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New Features
1. (SPARCFulfillment) Add Validation to Fulfillment Components
This release includes validation regarding components entries when fulfilling a service. When the service has components included in SPARCCatalog, an entry is required. When there are no components in SPARCCatalog, the field does not display when fulfilling the service.
2. (SPARCFulfillment) Sort Fulfillments in Descending Order by Fulfillment & Data Entry Dates
Previously, entered fulfillments only auto sorted in descending fulfillment date order. With this current release, entries will also secondarily sort by descending date of entry to assist with workflow tracking based on latest entry data.
3. [pending] (SPARCFulfillment) Add Start/End Times to Participant Visits
Start times and end times can now be included when documenting participant visit fulfillments. These display as optional fields to enter these times within an organization’s grouped services (e.g., Core or Program level services). Documented times are also included in the Fulfillment Audit and Visit Reports.
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4. [pending] (SPARCFulfillment) Funding Source Audit Report
A new report ‘Funding Source Audit’ is available to assist service providers with determining protocol funding source changes in a given billing time frame. When generated, the report will display affected protocols and service information. An accompanying data dictionary describing the report is available HERE.
5. (SPARCFulfillment) Improve Efficiency for Participant Deletion Action
Previously when user accesses the Participant Tracker tab, the page checked in real-time to determine conditions that permit deleting participants. An improved method has been implemented with this release to avoid large queries and potential slowness of the previous method.
6. (SPARCFulfillment) Remove Special Characters Validation When Pushing Service Requests to Fulfillment
To improve synchronization between SPARCRequest and SPARCFulfillment, this current release removes special characters ([ ] * / \\ ? :") limitations that prevented successful protocol pushes from SPARCRequest into SPARCFulfillment. When protocol information (e.g., arms, visit name, short title, long title) has these characters, the characters will be removed during the push to Fulfillment, displaying the name in Fulfillment without the characters.
7. (SPARCFulfillment) Remove Ability to add Non-Clinical Services To Calendars and Participant Procedures
A fix has been implemented to ensure only clinical services can be added with calendar and participant procedures edits in SPARCFulfillment.
8. (SPARCFulfillment) Non-Clinical Services Auditing Report Displaying Clinical Services
A fix has been implemented to ensure only non-clinical services are included in Non-Clinical Services Auditing Report outputs.
9. (SPARCFulfillment) Fulfillment Calendar Popup Not Displaying on Page
When there is only one fulfillment in the Fulfillment table of a service and it is invoiced, the "Invoiced Date" calendar pop-up did not fully display on the page. The issue has been fixed with this release.
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10. [pending] (SPARCFulfillment) Service Rates not Showing the Modified Rates
Previously, modified rates were not displaying on reports when a new fulfillment clinical service was added to the calendar or participant custom visit Fulfillment after the initial protocol was pushed. This has been fixed so that all modified rates accurately display.
11. (SPARCFulfillment) Invoice Validation
Previously, a user was able to click the 'Invoiced' button multiple times while the page was saving. Optimization is included in this release to limit this capability, as SPARC is designed for services to be invoiced in a single action.
12. (SPARCFulfillment) Procedures Page Does not Readjust When Browser Dimension Changes
This release includes an update to better accommodate web page view adjustment displays for participants visits and procedures data and fields.
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13. (SPARCFulfillment) Report Page Optimization
To address user experiences with delays in Fulfillment report generation, this current release begins work to optimize data query methods. With this current release, users should experience improved report querying for Auditing and Invoice reports.
14. (SPARCFulfillment) Participant Procedures Page Actions Requiring Page Refreshes
When using the drop down to complete participant procedures, the whole page had to be refreshed to enable the invoice toggle and disable the delete button. This issue has been resolved with this release, and the actions are available when completing procedures.
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15. (SPARCFulfillment) Unable to download Reports in MSEdge Browser
Some report results could not be downloaded when users added semi colons or commas to the Report Title. A fix has been done to prevent these characters to ensure report availability.
16. [pending] (SPARCFulfillment) Increase Timeout for API call during protocol imports
The system timeout for pushing detailed studies in Fulfillment (e.g., those with large study calendars) has been increased to improve optimization and ensure successful import into Fulfillment.
17. [pending] (SPARCFulfillment) Service rates not showing the modified rates
There are 2 instances when a study's service rate is modified is not showing correctly in Fulfillment when the service is added to a participant's visit and (Invoice) reports are ran.
18. [pending] (SPARCFulfillment) Protocol participant notes carry over from protocols
Notes created for a participant in any given protocol appear to transfer over and can be viewed from any new protocol that the participant is added to.
19. [pending] (SPARCFulfillment) Funding Source Auditing Report
Previously, we started recording the funding source on individual fulfillment and procedure level and pulled that into the Invoicing report. However, for billing managers who only run the invoice reports monthly, it is hard for them to track the funding source changes and the potential billing impact of those.
20. [pending] (SPARCFulfillment) Add Start/End Times to Fulfillment Reports
Add the Start/End Times on the Audit and Visit Reports
21 [pending] (SPARCFulfillment) - Add columns & filtered results to the Non Clinical Services Auditing Report
To best utilize the data, update Non-Clinical Services Auditing Report to include data similar to the Invoice Report: Current Subsidy %, Quantity Completed, Total Cost, Cost with Subsidy.
Rake Tasks and Setting Changes
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