12/22/2007
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CREDIT:
1. Protocol Revisions Memo can now have a default value set in File Ops > Systeme > System Variable Default Values #30.
2. The General > Staff Information Report now allows for filtering via Active, Retired, or Both. The report also allows for the selecting the column "Speciality". The report can also be sorted by speciality.
3. For those institutions that have the "Financials" module enabled, the Report "Invoice Generator" now allows the user to look at an invoice per protocol using a link to popup the proposed invoice. The dollar value is linked to facilitate this upgrade.
4. For those with Financials enabled, if there are Recurring Direct Costs set up, the Daily Notificaion System will now send email to those listed when a recurring direct cost occurs.
5. The IRB Meeting Activity Recorder now allows for the selection of "All Actions (For View Only)". Selecting this option will result in the output page not being filtered per the Action.... all actions types will appear.
6. The IRB Meeting Activity Recorder can now be ordered (sorted) by Event ID.
7. Financial Payments can now be specifically associated with a protocol.
8. Inside of a protocol, when the SHOW PATIENTS button is clicked, the display can now be sorted by Hospital.
9. The Report > General > Staff Information can now be Exported to Excel.
10. The Patient Archive Popup Box, Patient Protocol Archive Popup Box, and the Protocol Archive Popup Box now have links for "Today" and "Remove Date".
11. There is a new File Operation that allows for bulk moving patients from one protocol and\or arm to another protocol and arm. The action "Migrates" the patient. The patient is physically moved from one study to another (or one arm of a study to another). This will help move patients from an arm like "UNK" to the specific arm of randomization. Also, this will assist for patients that have been attached to the totally wrong protocol. The File Operation is the last link in the Patient column in File Operations.
12. The IRB Adverse Events Module now has a larger Text Box for adding in the Adverse Event Description. Addtionally, there is now an "Add This Adverse Event" button located directly to the right of the box.
13. The Patient Mailing Label Report now allows for the selection of specific patient status.
14. The Protocol Research Team can now be "Bulk Loaded", IF there are no existing entries in the file. This whole process begins in each Staff Profile File Op. Next to "Protocol Research Team" is now a dropdown that allows for "Pre-Assignment" of Research Contact Type. IF the dropdown has an entry selected, that team member will be loaded as part of the "Load Default Team" button found on the Protocol Research Team page. When clicked, a popup presents all of the "Pre-Assigned" staff and contact type. A check box to the right of each entry can be removed if the staff will *not* be part of the team. Checked staff will be "Bulk Loaded" when the "Add Selected Members" button is clicked from the Popup Window. Again, this option is *not* available if there are any existing team entries.
15. If a patient is also in Prestudy, but the Protocol does not have a workup, the patient protocol can now be loaded directly into the Prestudy Workups from the existing Patient Protocol Page (Event Focus). A button will appear if there is currently no entry for the Patient in the Prestudy Workups: "Add Patient to Prestudy". This button will *not* appear if the actual patient is not in Prestudy OR the patient is already in prestudy and a workup for the protocol already exists. This will facilitate staff who do not do a workup in prestudy, then "Activate" from that page. This is the reverse process which allows the Prestudy Workup to be added via the Active Patient Protocol Page.
If the Workup already exists for the Patient, the button will not be shown. Instead a "GO There" link is provided to edit the prestudy patient workup for the protocol.
16. The General Report: "Staff Information" can now be output in a 3 Column format, sorted by Staff Speciality.
17. The Research Team for each protocol (as noted in an earlier update) has been moved from the Protocol Data Page, to the Mini-Menu selection for the team. Note, however, that the Protocol Data Page header for the "Staffing Assignments" is "linked". Clicking on the link will take the user directly to the Research Team page, without the need for the Mini-Menu selection. There has also been a slight change to the Reseach Team Module. The background color of "Key Staff Contact Types" is highlighted in light yellow. There are 3 key Contact Types, and only one of each can be active in the protocol at a given time. They are: Principal Investigator, Study Coordinator, and Data Manager. The background color of those Contact Types is highlighted to allow easy selection.
18. The Logon Page now has a new link "Forgot Password?". Clicking that link prompts for a Logon Name. Once that has been submitted, the user is provided a "Security Question". If that is answered correctly, the use can create a new password.
NOTE: Until each user is asked to change the password, there will be no security questions set. Therefore, the Forgot Password link will not allow password reset. As passwords expire, each staff, in turn, will be prompted to choose from one of the pre-defined security questions and provide the answer.
19. To facilitate the exclusion of groups of Financials from being captured on a newly created invoice, there is now a set of "All" and "None" links that automatically check boxes for exclusion. This feature appears on the popup box when the "Collect Milestones" button is clicked. All potential items for invoicing are displayed. Events can be excluded by putting a check in the box under the "Remove" column. These new links facilitate that process.
20. Within each Protocol Financial Module, the Milestone Collection can now be done per Date Range. By default the Start Date is set to January 1, 1900. This facilitates getting every single event from the past. The End date defaults to "Today". There is no need in changing the dates unless it is desired to limit the invoice to specific dates (as in "last month").
IDEA:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20
IRBANA:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 7, 9, 12, 14, 15, 16, 17, 18
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