02/17/2007
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CREDIT:
1. The Master Schedule Report now allows for Primary and Secondary Ordering.
2. Protocol Financial Milestone Collection Popup now allows for header-linked ordering of the displayed data set. Each table for Invoice collection has the headers linked. Click on any header, and the data in that table will be ordered in that way. Note: Caution, checked events for REMOVAL will be lost when ordering tables via the links as the action simply reloads the entire page with the new column ordering established for the specific table. As a result, it is recommended that all tables be sorted *prior* to any items being marked for Removal from the Invoice.
3. The View Patients by Staff report now allows for multi-selections from a combination of Nurses, Data Managers, Investigators for filtering purposes.
4. The Master Schedule Report now has a Staff Memory. The selections made remain in place until changed by the specific staff.
5. The search engines now have Auto-Complete which windows down a list of searchable targets as the user types. This is a System Feature and has been Enabled by default. Should you choose to disable this feature, it is done in File Ops > System > System Variable Default Values > Search Engines. It is the last entry in the Search Engine section.
6. Protocol Arm Segments (calendar design segments of dates) can now be imported from one arm on the study to another. This may be helpful when an extensive segment is created for financials on one arm that needs to also be built on another arm. Rather than reconstruct the entire financial segment again on each and every arm, the segment can be imported from, say, Arm A to Arms B, C, etc... To reach this feature, staff must be inside of an Arm. The mini-menu "Add a Segment". There is a new button on the page with a dropdown of Segments from other Arms. Select a Segment to Import, and click on the "Import Segment" and Rename it: ____________. If there are patients attached, the user will be prompted to update their calendars. This feature could also be helpful when appending Long Term Follow-up from and Arm Z to Arms A, B, C, etc....
7. The 1 Column Patient Calendar is now capable of displaying events in different sizes, colors, and formats. The process starts in File Operations were every event (Activities, Labs, Drugs, Financials) has been defaulted to "medium size", "black", and "no formatting (bold, underline, italic)". So, if the default display for any event should be other than noted above, the event should be Edited and the display values changed. These will not change existing values in the protocol designs that use that event.... just future display values. However, when an event is added to the Protocol Design Segment, those default colors are echoed in the segment. However, they can be changed in the segment, which is the final display marker for how the event will show up in the 1 Column Patient Calendar. The table below shows the options each and every event has available.
Font Size: Small Medium Large
Font Color: Red Black Blue Magenta Dark Green Purple
Font Format: Bold Underline Italic
8. The IRB Meeting Activity Reminder Report now allows for filtering by event Status and Review By.
9. There is a new Document Submission Date available for all regulatory submissions. This date allows for the recording of when the documents were actually submitted. There is also a report available "Meeting Submission Lookup" to pull the log of Submissions within a date range. All of this is available to ENABLE via File Ops > System > System Variable Default Values > Protocol Data Page > Show Regulatory Document Submission Received Dates. By default it is DISABLED.
10. On the Patient Photo Data Page, the Patient Notes are now linked to provide a popup for printing the entire note pad.
11. The IRB Revisions and Amendments can now have a submitting\review date newer than the IRB Meeting date. There is a warning that allows the user to override the date comparisons on the fly.
12. The module that allows for "Cascade Range of Dates" for the patient calendar now has a new easy-to-use feature. Across the top of the page are 6 months of calendars that begin in the month and year of the first event that is capable to be cascaded (the "Next Unlocked Event). That date is highlighted in Yellow on that month calendar. All dated for all months are linked. If you click on a date after the "Highlighted" date, the word FORWARD will be selected in the direction of cascade box, and the number of days forward will be selected in the Days box. Likewise, if a date is clicked before the "Highlight" date, the word BACKWARD is selected in the direction of cascade, and the Days box is loaded with the number of days to move backward. This eliminates staff from counting days for calendar delays.
13. When on the Protocol Data Page and the button is hit to SHOW PATIENTS, in the patient name column is now the "Last Contact Date" and the "Next Contact Date". Note: If the Next Contact Date is less than the Last Contact Date, an event was skipped in the patient calendar and needs immediate attention. In this case, the Last Contact Date will be in Red.
14. Associated with each protocol event in the protocol design page, is not the ability to "Order" the events for creating patient calendars. So, if staff desires to have Lab A before Lab B, then Drug A then Drug B, etc..., the protocol can be assigned the order of those events. Further, in each patient calendar, Event Types can be re-ordered to allow for the groups of Labs (or other events) to have a unique display order. All this requires that a System Variable be Enabled: 'Use Protocol Assigned "Event Order" for Patient Calendars'. By default, it is disabled which causes CREDIT to function as it has in ordering events by groups of event types.
IDEA:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14
IRBANA:
1. See CREDIT items: 5, 8, 9, 11
2. The IRB Central Committee Members now have the capacity to have a "Board Position" or "Title".
3. The Continuing Review Report now allows for the Exclusion of Existing Entries that are Expedited.
4. The results of voting entries in IRBANA are now reflected in the Minutes.
Voting:10 For:7 Against:0 Abstaining:2 Not Available:1
5. There is a new Facilitated New Study Review Letter available in the Reports.
6. The CREDIT Importer for IRB Events always captured the agency responsible for Consent Changes. Now, like CREDIT, the Importer also grabs if Patient Reconsenting is required.
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