Page Comparison

SPARCRequest Version 1.8.0 New Features

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In this new release, we have included the new functionality of tracking line item changes in a request using the status of the request:
1). When services are added or deleted in the shopping cart (on SPARCRequest Step 1) for a request that is in any other status than "Draft", the corresponding request is triggered to change back to "Draft" status, indicating the modification.
2). When an authorized user goes back onto the Step 2B (Visit Calendar) page though either "Edit" or "Modify Request" button on their Dashboard, if any of the properties on the line item is changed (such as subject count "N", Clinical Qty Type, selection of the services on the Template Tab, R/T/% numbers on the Quantity/Billing Tab), the corresponding request will be changed "Draft" status, to indicate that changes has been made.
3). This will allow the system to send out appropriate emails when changes are made

1. (SPARCRequest) Bug Fix: Step 3 Page Service Routing back to Step 2C (Open Source)

If a request is eligible for a subsidy and the user is proceeding from Step 2C (Enter Requested Subsidy Information) to the Step 3 (Shared Documents & Notes) page, clicking "Back" button on Step 3 will now redirect users to Step 2C.

1. (SPARCRequest) Bug Fix: Deleting Required Services

In this new release, users are no longer able to delete required services from the service shopping cart if the service was added automatically as a "required" linked service (defined in SPARCCatalog) and the other service is still present. For example, if the service "ADMA" is added from the Research Nexus, it adds "Processing for Assay ADMA", and "Processing for Assay ADMA" is not allowed to be deleted with "ADMA" still presenting.

1. (SPARCRequest) Get A Cost Estimate Email and Submission Email Language Revision

On SPARCRequest Step 4 page, when the user clicks "Get Cost Estimate" or "Submit to Start Services" button, the corresponding emails will be sent to authorized users as well as service providers (unless there is no status change of the requests at all). In this release, email language has been revised to be more user-friendly and informative. The revisions include:
1). The email and attachment to service providers only shows the requests that they have rights to, with hyperlinks linking directly to the "Admin Edit" section of the Dashboard;
2). The email and attachment to authorized users now lists all the requests for a protocol, with a link to that protocol on SPARCDashboard.
3). The requester (the original submitter of a protocol) is now indicated in the User Information table;
4). Epic Access column in the User Information table only shows up when a protocol is chosen to "push to Epic" on Step 1a (Protocol Information) page.
5). Language designating when note(s) are associated to request has been added "*Note(s) are included with this submission".

See an example of the submission email to a service provider below:


Subject: 10036 - SPARCRequest service request

Dear Tara Abbott,
A request has been submitted to start services in SPARCRequest and is awaiting your review in 
SPARCDashboard. 
Administrators/Service Providers, Click Here

*Note(s) are included with this submission.
A list of requested services is attached.
Please contact the SUCCESS Center at (843) 792-8300 or success@musc.edu for assistance with this process or with any questions you may have.

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There is no longer an inconsistency between SPARCRequest and SPARCDashboard when the credential of an authorized user is chosen to be "Other," as the "Please Specify" field now shows up and is required for both.

1. (SPARCRequest and SPARCDashboard) Reconfiguration for Completed Requests (Service Provider Section)

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To further hold the status of a completed request and allow authorized users to add additional pre-requested services after the previous ones have been completed, several reconfigurations have been made in this release:
Once a request has been changed to "Complete" status by its service provider:
1). In SPARCDashboard, the "Edit" button is no longer available for authorized users on the requests with "Complete" status.

2) To add new requests, or editing existing ones, the authorized user can click the "Modify Request" button, which will re-direct to the SPARCRequest shopping cart front page. There is no longer a red "x" in the cart next to the services have been Completed by a service provider, as shown below for the requests circled with red.

To request the services again from the same service provider, users can search key words in the search box, or browse the service catalog to find and add them. A new 4-digit ID will be generated for the newly added services. For example, in the screenshot above, the newly added Research Data Request service circled with blue is showing up as a new request with request id of (0007) for Protocol 10009. Notice here that deleting the newly added service will only delete that specific service, without affecting the completed ones, so the historical data in the system is maintained. This also allows new fulfillment data to be entered for the newly requested service without interfering with completed services.
3) Continuing to Step 2B (Visit Calendar) page, services with the "Complete" requests are indicated by highlighting in light red. These requests are locked and no longer editable on the Template Tab and Quantity/Billing Tab; services with requests that are under other statuses are still editable, with the exception of programs who have chosen not to allow multiple services requests such as the Research Nexus locked services.
As shown below, the "Complete" Training service with the Center for Genomics Medicine and the two "Complete" Research Data Request services with SCTR are highlighted on the calendar and no longer editable, whereas the new Research Data Request (in "Submitted" status) is still editable.

4). When the authorized user updates a protocol and clicks "Submit to Start Services", "Get Cost Estimate" or "Save As Draft" On Step 4 page, the completed request will not be affected. For example, when the user chooses "Save As Draft" from the testing protocol 10009 below, only the three Submitted requests were changed back to draft and the three already completed requests held their statuses with no notification emails sent to the corresponding service providers.

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The user is now able to sort the protocols list on SPARCDashboard homepage by protocol ID, short title or PI name (see below).

1. (SPARCDashboard) Request Owner Reconfiguration

For service providers and super users, there is an "Owner" filter on the left panel of SPARCDashboard that shows a multi-selection dropdown list of request owners (the person that any request on your dashboard has been assigned to).

For all users, when clicking the "Requests" button on each protocol, the "Owner" column is now shown with the assigned service provider for each request. This column is also displayed inside each protocol in the Service Requests table.

For communication convenience, we have also added an "(Owner)" indicator next to the name of service provider on the notification dropdown, both on the "Requests" and inside the protocol Service Requests table.

1. (SPARCDashboard) New Protocol Label Change for Primary PI

When starting a new project or study in SPARCDashboard, "Add Primary PI" has replaced the previous "Authorized Users" label at the bottom of the page to avoid confusion. Only Primary PI is required for creating a protocol; other authorized users can be added from the SPARCDashboard at any time

1. (SPARCDashboard) Protocol ID Added into the Breadcrumb

On SPARCDashboard, the Protocol ID has been added in front of the short title in the second level of the breadcrumb (see attached screenshot for details). Users will always know which protocol they are working on easily by referring to the breadcrumb.

1. (SPARCDashboard) Incrementing Counter for Notes

An incrementing counter feature has been added to all "Notes" on SPARCDashboard to indicate the number of notes (if present).

1. (SPARCDashboard) Bug Fix: Export to Excel Function for Service Providers

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0% subsidy is no longer allowed in the SPARCDashboard "Subsidy Information" section, or on SPARCRequest Step 2C page. If no longer desired, please "Remove" or "Delete" the subsidy. This is done for the purpose for data integrity and easier maintenance.

1. (SPARCDashboard) Bug Fix: Admin Edit Study Schedule

Inside SPARCDashboard "Admin Edit" Study Schedule tab, "Your Cost" column now updates properly when an authorized service provider edits and saves the unit cost.

1. (SPARCDashboard) Admin Edit Header Auto-refresh Cost

On Dashboard inside the "Admin Edit", when selecting or de-selecting all for a column or a row on the study calendar, the "Current Costs" and "User Display Cost" in the page header are now auto-updating accordingly.

1. (SPARCDashboard) Validation Added for Duplicated Arm Name

In order to avoid duplicated arms caused by mistakes (such as multiple-clicks), a validation has been added to prevent duplicated arm names on the SPARCDashboard Study Schedule tab for service providers.

1. (SPARCDashboard) "Changed By" column Added in Status History Table

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The "Administrative Approvals" function is used for nursing, lab, imaging, committee approval stamps on the "Request Details" tab in SPARCDashboard for service providers as shown below. It is now triggered by the "Administrative Approvals" tag in SPARCCatalog (the previous "Nexus" tag). In this release, we revised the terminology to be consistent between the modules.


In addition, on the History tab the "Administrative Approvals History" label and table is now logically linked with SPARCCatalog: the label and its contents only show up when the "Administrative Approvals" tag is checked in SPARCCatalog for the corresponding organization.

1. (SPARCCatalog & SPARCRequest) Add Default Subsidy Percentage and Subsidy Instruction Language

In the SPARCCatalog, "Default Percentage" (number, i.e., 50.0) and "Instruction" (free text) fields have been added to the "Subsidy Information" section. Now on the SPARCRequest Step 2C subsidy page, the "Default Percentage" will pre-populate the percentage when a new subsidy is created with the customized "Instructions" for subsidy underneath the corresponding subsidy.

1. (SPARCCatalog) "Do not Display in SPARC" Checkbox Reconfiguration

In SPARCCatalog, when an organization is chosen as "Do not display in SPARC", there is now an indication where the inactivity occurs. On all the organizations that belong to an inactive parent organization, a greyed-out (disabled) checkbox is displayed, shown as pre-chosen to be inactive.
For example, when the "Research Nexus" Program is chosen to be "Do not display in SPARC", the "Nursing Services" Core underneath it is default to "Do not display in SPARC", with an indicator "Disabled at: Research Nexus".

1. (SPARCCatalog) Remove Epic tag from Organizations

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On SPARCFulfillment homepage, a "Cost at Approval" column has been added to display the total study/project cost at the time of the subsidy approval when that applies.

1. (SPARCFulfillment) Add Required Field Indicator to Visit Day

On the "Add Visit" popup window from the "Study Schedule" tab, "*" has been added to the "Visit Day" label to indicate it is a required field.

1. (SPARCFulfillment) Study Schedule Added Visit Bug Fixes

In SPARCFulfillment Study Schedule tab, two bugs have been fixed in this release:
1). Adding a service to the study schedule using the "Add Services" button is no longer adding that same service to the completed visits.
2). New visit(s) added on the study schedule is now showing for every participant's schedule for the incomplete and/or un-started visits.

1. (SPARCFulfillment) Participant Tracker Custom Visit Change Default Reason

Inside SPARCFulfillment Participant Tracker, when users add a new "Custom Visit", there is now an asterisk next to the "Reason" label to indicate that it is a required field, with the "Reason" defaulting to "Nothing Selected."

1. (SPARCFulfillment) Participant Tracker Custom Visit Bug Fix

In SPARCFulfillment Participant Tracker, there is no longer a bug which was causing the inability to add more than one custom visits to the same participant has been corrected.

1. (SPARCFulfillment) Participant Tracker Default Assigned Arm when Only One Arm

Participants are now defaulted to the only arm if only one arm is available. This will also light up/enable the calendar automatically so there is no need to assign arm for the patient if there is only one arm in the study.

1. (SPARCFulfillment) Inactive Service Indicator Added on Study Schedule and Study Level Activities Tabs

On the SPARCFulfillment "Study Schedule" and "Study Level Activities" tabs, an "Inactive" indicator has been added, based on SPARCCatalog settings.

1. (SPARCFulfillment) Invoice Report: Add Core/Program Column and Default Grouping by Core

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