Dear reader,
The CTMS of ResearchManager is being updated to version 7.6. 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.
In short
Among other things in this version:
- Sorting preferences on start page are now retained
- Improved audit trail details for review advice
- Button labels and messages for adding items in grid components updated for clarity
- Incoming transfers via data link now ordered by date and time
- Document status improvements
- Enhancements in logbook component
- Various bugs fixed, including the use of the “&” symbol in component titles
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Read below for details on all the changes.
Improved
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Sorting preferences are now retained
Previously, sorting on a column in the Start view was lost after opening and closing a study, except for Study Details and Status. Sorting is now remembered for all sortable components on Start. -
Improved audit trail details for review advice
When adding advice in the Reviews component, the audit trail previously only displayed a generic message such as “Advice added: text”, without indicating which review the advice belonged to. The audit trail now includes the review identifier, e.g. “Review number: 0000, Advice added: text”.
Additionally, if the Number field has been customized and renamed, the audit trail will now use the custom field name instead of the default “Number,” ensuring consistency with the configured terminology. -
Button labels and messages updated for clarity when adding or editing rows
When adding rows in ERMS/CTMS components, the pop-up previously showed ‘Save and close’ or ‘Save and new’. These have now been renamed to ‘Add and close’ and ‘Add and new’ to make it clearer that rows are only added to the component and that the main page still needs to be saved afterwards. This helps remind users to complete the save process and avoid losing changes.
The same adjustment has been applied to the ‘Edit’ pop-up, where buttons now read ‘Edit’ and ‘Edit and close’ instead of ‘Save’ and ‘Save and close’.Additionally, success messages have been updated for consistency. After adding or editing an item, the message now reads ‘Item has been added’, replacing the previous ‘Item has been saved’ wording.
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Incoming transfers now ordered by date and time
Previously, incoming transfers for the CTMS/ERMS link were sorted only by date, causing multiple transfers sent on the same day to appear in the wrong order. Transfers are now sorted by both date and time, ensuring the most recently sent study is always shown at the top of the list. -
Document status improvements
Within each document or review component, specific settings regarding document statuses can be configured. These settings are available under the ‘Specific properties’ tab of the respective component.Please note the following updates:
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Document statuses are no longer mandatory.
If the option ‘Field is mandatory’ is deselected, documents can be created and managed without requiring a status. -
Availability of document statuses:
Only statuses that have been defined via Management > Document statuses can be selected and assigned within components.
For every status, you can assign role-based permissions that determine what actions users are allowed to perform. The available permissions per status are as follows:
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View document with status
Roles assigned to this permission can view documents that have this specific status. -
Edit document with status
Roles assigned to this permission can make changes to documents currently in this status. -
Delete document with status
Roles assigned to this permission can delete documents that are in this status. -
Add document with status
Roles assigned to this permission can upload new documents and assign them this status upon creation. -
Edit document to status
Roles assigned to this permission can change the status of a document to this specific status.
This setup allows for flexible and secure management of document workflows, ensuring that only authorized roles can perform specific actions based on the document's current status.
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Document statuses are no longer mandatory.
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Enhancements in Logbook component
We have made some changes to the Logbook component to improve its usability. For example, the ability to automatically add documents uploaded in a logbook row to a Documents component has been improved; this now works the same as for a Reviews component. To do this, the module setting ‘Automatically add documents from the log to the documents tab’ must be checked. In addition, when uploading documents in a log row, it was not possible to select a document type, as this was a text field. Here you will now find the document types as defined in the application, as you are used to when uploading documents elsewhere in the application. We have also added something new: for each log category, you can specify for which log component it is available. Previously, each category was available in every component and it was only possible to set which role a category was visible to, which meant that some categories were shown confusingly in components where they were not applicable. This can be set via Management > Log categories > Edit existing category or click on ‘Add log category’. The pop-up will then display the setting ‘Available in components:’, where the appropriate components can be selected.
Bug fixes:
- Previously, when an & symbol was used in a component title, it appeared incorrectly in certain CTMS fields (for example, Q&A displayed as Q&A). This has been fixed — component names now display the & symbol correctly in all relevant fields, including Email templates, Module settings, and Default documents.
Previously, the Recipient field on the mail log page was case-sensitive in EDC, CTMS, and ERMS, which could cause inconsistencies when filtering or searching for email addresses. The field is now case-insensitive, ensuring all matches are found regardless of letter casing.