These release notes describe enhancements, fixes, and known issues in the 18.4 release of Oracle's goBalto Activate. We've included the following sections:
- new in this release
- known issues
- priority definitions
- technical information
- article revision history
new in this release
known issues
fixed issues
description | ticket | priority | |
---|---|---|---|
Activate LITE |
The sort control on the Age column did not sort the column as designed. |
CHK-20302 | normal |
API integration |
A triggered collections issue occurred when a site was loaded via API without IRB/EC/RA type. Now, the Actions menu “Replace PI” option and “Replace PI” button on the PI edit form is available only if “Enable multiple principal investigators” is enabled for the account and IRB/EC/RA type is present. |
CHK-20363 | normal |
eTMF messages were not published as expected after a file was attached and review/approve activities were completed. |
CHK-20553 | normal | |
Edits to the IRB/EC/RA field did not create messages with publish data as expected. |
CHK-21662 | normal | |
audit trail report |
The audit trail report calendar date picker was updated to not allow a user to select a future date because audit items will always be a report of past activities. |
CHK-20224 | low |
After generating an Audit trail report, previously selected dates were not automatically cleared, and users were unable to select dates outside of the date range for new report. |
CHK-20283 | normal | |
When generating an Audit trail report, the quick selection buttons for “Past month,” “Past 6 months,” etc. did not automatically populate date fields as designed. |
CHK-20390 | normal | |
bulk work |
When editing selected countries in Bulk Work, the select all checkbox displayed as unchecked when all countries were selected. |
CHK-15448 | normal |
When a long country name was truncated in the bulk work filter, the number of country instances did not display to the right of the country name as designed. |
CHK-15953 | normal | |
When a user uploaded a document, the current document date (or manually specified date) successfully saved to the attachment, as expected. However, if the next activity was completed using the bulk work tool, the document's date was erroneously updated to the current date. |
CHK-21183 | high | |
The wet ink control (yes/no) always displayed in bulk updating of documents even if the account did not have wet ink enabled. |
CHK-20320 | high | |
contracts |
When a contract was fully executed, the “Add Budget” button in the Contract widget was still available. Now, when a contract reaches fully executed status, the “Add Budget” button no longer displays, and users can add an additional budget via amendment, if necessary. |
CHK-17148 | normal |
Per subject cost field allowed non-numeric characters. |
CHK-20258 | low | |
To avoid confusion, the contract amendment pop-in has been updated to reference “Method” instead of “Type” for the amendment (i.e., one-way, two-way), and the Method drop-down now displays only if there are multiple methods configured for the account. |
CHK-20934 | normal | |
Contract amendment reason was no longer displayed in the widget header after making changes (e.g., adding type or adding version ID). |
CHK-20935 | normal | |
country milestone dashboard |
Scroll arrows were displayed in the country milestone dashboard pop-in when there were not multiple milestones to view. |
CHK-20279 | normal |
document management |
If an item was discontinued without any activities being completed, the Approve activity marked for auto-completion was also completed and erroneously changed the status of the item from not started to in progress. |
CHK-20632 | normal |
When migrating files to BOX storage, some files for studies that included forward slash, space, and/or underscore in the study name were not successfully migrated |
CHK-21046 | urgent | |
electronic signature |
When previewing an attached document’s information, a blank gray space displayed next to eSignature. |
CHK-19423 | normal |
An error message pop-in related to electronic signature configuration was partially obscured. |
CHK-20216 | normal | |
Users were unable to start the electronic signature request on a second uploaded document after electronic signature was completed for another uploaded document within the same item widget. |
CHK-20244 | normal | |
Users assigned to study were not available to be tagged to electronically sign a country level document. |
CHK-20303 | high | |
When an item had a pending electronic signature request and all activities for the item were subsequently completed, the electronic signature "waiting" icon no longer displayed in the File history section. |
CHK-20315 | high | |
infrastructure |
We updated our licensing with underlying third party components to align with our latest subscriptions. There is no functional impact to any application processes, features, or functionality. |
CHK-20296 |
normal |
IP release |
IP release package, submissions, and submission packages did not display with the Principal Investigator name after the Principal Investigator was replaced. |
CHK-18431 | normal |
Notes were not automatically created as expected each time an IP package was completed. |
CHK-21035 | normal | |
When an IP package item was completed, the date of input was used as the date the IP review was completed to determine which items were post-IP. Now the date selected from the calendar widget will be used. |
CHK-21248 | high | |
Double clicking on a review item in the Actions menu created duplicate packages. |
CHK-21734 | normal | |
notes |
We removed functionality that allowed visibility of notes at the site level for a country level item. This functionality has been replaced by the “Share note with site” feature. |
CHK-20637 | high |
single sign on (SSO) |
Users who access Activate via single sign on (SSO) who timed out of the system were intermittently sent to the wrong logout URL, which resulted in an error message for the users. |
CHK-20772 | high |
site experience |
Site experience users were unable to view attachments for country level items after the item was completed and an attachment was added. |
CHK-20420 | normal |
site management |
Users with participatory access were unable to add or edit a site and users with view-only access were unable to view an inactive Principal Investigator on the staff tab. |
CHK-20894 | high |
study library |
While editing group name of 100+ characters, the name extended outside of the edit group pop-in. |
CHK-16600 | low |
Documents that were already shared with a country could not be added or removed in bulk to a document group. |
CHK-16606 | normal | |
When using the overall checkbox in the Documents tab of the “View study library documents” section and then toggling to the Share tab, the checkbox remained populated. Unchecking it then showed negative documents to share (i.e. -1). |
CHK-19133 | normal | |
After adding more than 30 documents to study library, users needed to refresh the page for the next/prev navigation menu items to display. |
CHK-19811 | low | |
submissions |
Numeric package identifiers did not increment correctly (e.g., P1, P2, P3, etc.). |
CHK-15465 | normal |
In submission planning, the PI column displayed the artifact owner not the Principal Investigator, as expected. |
CHK-18932 | normal | |
user interface |
Activate does not allow users to update Principal Investigator information if IRB/EC type is not specified, and error text for this issue displayed above the visible window. |
CHK-20397 | normal |
The pop-up asking users to enter a reason when taking certain actions (e.g., discontinuing contract) had inaccurate header text. |
CHK-20630 | high | |
workflow wizard |
Clicking multiple times on the confirmation button at the end of the workflow wizard created duplicate items. |
CHK-20415 | normal |
new issues
description | ticket | priority | |
---|---|---|---|
API integration |
The milestones PUT command functions even if the mandatory field "Reason" is not passed. |
CHK-20101 | normal |
When identifying a site, principal_investigator PUT calls do not validate the uniqueness of cros_pi_id and sponsors_pi_id fields, and do not return an error if the call specifies a pre-existing value for either field |
CHK-20128 | normal | |
bulk work |
Contract amendment Reason field in bulk work is a free text field rather than a drop-down list of preconfigured values, as designed. |
CHK-21829 | normal |
contracts |
If contract activities are blocked by budget and contract language activities, and the activities are completed, the “view blocking items” link displays until the page is refreshed. |
CHK-18192 | normal |
Creating a new budget version on a contract item successfully adds a new version, but the new version does not include a revision number as expected. |
CHK-20631 | normal | |
Contract type is an editable field under budget or contract language when it should not be editable. |
CHK-21871 | normal | |
Budget and submission items do not display descriptions when configured to do so. |
CHK-21876 | normal | |
CRO/sponsor oversight |
By design, all countries and sites are not selected in the Overview page filter, so the number of Activities in the sticky header does not match the total in the “Your alerts” filter. |
CHK-21812 | normal |
When a user has access to a study in a partner account and the study status is updated to “In closedown,” the user no longer has access to the study. |
CHK-21888 | high | |
electronic signature |
When using the Internet Explorer 11 browser, if a user double clicks the “Include electronic signature request" toggle, an invalid file type (e.g., CSV) can be accepted into the tagging process, but the document fails on creation. |
CHK-21870 | normal |
IP release review |
After rejecting a review package and completing the activities, if the user double clicks the Done button, two identical notes are created. |
CHK-21747 | normal |
When users enter over 50 characters into an Additional field’s “Other” option, no error displays. |
CHK-21794 | low | |
On country-level IP release packages that have document notes, It is not possible to complete the package without approving the notes. |
CHK-21895 | normal | |
site experience |
If a site user replies to an alert email and does not include an attachment, and an Activate user accepts the item within the quarantine area, no activities are completed and the status icon erroneously shows an in progress icon. |
CHK-11105 | normal |
study library |
If “Type” value for an item in the document grid is 100+ characters, the “Displaying” counter at the upper right of the grid is displaced. |
CHK-21797 | low |
Type value is not displayed as expected for lineage documents in Define IP Release Package and Corrections, Activities. |
CHK-21813 | normal | |
Long names of 100+ characters are cut off in the header of the Edit/Remove pop-ins for Group and Type. |
CHK-21852 | low | |
In the individual share modal, the checkbox to select an individual country should be disabled if there are no sites for the country. |
CHK-21875 | normal | |
The Groups filter does not display as expected for users who do not have permission to add, edit, and remove groups. |
CHK-21878 | normal | |
submissions |
When submissions are at the individual site level, the “Sites approved from this submission” checkbox should not display. |
CHK-21715 | normal |
team member assignments |
Partner names display three times in the Seed Users drop-down list. Selecting any of the three listings does not impact seeding, all execute appropriately against the user list. |
CHK-20815 | normal |
user interface |
Under "File History" on an item (i.e., documents, submissions, packages, contracts), the “Previous files” toggle displays even when there are no previous files. |
CHK-21705 | low |
workflow wizard |
Custom site status labels do not display as expected in workflow wizard. |
CHK-21064 | normal |
previously reported issues
description | ticket | priority | |
---|---|---|---|
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 |
activities |
The paperclip icon indicating an attachment does not display in a package header. Workaround: refresh the page |
CHK-16128 |
low |
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 determine which sites should get the document. |
CHK-2668 |
low |
alerts |
Alerts sort order does not change when ‘display in processing order’ checkbox is unchecked. |
CHK-8520 |
normal |
APIs |
When the site status changes, that change is not published in the API. |
CHK-7378 |
normal |
audit trail report |
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 |
bulk work |
Activate users can set expiration dates for blocked items in Bulk Work but not in item placeholders. |
CHK-18929 |
normal |
contracts
|
The budget create/edit page shows all collections beyond contract collections. |
TOGO-2902 |
normal |
When a completed date for an activity is deleted, it cannot be reset. Workaround: refresh the page. |
TOGO-2899 |
normal |
|
When adding a contract through the Workflow wizard, Budget and Contract Language are erroneously listed twice. |
CHK-16658 |
normal |
|
When editing a completed budget to replace the currency value, the new value does not display after clicking Done in the edit modal. Workaround: refresh the page |
CHK-20273 |
low |
|
CRO/Sponsor collaboration |
The business partner or site assignments icon has inconsistent display logic for submission packages. |
CHK-20086 |
normal |
document management |
When file upload fails due to configuration or a detected virus, the file upload process fails, but the document status is still updated. |
CHK-2898 |
normal |
documents |
No alert message is generated when a duplicate Country ad hoc protocol-related document is created. |
CHK-8844 |
normal |
electronic signature
|
If a user is tagged to electronically sign a contract type document, but the user is not assigned to a business role with access to contracts, the user can’t open the alert in Activate to complete the electronic signature process. Workaround: User can access the contract document via a link in the email notification. |
CHK-20210 |
normal |
When a tagger sends a document to multiple signers, but uploads a new document before the signers have provided the electronic signature, Adobe Sign does not send email notification to the recipients that the first document has been cancelled. |
CHK-20291 | 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 |
|
milestones |
The icon that indicates that a milestone is at risk does not display. |
CHK-7855 |
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. |
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 |
|
other |
Users whose accounts are provisioned using SSO, aren’t designated as such on the user management page. |
CHK-1770 |
normal |
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 |
site experience
|
When a site user discontinues a submission, the submission erroneously disappears from Site experience. |
CHK-16576 |
normal |
When a site experience user clicks on an alert, the corresponding widget does not automatically expand as expected. |
CHK-20280 |
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 |
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 |
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 |
|
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. Workaround: See the full description in the submission information section of the submissions widget. |
CHK-3230 |
normal |
|
When adding a new package to a submission, additional sites selected in planning do not have the initial submit dates from the first package or any Final Approval baseline and planned dates that have been specified. |
CHK-16825 |
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 |
|
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 |
|
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 |
|
user interface |
The site status pie chart does not accurately reflect site status if the country status has been changed to “on hold.” |
CHK-20162 |
low |
Priority definitions
priority |
description |
1 urgent |
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 |
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 |
Does not prevent operation of the application. Issues could include incorrect behavior of the application or performance issues. |
4 low |
Occurs in the field with no impact to production systems. These are generally questions relating to availability of training or help content. |
technical information
browser support announcement
Our goal is to provide our customers with the best experience and advanced product capabilities, while maintaining maximum security. As we enhance Oracle goBalto products, older browsers may no longer provide the capabilities required to support these objectives.
On a regular basis, we assess browser usage and support policies by Microsoft, Google, etc. and adjust our browser support policy accordingly. Based on our most recent analysis, Microsoft Internet Explorer 9 and Internet Explorer 10 site users comprise less than 0.25% of all unique users.
As of the 19.1 release, we will no longer support Internet Explorer 9 and Internet Explorer 10 for Oracle goBalto Activate Site Experience and Oracle goBalto Activate LITE. Note that Microsoft ended support for these browsers in 2016.
Our browser assessment also indicates growing use of Microsoft Edge and Mozilla Firefox browsers for site users. As of the 19.1 release, we will add Microsoft Edge and Firefox as supported browsers for Oracle goBalto Activate Site Experience and Oracle goBalto Activate LITE.
Note: The list of supported browsers for Activate has not changed with the 18.4 release. For details, see the Browser support article.
open source attribution
Oracle's goBalto Activate uses certain third party open source software. For details, see the Open source attribution article.
article revision history
date |
description |
04APR2019 |
NO CHANGES - Opened article to public viewing |
28FEB2019 |
ADDED additional field-level details to the single artifact publish message enhancement in the API integration section. |
14FEB2019 |
ADDED Audit trail report enhancement to New in this release section. This enhancement was omitted from release note publication in error. |
25JAN2019 |
REMOVED configuration designer item CHK-22317, "The budged create/edit page shows all collections beyond contract collections." from the Activate Previous Reported Issues list. This item is now tracked in the Previous Reported Issues list in the Activate Configuration Designer release notes. |
20JAN2019 |
REMOVED global search item CHK-10543 from Previous Known Issues list. This item was fixed in release 18.3 and was included in the 18.4 release notes in error. |
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