Impact analysis

Review a summary of the business and functional impact for enhancements in the 26.1 release.

Enhancement	Enablement setting	Impact
Account settings Survey PDF exports	Yes - API and Authentication Management permission	The new optional Verbose survey PDF exports account setting lets you include plain-text non-question survey content like intros or welcome pages in PDF downloads from supported locations, without affecting CSV or Excel exports.
Account settings Disable IDCS integration	Yes - API and Authentication Management permission	A new switch on Account Management > Integrations > User Authentication lets you turn Oracle IDCS authentication on or off without losing your saved IDCS settings.
API integration Event notifications	None	Site status event failure notifications now provide more details to help you troubleshoot issues.
API integration Site status event notification filter	Yes - API and Authentication Management permission	A new Filter to site status(es) option lets you limit site status event notifications to selected bucket states for each outbound notification configuration, while leaving it blank keeps notifications for all supported status changes.
Communications CDA approval email template	Yes - Account email template management permission	Release 26.1 adds an account-level, customizable CDA approval email template so permitted users can tailor approval notifications, including {approval_comments}, for Sign and Return CDA workflows while the existing template remains the default until updated.
Communications Protocol phase in email preview	None	Email template previews now display the study’s saved Protocol phase value through the {trial_phase} placeholder instead of showing a generic phase label.
Communications Invitation emails	Yes - Select Lite Workflow Configuration permission	A new workflow switch lets you generate site-specific login links and grant Site portal access without sending automatic Initial Invite emails, while still allowing manual invite emails if needed.
Communications Final Acceptance and Final Decline emails	Yes - Study Setup Management permission	Release 26.1 adds optional automation to send Final Acceptance and Final Decline emails automatically when a site moves into the matching Finalize bucket, while still allowing manual sending and resending.
Data Export Utility Column categorization	None	Data Export Utility report fields are now grouped into new column categories within each cube, making columns easier to find when creating or updating reports.
Data Export Utility Survey question types	None	The Data Export Utility now supports additional Alchemer survey question types and adds possible-score columns to the Site Survey Responses and Study Site Data cubes.
Data Export Utility Report author and create and update dates	None	The Data Export Utility now shows report author, created date, and updated date for shared and personal reports when available, improving visibility into report ownership and history.
Datasources Potential record matches	None	Release 26.1 adds a confirmation modal when resolving potential record matches as either a match or not a match, requiring you to confirm before the decision is applied.
Feasibility surveys Survey title	None	Feasibility surveys can now pass each site’s PI Name and Institution as query parameters to Alchemer so those values display dynamically on the first survey page.
Feasibility surveys Survey PDF export	None	The feasibility survey PDF now shows key study details, including completion date, submitter name, and study information, in the header on every page.
Feasibility surveys Edited survey responses	None	Edited survey responses are now clearly marked in the response modal, PDF, and XLSX exports so you can quickly identify what changed from the previous submission.
Reporting New survey question types in daily CSVs	None	Reporting views and daily CSVs now support the newly added Alchemer survey question types and include the total_possible_score column in the relevant survey response outputs.
Site grid Site contact export	None	You can now export the full site contact list from the Site details drawer to Excel or CSV, including key contact fields while excluding action columns.
Site grid Progressive loading	None	Release 26.1 replaces site grid pagination with progressive scrolling that loads records in batches of 50 and shows how many records are currently displayed out of the total.
Site grid Global search	None	Release 26.1 adds a Cross bucket site search modal that lets you find investigators, institutions, or countries across all site grid buckets and jump directly to the matching site record in its current bucket.
Site grid Site notes modal	None	The site notes modal now shows bold red helper text explaining that adding site notes is disabled when a site is in the Master list bucket.
Site grid Site history view	None	A new accordion-style Status filters panel in the Site history drawer lets you toggle bucket states on or off to customize and simplify the history view.
Site grid Verify site interest column	None	Release 26.1 prevents duplicate workflow task columns in the Select > Invited grid by consolidating task names that differ only by case and displaying the column name in uppercase.
Site grid Site decoration icons	None	Release 26.1 restores configurable site decoration icons next to site names in the grid to reflect imported data fields from API or CSV, and the icons persist across bucket changes but are not included in exports.
Site grid Site grid loading limits	None	Release 26.1 restores a Master list warning when results exceed 40,000 sites or 100,000 trial-sites, alerting users that large datasets may impact site grid performance and linking them to refine Master list criteria.
Site portal Study documents	None	The Site portal document experience now offers clearer labels and context, plus the ability to download feasibility survey templates and completed surveys with visible completion details in the Study documents tab and document history drawer.
Site portal CDA file deletion	None	Site users can now delete files they uploaded for returned CDAs directly from Site portal > Documents > Study documents using a new trash icon.
Site portal CDA reviewer comments	None	Reviewer comments entered when Requires Resubmission is selected during CDA review now appear on the related CDA task in the Site portal, giving site users clear guidance for resubmission.
Site portal Site portal help file	None	The login page now includes an Oracle help center link in the Need help? section that opens the Oracle Site Portal Cheat Sheet PDF in a new tab for easier access to support resources.
Site profile Alert bell icon	None	Release 26.1 restores bell icons that flag Site profile field changes made by the other party in Select or the Site portal for studies using study-specific Site profile datasources, with the alerts clearing after the counterpart saves.
Site profile Site profile type for new studies	Yes - Account study creation permission	You can now set whether each new study uses an account-level or study-specific Site profile data source, while keeping your account’s default profile type unchanged unless explicitly overridden for that study.
Site profile Demographics validation	None	Patient demographic validation now checks Age, Gender, Race, and Ethnicity separately, requiring each section to total 100% and showing clear section-specific and field-level warnings when it does not.
Site profile Section review prompt text	None	The profile review prompt has been moved directly below Profile Pages to Review so it is more visible and less likely to be missed.
Site profile Edit site profile navigation text	None	Release 26.1 improves Site profile accessibility by automatically scaling left navigation text at smaller browser widths to keep review instructions readable.
Site workflow Task deletion	None	Task deletion has been moved into the task details drawer with a required confirmation step, reducing accidental deletions and preventing task removal from locked study workflows.
Study management My Dashboard	None	This release improves My Dashboard load performance and adds case-insensitive Study Name search across the full study list.
User interface Search fields	None	Search bars in Select now include a clear (X) button that quickly removes entered text and automatically refreshes results to show all items again.
User management Bulk add role or team	Yes - User and Role Management permission	You can now bulk-assign roles or teams to multiple selected users at once from the Account > Users page.
User management Notes user permission	Yes - Edit/delete own site notes only permission	The new Edit/delete own site notes only permission lets users modify or remove only the site notes and exclusion reasons they authored, providing more granular and secure note access control.
User management Last login timestamp	None	Users can now see their previous login timestamp in the page header after signing in, making it easier to spot suspicious account activity.