Insight 3.4: Release Date September 27, Help Desk/ Service Center # (If Available) Internal TFS # Description

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1 Insight 3.4: Release Date September 27, 2013 Internal TFS # Help Desk/ Service Center # (If Available) Description Agreements- Patient Care Implement Patient Care Details for BWH Patient Care Details are now available for the BWH Access to the details will be granted on release day to all Department Administrators; anyone else who needs access should request access from the landing page of Insight using the "Request Access Patient Care Details Expenses" link Technical charges will be displayed (for active PS fund #s that are mapped to an active F#) that came through BICS from October 1, 2006 forward; Insight is displaying every detail of the transactions that is available in BICS (Overnight stays and pro fees are not part of this release); Patient names, MRNs (if available in BICS) and procedure charge code with descriptions, service dates and post dates are shown Discounting to the research rate will continue to be processed in BICS; Insight will show the gross charge, the calculation of the discount and the net charge The PC Details page total on the fund ties to the GL (patient costs that hit the patient care line outside of BICS are accounted for in the grand total in a row called Other Patient Care Activity) Standard Insight functionality such as searching and downloading details will be available on the page Admin Browser Support Added the display of patient care charges on a fund that has charges at both MGH and BWH Certification of Insight on Internet Explorer v10 and Firefox v22. Replace FreeTextBox with a new editor called Ckeditor, as the FreeTextBox is no longer supported. This functionality is used for entering comments and text that can be formatted across various modules. Send an to users when they become registered, welcoming them and asking them to verify their user profile info. Alert to users to update incomplete user profile, including missing s or no primary organization association. Change the security model for Clinical Trials/Budget Builder procedure picker as currently security is based on the users profile primary org; needs to look at primary and other orgs as listed in Admin Security issue where users are able to update their own Training profile data. Standardize how external users get entered to Insight, and require fields such as primary- and organization. 1

2 35632 Added a new Research Contact type: "Other Fed Financial Report" This can be updated by the central offices Research Contacts Manager. There can be one person designated per institution. Conflict of Interest Add "Add Document" functionality to My Disclosure Update page so paper annual forms can be uploaded Add a link on My Disclosure Update page to the Dashboard so OII can view all events for the user Update Public Access fields on OII Case Review page Add fields for sponsor type to the Add Case functionality on the OII Dashboard Add ability to copy case data on the OII Dashboard Add Sponsor details to the Dashboard Add a new field for "Traveler" to My Travel pages Add ability to add cases to an event on the OII Dashboard Add a Trustee Report to COI Reports tab. Humans - eirb Updated the Workflow Admin Activity page (IRB, IACUC, IBC) to allow the 'decline' of a Study Staff certification without requiring ID / password. When stamped documents are replaced by new stamped documents the old stamped documents will move to archive with the stamp. Changed the HRO/PA decline subject and body to better indicate why the submission was sent back to submitter for review. Corrected Continuing Review approval letter issue; the subject ID displayed if ID was blank and should not. Added validation to Study Staff Reviewer Checklist if Pending one or more disclosures is checked, reviewer cannot Approve Allowed 2 versions of documents to be pulled into VFA (clean and marked). Replaced the "Department Chair Tool" used by the IRB with functionality in Insight on the Research Contacts page. If an Ancillary activity is removed on Requires Modification / Defer the board record will remain on the protocol details page. HRO and FR routing is now based on Responsible IRB instead of PI institution. When PI was changed to CO PI they did not receive new activity to sign off. 2

3 32989 Added column to Pending apps page to display Expedited/Designated Reviewer Added validation to only add one Site PI per transaction CITI certification date now displays even if it is outside the time period of the certification status being 'yes' Corrected VFA to display bookmarks for attachments Updated Routing and Contacts for NSMC move to Partners IRB Added validation to prevent a PI from being staffed if they are external Added a way for the intake person to set a flag for a submission to indicate that it is a priority Added Expedited Reviewer signature to the bottom the Reviewer checklist displayed on Protocol Details page Corrected issue with workflow routing to Department Chair on resubmissions when it should not Contact people are now notified on Submission s Review not needed' is considered an approval where an Activation and letter is generated CR approval letters set to Requires Modification / Deferred will no longer display updated Expiration date. The current Expiration date will display in the letter header s details now displayed in workflow history Improved the performance of the Amendment approval process Corrected issue where users were unable to sign off on workflow activities when there were a lot of staff notes. Inactive users are now excluded when searching for Study staff to include on a protocol. All previous sponsors are now displayed upon amendment creation for legacy protocols. has been corrected to show the new PI when the PI is changed before resubmission. Corrected issue with opening existing Review Letter PDF's on the protocol details page. Submissions incorrectly displaying on Pending tab has been fixed. Information not being sent to IDSIS on Amendment submissions has been resolved. Resolved issue with generating action letter when Principal Investigator is an external person (no Partners ID) Corrected error "Empty path name not legal" when launching VFA. 3

4 Animals - eiacuc For Continuing Reviews set to 'Requires Modification', the expiration date in the protocol header is not updating correctly. Risk field on letter should only display if Submission type is Other Event. Will now display Document name when it is opened through attachments tab. Added Ability to remove Admin Row and Related protocol on Protocol Data tab. IACUC and IRB, if user added any form that triggered a required attachment, they can now remove form and document will no longer be required. Addition of "NSMC Admin Ancillary" to account for NSMC moving to Partners IRB. Updated IACUC amendment workflow to allow the Protocol Administrator to send the submission back to designated reviewers. Corrected issue so that the IACUC Research Office Administrator can add an attachment to an active protocol. If an ancillary reviewer rejects a submission, a new ancillary activity is now correctly generated for that ancillary reviewer when the submission is corrected and resubmitted. Following link from IACUC takes you to activity and now properly shows 'Animals' as the high-level tab instead of 'Humans'. Study Staff amendment workflow will now correctly progress to the pre-review step when an external study staff member is added. Updated IACUC Initial Review and Triennial Review workflows to redirect resubmissions back to the IACUC Administrator step Biosafety - eibc Increased the size of Other Business Description field so more information can appear on the agenda. Fixed the IBC Board review modification process for Principal Investigators under the 'PHS' Institution, allowing a registration to be assigned to a different meeting or moved back a step in the workflow to IBC Admin. Modified the IBC Board Action from "Declined" to "Deferred" and changed corresponding accordingly. Modified content and format of Clinical Trial Annual Review action letter. 4

5 Agreements Modified "Approved with Conditions" workflow to unlock submission and require resubmission before final approval. Fixed Study Staff Amendment approval process and Non Study Staff grid display on Staff & Access page. Display online confirmation for Principal Investigator and Study Staff certification upon submission. Display sequential Biosafety Risk Assessment Forms on the Attachments tab for IBC laboratory registrations. Fixed View Application (VA) display on the Forms tab to show "Current View" criteria. Provide more details of an AP or Journal Entry transaction - show submitter and added description where available from PeopleSoft. Receive daily cash transactions from PeopleSoft and display in Insight. Users will now have the ability to see daily checks deposited to the fund. Fund type (Cash vs. Budget) is showing wrong on the Financial Details page when clicking from the Agreement Summary tab. Agreements - Residual Balance Transfer (RBT) Add column to the grid on the RBT form that shows who has the RBT in their queue. Effort Reporting Updates to the Other Support Page logic: 1. Add the status which begins with JIT to the Pendings (ex: JIT - Requested, JIT- Submitted), based on date range. 2. Include Pendings that have a start date in the future on the Pendings section Pending dollar amounts shown on OSP need to come from the current year direct costs as shown on the master budget folder in InfoEd. 4. Only show Pendings with a start date that is within 18 months. Personnel Meeting Management Download was combining the salary amounts of two PI's with the same name. Add edits on Finalize and Send in Meetings to ensure Determinations are entered. Also add a "Save for Later" function. Add an edit to the voting results tab in Meetings to ensure the total present equals the total number of votes. 5

6 Increase the size of the field for Other Business Description. Total present calculation not correct on Voting Results tab if multiple alternates present at meeting. Fix the working on the IACUC meetings if Board Action is Requires Modification. IACUC office cannot 'finalize minutes' on some meetings. Error message indicates a board action was not entered for a submission, but the board action was entered. 6