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Release notes version 7.1 - ERMS

  • Bijgewerkt

Dear reader,

The ERMS of ResearchManager is being updated to version 7.1. Please find below the list of added functionalities and improvements. We are happy to answer any questions you may have about the update. For inquiries, please email us at support@myresearchmanager.com. 

 

stream-solid.svg  In short

Among other things in this version:

  • Archived studies: Easily archive studies with a new default status. Users can view-only—safe and organized.
  • Customizable column titles in Excel exports: Choose between component IDs or titles to suit your preferences.
  • Export multiple answers in a single column: Separate answers with commas—ideal for data analysis.
  • Document sorting in review components: Organize your documents neatly by sorting columns.
  • Bug fixes: We’ve resolved as many issues as possible.

Read below for details on all the changes.

 

 

plus-square-regular.svg  New

  • New default status per study: Archived

We have added a new default status to the process: Archived. This status cannot be deleted or modified and is optional to include in the process.

The Archived status functions as follows: when a study is set to this status, all users can only read the data and documents. Only ResearchManager can modify the status again. Additionally, the study overview on the Start page now includes an option to show or hide all archived studies.

If your process already includes an archived status, the difference with this default status is that the permissions in the default Archived status cannot be modified.

  • New merge field for email templates

A new merge field has been added to the email templates (emails sent during status transitions). The merge field is a link to the study in the ERMS with the text "Go to study".

 

 

chart-line-solid.svg  Improved

  • Link title visible in share requests

For new share requests, the title of the link will now be displayed. Since different links with varying content can be sent at different times, it is useful to see which link is being referred to in the share request overviews.

  • In the "Incoming share requests" overview, a "Link name" column has been added.
  • In the "Outgoing share requests" overview, a "Link name" column has been added.
  • In the "Audit trail" for share requests, a "Link name" column has been added.
  • On the "Import share request" page, an additional line with the "Link name" has been added.

It is already possible to create a link between different ResearchManager environments, such as between a CTMS environment and an ERMS environment. With such a link, documents and data can be easily sent and then directly loaded into a new or existing study by the receiving party. If this sounds like something that could be useful for you, please contact your account manager or consultant, and they will be happy to provide more information!

This update only applies to environments where a link already exists.

  • Email template order customizable

In the "Management> Email Templates" section, emails can be set up to be sent when a study reaches a specific status. Previously, the order of the email templates couldn't be adjusted on this page, which could sometimes make things a bit less organized. Now, it is possible to drag and drop the email templates into your preferred order.

An additional benefit of this improvement is that the order is also reflected in the "Send Email" pop-up that appears when the "Display mailing list before sending" option is selected for one or more email templates. This way, you can also manage the order of the emails in that pop-up.

  • Column titles in the Excel export customizable

A new option has been added to the export settings: column titles. There are two options to choose from:

  • Component ID
  • Component title

By default, the component title is used as the column title, but with this setting, it is now possible to use the unique ID instead of the title as the column header.

Tip: You can export an Excel file with all components and their related settings, titles, options, and unique IDs via Management > Template > Export template. This way, you’ll have a handy key file at your disposal.

  • Option to export data from a Multiple Answers component in two ways in an Excel file

Previously, data from Multiple Answers components was exported to Excel files as follows:

Study Component title or ID Answer 1 Answer 2 Answer 3
Test study For RL   1 0 1

In this example, answer options 1 and 3 were selected for the question.

For data analysis, it might be more convenient for the answers to not be split across multiple columns. Therefore, when setting up an export, there is now an option to export multiple answer components comma-separated in a single column. In this case, the above example would look as follows:

Study Componenttitle or ID
Test study for RL 1; 3

The values of the answer options will then be displayed in the column with a semicolon between them. To view the descriptions of the answer options, you need to merge this file with the export of the template. It is not possible to export the descriptions comma-separated.

 

  • Decimals allowed for numeric fields in review components

It is now possible to set how many decimals are allowed for each numeric field in reviewcomponents.

Tip: Fields in review components can be edited by modifying the component, then going to Specific Properties, and selecting the field to be edited under ‘Field’. Make the desired adjustments and don't forget to save. If more fields are needed than available in the list of fields, please contact your consultant or support@myresearchmanager.com.

  • Management – User and role adjustments

Application managers, module managers, user managers, and Assistant Scientific Officer have access to the 'Users and Roles' configuration page via Management. We’ve made a few changes to the user table:

    • The phone number column has been removed from the overview.
    • Filters have been added for the following columns: email, login method, status, 2FA, and studies.
    • The unique user ID now appears as the first column in the overview.
 
  • Sort documents in review components

It is now possible to sort documents within a row of a review component based on the displayed columns.

  • Erase function for columns in grid components

In all grid components, it is possible to filter and sort by columns. Now, with the "erase" icon, you can remove the filters and sorting that have been applied. The grids will then return to their default display until the user applies new filters.

  • Hide answer options in review components

A new setting has been added to the specific properties of review components. For single-answer and multiple-answer fields within such components, it is now possible to hide answer options. If data has already been entered for an answer option, it will remain visible, but for new rows, it will no longer be possible to select that answer option.

 

 

bug-solid.svg  Bug fixes:

  • Since the previous update, it has been possible to view which studies users are associated with by expanding their entry under "Management > Users and roles" The study title and status are displayed. However, the status was sometimes incorrectly shown in English, which has now been fixed.

  • When sorting by the 'Active' column on the 'Management > Export filters' page, a blue screen error appeared. This issue has now been resolved.

  • In the previous version, users without roles were not being exported. This issue has been fixed, and users without roles are now included in exports.