SPARCRequest v1.6.0 + SPARCFulfillment v2.0.1 New Features and Fixes_(for open source)

SPARCRequest Version 1.6.0 New Features

(SPARCRequest) FAQ pop-up window configuration

The format of the "Help/FAQ" function (pop-up window) is now available for other institutions. It is now possible to turn it on and off in the configuration file (choose between pop-up window or link to another webpage).

(SPARCRequest) Right panel buttons reconfiguration

The "Ask A Question" and "Dashboard" buttons have been removed from this panel. The "Feedback" button now opens up a new browser tab showing the RedCap survey. We have also added a "Contact US" button that will be opened as a popup window with which the user can contact the SPARCRequest Team directly through email.

(SPARCRequest) Protocol information page bug fixed

The bug with the SPARCRequest protocol information page (Step 1) that was pointed out by LACaTS has been fixed. Now the checkboxes can be unchecked and saved.

(SPARCRequest and SPARCAdmin) Visit calendar window +/- signs alignment

The + and - associated with the windows in the visit calendar on Step 2B in SPARCRequest and SPARCadmin are now centered and aligned with the corresponding days.

(SPARCRequest) "Save As Draft" function reconfiguration

In SPARCRequest, when a user clicked on the "Save As Draft" button with the required fields not filled out on Step 2A and 2B, it was creating a "request in progress" in SPARCDashboard, along with other data integrity issues. We have fixed the bug and changed the logic of the "Save As Draft" button to the following:
If the request has not been submitted before, the user can click the "Save As Draft" button and save it as a draft even when the required fields are not filled out;

If the request has been submitted before, then there is no "Save As Draft" button on Step 2A and Step 2B pages (because saving an already-submitted request without the required information is problematic).

(SPARCRequest) Added new configurable "Advanced User Search" function

We included the "Advanced User Search" function that was developed by the University of Iowa. This function is now configurable to be turned on/off for the open source community. When this function is turned on, the original "search" box only searches the local database, and not every LDAP search result is automatically added. Underneath the "User Search" box there is an "Advance User Search" link that opens a new page where any user can add/import another user from the institutional LDAP individually. This new page also allows super users to edit an existing SPARC user's first name, last name, and email address.

(SPARCRequest) New/Existing Protocol Reconfiguration

In this version of SPARCRequest, when a service is being added, a pop-up window will show us asking "Is this a new research study or project?" If "yes" is chosen, then user is allowed to continue adding services following the common service request workflow. If "no" is chosen, then the user is redirected to SPARCDashboard where they will need to find the corresponding existing protocol to work with. This pop-up only occurs when the first service is added to the shopping cart for a study/project.

(SPARCRequest/SPARCDashboard/SPARCAdmin) Epic Questions Reconfiguration

We have reconfigured the Epic questions by grouping the questions into the "Epic Information" box on the protocol information page, and adjusted the logic-driven questions. The Certificate of Confidentiality question is now combined into the Epic Information section. In SPARCRequest and SPARCDashboard, the Epic questions and answers are displayed and editable; In SPARCAdmin, the answers to the Epic questions will be displayed if previously filled out, and will be display and not editable if not previously answered.

(SPARCRequest) New navigation bar feature

In the new version of SPARCRequest, a navigation bar has been added on the top of every page. Clicking on the navigation bar, the user will find a new browser tab opened leading to the corresponding SPARC modules if he/she has been authorized to access that module. Log-in and log-out buttons/functions are also included on the navigation bar.

(SPARCDashboard) "Create New Project" button and function added

A "Create New Project" button was added on top of SPARCDashboard, to the right of the current "Create New Study" button, providing the user a way to create a project from the dashboard.

(SPARCDashboard) Switch protocol type between study and project

From SPARCDashboard, users are now allowed to change type between study and project by clicking "Edit Study/Project Information" button. The previously filled out fields will transfer to the other type when the user chooses to switch between study and project; display to the project/study type is also updated in the user dashboard when the change is saved. (This function was previously only available in SPARCAdmin.)

(SPARCDashboard) Switching tab bug fixed

In the Dashboard, users can now toggle back and forth between the "Message" tab and the "Show All Studies/Projects" tab.

(SPARCDashboard) "Request In Progress" Fix

We have fixed the bug on SPARCDashboard for protocols showing as "Request in Progress", and not editable. It was caused by several different reasons, the most common one being when users quit editing a protocol by exiting out the browser without saving it. With this update, the users will not have that issue any more.

(SPARCAdmin/SPARCDashboard) Switch the Primary PI role between users new feature

A new feature has been built to switch a primary PI on an existing protocol in SPARCAdmin and SPARCDashboard. When editing an authorized user listed or adding an authorized user, if "Primary PI" is chosen for the selected user while there is already an existing primary PI on the protocol, a "Change Primary PI" popup window will show up with a warning message showing which protocol and user names involved. If the user clicks "Yes", the primary PI will be switched to the chosen user and the current primary PI will be changed to a general access user; If the user clicks "No", then no change will be made.

(SPARCDashboard) "Add Services" button

The "Add Services" button now shows up on SPARCDashboard for all protocols (even for those that already have services). By clicking this button, users can go in and add new services to existing protocols without re-submitting the whole service request.

(SPARCAdmin) Status Dropdown List Reconfiguration

The status dropdown list in SPARCAdmin has been reconfigured, so that the statuses on the list are in alphabetical order. Also, "All" has been added to the status list. When a user chooses "All", all of the sub-service-requests under different statuses will show up.

(SPARCAdmin) New survey report functionality

Survey Responses report was added to query and display survey data.

(SPARCCatalog) Default Value for one-time-fee service unit max.

In SPARCCatalog, the default value for "Unit Maximum" for "One Time Fee" services under "Pricing Maps" tag is now set to be 10,000.

SPARCFulfillment Version 2.1.0 New Features

Billing Report name change

In the new version of SPARCFulfillment, we have changed the terminology for "Billing Report" to "Invoice Report".

Scroll function added to completed visit list

In the participant tracker tab of SPARCFulfillment, the completed visit list of the chosen patient has been reconfigured: only the 7 most recent completed visits are shown on the list, and the previous completed visits will show when the mouse hovers and scroll down the list.

Project specific labels

All the corresponding labels for a "project" are now more specific, such as "Project Schedule", "Project Level Activities", and "Add Project Level Activity".

Export report new feature

We have refactored the workflow of exporting the Study Schedule report in SPARCFulfillment. The user can now download or generate a new report after clicking on the "Export" button.

Fixed cookie overflow bug

The University of Iowa identified and fixed a bug in SPARCFulfillment caused by excessive cookie activities that was causing cookie overflow. In this production, we included this fix.

List of Programming Changes with Links to GitHub
SPARCRequest v1.6.0:

Removed inline styling on "protocol information" partial View commit
Adding function to switch study and project from user portal View commit
Fixed Adding Authorized Users-Related Bugs in user portal and admin portal View commit
SPARCRequest reconfiguration: existing request redirect View commit
Making FAQ popup window configurable View commit
Fixed RSpec syntax error View commit
Fixed system satisfaction survey no-show bug View commit
Step 1 New/Edit Study/Project Bug Fixes and Specs View commit
Catalog Manager: Survey Reconfiguration View commit
Rails4 upgrade View commit
Service Request report revision View commit
SPARCRequest reconfiguration: changing display for new request View commit
Fixed migrations for Rails 4 upgrade View commit
Upgrade to Ruby 2.1.5 View commit
Updated Github references to use http instead of Git View commit
Headless browser support View commit
Changing status of services added from user portal to draft View commit
Rails 4 report bug fix View commit
Fixed user portal sub-service-request calendar issue View commit
Suppress 'Advanced User Search' by default View commit
Default for is_available is set to true for organizations and services View commit
Add "Create New Project" Button and function on Dashboard View commit
Changed User Portal Protocol Loading Message View commit
Fixed Dashboard unable to switch tab bug View commit
Removed Certificate of Confidentiality Column in database View commit
Built switching primary PI function View commit
SPARCRequest right panel buttons reconfiguration View commit
Admin portal status filter reconfiguration View commit
Step 2B: fixed +/- symbols alignment View commit
Adding logic to "Save As Draft" button View commit
Fixed User Portal Display Bugs View commit
Updated script "import_pricing_maps.rake" View commit
Only showing new request popup for new requests View commit
Epic box reconfigurations View commit
Setting SSRs to draft status when new protocol is created View commit
Change Primary PI Changes: switch the current PI to a general access user View commit
Spec fixes View commit
Make "Add Authorized User" button consistent View commit
Cleaning up Epic box View commit
Added navigation bar for SPARCRequest View commit
Fixes migration View commit
Fixed error message for Epic questions View commit
Corrected multiple initialized constants View commit
Added * to required questions in Epic box View commit
Added the "Add Services" button back in user dashboard View commit
Triggering new request dialog from service search box View commit

SPARCFulfillment v2.1.0:

Changed "billing report" to "invoice report" View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/107]Use the latest rendering mode for IE View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/108]Updated bootstrap_table_export.js file View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/109]Moved session storage from cookie to database View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/110]Added another reason for incomplete service in participant tracker View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/111]Invoice report revisions View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/112]Travis CI reconfiguration View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/116]Fixed auditing report bug View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/118]Fixed issue where procedure falls back to follow up after reset View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/119]Added stack trace to documents on error View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/120]More reports refactors View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/121]Time zone conversion fix for reports View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/125]Fixed logged-in name bug for navigation bar View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/126]Fixed Study level activities sorting bug View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/127]Statuses dropdown list re-order View commit[
https://github.com/sparc-request/sparc-fulfillment/pull/128]Time zone conversion fix for report date filters View commit