Release Notes

Document Filtering

Users can now filter by Document Type across applicable tabs within the Document Exchange and Payment Information sections of Site Home. This will allow users to quickly narrow down exchanged files using multi-selection as well as search within the filter.

Require Phone Number for IP Addresses

A Phone Number field is now available on Study Site Addresses and is visible to Site users when creating or editing addresses. To ensure contact details are captured upfront and minimize shipment delays, completing this field is now mandatory whenever the Address Type includes IP Shipment.

Site Home Column Header & Action State Updates

When viewing a Form FDA 1572 while not connected to SiteVault, the File to SiteVault button will remain grayed out and display a tooltip reading “To file to SiteVault, use Connect to SiteVault” upon hover. Additionally, the column header in the Payment View grid on Site Home has been updated from Subject to Participant.

Site Home User Interface Improvements

This feature introduces user interface enhancements across Site Home to streamline navigation and improve information visibility for sites:

• Column Layout Optimization: The Sponsor/CRO Comments field has been moved directly to the right of the document name in the Received tabs of both the Document Exchange and Payment Information sections, making contextual notes faster and easier for sites to read.
• Exclusion of Obsolete and Deleted Documents: Document grids across Site Home now fully restrict access or actions from being taken on documents that have been hard-deleted or are associated with an Obsolete or Deleted state type. This update applies across the Document Exchange section, Safety Distribution section, Payment Information section, and End-of-Study Media section.
• Focused View for Study Announcements: When a user logs into Site Connect from an announcement email or clicks an in-app announcement notification link, Vault now opens a focused view displaying only that specific announcement allowing users to immediately review relevant details without distraction. A Show All button is also available to easily return to the full list of announcements.