17.2.0.4 Activate patch release notes

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 placeholders in the Define activities step.
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 is up-versioned, you can no longer create a new version 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 inactive or replaced, the search does not indicate that they are replaced.	CHK-10502	normal
	Global search does not return results when a search keyword has a dash (for example: “Study-1068”).	CHK-10472	normal
	Copying and pasting a search term longer than ten characters into the global search bar does not generate a list of search results.	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 baseline or actual milestone dates, the name of the person who made the change and the time changes were made don’t display on the Timeline change history report. 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 tabs, no confirmation message displays when you assign a business role to multiple persons.	CHK-2235,   CHK-2231	low
	A user without permission to manage sensitive users can make one sensitive user the “primary assignment” in the study, country, or site assignment modal.	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 search bar is misaligned when viewed using the IE9 browser.	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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