DatStat Connect™ 2018.3

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The DatStat Connect™ Platform

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Introduction

Release Date: October 9, 2018

This release of the DatStat Connect™ Platform focuses around a significant product user interface redesign, as well as introduces two new features that include: editing individual submissions and eConsent via activities. With the addition of these features, users now have the ability to edit submission data directly from the user interface, with all changes logged in audit records. Further, the eConsent feature allows users to create consent activity tasks which collect electronic signatures from participants and can generate and distribute PDFs of the signed consent document to participants. 

Removed Features

In the process of redesigning the user interface, we have removed a few pages and features that no longer fit our vision for an improved user experience. The removed pages and features include:

  • The Tasks page, formerly under the Manage section, which listed the task-level information for all participants in the system.
  • The concept of Categories, formerly under the Configure > Participants section, which provided a way to group subsets of participants within a population for use in filters and conditions.
  • The concept of custom Status Reasons, formerly under Configure > Campaigns, which was the ability to associate custom status reasons with the built-in status types (Not Started, In Progress, Complete, Incomplete) for use in workflows and manual task status updates.

New Features

Editing Individual Submissions

Users now have the ability to edit individual submissions via the user interface in DatStat Connect™. From the Data page, once viewing the session details for a single submission, the “Edit Data” option can be selected in the More Options dropdown. Select the variables to be edited, then click to continue. On the next page, the value(s) for the selected variables can be edited, and comments can be added for each change. Once the changes are saved, the session overview page displays an indicator next to edited variables. The system also indicates whether the change resulted in off-path data, meaning that the change resulted in a logic path change within the activity without off-path data cleaned from the submission. DatStat Connect™ maintains an audit log of all data changes for a given submission, logging the original value, the updated value, the user that made the change, the comment associated to the change, and a timestamp of said change. Audit logs for activity submissions are available for export in the Administration section of DatStat Connect™.

eConsent in Activities

A new option for capturing electronic signature has been introduced to DatStat Connect™. Within an activity, there is now the ability to configure signature page content, as well as signature input options – Username/Password, First Name/Last Name, or First Name/Last Name/Date of Birth – to be shown to the participant at the end of the activity. On agree and electronic signature via the signature inputs, the system will automatically update a number of internal variables associated to the submission, including the signature entered and the signature date/time. On disagree, the system will terminate the session and mark the submission as such. When configuring an activity task within a campaign, a new “Consent” activity type is available for selection. When using the new “Consent” activity type, the system will automatically generate a PDF of the signature page content, including signature data. The PDF that is generated can be configured to be attached to the Thank You email communication configured for that task, and will automatically be available within a DatStat Connect™ App Studio File Management Module. To prevent PDF generation, an activity with signature configured can be configured as a “Single” submission activity type.

Improvements

User Interface Redesign

This release of DatStat Connect™ is designed to improve the user interface and its form and function, keeping participant engagement as the highest priority but also understanding that goal is best served with a good user experience. This UI redesign includes an update to the color scheme and overall layout of DatStat Connect™, as well as changes to improve navigation and processes for ease of configuration and management. Below is an overview of what has been implemented or moved with the user interface redesign:

  • The Participants section contains all things participant-related. This includes participant profiles, participant fields that are applicable to the population, and the ability to import participants and their data.
    • Each participant’s record displays the campaigns they are or have been enrolled in, the data stored in their participant fields, as well as details about their workflows, and campaign-level tasks. Workflows, their items, and campaign-level tasks can be assigned to individual participants via their record.
    • Access participant fields, their configurations, and groups through the Participants page by selecting Manage Population Fields in the More Options menu.
  • Campaigns, now in the Campaigns section, have been reworked in an effort to clarify the configuration process and better organize those configurations. If multiple campaigns exist on a system, they are now organized in a table to better partition their information. Campaigns also contain a Fields tabs in which participant fields specific to that campaign can be configured.
  • The Activities section serves as an inventory of all activities that have been checked into the system, the table of which details the activities currently running (available in tasks), activities with a draft, and their latest version. Clicking on an activity in the table provides additional details about the activity, including the Data Dictionary information, an overview of where the activity is currently configured to be utilized in workflow, and version information.
  • Submission data and its arrangement in data sets is found in the Data section, arranged into two pages: Activities and Data Sets.
    • The Activities page contains all activities and the submission data they’ve captured.
    • The Data Sets page contains all data sets and their configurations.
  • To keep participant engagement at the platform’s forefront, a number of pages have been consolidated in the user dropdown menu, one of the most significant being Administration. All user management features and system-wide configurations, like Email from Addresses and Time Zone and Languages, exist under Administration.
  • Background Tasks are now better integrated into the platform to be more accessible without interrupting a user’s work. The bell icon next to the user dropdown menu will contain a blue dot when your background task successfully completes or a red dot when they fail to complete.
    • Click the bell icon to open the Notifications sidebar which lists completed background tasks. From here you can download successful exports and failed imports without navigating to the Backgrounds Tasks page to retrieve the file.
Improvements to Existing Features
  • The system’s language and time zone settings are now managed in the same menu under Administration.
  • Plivo and SendGrid settings have been removed from the UI since the configurations for both are managed by DatStat.
  • The API Keys page has been reworked for ease of configuration and reference.
  • A set of multiple Data Dictionaries from different activities can be downloaded at once.
  • All user types can view the Activities and download their Data Dictionaries, but only Population Administrators can edit, publish, suspend, resume, and delete activities.
  • The Data Sets page’s layout has been updated as part of the UI’s redesign.
  • Users can now use the participant import function to add new participants or update their participant records. Campaign enrollment, workflows, and tasks are now managed on an individual basis from a participant’s profile page.
  • The text editor for emails has been replaced with a WYSIWYG editor to provide easier customization options. This allows users to enter and style content without needing to enter it in HTML, although the option still exists for users that prefer it.
  • Users can now specify the fields to be used as columns in the participant table, specific to their user account.
  • Users are directed to their campaign, rather than the campaign table, if only one is configured on their system.
  • The system now notifies users about the status of their Background Tasks and when it is complete.
  • Background Task results can be downloaded directly from the Notifications menu.
  • Background Tasks now retain more detailed information when they are archived.
  • Background task processing does not adversely affect the performance of manual actions within the system.
  • Users can now send emails to static email addresses that do not exist as user accounts within the system.
  • The default button order in an activity was updated to Previous, Next, located in the bottom left of the activity.
  • Users can configure the primary identifier for a population to be an email address type field.
  • Users can now configure languages for the system based on a list of standard ISO languages.
  • To support accessibility, activities are now tagged in the HTML with the active language of the activity based on the configured languages.

 

Resolved Issues

  • Resolved an issue that caused a participant’s time zone to return to the system time zone when edited.
  • Resolved an issue that prevented users from creating conditions based on tasks for ‘Open New Workflow’ and ‘Close Current Workflow’ as part of a step’s settings.
  • Resolved an issue that prevented descriptive text from displaying when users hover the cursor over log actions.
  • Resolved an issue that prevented users from changing participant fields with options to participant fields without options.
  • Resolved an issue that prevented scheduled actions from occurring at the right time during daylight savings.
  • Resolved an issue that prevented users from being returned to the page they were previously on after being logged out by the system and then logging back in
  • Resolved an issue that prevented users from discarding published campaign-level tasks.
  • Resolved an issue that prevented the ‘Delete’ button displaying on campaign-level tasks.
  • Resolved an issue that caused drafts of activities to display as ‘Running’.
  • Resolved an issue that prevented confirmation modals from displaying when publishing workflows and campaign-level tasks.
  • Resolved an issue that prevented an activity task’s step from displaying when viewing an activity’s Submissions page.
  • Resolved an issue that caused daily activity tasks’ LIVE URLs to continue displaying after their submission window had closed.
  • Resolved an issue that allowed queries to be made to the API for participant fields and variables that did not exist.
  • Resolved an issue that prevented the ‘Not Started’ status of daily activity tasks from updating to ‘In Progress’ when the submission data was imported via Connect’s UI or API.
  • Resolved an issue that caused the system to accept impossible dates when setting a workflow to recur based on a date.
  • Resolved an issue that caused times saved in participant fields to change to UTC.
  • Resolved an issue that prevented submissions with Boolean and check all data types from being updated via the API.
  • Resolved an issue that prevented activities in the Activity Manager from being deleted by right-clicking and then selecting ‘Delete’.
  • Resolved an issue that caused users to remain logged in after closing the browser the system was accessed through.

Known Issues

  • When a Platform Admin has complete permissions but doesn’t have permissions to any campaigns, campaigns lists are still editable.
  • Activity calculations based on dates return dates and times in UTC rather than the system or participant’s time zone.