This feature brief describes what's coming in the 17.3 release of goBalto Activate. We've included the following sections:
- Workflow wizard updates
- Contract management enhancements
- Self-service inline corrections
- Document export
- Password updates
- 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.
Workflow wizard updates
The workflow wizard feature has been updated to improve the efficiency and usability of creating new country and site documents and submissions, and associating them to protocols. Users can now filter for protocol-based or central/local options for collections or placeholders, and navigate more easily with expand/collapse options. Selection of an existing protocol version is simplified by displaying the most recently created protocol version first in the list. In order to reduce creation of duplicate protocol versions, examples of version formatting may be displayed with account- or study-specific examples of the correct format above the type ahead screen for creating the protocol version. This type ahead will also display matching and close matching existing protocol versions. Controlled by Configuration Designer, Workflow Wizard users may now select the option to create individual placeholders or collections.
Contract management enhancements
Updates have been made to streamline implementation of the new contract management functionality. If desired, contract placeholder activities may now be configured to “auto-complete”. Contract users are now able to categorize contracts by an account-specific type if it has been configured by an administrative user. Contract language and budget status can now be seen without opening the placeholder, and the associated icons are now displayed for “terminated” and “on-hold” statuses.
Self-service inline corrections
Users with the appropriate permission (and if enabled by account) may now uncomplete activities by blanking out completed dates. Due to downstream consequences, this feature does not allow for blanking out dates of completed placeholders (document, submission, package, review contract). This feature also does not allow for blanking out activity dates that include decision options, those tied to milestones, and placeholders originating from the quarantine area. But alerts, reports, placeholder statuses, and the audit trail will reflect data changes accordingly. Activity dates with completed successor activities may not be blanked out, but successors can be displayed and blanked out in reverse order.
We have added new functionality to the document export feature in Activate. Users will have the ability to export all documents included in a completed IP release package and submission package. Once a site has completed IP release or a submission package placeholder has been completed, Activate will automatically initiate a process to export all completed documents of the package and a manifest to a zip file. Roles with appropriate permissions will also have the ability to manually request a new export if new data is available in the submission package.
Activate password management has been updated as follows:
- Passwords are required to include one uppercase character, one lowercase character, one special character, and one number.
- Passwords may not be the same as the previous 10 passwords.
- Passwords must be reset by user if issued for the first time or reset by customer support.
- User accounts will be locked out after three unsuccessful attempts.
- Existing users may keep their current passwords until they expire; the above requirements will apply to all subsequent passwords.
goBalto Activate has implemented new APIs and functionality to allow for the exchange of alert or task information with partner systems such as industry site portals. Provisioned studies, countries, and sites via a new API will store, display, and return partner system study and site identifiers. New, completed, and withdrawn alert/task information including due dates will be published via a new Publish Activity API. Completed alert/task information including files can be sent to Activate via the Approve Activity API from the industry portal. Site users provisioned to participate in this level of integration will be flagged to not receive email notifications from Activate because the portal will govern email communications directly.
Implementation planning checklist
Follow up with your Project Manager to learn how the features in the table below may be used with existing studies.
|Additional configurations?||Can be turned on and off?||Impacts UI if turned off?|
|Workflow wizard updates|
|Individual placeholder selection||yes||yes||yes|
|Enhanced searching and filtering||no||no||no|
|Duplicate protocol version checking||yes||no||no|
|Duplicate placeholder checking||no||no||no|
|Contract management enhancements and bug fixes|
|"Auto-complete" as a contract activity||yes||yes||no|
|View of contract language and budget from contract placeholder||no||no||no|
|Self-service inline corrections||yes||yes||yes|
|IP release packages||no||no||no|
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