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Timeline
When will this be released?
Release Date: 02/20/2025
Is there downtime for this release?
No.
Allow Edit of PHS Reference Data for Correspondence
This update enables Investigators to edit PHS identified reference data (primary references) directly within the correspondence module by clicking PHS Identified References in the Correspondence tab menu, and then clicking the Edit (pencil) icon.
Value
This enhancement streamlines the process for investigators when the applicant has accidentally entered incorrect contact information for a reference or when the investigator has found better contact information during the investigation.
Audience
Administrators and Investigators.
Add Secondary Reference Information
Now, Investigators with secondary reference contacts can easily add and send correspondence by clicking Secondary Reference in the Correspondence tab menu and then clicking Add Reference.
Value
This enhancement streamlines the correspondence process, enhancing communication efficiency.
Audience
Administrators and Investigators.
Final Report Webform Flags
With this release, we've added reference webform flags in the final reports, highlighting key data collected from references.
Value
This enhancement ensures all of the flagged keywords and phrases are easily identified within the reference list responses.
Audience
Administrators and Investigators.
Limit Actions Until Investigator is Assigned
We've created restrictions on actions that can be performed on unassigned applicants.
Value
This enhancement ensures that certain processes and modifications are only allowed once an investigator is involved, maintaining proper workflow protocols, preventing premature access or changes, and ensuring consistent reporting.
Audience
Administrators.
Admin | Assign Investigators in Bulk
Administrators can assign applicants to investigators simultaneously by clicking the checkbox next to each applicant's name and then clicking the Bulk Actions button. After making a selection, click Done to save.
Value
This enhancement significantly reduces administrative workload by speeding up the assignment process.
Audience
Administrators.
Show When We Received Webform in Grid
The PHS Identified References grid interface now indicates when correspondence has been received. This received date is auto-populated for web form responses when the reference completes and submits the form. For other means of correspondence, the investigator can log or modify the received date as needed.
Note: we are adding similar functionality to the other correspondence grids.
Value
This enhancement provides more tracking for PHS Identified references received.
Audience
Administrators and Investigators.
Workflow In-progress Indicator
The applicant profile header now displays the workflow status. The step information for active workflows is also displayed in a column in the My Investigations grid and the Applicant's grid.
Value
This enhancement provides more visibility while viewing the applicant file
Audience
Administrators and Investigators.
Acceptable File Types and Sizes in Checklists
Update checklists to match acceptable file types and upload size limitations. The supported file types for Checklists and Miscellaneous Documents are .png, .jpg, .pdf, .doc, and .docx. The maximum allowed file size is 5 MB.
Value
This enhancement provides more visibility while viewing the applicant file.
Audience
Administrators and Investigators.
Set Grid Defaults to 20 Rows
The default grid display for My Investigations, Applicants, and Approval Log grids should now show 20 rows per page. However, users can still change this to 10, 20, 50, or 100 rows as needed.
Value
This enhancement improves data visibility and reduces the need for excessive scrolling or page navigation.
Audience
Administrators and Investigators.
Notifications Updates
- We've created a dashboard indicator that shows the number of pending approvals.
Value: This enhancement lets users stay on top of approval tasks directly from their dashboard.
- We've enhanced the notification system to automatically send emails to all participants in the next workflow level.
Value: This change ensures timely communication and task readiness.
- We've updated email notifications to include the applicant's message when contacting investigators.
Value: This change provides context without the need to log in.
