This feature brief describes what's coming in the 17.2 release of goBalto Activate. We've included the following sections:
- Activate usability updates
- Global search
- Self-service inline corrections
- Study library updates
- Site email integration
- Staff deactivation
- External team members and assignments
- TMF data
- API updates
- Implementation planning checklist
- For tips on rolling out these features to your organization, see the Implementation Planning checklist and contact your goBalto project manager for more information.
- For details on supported browsers, see the goBalto Browser support article.
- This brief gives you early insights into the upcoming Activate release. All features are subject to change upon release.
Activate usability updates
We streamlined the Activate user interface in 17.2 which makes navigating through Activate faster. The chromo menu on the left side of the application has moved to a menu bar at the top of the application. There is now a persistent header referencing study, country and site information that allows for quick navigation. We also complemented the new navigation with wider pages with more spaced out data fields and components.
Activate global search, available on all application pages as part of the new menu bar, now allows you to type ahead to find and quickly navigate to any study, country or site to which you have been assigned.
Self-service inline corrections
If enabled for your account, users with the appropriate permissions now have the ability to edit completed dates they have entered for document, contract and submissions activities.
Study library updates
Study files can now be shared with individual countries and re-shared when new sites have been added to countries.
Site email integration
If enabled for your account, the 17.2 release gives site users a new option to complete their site activation tasks by viewing and uploading documents and adding comments directly from their email (supports Outlook and gmail). This feature does not require a login/password for the site user.
Users now have the option to deactivate staff members (vs. remove) who are no longer at a site. A visual indicator highlights activities related to those deactivated staff members on the home, work tab and on pages where you see artifacts related to staff.
External team members and assignments
If enabled for your account, the this feature allows you to restrict assignment of sensitive users to only specific roles.
Additional data fields (Agency/Organization/Language, etc.) are available to be configured in Configuration Designer for artifacts if you want to collect additional metadata for reporting and integration purposes.
An artifact API endpoint is available to pull metadata and files, so that can more closely integrate with other business systems.
Implementation planning checklist
Follow up with your Project Manager to learn how the features in the table below may be used with existing studies.
Use with existing studies?
|Can be turned on and off?||Impacts UI if turned off?|
|Activate usability updates|
|Top menu bar||no||yes||no||n/a|
|Persistent study, country and site header||no||yes||no||n/a|
|Self-service inline corrections||no||yes||yes||n/a|
|Study library updates|
|Individual country share||no||yes||no||n/a|
|Re-share to new sites for a country||no||yes||no||n/a|
|Site email integration||no||yes||yes||no|
|External team member assignments||no||yes||yes||no|
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