Impact analysis

Review a summary of the business and functional impact for enhancements in the 26.2 release.

Enhancement	Enablement setting	Impact
Performance and usability List pagination	None	Performance improvements have been made to reduce loading time when there are huge data sets by enabling load on scroll and thereby making the page load and the overall functionality more efficient. This has been implemented across Site grid, User and Access, Network profile, Email history, Communications, Site Details drawer, study picker, Account and Study level data sources, and data source matches pages.
Performance and usability Infrastructure performance and scalability updates	None	Performance improvements have been made to reduce unnecessary processing and consolidate requests wherever possible across Site grid, User and Access, Network profile, Site Details drawer, study picker, Account and Study level data sources, and data source matches pages. This improves the overall end user experience in terms of data load while preserving the search/sort/filters applied by the end user.
Communications Study invitation names match site records	None	Improved consistency of site contacts naming across Site profile and site grid.
Communications Study invitation file attachment	None	When a permissioned user accesses the Setup>Study Details page, under the Study information for Site users section, and the user turns ON the toggle for including a study information download, and a file is attached, then a new drop-down menu is available with the options "Automatic site invitations" and "Manual site invitations." When "Automatic site invitations" is selected, Oracle Site Select attaches the file to the invitation emails. When "Manual site invitations" option is selected, a toggle button is available to the user within the "Invite sites to participate" modal, that would allow the user to choose whether or not to include this file in the invitation email. This toggle setting is ON by default.
Document management Document label deletion	None	A user who has the Study setup permission can now access the Library documents page under Account section, and find the option to delete unused document labels. Document Labels that are already in use will have the Delete button disabled.
Feasibility surveys Duplicate surveys	None	Oracle Site Select now identifies and does not create new response version when a survey is submitted/resubmitted without any changes when compared to the last saved responses. A new response version is created only when at least one answer changes compared to last saved response.
Feasibility surveys No answer survey response	None	When a permissioned user tries to view the submitted survey responses in Oracle Site Select, unanswered questions will now display "No response provided." When the user exports the completed survey as a PDF, unanswered questions will display "No response."
Site grid CDA template preview in Short list	None	Oracle Site Select now provides an option to the users so that they can now preview how the final CDA document would look like, after the placeholders are replaced with the relevant Site data. This option is now available in the Evaluate>Shortlist bucket, where a new clickable icon is available in the site grid. that opens a read-only preview of the CDA. The preview dialog also contains a "Show Placeholders" toggle to switch between raw CDA view with placeholder tokens, and merged final CDA output. Preview is supported only for DOCX and PDF file types.
Site grid Invitation list review in Short list bucket	None	A new column is now available in the column selector section, named "Invitation List". Once this is added to the site grid, it displays a clickable numeric badge depicting the number of users that will receive the invitation email if the site is invited (controlled by the configuration in the Email Templates section). A new drop-down menu item has also been added to the Actions button called "Manage recipients" that also depicts the same information about the users who will receive the study invitation emails From both these modals, existing site contacts can be selected/removed from receiving the invitations. However, an entirely new contact cannot be added within this modal.
Site grid Study level site contacts export	None	Under the Select/Finalize buckets , when site data is chosen for export, under the Export/Save report tab, the drop-down menu now contains a new option called "Site Contacts." Choosing this option to export to CSV/XLSX will ensure that all site contact information is also included in the exported file. If there are multiple site contacts, multiple rows are created corresponding to each of the site contacts. Additional site staff information is also included in the export.
Site grid Site scoring for inactive studies	None	Performance improvement made to the site grid, where Oracle Site Select will no longer recalculate site scores if master list criteria is altered/rebuilt when the study status is either On Hold, Feasibility Complete, Closed, Inactive or Cancelled. If changes are made that trigger site scoring recalculation when the study is in one of the above mentioned inactive statuses, the old scores are retained in other bucket states, but is cleared in the master list bucket. Later, when the Study status is changed back to Active state, any pending recalculation will be triggered using the current criteria.
Site grid Invite modal shows Site-assigned users	None	When the user clicks on the "Invite" button, the "Invite sites to participate" modal opens, within which, a new column has now been introduced by default, that shows the site-assigned user. The site-assigned user can be changed directly from this modal using the available drop-down before inviting the sites.
Site grid Site details drawer navigation	None	Site details drawer now contains navigation controls at the top, so that the user can shift through the sites in the grid, without having to close and reopen the site details drawer for every individual site.
Site grid Site grid row refresh	None	Site grid refreshes used to happen whenever any changes were made in the workflow drawer. This has now been optimized to ensure that only relevant row is updated with changes visible in the grid, rather than reloading the entire site grid. This will help end users to not lose any filters, sorting/paging, or selections in the grid.
Site grid Default Boolean column value	None	When importing a flat data source, if the boolean columns - Site Discontinue, Institution Discontinue, and Investigator Discontinue, have no value associated (or, in other words, null or empty), then Oracle Site Select will display the default boolean value for the corresponding row. For such rows, an indicator is also provided within the column that specifies that the value populated is the default from data source definition, and not derived from the actual imported data.
Site portal Survey completion page branding	None	Minor UI update to the survey completion page. Text next to the branding logo has been renamed as "Site portal". No change in functionality.
Site profile Pinned action bar	None	In this release, the existing Save progress, Save and next, or Save and complete buttons are removed from the bottom of the Site Profile pages, and instead, a new action bar has been introduced, which is pinned at the top of the Site Profile page. Using this new action bar, user can navigate between the sites in the current site grid context, without having to exit and navigate back to the site grid. This action bar provides the site position in the current site grid context, Save button, and also navigation buttons to access Previous and Next sites. However, if the Site Profile is accessed through the Verify Site Profile workflow task, the navigation buttons to access previous/next site will not be available. Instead, a new button will be available called "Complete" which will enable user to complete the workflow task. Clicking the Cancel button will take the user back to the current site grid context if there are no unsaved changes. If there are unsaved changes, user will be prompted with a dialog to Save, Discard or cancel changes.
Site profile Train navigation	None	Site Profile has introduced an action menu pinned to the top of the Site profile pages, and the user can navigate between the pages in any order they wish to using the train navigation. Selecting a train item opens corresponding profile page of the current site. Clicking on save button will save changes across all the train item pages. If user cancels the profile, or tries to navigate to another site, while there are unsaved changes, user will be prompted with a dialog stating that there are unsaved changes and giving the options to Save/discard/cancel. An error icon appears on the train navigation menu for a train item if any required field in the corresponding profile page is unpopulated.
Site profile Institution staff user type	None	Consistent naming of the site staff user types across Study Contacts, Invitation and Site Status, Study Email History pages in Oracle Site Select and Site portal.
Site profile Site profile optimization	None	Site profile has been optimized to reduce load time and improve the end user experience while navigating between site profile pages, and also between the sites in the current site grid context.
Site workflow tasks Task completion reminders	Yes - New permission added - "Send Task Reminders"	Users who have been granted this new permission will be able to send reminder emails for workflow tasks that are pending and do not have a start date. For workflows in which tasks are ordered to complete only upon completion of previous task, Send reminder button is available only for current task. Upon clicking this button, a modal displays all eligible recipients, and the user can select/deselect intended recipients from this list. Modal also displays last reminder sent date, sent by user, total reminders sent, and recipients for last reminder. A separate section for the Task reminder email template has been added in the Email Templates configuration page to customize the format and content. Task reminder information is also available as a new column selection in the site grid, and also in Oracle Site Analyze CSV reporting.
Site workflow tasks Workflow task documents	None	Permissioned Users can now directly upload document templates for workflow tasks that require a template to be uploaded from the workflow task configuration drawer, without navigating to Workflow documents page. Protocol templates that are uploaded from the task configuration drawer will be workflow specific, and does not affect the default protocol template.
Site workflow tasks Task dates	None	Workflow task drawer has been optimized to capture the details relevant to the task's current status accurately.
Site workflow tasks Site workflow history	None	User will now have the ability to review the site's current and any previously assigned workflows in one place without changing the active workflow setting. A new button "Workflow History" has been added to the Workflow tab in the Site details drawer, which shows the number of past workflows available. When clicked, this shows all corresponding workflow task details in a read-only state. If no workflows were assigned in the past, this button will be disabled.
Study management Study picker usability enhancements	None	Study picker drop-down in the persistent blue ribbon at the top of the page has been enhanced to include a search field to easily search for studies by name. User can also favorite/unfavorite studies directly from the picker.
Study management My Dashboard site profile type selection for new studies	None	Users who have been permissioned to create new studies will now be able to see an additional selection area while creating a new study, that lets the user define whether the study will use account-level site profile or site-level site profile setting. This selection cannot be changed once a study has been created with a specific setting.
Study management Site count dashboard export	None	Site counts and cycle times dashboard on the Study Home page can now be exported in Excel and PDF formats as well. No change in functionality to the already existing CSV format export.
User interface Global navigation menu icon tooltips	None	User is now provisioned with a tooltip to easily identify the menu options when the global navigation menu is in a collapsed view (with only icons visible).
User interface Custom help link text	None	When a permissioned user accesses the Account>General page, and chooses the custom support link radio button, in addition to the custom URL textbox that was previously available, the user is now provisioned with a new field to also specify the custom text. This custom text will then replace the support links in the user account drop-down menu, and the page footer sections. When invalid custom URL is entered, the changes are not saved, and the existing support link configuration is unchanged.
User interface Accessible page footer	None	Minor UI update to all pages post user login, with footer text providing links to home/support/newsroom etc. These now use the standard Oracle color palette and font, and the footer links can be accessed via keyboard as well.