DatStat Connect™ 2017.2

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The DatStat Connect™ Platform

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Introduction

Release Date: August 11, 2017

This release of the DatStat Connect™ Platform introduces a variety of new features targeted toward increasing versatility of the system. These new features include the ability to configure SMS message tasks within workflow, disable participant accounts, import new submissions into open activity tasks, configure system and individual user and participant time zones, and configure conditional URL redirects to take place on completion of an activity.

New Features

SMS Messaging

Platform Administrators can enable SMS features throughout the Connect Product Suite by configuring the SMS settings in the administration area. SMS functionality is supported by a third party integration with Plivo and requires a Plivo authentication ID and token in order to be configured. Population Administrators can add phone numbers to their populations in the same way that they add email addresses, i.e. by selecting a phone number from the list of available numbers and giving it a friendly name. Unlike email from addresses, the friendly name for an SMS number is never exposed to the participants receiving the SMS messages. Once this is done, the user can configure SMS messages as stand alone tasks as well as SMS messages in communication plans for activity and custom tasks. Having SMS configured on the Connect Platform also enables SMS functionality in the Connect App Studio.

Disabling Participants

End Users with participant edit permissions are able to disable participant accounts within a population. Disabling a participant account will prevent the participant from accessing their workflow items (such as activities), submitting data to the platform, and logging into the App Studio and Insights. Disabling a participant will immediately set all of their open workflow items to the Incomplete status. Participants must be re-enabled before their workflows can be reopened.

Submission Data Import

End Users with submission data add permissions are able to bulk import new submissions into open activity tasks for participants within a population. A template is provided to the user in the import modal which contains a default participant identifier and all of the variables configured for the activity. The import requires a tab delimited file and processes on screen. The first column of the import file must be a participant field that uniquely identifies participants in the population. All of the variables configured as required must also be included in the import file. Files in the proper format, containing the necessary columns will import the specified data one row at a time. Rows without errors will import successfully while rows with errors will fail to import and detailed error messaging will be reported back to the user for each row.

Time zones

Platform Administrators can set a system default time zone for the entire product suite to use. This default time zone is the assumed time zone for all users and participants in the system, across all populations. Date/Times that are shown in the UI are converted from UTC (which is how they are stored in the database) into the system timezone. Both Connect users and participants have the ability to set their own preferred time zone separate from the system default. The product uses this time zone setting to show date/time information through the UI and to process workflow configurations.

Chat Server

The Connect Chat Server is a independent component of the Connect Platform that is capable of integrating with other applications in the Connect Product Suite. At this time the only active integration is with the App Studio participant portal and coordinator portal allowing chat style instant communications to take place between Connect users and Connect participants. The chat server supports private and group conversations between all chat users, the only limitations on this are imposed by the app that the chat server has integrated with. Push notifications of unread messages are sent from the chat server to the app and consumed by the application to show users that they have unread messages.

Participant Categories

A category represents a group of participants that meet a certain set of conditions. These conditions can be based on submission data and participant field data. When a participant meets the conditions of a category, they are added to it. The categories provide a quick and easy way to query the population for participants that fall into groups that the users of a population will be looking into most often.

Improvements

  • Users can edit the details of a task, including the task status, status reason, due date, and assigned to agent, by clicking on the new Edit link next to the Details link on the Campaigns tab of the participant record page and opening the Edit Task modal.
  • Users can view and set the values for DatStat internal participant fields while viewing/creating/editing a participant record in the platform.
  • Campaign statuses have been simplified throughout the platform. There are now only four basic statuses: Not Started, In Progress, Complete, and Incomplete.
    • Any amount of status reasons can be configured for each status within a given campaign and each reason can be enabled for use with each type of campaign item (steps, activities, etc.)
    • Reasons are optional on all participant workflow items and automatic task transitions will not use a default status reason, they will simply not have a reason.
  • Users can now see the entire status and status reason text when hovering over the status icon in the Tasks table.
  • The search box on the Participants page in the population management area has been moved into the page heading area in order to be consistent with search boxes on other pages throughout the platform.

Bugs

  • Fixed a bug that caused the user group assigned to a participant task to not be displayed in the edit task modal.
  • Fixed a bug that showed each instance of a workflow in the workflow filter drop down on the participant campaigns page instead of one option to represent all instances of the same workflow.
  • Fixed a bug that caused tasks to remain open when their parent step had been closed.
  • Fixed a bug that caused filter options on the tasks page to pull options from other populations on the platform.
  • Fixed a bug that prevented participants from receiving newly published tasks even though the participants’ steps were open and they were eligible for the tasks.
  • Fixed a bug that caused date values to display one day ahead on the participant profile view page than the value that was entered on the edit page.
  • Fixed a bug that caused the activity version captured in the submission data of a session to be displayed only as a GUID.
  • Fixed a bug that prevented validations from showing in the task edit modal when assigning the task to a user or user group.
  • Fixed a bug that caused incorrect user counts to be shown on the user permissions page when there are more than 50 users assigned to the population.
  • Fixed a performance issue when fetching users to display on the users permissions page within a population.
  • Fixed a bug that caused HTML to take the place of apostrophes that were entered in commentary fields of partial submissions when viewing the submission details page.
  • Fixed a bug that caused a 404 error when the user sorts on the Last Updated column on the tasks page multiple times in a row.
  • Fixed a bug that caused the “system default” option to be missing from the time zone drop down on individual user profiles.
  • Fixed a bug that caused several operators on the submission data query configuration page to either be missing or non-functional.
  • Fixed a bug that caused the Equals and Not Equals operators to not be available when the data type of the selected variable or field was decimal.
  • Fixed a bug that caused required error messaging to be thrown during submission data imports when a disabled variable was configured to be required.
  • Fixed a bug that caused the last modified by type internal variable to not display a text value along with the scale value when viewing a submission.
  • Fixed a bug that caused true/false variables in activities to always show as False when the user/participant filling out the activity was never shown the variable.
  • Fixed a bug that caused the user to land half way down the page in an activity after clicking the Next button on the previous page.
  • Fixed a bug that caused an internal server error whenever a user tried to use the submission data import feature.
  • Fixed a bug that caused participant import to take one second per participant to complete the import.
  • Fixed a bug that caused date options in page filters to be always be required even when they were not in use.
  • Fixed a bug that caused dates shown in the view of an applied filter to be formatted in an ambiguous way.
  • Fixed a bug that caused data downloads from the Data page to be broken into several rows for a single submission when that submission contained new line characters (/n).
  • Fixed a bug that caused participant import to fail when a disabled participant field was configured to be required.
  • Fixed a bug that caused the background service to continually process workflow for disabled participants.
  • Fixed a bug that prevented participants from progressing through activities when likert style select one questions were configured with attached text fields (which did not render) that were configured to be required.
  • Fixed a bug that prevented the background service from processing workflow emails and sending them to participants.
  • Fixed a bug that caused column sorting on tables throughout the platform to be case sensitive.
  • Fixed a bug that caused unnecessary scrolling on a section of the user group create/edit modals.
  • Fixed a bug that prevented users from using the Contains, Starts with, or Ends with operators on text data types that were configured with custom regex validations.
  • Fixed a bug that caused date, time, and date/time data type variables to pipe improperly in activities.
  • Fixed a bug that caused the participants table to show option codes instead of labels when a field with options was configured as a column.
  • Fixed a bug that allowed users to see the workflow filter drop down on the participant campaigns page when the selected participant was not enrolled in any campaigns/workflows.
  • Fixed a bug that forced the user to select the only available task on the new query page when the selected activity is only configured for use in a single task.
  • Fixed a bug that caused the first step to always be the default selected step when a user expanded a workflow on the participant campaigns page instead of selecting the currently active step.
  • Fixed a bug that caused participants to receive newly added thank you emails on activity tasks even when they had already completed that task.
  • Fixed a bug that caused the user groups list to not be ordered alphabetically.
  • Fixed a bug that failed to hide filter criteria options from the UI when those criteria did not have any options to choose from.
  • Fixed a bug that caused the bulk assign user permissions page to fail to load properly when more than 45 users were being added to a population.
  • Fixed a bug that allowed disabled sites to be included in the list of sites that users had access to when the user was given the All Sites permission.
  • Fixed a bug that required population administrators to have participant view permissions for the population they administer in order to see the participant count on the Sites page.
  • Fixed a bug that caused the participants table to not list participants in alphabetical order.
  • Fixed a bug that caused the button labels on the New Role modal to be incorrect.
  • Fixed a bug that caused long text to fail to truncate in browsers other than Chrome.
  • Fixed a bug that displayed the Manage navigation option to platform administrators when they were viewing populations that they did not have management permissions for.
  • Fixed a bug that required users to refresh the participant campaigns page after adding new workflows to the participant in order to see those new workflows.
  • Fixed a bug that caused the background service to ignore SMS messages.
  • Fixed a bug that caused the label column on the view page for a single session to always be empty.
  • Fixed a bug that caused error messages to be hidden in the task edit modal when the user or user group option was selected and the user failed to specify a user or user group.
  • Fixed a bug that prevented users from successfully using participant import when they failed to specify values for the internal DatStat PID field, which should always be generated by the system.
  • Fixed a bug that caused the chat server to disconnect prior to session timeout.
  • Fixed a bug that allowed email and SMS messages with invalid piping configurations to be sent to participants and users.

Known Issues

  • The search field on the tasks page does not return any results.
  • The search field on the user permissions tab of the security page does not return results based on user full names.
  • No error messaging shows on the create user modal on the assign users page when the create button is clicked before entering any content into the fields in the modal.
  • Long workflow descriptions distort the list of steps displayed beneath it on the campaigns tab of the participant record.
  • Workflow items with long names appear to wrap within drop down menus and become difficult to read.
  • The step count displayed on the campaign tab of the participant record will change based on the number of steps in the latest published version of the workflow even when the workflow has been closed.
  • The columns of the tasks table cannot be sorted.