These release notes include the following sections:
- browser compatibility
- fixed in this patch release
- known issues
- known issues in Internet Explorer 9 only
- priority definitions
browser compatibility
For details about browser compatibility, see the goBalto browser support article.
fixed in this patch release
description |
|
APIs |
The User API now returns study associations for role assignments on a user. |
The User API now supports calls containing the following attributes: SSO user, enable access to all studies, data change permission, enable activity completion by email, and email access only. |
|
The User API now returns more explicit and specific error messages. |
|
The Study Site Staff API call now returns the Boolean Active attribute, indicating whether a staff member is active or not. |
|
An unqualified GET call to the User API now returns accurate information on all user roles. |
|
Changes to study-country and study-site level milestone dates are now published as event messages. |
|
team member assignments |
Using the text search field in the Site Assignment tab to find a site no longer disables the Edit buttons associated with the filtered roles. |
read-only users |
Read-only users are no longer able to see the Discontinue button in the Submissions widget. |
Read-only users are no longer able to interact with Activity fields, the Actions menu or see the Add an amendment or Add budget buttons in the contracts widget. |
|
alerts emails |
Inactive sites and studies are now excluded from alerts emails. |
PI changeover |
After a PI is changed for a site, documents specified “for site” and documents linked to the new PI can now be up-versioned using the Add a new document version button. |
submission packages |
Schedule now appears as an activity type configurable for Submission Package |
workflow wizard |
The site list in the Workflow Wizard now sorts sites alphabetically. |
known issues
description | ticket | priority | |
---|---|---|---|
study library |
When study library document versions are created in quick succession, documents may cross over into different versions of country level placeholders in lineage. |
CHK-5985 | normal |
When a country-level document created from the Study Library |
CHK-11078 | normal | |
In a newly created study site or study country, multiple lineage documents are created from the new version of an already shared study document. |
CHK-8606 | normal | |
contracts |
The contract language file icon and actual date overlap. |
TOGO-2903 | low |
The budget create/edit page shows all collections beyond contract collections. |
TOGO-2902 | normal | |
When you complete a budget activity and the page refreshes, only the initial contract information displays. |
TOGO-2900 | normal | |
When a completed date for an activity is deleted, it cannot be reset. Workaround: refresh the page. |
TOGO-2899 | normal | |
APIs |
When the site status changes, that change is not published in the API. |
CHK-7378 | normal |
global search |
When performing a search with results for a PI or Sub-I that is |
CHK-10502 | normal |
Global search does not return results when a search keyword |
CHK-10472 | normal | |
Copying and pasting a search term longer than ten characters |
CHK-10543 | normal | |
milestones |
The icon that indicates that a milestone is at risk does not display. |
CHK-7855 | normal |
When you enable the feature to combine submissions and milestones on the timeline, then implement and enable dynamic ordering by planned date, you can no longer display milestones based in the order that was configured. |
normal | ||
When you use the corrections tool on the home page to update Workaround: This information is captured in the audit trail. |
CHK-1231 | normal | |
Changes to planned dates on country and site details pages don’t update until you refresh the page. |
CHK-1403 | low | |
On critical path reports, items are listed as milestones, even though they’re not milestones. |
CHK-982 | normal | |
team member assignments |
Study level assignments only show when you select “For my role” on the home page. |
CHK-7925 | high |
Users who do not have study or department administrator system roles can access the Team member and roles assignment page. |
CHK-4325 | normal | |
On the team member assignment page Site and Study Country |
CHK-2235, CHK-2231 | low | |
A user without permission to manage sensitive users can make |
CHK-10136 | low | |
Activate LITE |
If files are present in Activate LITE and/or the quarantined files page, they are not removed when the study country is deleted. |
CHK-1413 | normal |
documents |
No alert message is generated when a duplicate Country ad hoc protocol-related document is created. |
CHK-8844 | normal |
ad hoc documents |
When you select one or more sites from the ad-hoc document site selection list, you can’t see site number or status, which are needed to help you determine which sites should get the document. |
CHK-2668 | low |
staff documents |
If a staff document is assigned a display order number, and then that staff member is deactivated, the document will continue to display in the original order, instead of at the end of the list. |
CHK-10104 | low |
alerts |
Alerts sort order does not change when ‘display in processing order’ checkbox is unchecked. |
CHK-8520 | normal |
audit trail |
If you have access to the audit trail and review updates to Add and Edit study pages, the additional fields don’t appear in the audit trail. |
CHK-1416 | normal |
configuration designer |
When deploying a configuration with features not deployed to the Activate instance, a hard failure occurs instead of an alert. |
CHK-8280 | normal |
When milestone position is not assigned a value, the milestone will not be created. Workaround: set a milestone position of any value. |
CHK-8887 | normal | |
When you click the Milestones tabs, Configuration Designer sometimes displays blank pages. Workaround: set search parameters on the Artifacts tab before trying to display the Milestones tab. |
CHK-7963 | high | |
Configuration Designer doesn't warn you if you add multiple configurations with the same name. |
CHK-2097 | normal | |
The terminology used to designate artifacts (document, submission, and package) is used inconsistently in the Configuration Designer. |
CHK-2129 | normal | |
The terminology used to designate level (study, study country, principal investigator, and staff) is used inconsistently in the Configuration Designer. |
CHK-2131 | normal | |
On the Artifacts page, the method used to select countries should show available countries on the left and selected ones on the right. |
CHK-2132 | normal | |
On the configuration list, the name of the person who created it does not display. |
CHK-2332 | normal | |
When you refresh a page, instead of displaying the current page, the home page displays instead. |
CHK-2331 | normal | |
When a deployment area fails, the error message that displays does not provide explicit details. |
CHK-2090 | normal | |
When you deploy a configuration, the action isn’t reported in the Activate audit trail. |
CHK-2179 | normal | |
When a configuration fails to properly deploy, roles defined in the configuration are still deployed (no attributes should be deployed when the deployment fails). |
CHK-2315 | normal | |
The TMF list is missing from the Artifact page. |
CHK-2321 | normal | |
The Configuration Designer application doesn’t automatically close (time out) after a specified period of time. |
CHK-2084 | normal | |
When you use the bulk feature to add dependencies that already exist, Activate creates duplicate artifacts. |
CHK-2877 | normal | |
When you use the bulk feature to create milestones for countries in which they are already defined, duplicate entries are created. |
CHK-2829 | normal | |
Configuration deployments can be interrupted when the data clean up process runs. |
CHK-2362 | normal | |
document management |
On the Expiring documents page, when you mark documents “Addressed”, the document count doesn’t automatically update. |
CHK-1050, CHK-1052 | normal |
When using Firefox to view the blocking items list, the columns don’t properly display. |
CHK-1647 | low | |
When viewing the blocking items list, Activate always displays the site user’s name for activities assigned to them (even if they’re not listed as the team member in the Team member and role assignments page). |
CHK-1642 | low | |
When you enter a note for a task, but do not complete the task, the note does not appear at the top of the widget as expected. |
CHK-1681 | low | |
When file upload fails due to configuration or a detected virus, the file upload process fails, however the document status is still updated. |
CHK-2898 | normal | |
When you use IE11 and click the calendar icon on the document widget to manage expiration dates, “NaN” sometimes displays instead of dates and months on the calendar. |
TOGO-2812 | high | |
search documents |
The default text for the search documents filter (Individual and bulk views) should be “filter by file”, “document”, and “protocol version”. |
CHK-1367 | normal |
submissions
|
Submission packages don’t display staff names next to staff- level documents; only the PI name displays. |
CHK-971 | normal |
If a reason is provided, user can only see 1000 of the potentially 3000 characters of the reason. |
CHK-3230 | normal | |
When a version ID is saved for a submission package, it does not display directly in the submission package's header. |
CHK-10507 | low | |
Other |
Users whose accounts are provisioned using SSO, aren’t designated as such on the user management page. |
CHK-1770 | normal |
known issues in Internet Explorer 9 only
description | ticket | priority | |
---|---|---|---|
site experience |
IE9 site experience users do not have the ability to remove attached files. |
CHK-8874 | normal |
When viewed using the IE9 browser, the "Welcome" heading of Site Experience is misaligned. |
CHK-10525 | low | |
No error message is displayed when a site experience user attaches a non-eligible file. |
CHK-8871 | normal | |
documents |
IE9 users cannot download an attached file from Note History. |
CHK-8870 | normal |
ad-hoc documents |
When you use IE9 to add a site-level ad-hoc document, the filter box is missing instructional text. |
CHK-2720 | normal |
When you use IE9 to add an ad-hoc document, you are routed to a blank page after 15 minutes. |
CHK-2752 | high | |
portfolio overview |
IE9 users cannot access portfolio overview. |
CHK-8520 | normal |
profile page |
In the user profile page, the time zone cannot be changed. |
CHK-8911 | normal |
When one or more sub-items is selected in the profile, the ‘new alerts for me’ option is not selected. |
CHK-8424 | low | |
configuration designer |
The Configuration Designer fails to display when viewed using the Internet Explorer (IE9) web browser. |
CHK-2183 | normal |
global search |
The “X” button to clear the search string from the global |
CHK-10494 | low |
priority definitions
priority |
description |
1 urgent (blocker) |
Catastrophic interruptions that result in service unavailability (outage). Issues may include application unavailable errors, or critical data or services being offline, for which there are no identified workarounds. |
2 high (critical) |
Major application issues that interrupt normal and expected behavior of one or more modules or business critical features of the application, but have manual or process-driven workaround. |
3 normal (important) |
Does not prevent operation of the application. Issues could include incorrect behavior of the application or performance issues. |
4 low (minor) |
Occurs in the field with no impact to production systems. These are generally questions relating to availability of training or help content. |
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