07/14/2007
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CREDIT:
1. There is another Staff Access available for assignment: Reports: Protocol Financials. This option allows staff to have access to Protocol: Financials (already part of the Staff Access assignments), but limit staff to Financial Reporting. By default, all staff having access to Protocols: Financial also have access to this new listing.
2. The Protocols Report column can now be limited to "Current Status Report" (Open Protocols) only. The listing in the Staff Access section of each staff profile is: "Reports: Protocols (Limited to Status Report Only)". Checking this box, and unchecking "Reports: Protocols (All Reports)" will result in a single report being available to the staff. Uncheck both of the assignments and the Protocols Report Column entirely dissappears.
3. There is a new Filter in the Master Schedule Report. A number of updates ago, staff were allowed to add "Notes" to each event in the Protocol Design Module. Now, events in the report can be filtered per key word for entries that contain the specifically entered text... i.e. Filter Word "Standard" will only show events that have a protocol notation containing that word.
4. The Financial Direct Cost module now allows for entry of a "Note" associated with each cost.
5. When Collecting Patient Milestones in the Financial Module, if there are protocol event notes attached to an entry, the notes are displayed below the event description. This is also true of Protocol Direct Cost entries that contain the new Note pad from entry #4 above.
6. Manually entered events into patient calendars can now contain an attached note similar to the master protocol design event notes.
7. There is a new button in the Cascade Range of Dates for Patient Calendars. "Reset Calendar to Original State". Clicking this new button ignores all date ranges and removes all cascading from all events, restoring them to their original creation dates as dictated by the protocol design (zero days cascaded). To assist in determining if this is a desired action, the days of delay are now displayed under each dated event in the Cascade Page Listing. i.e.:
Irinotecan (350mg)
(Cascaded 7 Days)
8. There are 3 new colors available for the Institution Calendar Events: Olive, Slate, Orange
9. There is a new "Contact Type" attachment that can be assigned to each Research Team Member that is under each Protocol. There are 12 pre-loaded "Types" of contact listed by default. Also, each existing member has "Other" as the default type. PIs have the "Principal Investigator" selected as the type. The existing "Types" are as follows"
Budget
Co-Investigator
Contract
Contract Negotiator
Coordinator
CRO
Medical Monitor
Monitor
Principal Investigator
SAE
Sponsor
Other
Manager
10. There is a new variable for the Protocol Page: Study Account Number. To enable the variable, go into File Ops > System > System Variable Default Values > Protocol Data Page #45.
11. For those using the Financials module, there is a new Cost Center table that is active. The table can be loaded in File Ops > Protocols > Add Cost Center. Once the Cost Centers have been added, they can be assigned in the Protocol Financial Accrual Page. Cost Centers are recyclable. As long as one study has the Cost Center (CC) in use, with an OPEN date, the CC is not available to any other study. However, once a CLOSE date is entered, the CC can be utilized by some other study.
IDEA:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11
IRBANA:
1. See CREDIT items: 1, 2, 4, 8, 9, 10, 11 |