Site counts and cycle times	None	Consolidates site performance metrics by relocating them from a separate dashboard to an integrated table on the study home page, enabling easier access and comparison alongside other study analytics
User experience Date picker	None	Improves visibility and usability of the date/datetime picker "Done" button by increasing its size and boldness
User experience Bucket state descriptions	None	Restores informative tool-tips and descriptions on bucket states in the site grid and home page, improving usability and supporting consistent workflow navigation
User experience Text updates	None	Improves user experience by updating terminology (e.g., “Select Lite” to “Site portal”), correcting typographical errors, and enhancing subtext for survey configuration
User experience Supported browsers page	None	Enhances guidance and compliance by clearly indicating which browsers are supported (Google Chrome and Microsoft Edge) when users log in with unsupported browsers. Provides direct download links and information, helping users make informed browser choices and improving access reliability