Release Notes

For details of the incremental releases in CPMS since 2016, please see the detailed release notes below.

Next scheduled releases in CPMS: 

CPMS 5.41 - scheduled for mid September (date TBC)

CPMS 5.42 - mid-October (date TBC)

5.40 - 13 Aug 2025

New Features

• A change has been made to the Funding & Sponsorship section of the study record.  The “Eligibility Main” button can now only be selected by members of the RDNCC Eligibility team.  This means that only members of that team are able to select that button against a funder, change the selection from one funder to another or delete the funder against which the button has been selected.  This change applies to all study records, including commercial and devolved nation-led study records.

• The Minimum Data Set for commercial study records led by devolved nations has been streamlined to remove the Feasibility Status field.  The feasibility status is not relevant to commercial studies led by devolved nations so it will no longer be required to make those records live.

• A new field is available in all study records led by Scotland - “NRS Approval Date”.  This field records the date that a study completed its study-wide review in Scotland and will be used for reporting on study setup activities.  

Fixes

• A fix has been released for an issue in the Non-commercial Portfolio Application which locked the study record for editing for all users

5.39 - 16 July 2025

New Features

• The commercial submission has been updated to remove the requirement for locations identified as part of the Site Identification service to be “approved” by RDNCC National Portfolio Managers before the Company Representative is able to view them.  This change is being implemented to support the new Identifying Locations for Research Locations system for the Site Identification service.

Fixes

• A fix has been implemented for an intermittent issue that prevented AcoRD Specialists from accessing certain SoECAT applications in CPMS.  Once the fix is in place, the permissions will be corrected retrospectively to prevent any further access issues.

• The performance of the My Service Applications dashboard has been improved so that it will always display the studies and applications for all users, even when those applications contain a large amount of data.

• A fix has been implemented on the Non-commercial Portfolio Applications Dashboard for National and Local Portfolio Managers to prevent applications with the status of Draft or with an inactive status in the backend from appearing on the dashboard

5.38 - 10 Jun 2025

New Features

• The Study Settings options in the study record have been updated to show only the current settings used by the RDN.  Where a study record has one or more of the historical settings saved, those settings will be retained and can be edited as needed.

• The Attachments tab of the Study Record has now been updated to display the submissions that are associated with the study.  If a non-commercial study has a SoECAT submission or an application for RDN Support, this will now be visible on the Attachments tab in the study record.  Commercial studies will display all feasibility service submissions associated with the study.

Study Support Service comms, published 10 July 2025 

CPMS release 5.38 (10/06/2025) introduced an updated display of the Attachments tab in the CPMS Study Record which now shows all submissions that are associated with a study.

If a non-commercial study has started or completed an online SoECAT and/or an application for RDN Support via the Non-commercial Portfolio Application service, this is now visible in the Attachments tab. As before, if there is an IRAS submission associated with a study this is visible in the Attachments tab. 

Please see an example of the new display below for a study with an authorised SoECAT and a draft RDN Support Application that has not yet been submitted:

The status of the SoECAT submission or RDN Support Application will be displayed and this increased visibility enables you to provide tailored advice regarding access to RDN services.

For a more detailed view of the Non-commercial Portfolio Application, you can also continue to use the Non-commercial Portfolio Applications dashboard in CPMS (see NPM/LPM user guidance).

Fixes

• An issue preventing NPM users from approving pending changes in the study record has been resolved

• The NIHR logo in the automated emails sent from the SoECAT module and the My Service Applications dashboard has been updated to display correctly

5.37 - Wed 7 May 2025

New Features

• The Non-commercial Portfolio Application service has been updated to allow National Portfolio Managers to change the status of Completed applications to In Progress where the study has previously been assessed as Not Eligible for RDN support.  This new functionality will allow the RDN Eligibility Team to review the application again when amendments are made as part of an appeal to the original decision.

• The Commercial Submission application questions have been updated to include new questions and guidance text related to RDN services such as the Scoping Locations for Research dashboard, the Associate Principal Investigator Scheme and the Patient Engagement in Clinical Development service.

• The Part B PDF export of the Commercial Submission has also been streamlined to only show the relevant questions and answers for each service in order to improve the readability of the form.

• The CPMS Study Details APIs have been updated to include five new dates to assist with reporting and portfolio management in the Local Portfolio Management Systems.  The new fields are:

  • NHS Permission or HRA Approval Date

  • Date of Eligibility Decision in England

  • Date of Eligibility Decision in Scotland

  • Date of Eligibility Decision in Wales

  • Date of Eligibility Decision in Northern Ireland

• Updates have been made to the backend of CPMS to support the Sponsor Engagement Version 3.0 release which will occur on Wednesday 7 May 2025

Fixes

• An issue affecting the funding streams that could be selected by National Portfolio Managers in the CPMS study record has been fixed to ensure that the correct funders always have funding streams selected. 

• A fix was released to an issue that occurred between 28 April and 2 May where CPMS did not send out some automated emails.  The missing emails have been identified and resent.  An emergency fix was released on Friday 2 May in CPMS.

5.36 - Wed 2 April 2025

New Features

• The My Service Applications Dashboard has been updated to no longer show applications for SoECAT and RDN Support that are associated with study records that have been deleted from CPMS.  These records were causing confusion for users because the applications appeared to be active although they were associated with study records that no longer exist

• The SoECAT dashboard for AcoRD Specialists has also been updated to no longer show SoECAT applications that are associated with study records that have been deleted from CPMS

• Local Portfolio Managers are now able to edit the Lead RRDN field in study records that are in Draft for both Commercial and Non-commercial studies and also for Live Commercial study records

• The Interactive Costing Tool will now allow Company Representatives, National and Local Portfolio Managers to view a read-only version of the Study Resource Review while the service has the status of In Progress.  This feature should mitigate delays caused when the Company Representative is contacted with queries during the review of their submission, since they will now be able to refer to their submission in the live system

Fixes

• The Interactive Costing Tool will now always show the manual entry Staff Role, Time Required and/or Unit Cost boxes when a user manually enters an activity

• The ICT will correctly ignore deleted activities that have no visits when a Company Representative resubmits their Study Resource Review after it was reverted

• Funders with a funding stream will always allow users to search the drop down menu for the relevant funding streams

5.35 - Wed 5 March 2025

New Features

• The Study Record in CPMS has been updated to reflect the transition from LCRN to RRDN

  • Updates to the Minimum Data Set (MDS) for Non-commercial England-led study records:

    • “Lead LCRN” is no longer required for the Minimum Data Set for England-led Non-commercial study records

    • “Lead RRDN” is now a required part of the Minimum Data Set for England-led Non-commercial study records

  • Updates to filters and tables on study search pages:

    • “Lead RRDN” has been added as a filter on the Study Record search page, as well on the Studies Pending Review, Changes Pending Approval and Studies MDS Incomplete search pages

    • “Lead RRDN” has been added and “Lead LCRN” has been removed as a column in the tables on the Studies Pending Review, Changes Pending Approval and Studies MDS Incomplete search pages

• The Part B PDF export from the commercial feasibility services request has been reformatted to improve the layout and readability of the document

• The wording on the ISRCTN application in the CPMS study record has been updated to reflect the transition to NIHR RDN and to improve the guidance for applicants

Fixes

•  An issue causing the drop down menus in the Interactive Costing Tool to appear empty has now been fixed so that users will be able to search the list of activities as normal

• An issue preventing users from downloading the Funder Export of their SoECAT application due to duplicate tab names in Microsoft Excel has been corrected by preventing users from using the name “Standard of Care” for a Per-Participant Set

Improvements

• Security upgrades including updating client libraries and session expiration functionality

5.34 - Wed 29 Jan 2025

New Features

• The commercial submission has been updated to support RDN Transition: Text on the agreement page and attachments tab has been updated to reflect the new organisation; and functionality has been updated to show linked RRDNs when adding CIs and sites.

• The Non-commercial Portfolio Application has been updated to support RDN Transition: The NPA dashboard has been updated to display RRDN in the table and filters (LCRN will continue to be displayed where no RRDN has been associated with the submission); the read only view of the NPA has been updated to enable RRDN to be displayed where recorded; and text on the submitted screen has been updated to reflect new structures.

• The IRAS Submission tab (visible to NPM users only) has been updated to allow the RRDN associated with new submissions to be displayed. However, RRDNs will not appear in the list until HRA releases an update to the standard area of IRAS that allows users to select an RRDN when making a submission. This is expected to be from 5 February 2025.

• The CPMS GetStudies and GetStudyID APIs have been updated to support the RRDN transition. The following new data items are now included: Lead RRDN, Network Support Withdrawn and Withdrawn date, Study managed by CRO and CRO organisation.

• An update has been made to the SoECAT to remove On Hold information when the SoECAT is reverted, amended and re-authorised to improve reporting on the triage service timeline.

Fixes

• Fix to ensure that when data from IRAS triggers an update of the study status to “In Setup, Approval Received”, the study record ‘Modified Date’ is also updated. This ensures any systems (mainly LPMSs and NIHR Learn) that use CPMS study data will be kept up to date. 

• Fix to ensure all relevant answers (Q13, 7a, 7c) are copied from a previous commercial submission to subsequent ones so that users don’t have to re-answer questions. 

• Fix to prevent SoECAT On Hold comments from being deleted whilst a SoECAT remains in the On Hold status. CRNCC-2439 PRB0040440 - On Hold comment being deleted from SoECAT

5.33 - Wed 11 Dec 2024

New Features

• The Lead Local Portfolio Manager (LPM) permissions in CPMS have now been updated to use RRDNs instead of LCRNs.  All LPM users have been assigned to an RRDN in CPMS in this release.  Following the addition of the Lead RRDN to active study records in the previous release, the Lead LPM permissions will now be granted on the basis of the RRDN that an LPM is assigned to and the Lead RRDN for a study.

• The Non-commercial Portfolio Application will now ask applicants for their Lead RRDN instead of Lead LCRN.  

  • The Lead RRDN will be copied to the study record when the application is completed and deemed eligible.  

  • The Lead RRDN will now be copied into correspondence regarding NPA applications for awareness.  

  • Users will also be able to select RRDNs as stand-ins for primary care sites.

  • The study settings are now updated to show the new RDN study settings and to remove the retired settings

• The CPMS Study Record has been updated to remove some references to LCRNs and replace them with RRDNs:

  • The banner at the top of the study record now shows the Lead RRDN for England-led studies

  • The Sites table on the Participating Organisations tab has been updated to show “RRDN” in the table header and the search boxes for adding sites

  • The wording on the Submit Research Activity tab is updated to remove references to LCRNs and replace it with RRDNs

• The Study Settings question in the CPMS study record has been updated to show the new study settings for the RDN

  • The retired study settings are still visible due to a technical issue - Research Delivery staff completing this question are advised to only select one of the first four options in the drop down menu

Fixes

• An issue preventing National Portfolio Managers from deleting study statuses is now resolved and NPMs can delete study statuses as normal

5.32.1 - Tue 26 Nov 2024

Fixes

• The previous RTT calculation in CPMS being used to provide updates to the Sponsor Engagement Tool, did not take into consideration whether the study had already met its recruitment target. When the study's planned closure date is in the past, it was possible that the calculation could return an RTT concern - displayed in the Sponsor Engagement Tool - even if the recruitment target had been met.

5.32 - Wed 20 Nov 2024

New Features

• Sites in CPMS will be updated across the system to show relationships to RRDNs instead of LCRNs

• The SoECAT application has been updated to allow users to select an RRDN as the Authorising Organisation and the send emails to the RRDN to alert AcoRD Specialists in the region

  • On re-submitting a Reverted SoECAT, Study Representatives  will be prompted to select an RRDN instead of an LCRN as the Authorising Organisation to make sure requests to review SoECATs going forward are no longer associated with LCRNs

• The SoECAT dashboard for AcoRD Specialists has been updated to allow filtering by Lead RRDN

• The headings on the tables in the My Services Dashboard will be updated show “Lead Network Health Board” for SoECAT applications and “Lead Network” for Non-commercial Portfolio Applications instead of “Lead LCRN”

• The Interactive Costing Tool dashboard has been updated to remove references to LCRNs and to update hyperlinks to the new NIHR website

• National Portfolio Manager users will now be able to update the UK Target field of non-commercial Study Records.  Previously, the UK Target was a calculated field showing the sum of the targets for the four UK nations.  

  • Lead LPM users will be able to update the UK Target in live non-commercial records

• New functionality released into the Sponsor Engagement application today will allow Sponsors to update specific data items (study status, key milestones and UK target) directly in CPMS through a new data linkage.  This new data linkage will support the increased quality of the data held by RDN about the studies on the portfolio by allowing Sponsor to provide updated data and feeding that through to the RDN portfolio monitoring system (CPMS). 

• A new study note category will be implemented in the study record called "Lead RRDN note", this will replace the old "Lead LCRN note".  All notes with the old category "Lead LCRN note" will still be available to view in CPMS, however new notes will need to be created with the "Lead RRDN note" category.

Fixes

• An issue in the Non-commercial Portfolio Application that allowed applicants to submit their application without a Secondary Outcome Timepoint has been fixed so that all mandatory data items will be included in the applications

5.31 - 30 Oct 2024

New Features

• A new field is now available in the CPMS study record to allow users to record the name of the Lead Regional Research Delivery Network (RRDN) for the study

• The commercial submission has been streamlined and simplified to improve the Company Representative's experience when completing the form and to provide clearer information about a study to potential research locations.

• Backend changes in CPMS will be released to support the Phase 2 development in the Sponsor Engagement tool, due for release next month

Fixes

• An issue with the SoECAT module, where the data appearing on screen was showing differently in the Funder Export has been corrected

5.30 - 1 Oct 2024

New Features

• New functionality that will enable an NPM or Lead LPM to edit the short and/or full study title of a CPMS study record, so that they can more effectively keep the study record up to date.

• Updates to the commercial submission to allow multiple parent conditions (two or three) where the parent question is the research category. This is part of ongoing work to streamline the commercial submission form. This update will improve the Company Representative's experience when filling in the form, and improve the intelligence gathered about studies to better support the identification of research locations. 

5.29 - 3 Sep 2024

New Features

• When a Non-commercial Portfolio Application is reverted back to the applicant to edit, an email will now be automatically sent out from CPMS to the applicant. The email will include a comment from the RDN Eligibility team to explain what actions the applicant needs to take to resubmit the application for review.

• In the SoECAT application, the Scottish Special Health Board “NHS National Waiting Times Centre Board” has been added to the list of lead networks, to facilitate the assignment of the correct AcoRD Specialist in Scotland. 

Problem Fixes

•  When CPMS receives an update from HRA to indicate that a study has received approval, the study record will now be sent to NIHR Learn for the Associate PI Scheme in a timely manner

• In the SoECAT application, a fix has been implemented to prevent the accidental creation of duplicate Standard of Care sets.  The duplicate sets caused the Funder Export to fail, the export issue should be resolved by preventing duplicates from being created.

• Data required to audit the study record is now being recorded correctly to facilitate monitoring of business critical data fields

5.28 - 14 Aug 2024

Changes

• The Portfolio Eligibility Team will now be able to change the status of a Non-commercial Portfolio Application that was marked as “Abandoned” to “In Progress” when this is required.  An email will be sent to the study team to inform them that the application is now progressing through the eligibility review process again.

• The commercial feasibility submission is now updated to streamline the questions required to request each service.  The aim of this change is to improve study startup and initiation by removing questions that may be duplicated or re-used elsewhere in the application, or may not be appropriate to ask at the point in the time of the submission.  

• The commercial feasibility submission is now updated to remove duplicated questions about the study protocol.  The protocol date and version are now required fields as part of uploading the document to the submission.

• The “Submission For : New Study” page of the commercial submission has been updated to clarify which fields are required to proceed to the commercial submission questions.  The validation error messages have been updated and clarified and the contact information for the RDNCC Industry Team displayed on the page has been updated.

Problems

•  When an attachment upload fails in the Non-commercial Portfolio Application area of CPMS, a warning message will be displayed to users if the attachment fails to upload successfully.

5.27 - 31 July 2024

Changes

• When Company Representatives create a new submission for a new study from the My Commercial Submissions area of CPMS, they will now be taken into the same workflow as the “Apply for a service for a new study” button on the home page.  This will ensure that they are able to access the correct set of services depending on the funding of their new study.

5.26 - 3 July 2024

Changes

• Triage Officers can now mark a SoECAT application as being “On Hold” when that application is waiting on information from external agencies.  The Triage Officer can leave a comment related to the “On Hold” flag and this information can be reported on as part of the SLAs for the SoECAT service

• Access to the My Commercial Submissions area of CPMS has been updated to align with the NCVR pilot project for ATIMP and Early Phase Trials

Problems

• Special characters, including angle brackets, will now save correctly in the inclusion and exclusion criteria fields of the commercial feasibility submission

• In the Non-commercial Portfolio Application, when Study Coordinators select “Not Applicable” in answer to the question about applying for ethical approval, the text box allowing them to enter details of why their study is not applying for approval will now appear

5.25 - 18 June 2024

Changes

• In the commercial feasibility submission, the visibility of comments against sites in the Site Intelligence service outputs has been improved so that the comments are available to users at the right point in the service

• The dashboard used by the National Portfolio Managers to deliver the commercial feasibility services has been updated to improve the efficiency of the team and remove manual processes for managing workload

• The proposed Excess Treatment Costs Per-Participant Value will now be stored for all SoECAT applications to allow the Study Startup team to monitor high-cost studies

• A new footer has been added to all pages of CPMS with links to the CPMS User Terms & Conditions, Privacy Policy, Accessibility Statement, feedback form and release notes

Problems

• Company Representatives will now be alerted when the Interactive Costing Tool is unable to produce the Excel export due to a missing Per-Participant Arm, visit or activity

5.24 - 8 May 2024

Changes

• Company Representatives who have requested the Site Identification service will now see a note indicating which sites are in contact with the sponsor which explains why they have not provided an Expression of Interest document

• Local Portfolio Managers working on the Site Intelligence service will now be able to edit the comments previously recorded against the sites that are resolved as part of the service 

• The Non-commercial Portfolio Application form has been updated to allow users to expand and collapse large blocks of text, to improve the readability of the form

• The Non-commercial Portfolio Application form now includes a link to an engagement survey, which is shown to all users that successfully submit their application

Problems

• The list of studies in the Interactive Costing Tool area will now exclude study records that have been soft-deleted

• Company Representatives will no longer be able to view feedback on sites before a Site Intelligence service request is closed

5.23 - 3 April 2024

Changes

• Transition from Clinical Research Network to Research Delivery Network

  • Text on the website of CPMS that previously referred to the “Clinical Research Network” or “CRN” has been replaced with “Research Delivery Network” and “RDN”, respectively

  • Text referring to “Local Clinical Research Network” or “LCRN” will remain in place until October 2024 when the RRDN transition will occur

Problems

• A fix has been delivered to improve system performance where a user account had study roles on more than 500 study records

5.22 - 20 March 2024

Problems

• When users are mistakenly given both the Study Resource Reviewer and Site Representative role, they will be able to access the areas of CPMS required for both roles

• Study Resource Reviewers will only be able to see In Progress submission in the Commercial Study Submissions area of CPMS and will not be able to access the My Commercial Submissions, which is reserved for Company Representatives

• A fix has been delivered to prevent the Non-commercial Portfolio Application from creating duplicate submissions

Changes to CPMS Study Notes

Changes to CPMS note types will be implemented shortly to support changes arising from the Springboard Transformation Programme, specifically, close out of the CRN SSS Performance Monitoring SOP and phase in of interim ways of working (to be officially launched in April 2024), ahead of the introduction of the new Study Performance Service later in 2024.  We are removing CPMS note types linked to the CRN SSS Performance Monitoring SOP and replacing them with notes that can be used in the interim.

New note types

• Study Performance Service - Network contact

This note type is to capture the name and email address for the main NIHR CRN network contact (individual) providing the (on request) study performance service during this interim period

• Study Performance Service note

This note is to indicate that a request for support with study performance has been made.  If more than one type of support/service is requested at the same time then this can be logged in the same note.

Updates re. existing note types

• The Performance Study Closure Note will remain for now, pending further review.

Please note: all other previous Performance note types in CPMS (Performance Monitoring Plan note, Performance Review Outcome note, Performance Management note) will be hidden from view on Wednesday 20th March as they are no longer aligned to current ways of working.

5.21 - 28 Feb 2024

Changes

• The site table on the Participating Organisations tab of the Study Record has been improved:

  • The default view of the table has been updated to show the fields that are most important to users of CPMS, including Network Supported and Final Site

  • Clicking on a header in the table will now sort the table A-Z or Z-A in both View mode and Edit mode for all columns

  • The search box (above the site table on the right hand side), will now return results by site name in both View mode and Edit mode

• The Non-commercial Portfolio Application form has been improved to make it easier to view and complete the application form by improving the spacing of the questions in the form and better utilising of onscreen space

• The commercial submission form has been improved to alert Company Representatives when a protocol or Schedule of Events is required to complete their submission.  This improvement will reduce the likelihood that a submission needs to be reverted and thereby reduce delays in delivering feasibility services

• The commercial submission view for the Company Representative has been streamlined to remove elements on screen that served no purpose

Problems

• The “New SoECAT” button will always appear for studies on the My Service Applications dashboard so that users can create a SoECAT for any non-commercial study

• A fix is now in place to allow users to record multiple secondary specialties on study records 

• A fix to the Capacity & Capability dates on the Design tab of the study record will ensure that dates are saved and validated in the correct format (DD/MM/YYYY)

• When CPMS receives an update from HRA to indicate that a study has received approval, the study record will now be sent to NIHR Learn for the Associate PI Scheme in a timely manner

• Organisations with special characters in their names will now be handled correctly when data is transferred from the Reference & Terminology Service (RTS) to CPMS

Improvements

• A warning message will now be displayed to users if their attachment fails to upload successfully in the Non-commercial Portfolio Application and commercial submission modules

5.20.3 - 16 Feb 2024

Problems

• A fix to prevent an incorrect email template being sent to users added as study contacts in the Manage Study Contacts menu on the My Service Applications dashboard

• A fix to show an error message to users trying to create a SoECAT application for a study that does not have an IRAS ID recorded in the study record in CPMS

5.20.2 - 13 Feb 2024

Problems

• A fix to ensure that users with the Site Representative and Study Resource Review can access the Interactive Costing Tool area of CPMS

• A fix to ensure that Acord Specialists are able to change the status of SoECAT Applications

5.20.1 - 7 Feb 2024

Problems

• Update to API connection with Sponsor Engagement application to prevent study records that are soft-deleted in CPMS from being included in the results when the Sponsor Engagement application calls CPMS

5.20 - 30 Jan 2024

Changes

• The commercial submission has been improved to allow the Feasibility team to record standard reasons why a commercial submission has been reverted.  These reasons will also be included in the email sent to the Company Representative to advise them when their submission has been reverted.  Standardising the reasons will allow the team to analyse the Feasibility service and identify areas for improvement.

• Preparation for the transition to the Research Delivery Network:

  • Removing the PAF Submission area of CPMS from the navigation menu for NPM and LPM users

  • Removing references to “CRN” in the CPMS study record, for instance removing the CRN Date field which has been unused

  • Removing unused filters from the ICT homepage 

Problems

• Fix to remove an error message that was preventing users from saving studies where the LPMS Start Date is before the Actual Opening Date of the study (this date validation was added in R5.19 in December 2023)

• Fix to allow users to remove both the Site Status and Site Status Effective Date for sites that are not participating in a study

• Fix to the research activity manual download in CPMS to ensure that all rows of activity are always included in the download

• Fix for NPM and LPM users in the commercial submission to ensure that the Link Site button allows those users to add non-NHS sites to the outputs of the Site Intelligence and Site Identification services

• Fix to the commercial submission application questions to correct the behaviour of some dependent questions that should only appear when certain other questions are answered

Improvements

• Updates to fix accessibility issues identified on the Study Record and Interactive Costing Tool pages.

5.19.2 - 23 Jan 2024

Problems

• Fix to correct an issue where some Site Representatives were not able to access the ICT through the navigation menu on the home page

• Fix to improve how the detailed breakdown of costs are displayed on screen and in the funder export for the SoECAT

• Two improvements to the way access is controlled for Study Representatives added to or removed from a study with SoECAT applications

5.19.1 - 13 Dec 2023

Problems 

• Fix to improve the performance of the Non-commercial Portfolio Application so that the users are able to successfully submit their applications without receiving a timeout error

5.19 - Wed 6 Dec 2023

Changes

• A new section has been added to the CPMS study record (Identifier and Status tab) to capture withdrawal of Network support due to a breach of the Portfolio T&Cs. 

• Hyperlinks in the ICT have been updated to reflect changes to the NIHR website and ensure users have access to the information they require.

Problems

• Fix to ensure that a new record can be manually created, with the status ‘open to recruitment’, and that the actual opening date copies to the RA upload start date, without error. Particularly relevant for devolved admin NPMs.

• Fix to remove a validation error in SoECAT and ensure that if a new manual activity is added with only a single character, the ‘department’ box is still enabled.

• Fix to ensure SoECAT permissions are correctly assigned to new contacts added via the study record. 

• Fix to ensure scrolling always active in the Site Intelligence table (Response & Attachments tab). 

• Fix to the naming of ICT arms to prevent Excel export failure when the first 30 characters of an arm name are identical

Improvements

• Validation added to all date fields in the study record to support business rules and improve data quality.

• Updates to fix accessibility issues identified on the Study Record search page and on the Interactive Costing Tool page.

5.18 - Thur 2 Nov 2023

Changes

• SoECAT cost calculations have been refined where study costs are sent to the Network Support tab of the study record

• Back-end updates have been made to CPMS to support the development of the Sponsor Engagement application

Problems

• Organisations associated with studies will be completely removed when the following questions in the study record are updated from Yes to No:

  • Study managed by CRO? (commercial studies only)

  • Study Managed by CTU?

  • Is the Study supported by Non-CRN NIHR Infrastructure Support? 

• Users will no longer be able to enter an Actual Closure Date when the study status is Open To Recruitment.

• When the IRAS submission feed updates the study status to “In Setup, Approval Received” the study record will be prompted to appear in the GetStudies API as an updated record.

• All user accounts are now available to add as study contacts in the Manage Study Contacts menu in the My Service Applications dashboard. (Previously, only user accounts that had logged into CPMS at least once were available to add as contacts.)

Improvements

• CPMS will no longer automatically open a new browser tab when users navigate to different parts of the application e.g. from the Home page to the Studies list

  • Users can still right-click to open a new tab if they wish, but the default now allows users to work in the same browser tab.  

  • This should alleviate some of the issues users have been experiencing when CPMS thinks users have been inactive and ends their session.

5.17 - Wed 18 Oct 2023

Changes to iCT functionality in line with stage 2 of NCVR

• A new Setup & Closedown activity type of General Procedure has been created to allow previously unit based Departmental activities to be calculated more accurately according to staff role(s) and time required for the specific study in question.

• Additional itemised unscheduled activity costs have been removed from iCT study arms with a new Unscheduled Activities section created. This means  users only need to enter additional itemised costs once across the whole study, rather than in individual arms, removing duplication of work. This sits in line with the All Other Fees section of the Financial Arrangements Appendix of the updated HRA UK model agreements. 

• Users retain the ability to move scheduled activities from the All Participants and Some Participants tables in the study arms into the Unscheduled Activities section. Users are also able to move activities from the Unscheduled Activities section back into the All Participants and Some Participants table of one or multiple study arms in one action. 

• The study level iCT arm summary calculations now provide an estimated total price of running the study at UK sites from draft status onwards. Overheads (indirect costs and capacity building) and an average research Market Forces Factor (MFF) value are used to calculate the estimates. This improves transparency and supports budget setting.

• The Financial Appendix has been renamed as the Finance Schedule in line with changes to the UK model agreements. The Finance Schedule wording has been updated and this document can be used to populate the Financial Arrangements Appendix of the model agreements.

• The Study Resources guidance text within the commercial submission has been updated to reflect changes to the HRA mCTA and advises users on what should no longer be included in the iCT.

• Tariff data has been amended to reflect increased inflation, uplift in Medical staff pay and revised organisational research MFF values.

Further details can be found on the interactive Costing Tool (iCT) guidance page.

Problems

• Specialised Commissioning studies will have the commissioner correctly automatically recorded in the CPMS study record following Triage of the online SoECAT

• A fix has been implemented to prevent blank comment boxes from appearing when the study arm name is edited in the iCT

5.16 - Tue 26 Sept 2023

Problems

• Special characters (such as angle brackets and other mathematical symbols) will be saved as entered into the free text fields in the study record

• The NPM and LPM permissions will be removed and reapplied correctly when the Lead Administration in the study record is changed from one nation to another (ie from England to Wales or vice versa)

• The SoECAT module has been updated to resolve access issues that were arising when users had more than one role (Triage Officer, AcoRD Specialist, LPM).

• View access has been restored to to the General Procedures tab of the SoECAT application when the application has been Archived

• Company Representatives will now be able to see the sites that they have uploaded in question B24 when they have requested the Site Intelligence service, regardless of the status of their submission.

• Study Coordinators collaborating on the Non-commercial Portfolio Application will be able to see all attachments uploaded to the application by all collaborators

• The Site Status Date on the Design tab of the study record will accept updates to the site status date and site status when updated by NPM and LPM users

5.15 - Wed 30 Aug 2023

Changes

• Navigation speed in the Non-commercial Portfolio Application has been increased to bring the user to the next section more quickly

Problems

• Fix to ensure that the Changes Pending Approval pop-up always displays the Key Data items that require approval by an NPM user

• Update to the permissions on the Network Support tab of the Study Record to allow LPM and NPM users to edit the “Per Patient Commercial Contract” costs in the study record

• Fix to ensure that the CPMS ID is always displayed in the commercial submission where the label says “CPMS ID”

• Fix to ensure that the Copy to Study Record button is present for NPM users in the Site Identification table of the commercial submission

• Fix to ensure that Study Coordinators collaborating on an NPA can see all uploaded attachments on the application

5.14.2 - Wed 9 Aug 2023

Problem

• Fix to prevent dates in the study record from being written over with today's date

• Fix to prevent errors when LPMs edit study records that do not have IRAS ID present

5.14.1 - Tue 1 Aug 2023

Emergency Release

Problem

• Fix to prevent dates in study record from being written over with today's date when user edits other fields in study record

5.14 - Wed 26 July 2023

Changes

• The Expected Reopening date for Suspended studies can now be updated by NPM and Lead LPM users in order to provide more accurate data about the status of studies on the portfolio

• The Excel spreadsheet template used as part of the Site Intelligence Feasibility service has been simplified and improved to provide a better experience for Company Representatives

Improvements

• The Non-commercial Portfolio Application has been improved to alert users before they are logged out of the application due to inactivity.  Users will now have the option to choose to stay logged in rather than being forcibly logged out of the application.  The definition of ‘activity’ has also been updated to encompass a wider range of actions.  When users are logged out due to  inactivity, the browser screen will change to alert the users that they are no longer active in the application.  

This improvement works best when users have only one browser tab open at a time.

Problems

• The Funder and HRA Exports produced through SoECAT have been streamlined to to handle large numbers of activities and visit and produce the Excel export more quickly

• The validation of application data in the Non-commercial Portfolio Application has been updated to prevent phantom errors when completing the application form

• Navigating through the commercial submission application has been updated to align the behaviour of the Next button and the tab headings at the top of the page.

5.13.3 - Thu 6 July 2023

Problems

• Fix to ensure SoECAT will allow users to copy existing sets of activities or standard of care when creating a new Per-Participant set

• Fix to remove leading and trailing spaces from the IRAS ID when creating a new SoECAT or Non-Commercial Portfolio Application

5.13.2 - Tue 27 Jun 2023

Problems

• Fix to ensure SoECAT that the General Activity and Per-Participant sets are displayed correctly in the Funder Export

5.13.1 - Tue 13 Jun 2023

Problems

• Fix to prevent SoECAT from sending duplicate emails when applications are authorised

• Fix to ensure Company Representatives, using the site identification service, can access their submissions when one or more sites  is missing an attachment. 

5.13 - Wed 7 Jun 2023

Changes

• New functionality to enable National Portfolio Managers (NPMs) to copy all sites from the commercial submission to the study record with just one click.

• New functionality to enable Local and National Portfolio Managers (LPMs and NPMs) to comment directly into the Site intelligence table so Company Representatives can view the comment directly in the commercial submission.

Problems

• Fix for an issue preventing iCT ARMs from being opened when Activity data had not been entered. 

• Fix to ensure Chief Investigators added within the Non-commercial Portfolio Application receive the correct permissions for both the submission and CPMS study record. 

• Fix to the SoECAT summary page, to display the response to “Is your funder an AMRC member?” when the funder is recorded as “Funder is not on the list”.

• Improved clarity of an error message within the Standard of Care section of a SoECAT

• Improved clarity of an error message when users attempt to upload unsupported file types as supporting documentation for a SoECAT  

• Fix to ensure only Active Sets, Activities and Visits are included in the logic that allows a SoECAT to progress to authorisation, and deleted items do not prevent progress.

• An update to SoECAT authorised and reverted emails to reduce the likelihood of these being rejected by spam filters

• Fix for a permissions issue to ensure that when a user is given the AcoRD Specialist role they do not lose access to the commercial submissions (Study Resource Reviewer) and interactive costing tool (Study Resource Reviewer and Site Representative) tabs in CPMS.

• Fix within SoECAT to prevent users giving the same name to multiple visits within one set of per-participant activities.

• Fixes sort order problems on the SoECAT dashboard

5.12.1 - Tue 23 May 2023

Emergency Release 

Problem

• An urgent fix is being released for an issue that has been causing ETC Commissioner and ETC Per participant value Treatment Cost values to be removed from some draft non-commercial study records.

5.12 - Wed 3 May 2023

Changes

• The questions in the commercial application for feasibility services have been updated to streamline the questions and bring the application up to date with the current feasibility services

• The Site Identification feasibility service will now allow Local Portfolio Managers to indicate whether a site is in contact with the sponsor

Problems

• Fix to ensure SoECAT Research Costs for Part A and Part B are calculated correctly when a user indicates that their funder is an AMRC member but is not in the list of SoECAT funders

• Fix to ensure iCT comments are grouped together correctly

• Update to ensure document types intended for use in the Non-commercial Portfolio Application are no longer displaying in the commercial feasibility application, and thus access is granted to the documents appropriately

• A defect causing funder information to be sent for NPM approval when it had not been edited has been fixed

• A defect causing study records to lock when the IRAS ID was “0” has now been fixed

• Study status changes in CPMS study records initiated by Lead LCRN Local Portfolio Manager users will no longer require approval by National Portfolio Managers

5.11.1 - Tues 18 April 2023

Changes

To support ongoing work with the NIHR DDaT office, updates have been made to standardise the IRAS ID validation rules across CPMS. The following rules are now in place: 

• • When creating a new non-commercial record for a SoECAT or Non-commercial Portfolio Application (public users) an IRAS ID is mandatory and must now be of five to seven numeric characters with no spaces.

  • When manually creating a new study record (NPMs only) an IRAS ID is optional but if provided must be of five to seven numeric characters with no spaces.

  • When editing the IRAS ID in an existing study record (NPMs only) the field is optional, but if populated must be a numeric value of up to seven characters with no spaces (this is to accommodate older studies with IRAS ID of less than five characters)

  • No changes have been made to commercial submissions; the IRAS ID field remains optional and can be populated with any numeric value.

5.11 - Thurs 30 March 2023

Changes

• A ‘Funding Status’ data field has been added to the ‘Funding and Sponsorship’ section of the Eligibility tab in the study record. It will be used to indicate the availability of funding for research costs for the non-commercial study as provided as part of the application for CRN support and/ or by the study sponsor.

• A SoECAT application can only be authorised when a cost attribution is available for all activities and visits.  When the cost attribution “Unknown” is present, the application cannot be authorised.

• The banners in the SoECAT application have been updated to display more specific information to each user based on the status of the application

• New functionality is being released to support a new digital link that will enable the NIHR CC to share selected funding data (via REALMs)  with the CRN to support the eligibility review process. Full connectivity will not be enabled until April. Changes have also been made to the Non-commercial Portfolio Application service so researchers will not need to provide funding information, if this has been supplied via the digital link. This work has been led by the NIHR Digital, Data and Technology Office Interoperability workstream and further details will be communicated in due course.

Problems

• Deleted/removed activities and visits will no longer be included in the total costings for the SoECAT application

• Chief Investigators and Study Coordinators associated with a Non-Commercial Portfolio Application will now receive the correct permissions for the study record and the application when they are added through the Manage Study Contacts pop-up and when they are added directly to the study record.

• The “Study Short Title” in the SoECAT dashboard will no longer overlap with the text in the next column when there is a very long word in the title

• The error message that is shown in the SoECAT application when a user enters a decimal against the number of sites on the Summary tab now clearly explains that an integer is required

• When a SoECAT application is in review by an AcoRD Specialist, the colour of the fields on the page has been updated to indicate that the fields are editable

5.10 - Wed 1 March 2023

Changes

• Company Representatives can now download all Site Identification forms with one click, instead of clicking on each form individually

• The Study Resource Review target date is now hidden from the Company Representative, in line with the changes made to the SLA for that service on 1 October 2022

• Removed extra validation on Main Research Delivery Organisation field in the study record  to allow the Triage Officer to edit costs at an early stage during the SoECAT application

• The AcoRD Specialist details are now displayed in the SoECAT application

• Email notification is sent out when the Study Representative reverts their SoECAT application

• The cost attributions on a Per-Participant Set are now highlighted when they match the Standard of Care in the SoECAT application

Problems

• Local Portfolio Manager users are no longer required to get approval for date changes in the study record when they update the study status

• Company Representatives now have permission to see the site-level documents in the submission, even if they were added to the submission after the services closed

• Overlapping text in one of the SoECAT dashboards is now displayed on separate lines

5.9.2 - Tue 21 Feb 2023

Problems

• In the SoECAT, a mandatory comment box was not appearing on screen, which prevented the AcoRD Specialist and Triage Officer from completing certain activities

• ISRCTN automated feed had stopped working temporarily

5.9.1 - Thurs 2 Feb 2023

Changes

• Local Portfolio Managers  for the Lead LCRN can now update the Open to New Sites field for all studies without requiring NPM approval

• Local Portfolio Managers can now add and update site targets for commercial studies

  • • the Lead LPM can update targets for all sites 

    • other LPM users can update site targets for sites in their own LCRN

• Company Representatives can now hide organisations in the iCT list of study organisations.

Changes to SoECAT

• • • Study Representatives can now revert their SoECAT in order to make changes and resubmit it for authorisation

    • Update study costs in the CPMS study record when there is a new SoECAT for the same study or an existing SoECAT is amended after being completed

    • A new email notification will be sent to inform users when a SoECAT changes status from Authorised to Pending commissioning or Complete: Triage officers will be informed when there are ETCs to be paid; Study Representatives will be informed when there are no ETCs and the SoECAT is therefore complete.

    • Hyperlinks have been added to a number of automatic emails to enable users to go directly to the relevant SoECAT from the email.

    • SoECAT has been updated to prevent users creating sets with protected names, as this was preventing the Excel export from working.  The names that are no longer available for sets are:

      • • Study Information

        • SoECAT Initial Questions

        • General Activities

        • Standard of Care

        • Summary

Problem

• Local Portfolio Managers can no longer update the Planned Closure Dates on non-commercial studies without requiring NPM approval

• Company Representatives can no longer submit a feasibility application without selecting feasibility services for their study

Improvement

• GetStudies API version 5 will return zero results when the values used to make a call are not an exact match for values in CPMS

5.9.0 - Tues 17 Jan 2023

Changes

• A new button will appear in the upper right corner of Pre-Submission studies which will allow the National Portfolio Manager for the Lead Administration to update the study record status from Pre-Submission to Draft.  This will allow studies created via SoECAT applications to be progressed without requiring a Non-Commercial Portfolio Application.

• The commercial feasibility submission form has been updated to require a separate submission for the Study Resource Review.  The separation of the Study Resource Review will allow the other feasibility services (Early Feedback, Site Intelligence, Site Identification) to progress without interruption.

• Some minor updates have been made to the questions and guidance in the Non-Commercial Portfolio Application, based on feedback, to improve the user experience.

• The GetStudies API version 5 is now live, including new data items such as ICD10 codes, Plain English Summary and more detailed site information.

Problems

• Previously, when a new contact was added to a study record, the Date Added for all contacts was written over with the current date.  The Date Added will now reflect the date when the contact was first added to the study record.  

  • In addition, it was discovered that some contacts do not have names saved against their profiles, so now the email address will be shown in the NPM approval pop-up, instead of the user’s name

• A defect which meant that Live commercial studies were receiving a record status of Pre-Submission in CPMS has been mitigated by the introduction of the button described above, which will allow an NPM for the Lead Administration of the study to change the record status to Draft

Improvement

• The CRN Portfolio Dashboard page in CPMS has been optimised and now loads in less than one second

5.8.1 - 13 Dec 2022 (Emergency Release)

Problem Fixes

• PRB0040112 - CPMS system error: Activity data cannot be uploaded manually

On the Submit Research Activity tab in CPMS, the "Submit" button to upload the manual research activity was not working following the release of R5.8.0  This has now been corrected so the button works as normal

• PRB0040111 - iCT issue cannot scroll

The Activity table in the Interactive Costing Tool module did not scroll correctly, which prevented users from finalising the costings for their studies.  The tables have all been corrected in the ICT to allow users to complete their submission.

5.8.0 - 6 Dec 2022

Improvement for CPMS Accessibility Compliance

• As part of the Accessibility compliance changes in CPMS, the error message on the Submit Research Activity tab will now appear on the page, rather than as a pop-up window.

• On the commercial studies application form, the Next button will now work to move from the Trial Management to the Confirmation tab

• Multiple other accessibility enhancements have been applied that have no other impact on system functionality 

Change

• Add the Chief Investigator organisation to the commercial submission

• Make the Chief Investigator organisation mandatory in a commercial submission for Study Resource Review services

• Update the NIHR logo on the commercial submission Part A and Part B downloads

• Allow the Non-commercial Portfolio Application (NPA) status to be reverted after it is completed

• Update link to RTS in CPMS navigation menu to take NPM and LPM users to new Reference & Terminology Service website

Problem

• Soft delete check for research activity was incorrect when only LPMS activity present on the study record

• iCT Deleting Activity Comments Order was corrected by another change made in a previous release

• Devolved admin studies created via SOECAT were not getting the correct permissions applied

• Studies created through NPA were not receiving the correct permissions when there was also a SoECAT

• NPA and SoECAT studies created since the release of SoECAT were not receiving the correct permissions

• When studies were re-opened after closing, the LPMS start date was incorrectly updated, preventing activity from being recorded

5.7.2 - 9 Nov 2022

Back-end update of Database passwords to align with Penetration Testing recommendations - requires downtime for release.

5.7.1 - 1 Nov 2022

Changes to commercial submissions to reflect the introduction of National Contract Value Review and associated timelines / terminology:

• Revision of the text regarding timeframes for Study Resource Review companies from 3 working days to: ‘undertaken in alignment with the timelines for HRA/HCRW initial assessment, or relevant Devolved Administration process’

• The target deadline for Study Resource Review is now calculated to be 30 working days

• Removing reference to "validation" when referring to Study Resource Review in the submission text.

• Commercial submission and study record - new document type 'Reasons sites not expressed interest'

A fix to the sync of organisation and site data between RTS and CPMS is also being released.  This fix will address a technical issue which caused a small amount of data to be processed incorrectly.

5.7.0 - 26 Oct 2022

Change

Changes to support the roll out of the Non-commercial Portfolio Application service to studies that currently apply manually via email:

• Guidance text updated to explain which studies can apply for CRN support via the Non-commercial Portfolio Application, from 1 November 2022

• Study recruitment planned opening date added to the automated submission email, to enable open studies to be identified by LCRNs and sponsors.

• New wording for the warning message when a duplicate IRAS ID is entered on the Create Study page, advising public users that if they need a new record for a sub-study they should liaise with their LCRN.

Changes to the Lead LCRN permissions

• Allow LPMs for the Lead LCRN to add and update the planned recruitment opening date for all studies, with NPM approval not required. 

• Allow LPMs for the Lead LCRN to add and update the planned and actual recruitment closure dates on commercial studies. 

Changes to support Be part of Research

• Plain English Summary added to the Study Record

• Plain English summary and study website fields added to the Non-commercial Portfolio Application form. These will automatically copy to the study record when a study is deemed eligible.  

Problem fixes

• Change to fix a broken link in the iCT

• Fix to ensure the option for NPMs to soft delete study records is present regardless of the route through which the study record was created. 

• Fix to ensure primary sub-specialties are saved correctly

• Fix to prevent users getting an error message when exporting an iCT to Excel.

• Fix to display a scroll bar on the site intelligence tables

• Fix to an issue arising when adding multiple non-NHS sites to a study.

5.6.0 - 28 Sept 2022 

Changes

SoECAT

• CRNCC-360 Warning when a user selects to return to dashboard and there are unsaved changes

• CRNCC-347 Add the option of 'Unknown' to the Department list for an activity 

• CRNCC-349 Increase the width of SoECAT pages and decrease the width of the grey space

• CRNCC-355 Add a description to identify a per-participant set

• CRNCC-356 Display cost attribution name and abbreviation in the dropdown list of cost attributions

• CRNCC-358 Align activity cost to the right of the column on the Activity Details table

• CRNCC-359 Align each staff role for an activity with the corresponding staff role additional information and time required

Non-commercial Portfolio Application (NPA)

• CRNCC-547 New text and hyperlink to a feedback form in the automated email sent when an application for CRN support is validated (status is In progress) 

Feasibility Service / Commercial

• CRNCC-619 Make the Chief Investigator name mandatory in a commercial submission

Improvements

• CRNCC-268 Add support for external configuration sources

• CRNCC-518 Provide local stub for IDG (primarily SIM / SeECAT)

• CRNCC-652 Update Sim and Soecat Version number to 5.6.0

Problems

SoECAT

• CRNCC-217 PRB0040072 - SoECAT Study Rep is unable to delete a file after the SoECAT has been authorised

• CRNCC-383 PRB0040039 - Issue: LPM can edit study costs when the study record is draft

• CRNCC-466 PRB0040036 - Problem viewing a SoECAT when submitted for authorisation

• CRNCC-597 PRB0040093  - Wrong validation message when adding a set Non-commercial Portfolio Application (NPA)

• CRNCC-180 PRB0040031 - Able to Add Secondary outcome timepoint without Secondary outcome

• CRNCC-569 PRB0040012 - Non-commercial portfolio application service validation error - problem interactive Costing Tool (iCT)

• CRNCC-321 PRB0040047 - Error moving ICT Site Activities from All Participants CPMS Study Record

• CRNCC-373 PRB0040033 - LPMS Research Activity Upload Start Date should default to open date when changing from non-consenting/manual to LPMS 

5.5.1 - 20 Sep 2022 Emergency Patch

• CRNCC-614 / PRB0040087: Urgent CPMS iCT Problem - users unable to accept comments

The update will fix a problem in the interactive Costing Template (iCT) that meant users with the role of Company Representative, Site Representative and Study Resource Reviewer were not able to accept comments.

5.5.0 - 31 Aug 2022 

Changes

SoECAT

• CRNCC-352 Longer comments for the Triage Officer on the Triage page

• CRNCC-350 SoECAT email notification from Triage Officer when commissioner is Specialised Commissioning

• CRNCC-346 Hide the guidance text at the top of the page in a SoECAT

iCT

• CRNCC-310 iCT Group the comments when adding a visit

• CRNCC-184 iCT View grouped comments for a new activity or visit

• CRNCC-183 iCT Group the comments when adding an activity

CPMS Home Page (SIM)

• CRNCC-218 CPMS Add a footer to all pages in CPMS which displays the environment  (ie. UAT, Live, etc) and version number of the CPMS application

• CRNCC-223 SIM Change the guidance text on the 'Available services' page when applying for a service for a new study

• CRNCC-219 CPMS Make the study title field expandable on the SIM Create new study page

CPMS Study Record

• CRNCC-458 PRB0041732: Study Representative role added via CPMS study record will now give permissions

• CRNCC-198 Reorder Study Note Categories in CPMS Study Record

• CRNCC-197 Update Main RDO drop down menu in CPMS Study Record to show correct organisation for Wales-led studies

Improvements

Following an external audit of CPMS’s Accessibility features, improvements are being released to address issues raised by the auditors.  

As a result of these improvements, there have been some minor changes to the CPMS User Interface to better accommodate screen reader technology.  All hyperlinks are now underlined when a user hovers over or otherwise selects them and the contrasting text colour has been changed from white to black on orange buttons.

• CRNCC-14 HIGH: Accessibility remediation

• CRNCC-15 MEDIUM: Accessibility remediation

5.4.0 - 03 Aug 2022 

• CRNCC-264 Create a portfolio SoECAT from an existing non-portfolio SoECAT

• CRNCC-263 Create a portfolio SoECAT from an existing portfolio SoECAT

• CRNCC-262 Create a non-portfolio SoECAT from an existing portfolio SoECAT

• CRNCC-261 Create a non-portfolio SoECAT from an existing non-portfolio SoECAT

• CRNCC-231 SoECAT new wording for the warning message on the 'Request Authorisation' page

• CRNCC-227 SoECAT Do NOT allow a duplicate Per-participant set name

• CRNCC-226 SoECAT Add maximum character count to Study short title guidance

• CRNCC-225 SoECAT Add a scroll bar to the list of activities and freeze the column headers

• CRNCC-224 SoECAT Increase size of fields for adding text and add guidance

• CRNCC-203 Option to copy an existing SoECAT

• CRNCC-202 SoECAT Change the order of the AMRC question on the initial questions flow

• CRNCC-222 SIM Apply for a service for a new study change to page layout

Improvements

• CRNCC-474 Remove redundant folders

• CRNCC-266 Upgrade CPMS to .NET Framework 4.8

Problems

• CRNCC-482 PRB0041740: ‘Specialty does not exist or is inactive' message in CPMS

• CRNCC-460 PRB0041734: Problem with SoECAT cost attribution options available on portfolio SoECAT

• CRNCC-343 PRB0041720 - Adding a Research Activity Co-ordinator using Manage Study Contacts in the My Service Applications page misses permissions

• CRNCC-215 PRB0041673 - SoECAT After authorisation the 'Submission' page should be displayed on opening the SoECAT

• CRNCC-211 PRB0041670 - SIM dashboard HRA Export is not available as an option for non-portfolio SoECAT

• CRNCC-173 PRB0041622: ICT Activity Name not wrapping

5.3.0 - 28 June 2022 

Changes

Study record: New functionality to allow National Portfolio Managers from the lead administration to remove specialties and their associated sub-specialties from the CPMS study record. This removes the need to submit a service desk request. 

• [CRNCC-91] - Functionality for NPMs to delete study specialty

In response to feedback from users, a number of changes have been made in the online SoECAT:

1. The linked CPMS ID has been added to each page of the SoECAT to allow users to easily identify the study they are working on and navigate to the study record. 

2. The ability for a Study Representative to name each SoECAT has been introduced to allow users to easily identify their SoECAT and distinguish between multiple SoECATs associated with a study in those instances where multiple SoECATs are required due to vastly differing routine care pathways.

3. The contact details for all Study Representatives associated with a study have been added to the AcoRD Specialist authorisation page to allow easy communication throughout the review. 

• [CRNCC-196] - SoECAT Change the wording of the option 'Funder not on eligible partner list' on the funder list

• [CRNCC-204] - SoECAT Add a link on the SoECAT dashboard to download Funder and HRA exports

• [CRNCC-205] - SoECAT Add contact details for the Study Rep and Additional Information to the 'Authorisation' page

• [CRNCC-206] - SoECAT Add the CPMS ID to the SoECAT Study information page

• [CRNCC-207] - SoECAT Name each SoECAT

• [CRNCC-378] - Automatically name existing SoECATs

• [CRNCC-229] - SoECAT Display a comment icon to identify comments added by the AcoRD Specialist

• [CRNCC-230] - SoECAT Add the SoECAT name to the SoECAT dashboard

• [CRNCC-233] - SoECAT Add Study Rep additional information to the email notification for AcoRD Specialist

• [CRNCC-292] - The ability for users to add new occurrences/activity counts for an existing activity/visit without having to enter a free text comment, reducing the number of clicks and saving users time completing or reviewing the iCT

Problems

• [CRNCC-154] - PRB0041569 Fix for a formatting issue that was preventing some studies from showing in the commercial study submissions tab

• [CRNCC-160] - PRB0041531: Fix to ensure that when the sample size of an individual nation is updated by a non-NPM user, the UK total sample size automatically updates to the sum of all nations when the change is approved by an NPM

• [CRNCC-209] - PRB0041667 - Fix to ensure that when returning to the SIM dashboard from Manage Contacts, the dashboard refreshes to reflect the contact/permission changes made

• [CRNCC-239] - PRB0041658: Fix to resolve an issue that was causing inconsistencies between the iCT Excel Export and Financial Appendix

Improvements

• [CRNCC-382] - SIM / SoECAT Local API harness

• [CRNCC-408] - Add Outgoing Email Safeguards in Non-Production Environments

• [CRNCC-417] - Ensure UserId is added to AWS XRay telemetry

Comms:

Study record: New functionality to allow National Portfolio Managers from the lead administration to remove specialties and their associated sub-specialties from the CPMS study record. This removes the need to submit a service desk request.

iCT: The ability for users to add new occurrences/activity counts for an existing activity/visit without having to enter a free text comment, reducing the number of clicks and saving users time completing or reviewing the iCT.

SoECAT: In response to feedback from users, a number of changes have been made in the online SoECAT:

1. The linked CPMS ID has been added to each page of the SoECAT to allow users to easily identify the study they are working on and navigate to the study record.

2. The ability for a Study Representative to name each SoECAT has been introduced to allow users to easily identify their SoECAT and distinguish between multiple SoECATs associated with a study in those instances where multiple SoECATs are required due to vastly differing routine care pathways.

3. The contact details for all Study Representatives associated with a study have been added to the AcoRD Specialist authorisation page to allow easy communication throughout the review.

5.2.1 - 24 May 2022 Emergency patch 

• PRB0041709 - A fix to prevent non-NHS LCRN records appearing in the NHS Parent Organisations list when users add unlinked sites in CPMS and consequently to prevent users from accidentally recording their activity as non-NHS and creating errors in funding/reporting

5.2.0 - 17 May 2022

Problems

• PRB0041680 - Problem with Triage Officer permission for DA-led studies
  Update to make the SoECAT Triage Officer role UK-wide and ensure Triage Officers can edit the study costs for any study regardless of the lead administration, i.e. for England, Northern Ireland, Scotland and Wales.

• PRB0041708 - Research activity confirmation permission missing for LPMs on some studies

• PRB0041638: Fix for an error that was incorrectly changing the ‘requires consent’ value from ‘yes’ to ‘no’, when some studies records were edited (records for which RA upload route = N/A)

• PRB0041639: Fix to correct the wording in the error messages related to  site status and site status effective date

• CRN078519: Update Production Config to send emails

Changes

• CRNCC-186: NHS Reorganisation 2022 - Text Changes in CPMS

• CRNCC-187: NHS Reorganisation 2022 - RTS ODS ingestion of GP Practices

• CRNCC-326: NHS Reorganisation 2022 - CPMS sync of GP Practices

• CRNCC-73: CPMS-RTS sync job - OrgRelationships update for UC2

Improvements

• CRNCC-287: AWS XRay Improvements

• CRNCC-288: Login Optimisations

5.1.1 - 07 April 2022

An update will be applied to the Camunda infrastructure to make it more robust to cater to AWS' scheduled maintenance windows that it performs on RDS. The change will ensure that Camunda checks a database connection is valid before attempting to use it and adds a more robust health check.

5.1.0 - 06 April 2022

• PRB0041578 / CRNCC-149 :
  Issue Coping Submissions between Version, fix to ensure data copying functionality is retained when adding new commercial submissions to existing studies, originally created through a legacy version of the form

• PRB0041651 / CRNCC-152:
  Cant Export Site Word/Excel Documents when marked as Complete, fixed to ensure that Excel and Financial Appendix exports can still be downloaded after the  site iCT has been  marked as 'complete' and becomes read only

• PRB0041654 / CRNCC-182:
  Commercial 'Live' study record status reverting to 'Draft - MDS incomplete' when a new submission is submitted for a Live study, fixed to stop study record statuses reverting back from 'Live' to 'Draft - MDS incomplete' when a new commercial submission is submitted

• PRB0041623 / CRNCC-167:
  Governance Route not visible in 'view' mode of study record, fixed to ensure all users can view the ‘Governance route’ on the ‘Eligibility tab’ of the study record, without entering ‘edit’ mode

• PRB0041345 / CRNcc-137:
  Unable to submit studies: Incorrect validation check on commercial submission a8a if 20d is false, fixed to ensure mandatory questions are removed when the study resource review service is deselected within commercial submissions

• CRNCC-201: Updated NIHR branding to incorporate the new NIHR Logo following the change of name

• CRNCC-155: Update CPMS scheduler to authenticate with RTS using client credentials

• CRNCC-13: CRITICAL: Accessibility remediation

• CRNCC-89: iCT.SiteCosts Performance - Modification to improve the response speed of pages within the iCT service for commercial studies

• CRNCC-189: Add dependency injection container

• CRNCC-190: Add request cancellation infrastructure

5.0.1 - 24 Mar 2022  Emergency Patch

PRB0041677 - Emergency patch to fix issue where NPM/LPMs viewing data they could previously edit was causing commissioner and ETC value (where applicable) data to be deleted in the Network Support tab of the CPMS study record. After introducing SoECAT, that data should only be editable by Triage Officers. Code fix and restorative data fix applied.

5.0 - 16 Mar 2022

CPMS release 5 - a new look, and a new service integration module and online SoECAT

[CPMS User Group 01/02/2022]

In March 2022, CPMS release 5 will go live, delivering a new-look homepage, a new ‘service integration module’ and pilot access to a new online SoECAT. From March, IRAS ID will become mandatory for all studies requesting CRN services through the integration module. Find out more about this important development here.

In preparation for CPMS release 5, a final round of end-to-end user acceptance testing will take place over two weeks, commencing 9 February. User acceptance testing is a vital part of the development process. It’s when ‘real-life’ users, for whom the system is being developed, try out the functionality and provide feedback on whether or not it meets their needs. User feedback obtained this way feeds back into development to ensure the final product is fit for purpose. 

The NIHR Central Portfolio Management System is evolving to meet the needs of the UK research community.

Coming soon: CPMS release 5 - a new look, and a new service integration module and online SoECAT 28/01/2022

In March 2022, CPMS release 5 will deliver a new-look homepage, integrated study team dashboard and a new ‘service integration module’ that will pave the way for CPMS to offer a single place for users to access CRN services. The services that will be accessible from here initially include the new online SoECAT, and the Non-commercial Portfolio Application service. The vision is for our commercial services to be integrated into this new user-friendly gateway in the future as well.

The new online SoECAT will be rolled out in a phased manner with funders being approached in stages to ensure that neither the system nor users are overburdened by engagement of the new online tool. Grant funders will notify applicants directly if they expect to receive exports from the new online service within their guidance documentation and there is no requirement to complete the online SoECAT unless the applicants themselves are told to do so.

Mandatory IRAS ID

With CPMS release 5, an IRAS ID will become mandatory for all studies requesting CRN services through the integration module. Across NIHR and other research system stakeholders (e.g. MHRA and HRA), the IRAS ID will now be used as the common study identifier. This vital tool will enable traceability across a whole study lifecycle - from funding through to delivery and dissemination. It will enable interoperability/data sharing with organisations across the research landscape, to streamline services for users. Further communication and guidance will be published in due course.

User acceptance testing: opportunity to be involved

In preparation for CPMS release 5, a final round of end-to-end user acceptance testing will take place over two weeks, commencing 9 February. User acceptance testing is a vital part of the development process. It’s when ‘real-life’ users, for whom the system is being developed, try out the functionality and provide feedback on whether or not it meets their needs. User feedback obtained this way feeds back into development to ensure the final product is fit for purpose.

Please note that as part of CPMS release 5, in addition to the launch of the new homepage, service integration module and online SoECAT, a number of small changes will also go live. These are summarised below.

Please remember to log out of CPMS by 5pm on Tuesday 15 March to ensure no data is lost. All new functionality, including these changes, will be available to users from Wednesday 16 March 2022.

• PRB0041590 - Fix to ensure recruitment Actual Opening/Closure Date is correctly populated when the study status is updated

• PRB0041571 - Fix to stop study records becoming ‘Live’ when Public Users edit the study record

• PRB0040651: On the IRAS submission, question A68-1 has been fixed to display all fields in the correct order

• PRB0040644: Fix to ensure Upper and Lower Age Limit - Age Units are copied from the IRAS Form to the CPMS study record

• PRB0041604/ PRB0041642: A fix for the Research Activity data upload validation for studies uploading via LPMS; ensures manually uploaded RA data for a period after the LPMS start date cannot be uploaded

• PRB0041627 - A fix to send Research Activity Confirmation status updates for entries with a zero participant count

4.5.0 - 01 Feb 2022

RECRUITMENT ACTIVITY LPMS UPLOADS

Several changes have been made to the Research Activity Confirmation screen to improve usability:

• DMND0006044 - Filters on the Study Site and Detailed View will now be visible by default so that they are immediately available without having to select the "Show filters" button first. The show and Hide filters functionality is still available if needed.

• DMND0006043 - A new filter has been added to "Hide lines with zero participants" to make it easier to find uploaded data.

• DMND0006042 - in the Detailed View, the column for "Parent Organisation" is now displayed by default so that site/parent relationships are clearer. The functionality to show and hide different columns in the display is still available, just the default setting has changed.

• DMND0005989 - the hyperlink to the Research Activity Confirmation Guidance now opens NIHR Learn in a new browser tab. You may have to login to NIHR Learn to proceed to the guidance but the CPMS confirmation page will also remain open after selecting the link.

GET STUDY/STUDIES API

The new release in CPMS includes some changes to the data flows between CPMS and LPMS in two areas: study details data and, after research activity data has been uploaded, messages sent between the systems about the data's confirmation status.

Study details - this will have minimal immediate impact as the changes are now only being released in CPMS. The LPMS providers need to undertake some work to consume some or all of the new data before this will become evident. The changes being made to the data feed include:

• DMND0005987 - Amend GetStudies/GetStudyId API to rename England eligibility fields and include the three Devolved Admin eligibility fields in the APIs

Eligibility status: The study's eligibility status will cease to be a single value (the status for English studies) and will now be provided to indicate eligibility in each of the four UK nations individually , this will enable studies in different nations to be managed separately. This is a mandatory change that all LPMS providers need to apply, the target date for implementation is 1 March 2022.

• DMND0005445 - Add Research Category to the GetStudies/GetStudyId APIs

• DMND0005367 - Add Participant Types to the GetStudies/GetStudyId APIs

• DMND0006120 - Adding to the GetStudies and GetStudyId APIs the fields about being managed by a CTU

• DMND0006123 - Add Study Record Status data to GetStudies API

New data fields shared from CPMS:

• Research Category - can be used for reporting and filtering within LPMS

• Participant Types - support specialty and other reporting objectives but will require considerable improvement in data completeness to achieve the desired benefits. If Participant Type is known, it will simplify nurse's data recording reduce time spent correcting data where this value has been left blank.

• Flag for studies managed by CTUs and identifying that CTU - required to support the Associate PI scheme's application process

• Study Record Status - also to support Associate PI scheme's application process

Research Activity Confirmation Status 

There have been a steady number of cases where this status value has failed to send from CPMS to LPMS which has caused issues with LPMS workflow and prevented data from completing the confirmation process after upload. The problem was complicated as there were three different contributing causes but these have now been resolved and the update will allow the correct status information to flow into the LPMS. 

The correction will potentially impact data going back to June 2021 so there will be a backlog of research activity that will need to be reviewed, especially that which was identified as ""not accurate"" in CPMS.

• PRB0041641 - Get Study Details results duplicate/ordering issue

• Database updates (non-code release) to replace email identifiers for LPMS Providers with new UIDs and to prevent zero generator jobs from inserting emails - corrected to UIDs too - in the RA data tables

iCT GUIDANCE TEXT UPDATE

• DMND0006109 - Update to contact details under 'Study Organisations' heading in Company Representative view of iCT for a study

Replace current text:

If you need to add additional organisations, please contact - supportmystudy@nihr.ac.uk

Proposed new text:

1. If no sites are currently listed but you have included them in your IRAS submission or have pending Site Identification or Site Intelligence service submissions, these sites will be populated as soon as these services have been processed/completed. Please note, in order for your study to be included on the NIHR Portfolio and receive support, you will need to submit for one or both of the site feasibility services.

2. If you still need to add additional sites to those already listed here, please contact your Lead LCRN. 

[Hyperlink 'Lead LCRN' to direct to the page of LCRN Industry Team single point of contact details]

COMMERCIAL SUBMISSIONS

A number of changes have been made to improve the commercial submissions area:

• DMND0006124 - The 'in progress' email has been reworded to reduce confusion and manual work in sending service started emails

• DMND0006125 - Automated reversion and service closed emails have been halted to reduce confusion

• DMND0006127 - Updates have been made to a number of questions/descriptions to improve clarity for the user

• DMND0006126 - The abandoned status has been removed to prevent incorrect status from being applied and improve quality of reporting.

NON-COMMERCIAL PORTFOLIO APPLICATION

• PRB0041631 - Eligibility Update RecruitmentSampleSizeDescription Character Limit

• PRB0041632 - Eligibility Update when missing "Secondary outcome timepoint

• LCRN question now in form but will autopopulate

OTHER

• PRB0041541 - Some Unique email address dont save in the contact value on submission form, RegEx update applied to accept correct email formats

• PRB0041635 - AMRC logo in Funders and Funding Streams area in CPMS

• AWS XRay integration - software product for analysing which parts of CPMS use system resources so that hot-spots can be identified and, possibly, made less demanding to avoid system slow-down / crashes

• Swagger docs for the CPMS API -  software product for automatically generating technical documentation for APIs

4.4.0 - 07 Dec 2021

• PRB0041612 Non-commercial Portfolio Application service: A fix to prevent the short study name from being truncated on the submission confirmation page will be released. Prior to the fix, if a study title contained a full stop, only the text after the full stop would be displayed.  

• PRB0041624 Public user role: A fix to stop the public user role from being added to all accounts at sign-in will be released. Moving forwards ‘public user’ will only be assigned where no other role is assigned to the account.

• RITM0010021 (now PRB0041580) Restrict access to edit the CPMS Study Record Eligibility tab to the NPM role. Originally released R4.2.1 05/05/2012 (REQ001021); rolled-back 11/05/2021
  Study record, Eligibility tab: Permission to edit the Eligibility tab of the study record will be restricted to the NPM role. To prevent public users from editing this data the eligibility tab will not be visible to them when in edit mode. This will apply regardless of study status. 

• DMND0006103 Interactive Costing Tool: Further changes requested by the user community survey have been developed:

  • 1. A new ‘Actions’ column, separate to the Site Costs column to make it clear what users need to do

  • 2. The ability for Company Representatives to preview site costs before releasing to Site Representatives

  • 3. The ability to mark a Site iCT as ‘Complete’ to indicate that the review of the site costs has been completed

  • 4. The ability to be able to change the status of a ‘Complete’ Site iCT to allow it to be amended

  • 5. The ability for Company Representatives to Delete a Site iCT at any stage of the review process

For full details of these changes and how they will work in practice, see the Site iCT Status Change document.

4.3.0 - 09 Nov 2021

Non-commercial Portfolio Application service now available to studies that do not require HRA Approval: A number of small changes have been made to the Non-commercial Portfolio Application form to support opening up of this service to studies that do not require HRA Approval, as previously communicated, these studies will no longer need to submit a manual R2 application. 

From 10 November, non-commercial public health and social care studies that do not require HRA approval should apply for CRN support via the CPMS Non-commercial Portfolio Application service. Please ensure you are familiar with the new service.

• Text changes and updates to support NPA rollout:

  • DMND0006111 Update Home Page text 

  • DMND0006112 Copy 'Does study require consent?' response from NPA submission to study record

  • DMND0006114 Update to the help text for “Will you be applying for IRAS permissions?”

  • DMND0006115 Update the help text for the selection of Lead LCRN

  • DMND0006118 NPA Attachments Section Update

Changes to the CPMS commercial submissions form enables companies to request support from NIHR Patient Recruitment Centres: An additional question has been added to the commercial site identification form in CPMS. 

From 10 November, commercial companies completing the commercial submissions form for the NIHR site identification service will be able to specifically indicate whether they wish to approach the NIHR national Patient Recruitment Centres to be participating sites in a research study. 

• DMND0006098 Commercial Submission PRC Question

Interactive Costing Tool: two updates requested by the community survey, sent out by the R&D Forum in November 2020, will be live from 10 November:

• iCT costing and visits tables:

  • DMND0006104 - Increase the number of visible visits

Increase in the number of default visits - This update enables a default of 15 visits (up from 10) to be viewed on a single page without the need to scroll across. Beyond 15 visits the scroll functionality will work as before and the option to delete visits will continue to be available too.

• DMND0006102 - Display overhead values in table headers

Visual inclusion of overhead values used for calculations in iCT - Previously the multipliers in iCT (Indirect Cost, Capacity Building and Market Forces Factor) were hidden in the background calculation. This update enables both the Sponsor and the Site to be able to see the percentages or values used in the calculations. These will appear at the top of the relevant calculation columns within iCT.

Functionality to allow NPMs to delete study statuses: From 10 November users with an NPM role will be able to delete  study statuses. Therefore colleagues and customers wishing to request a change to this field no longer need to contact Service Desk, rather they should contact the CRNCC Research Delivery Team at the relevant study mailbox: crncc.portfolioa@nihr.ac.uk, crncc.portfoliob@nihr.ac.uk, or crncc.support@nihr.ac.uk

• DMND0006099 Functionality to enable NPMs to delete the latest study status entry

Two patch updates were also deployed with the change release:

• PRB0041259 When setting the "Does the study require consent" field to "No" on initialisation, the minimum data set still asks for a reason. This field has been removed from use and therefore also needs to be removed from the MDS.

• PRB0041577 The UK Sample Size does not currently sum to 0 even though this is allowed in the CPMS study record

4.2.6 - 26 Oct 2021

• CRN072293 Some Participants Financial Appendix Download Issue in iCT - An interactive Costing Tool (iCT) update to stop deleted activities being included in the MS-Word document download of the Financial Appendix

• PRB0041594 Reduce 'Study Soft Delete' Service requests volumes, but making these self service - A change to fix the CPMS soft-delete study functionality for NPM users of CPMS. Please note, tickets will no longer need to be raised with ServiceDesk to request this.

• PRB0041492 new English draft studies have no permission for view/edit for Welsh [NPMs to view these] studies - A fix to ensure ​that NPM users for Scotland, Wales, and Northern Ireland are able to view English-led studies that have come through IRAS and can edit to add study sites.

4.2.5 - 25 Aug 2021

• PRB0041575: iCT - Download Discrepancy
  Issue on iCT organisation screen, when exporting word document the was missing totals for "Some participants". After code review, the totals were tallied for "All Participants" so this has been updated to check for both All and Some participants. Feedback from Phill Good, there is a section for other costs which the "Some Participants" should appear in.

• PRB0041592: iCT - When deleting a visit occurrence within a deleted visit in the site level costing, total costs for the visit are increasing.
  At the point at which the indirect costs and capacity building costs were calculating the total occurrences it was filtering out deleted occurrences/activity visits but they needed to also exclude occurrences that weren't deleted but were in a deleted visit

• Database script ran to resolve issues raised as part of PRB0041591 regarding LPMS RA data not returning after the IDG change. As a workaround a script will update any user-ids retrospectively in the table to correct the email address.

4.2.4 - 06 July 2021

• PRB0041547 - iCT - Visits that have been removed should no longer add to excel total cost

• PRB0041562 - When changing study status from Closed back to Open, Actual Closure Date cannot be deleted from Design tab

• PRB0041492 - New English draft studies have no permission for view/edit for Welsh [NPMs to view these] studies

• PRB0041523 - Actual End Date not updated in study record when changing study status from Suspended to Closed - Removing study status transitions

4.2.2 - 11 May 2021 Emergency patch

Removal of: REQ0010021 – Restrict access to edit the Study Record Eligibility tab to NPM role

After this time LPM edits of CPMS study records can continue as normal and the sheet which was set up as a workaround will be retired. Any studies which have been unintentionally locked as a result of this defect will be reviewed to enable editing. 

We’re aware that in some cases the portfolio qualification date has been set to null for studies that have been impacted by this defect and are working to restore these values as soon as possible. Following deployment, if you identify any study notes which have not been added correctly, it would be much appreciated if you could please add them to the study record. If you’ve held off adding Managed Recovery notes to the study record or the sheet, please add them at your earliest convenience post-deployment. 

PRB0041567 The change to the eligibility tab to restrict access to edit to NPM is likely to have caused the issue. This may have restricted LPMs from saving the data, instead saving data as blanks on fields that were already populated.

The problem caused by the change has been resolved by its removal but the original change requirement is now outstanding - also note the similarity with PRB0041553 LPM makes a change in CPMS should not require NPM approval

4.2.1 - 05 May 2021

Following this deployment CPMS users with LPM permission will be able to view (not but edit) the LPMS RA confirmation screen.

• DMND0005997 / REQ0010015 LPM Access to CPMS RA screens
  DMND0006038 / REQ0010016 LPM Use of CPMS RA Confirmation Screens

• DMND0006069 / REQ0010017 CWoW - remove MDS header tab hyperlinks

• DMND0004218 / REQ0010021 Restrict access to edit the CPMS Study Record Eligibility tab to NPM role

• PRB0041560: Array [table] for activities on iCT too small for bigger costing templates - when trying to download the appendix doc at the organisation level, because the site has too many activities on it, it can’t create that list in code because the array goes out of bounds. The array size in the code needs to be increased to handle this scenario.

• PRB0041302: Pagination in sites on the Design tab - unable to save changes if you are on a different page.

4.1.0 - 24 Mar 2021

• CHG0031499 change deployed to CPMS to introduce new functionality by adding NHS Genomic Medicine Service questions to Commercial Early Feedback submissions

4.0.8 - 09 Mar 2021 (Emergency Patch)

• PRB0041551 Studies with the largest number of recruitment data are slow to load study page

Some studies that are either old, open for a long time and still recruiting, or recent Urgent Public Health (UPH) studies that have very high participant recruitment due to Covid, are experiencing slow load times when opening the study. The cause is populating the “Recruitment Summary” field on the Design tab, for both view and edit mode, because a query is reading all the recruitment data to create a summary from data in normalised tables; creating too many lookups  in one go. 

Studies with an overall recruitment data count higher than 50k, start to get slower when opening to the point users will notice. As of Feb. 2021, only 5 studies have more than 50k participants. (CPMS ID: 14152,8963,15084,45621,45822). 

4.0.7 - 03 Mar 2021 

• PRB0041443      Unable to save more than one Principle Investigator (PI) at a time in the "Investigator Name" fields in the site table on the participation organisations tab

If you enter more than one PI name on the Participant Organisations tab before saving, the PI name entered moves to the wrong site.

Affects user experience as we have to re-enter these when they are wrong; and to enter each PI one by one and save to avoid it.

Affects reporting as we sometimes have these PIs on incorrect sites as a result

• PRB0041527      Special characters blocking Excel export in iCT

As part of the interactive Costing Tool / Study Resource Review, Costing Templates won't export to Excel when you click on 'Export to Excel' in the commercial submission when the worksheets in the Excel document contain any of the following characters: :\\/?*[]"}" in the tab names.

The validation needs to be on the upload and needs to prevent spreadsheets that do contain these characters in the tab names from being uploaded

• PRB0041539      iCT - Excel file won't export due to character limit

Some Trusts are unable to export the site costings to excel as their Trust name plus the study title are too long to permit generation of a filename, will remove the study short name and just leave org name and CPMS ID in the xlsx file name as the solution.

• CRN065790        Public user notification of downtime for deployments

Patch releases are communicated to CPMS user groups but public users are unaware of impending server downtime and could lose data. The banner will provide a warning reminder that is visible to all users and which can be activated for all future patch releases.

• CRN066263        ISRCTN Registration form text update

A broken link and a text typo have been corrected

4.0.6 - 02 Feb 2021

PRB0041544 - manually created studies incorrectly set as Pre-Submission instead of Draft. Prevents study from uploading study data

Since the R4.0.5 patch released on 13 Jan, study records manually created by the PET team/RDD have a record status of Pre-Submission instead of Draft - MDS incomplete. The outcome is that the study cannot be moved out of Pre-Submission, which means the record cannot be made Live, and then Research Activity cannot be uploaded. Impacts study records manually created by the PET team, approx 15 studies per month including UPH and Devolved Admin led studies which are created in this way. 

21/01/2021 workaround: a script runs every 5 mins to change incorrect pre-submission to Draft. Problem to be downgraded from P2 to P3 as a result but definitive fix still required

4.0.5 13/01/2021

Deferred again from 02 12 2020 due to issues with automation testing: resolved as ‘timing issues causing tests to fail on overrun’ and fixed by extending test timeout

Deferred from 18/11/2020 while PRB0041537 was under investigation / being resolved as a higher priority.

The following changes have been applied:

• PRB0041487 - LPMS start date defaults to 01/04/2019 when a study is opened

• PRB0041457 - In set up studies given LPMS start date

• PRB0041473 - Error 311 not firing correctly for LPMS RA data

This group of problem tickets were collectively related to the LPMS start date and associated issues allowing incorrect data into CPMS (the LPMS start date, on the Design tab of the study record, was previously automatically set as 01/04/2019 as soon as the record was created, see below)

They should stop some incorrect data being uploaded and avoid confusion by the user - specifically when the date of the original opening to recruitment is later than 01/04/2019. For all new studies this date will now be null and only set to when the study first opens to recruitment or when the method of recording recruitment changes to LPMS - whichever is the later.

Note, these fixes prevent incorrect dates being applied for LPMS Start in the future, they do not change any dates that have already been created in the database and a script will be required to identify where these are and to modify them - follow-up action required to modify database.

A summary of the items included in this patch release with further information is available here: CPMS Update Expected Deployment 13/01/2021

For existing studies there is work ongoing to set the LPMS start date to the latest date of 01/04/2019, original date study opened to recruitment or date upload method changed to LPMS.

• PRB0041482 - LPMS upload study allows manual uploads

• PRB0041442 - When you amend a SITE STATUS but not the SITE STATUS DATE and save the change, the Status rolls back to the previous value without alerting the user.
  PA have provided solution in flagging when it necessary for date to be added: issue has effect mainly on Coordinating Centre staff - solution will reduce workload and increase accuracy of data on CPMS 

• PRB0041483 – Site Id and Study Trust Id do not pull through to sites on the design tab.
  The selector on the study site table on the design tab there is a placeholder for Site ID and Study Trust ID, but these do not pull through to the table, even though all other selections can be done. Business impact: it is impossible for users to tell sites with the same name apart in this table; leads to incorrect reporting. Current workaround: check ODP next day to see if the data is showing against the correct site.

Problem tickets completed without a release while working on this patch:

• PRB0041254 - Duplicate entries in Recruitment table

Additional change requests, not defect fixes:

• CRN063815 - Remove CPMS R4 Splash Screen

• REQ0010022 - Text updates to Commercial Study Submission area / questions (DB script required)

• REQ0010014 - Pre-Submission Study Record Status

4.0.4 24/11/2020

• PRB0041537 - Company representatives incorrectly able to edit/delete study records

A defect appears to have been introduced with August fix for PRB0041521 iCT users unable to access study arm or completed submissions which resulted in Public Users who also have the iCT Viewer role gaining elevated permissions; effectively NPM level. PRB0041493 Study Submission load error appeared to be fixed by PRB0041521 but that was likely just an artefact of the elevated permissions.

This fix has required a re-work of PRB0041521 to ensure permissions are only applied at the expected levels and Company reps are not able to edit/delete their, or any other, study records. PRB0041493 now believed to be an issue with writing data about users gaining iCT Viewer role into a database permissions table; this also to be resolved.

Also resolved: PRB0041517 NPMs seeing Study Submissions tab in CPMS

Also, PRB0041482 - LPMS upload study allows manual uploads, was previously included as part of group for R4.0.5 but the issue is different and has been separated out. Then confirmed by Chris Walsh that the issue could not be replicated after R4.0.4 - ticket closed.

4.0.3 - 22 Sept 2020

RITM0010024 Text update to Terms & Conditions 

4.0.2 - 25 Aug 2020

• PRB0041521 iCT users unable to access study arm or completed submissions

• PRB0041521 may have caused a fix for PRB0041493 Study Submission load error

4.0.1 - 11 Aug 2020

Functionality revealed 

• Apply for CRN Support (green button on homepage)

• Apply for CRN Support (left-hand menu item)

• Splash screen activated

4.0.0 - 03 Aug 2020

The NIHR CRN has been working with the HRA and MHRA to ensure business processes are aligned with the Combined Ways of Working (CWOW) pilot. 

Changes made to the IRAS system, to support CWoW, mean that non-commercial Clinical Trials of Investigational Medicinal Products (CTIMP) studies, progressing through the CWoW pilot, are no longer received directly into CPMS for consideration. 

The CRN has therefore developed a new non-commercial study application module in CPMS, through which non-commercial study teams can apply for CRN support. The new application module will go live as part of CPMS release 4, scheduled for Tuesday 11 August 2020.

CPMS release 4 will introduce an updated homepage, with a new access point for studies wishing to apply for CRN support. This new access point should only be used by companies to access the usual commercial submission area, and by English-led, non-commercial CTIMP studies that are participating in the CWoW pilot. A temporary splash screen will be displayed to relevant users at login to inform them of this change and an infographic detailing the impact of release 4 on commercial users will be distributed in due course. 

The new non-commercial study application module functions in a similar way to commercial submissions where applications for NIHR CRN support are made directly to the CRN via CPMS and offers a number of benefits: Investigators will supply a tailored set of data that will enable eligibility to be assessed, with fewer queries raised, and study records to be populated automatically. Data supplied will be visible across the CRN and devolved administrations. 

The new module should only be used by English-led CTIMPS that are being processed through the CWoW pilot and replaces the existing manual email based application process that has been in use since March. All other non-commercial studies should continue to apply for CRN support in the usual way, either via IRAS or, if an IRAS submission is not required, by liaising with their local CRN. Roll out of the new module to further study types will occur in due course and in line with HRA/MHRA expansion of the CWOW pilot.

Guidance outlining the changes and how to use the new functionality is linked in this post and will be added to NIHR Learn shortly. There are two documents, one for ‘public users’ (study teams and commercial representatives) and one for national and local portfolio managers (NPM/LPMs). The latter is issued as a working document. 

3.2.2 - 10 June 2020

• PRB0041474 Lead LPMs are unable to save changes to study statuses on commercial studies

• PRB0041491 Error Page on Edit mode for studies with N/A RA Route

• PRB0041488 Confirmation list page not loading

3.2.1 - 11 Mar 2020 emergency patch

Issues arising after roll out of R3.2 the defect stops users from editing certain study records.

PRB0041484  -  error on entering edit mode on various studies

3.2 - 10 Mar 2020 

iCT updates produced under CPMS Programme of Work (Feb 2020)

• DMND0005980 - iCT - Setup and Closedown Costs - copy from study to site level

• DMND0005982 - iCT - Allowing Company Representatives to add Site Representatives

Maintenance patch releases

• PRB0041452 Confirmation API does not always send all confirmation statuses

• PRB0041455 Study Site Status is being lost in CPMS

• PRB0041472 LPMS Start Date being changed to the opening date of the study

Database updates deployed in advance of the patch:

• PRB0041436 ModifiedBy field in database doesn't seem to be updated after ODS Import

• PRB0041248 UK Country not derived from postcode when adding/updating RTS content

• PRB0041467 Zeros not generating correctly

• PRB0041460 ISRCTN Numbering and Report Service Task Error TBC if testing is completed on time - otherwise will roll-over to March patch 

3.1.9 - 12 Feb 2020

• PRB0041432 Confirmation search page not loading

• PRB0041315 P4 defect - inaccurate confirmation expected count

• PRB0041415 Commercial study submission will not submit if there is a space after email address given in field "5: Email address".

3.1.8 - 08 Jan 2020 emergency patch

The release will fix the following defects:

• PRB0041450 - LPMS RA API Error 325 is firing on data sent from the past

• PRB0041451 - The Period filter "Until the end of the last month" in the CPMS confirmation screens excludes 2019 data

• PRB0041330 - Zeros not generating for sites correctly

• PRB0041441 - The value 'undefined' is not valid error

• PRB0041448 - ICT Setup screen adding Capacity Building to totals for manually entered data

• PRB0041235 - NHS Number validation check fails to prevent valid NHS numbers with non-numeric characters

3.1.7 - 25 Nov 2019 emergency patch 

The following defects will be fixed following deployment:

• PRB0041426 - Problems with study site statuses

• PRB0041429 - Site targets being lost on commercial records

3.1.6 - 12 Nov 2019

• PRB0041402 Stop users from selecting past dates when setting LPMS Start Date

• CRN046695 / PRB0041368 / PRB0041330 "undefined" error message when saving changes in study record. This is causing difficulties for users when trying to make changes to the system.

• PRB0041284 LPM saving non-comm study overwrites HLO2 fields to NULL. As a result we are unable to use the new closure confirmation functionality 

• PRB0041409 Excel export fails to download for CRs, SRRs and SRs

• CRN051442 RA page link

• PRB0041419 Error in calculations on ICT Excel download 

3.1.5 - 24 Sept 2019

• PRB0041403 - Get Studies API providing incorrect Upload Method (resulting in loss of recruitment from LPMS)

• PRB0041299 - User can save a Site Status without a Site Status Date.

• PRB0041303 - User can add a Site Status Date in the future

3.1.4 - 11 Sept 2019

This patch will include the following problem tickets:

• PRB0041352 Data sent by EDGE and showing as validated to EDGE but not in CPMS

• PRB0041377 LPMS Research Activity error 324 not working as defined

• CRN045069 ICT Service appears when service 20d not selected

• PRB0041358 Interactive Costing Tool - Export to Excel not working 

3.1.3 - 29 July 2019

• PRB0041349 Error in Filter view for Detailed view when Filtering with 'Confirmed - Not Accurate'

• Post Task 5 Remove LPMS RA for studies with LPMS RA prior to LPMS start date

• PRB0041336 (CRN045623) Error 311 not triggering correctly -  CPMS allows LPMS RA to be recorded for months prior to the LPMS start date

• PRB0041350 Some lines of data received from LPMS do not have RAReceived date in StudySiteActivityLPMS table. As a result, some of these are missing from ODP RUS

• Post Task 6 Remove zero lines of data for sites no longer marked as recruiting (related to Post Task 3)

• CRN047771 Update to CPMS links

• PRB0041351 Future line of data received from StudyLine and not validated correctly (should have triggered 325). As a result users will see lines of data with incorrect future dates and also we will have reporting issues 

3.1.2 - 11/12 July 2019

Additional fixes

• CRN046757 / PRB0041339 Send RA fails if more than 500 rows sent via API - fixed with DB index optimisation

• PRB0041334 Missing Data for CRN046724 (Participant Nulls) for EDGE and ReDA

• PRB0041330 Missing Data for CRN046606 (Site Targets) 

3.1.2 - 08 July 2019

This will include a fix to the issue with some commercial study records site targets disappearing. We're working with PA and the BI team to restore data that was impacted by this defect as soon as possible [at a later date once the defect has been fixed]. 

The release will also include a fix to 3 defects in the research activity confirmation screen the study team representatives will be using when we start (date to be confirmed) confirmation of research data in CPMS.

• PRB0041330       Site targets missing in CPMS once amendments are made to a record

• PRB0041310       Confirmation screen Column order

• PRB0041314       The sort functionalities on the Study Site View in the confirmation screens are not working correctly

• PRB0041335       Filter functionality on confirmation screens

3.1.1 - 26 June 2019 

‘Zeros’ release and patch release combined

R3.1 was the planned release to include functionality in CPMS to calculate missing zeros in recruitment data where a site is open for recruitment but has not submitted any actual recruitment data in the reporting period (month).   In addition there has been a patch release for the following to bring the increment to R3.1.1:

• PRB0041271 Can save row as inaccurate without further information

• PRB0041273 Sort functionality for confirmation screens.

• PRB0041270 SetRA Defect - future dates not triggering 325 validation error

• PRB0041274 Confirmation screen issue and ICT functionality not working with IE 10 / 11

• PRB0041262 V3 Studies API not returning RTS

• PRB0041275 No RA Data set when new studies created via IRAS

• PRB0041290 Zeros not populating correctly for sites with No Longer Recruiting as status.

• PRB0041285 Text for the "comments for site" box

• PRB0041286 Fix to error text for saving inaccurate line of data

• PRB0041289 Validation only checks the activity dates against the month of the LPMS start date, and does not have a validation for the month of the LPMS start date or later.

• PRB0041255 SetStudySites API method failing

• PRB0041227 SetStudySites API method failing

• PRB0041294 P2 defect - unable to save studies in LPMS UAT

• PRB0041298 "When a site is sent via SSS API with a StudySiteStatusIdentifier but no StudySiteStatusDate, a warning is generated correctly, however in CPMS the site is added"

• PRB0041300 Zeros generation patch - as per email to Justin 10/06/2019

• PRB0041296 SSS API - if adding the same site to multiple studies in the same package, the first is added and subsequent are not added. No error generated

• CRN045484 GetRAConfirmation not working - ReDA, R-Peak and Siteline reported

• PRB0041309 C&C issue with LPMS UAT (EDGE)

• CRN045619 Period filter not affecting Study View

• PRB0041307 June zeros not generated for some sites

3.0.2 - 13 May 2019

• PRB0041268 - Missing data when LPMs save live commercial studies

• PRB0041266 - Lead LCRN LPM unable to amend study status (commercial studies)

• PRB0041265 - Study Status not updating for LPMs on draft studies.

We had the CAB call for the patch so we are good to go for tonight for the fix for the missing data issue, once the fix has been deployed we will insert the missing data during the next business day. 

Tuesday 14th May 2019 - insert the missing data into the system. After the data has been inserted tomorrow it will be imported in tomorrow night during the overnight cycle and ready for use on Wednesday Start of Day so the LPMs can be informed to proceed business as usual from Start of Day Wednesday 15th May 2019

PRB0041269 issue relating to the Excess Treatment Cost drop down functionality has been released into live successfully tonight.

3.0.1 - 07 May 2019

When CPMS R3 was deployed and research activity data came in from the LPMS providers it was identified that when the API sends multiple RA updates associated with the same study, for studies where the status was 'Open to recruitment' the audit table records multiple 'update to Open with recruitment' lines. This was quickly identified by the CRN CC BI team who developed a workaround to enable ODP reporting. A fix to this will be deployed this evening.

The resolved problems for this patch are:

• Performance improvements for study pages

• Problem Ticket PRB0041257 - CPMS Issues Saving Studies

• Problem Ticket PRB0041256 - Duplicate StudyStatusAudit entries

08/05/2019 The duplicates associated with the fix PRB0041256 have been removed.

3.0 - 30 Apr 2019

LPMS-CPMS Research Activity integration

An overview of system changes for LPM and NPMs roles (and the new Lead LCRN LPM) can be found in this guidance: CPMS R3.0 - Guidance for LPMs and NPMs

2.6.1 - 08 Apr 2019

The patch will provide a fix to the following problems:

• PRB0041239 P2 – Studies 39346 and 13555 not saving.

• PRB0041242 P2 - RA data being uploaded to incorrect PO

• PRB0040925 P5 - CPMS allows the creation of duplicate StudyTrustSite records

• PRB0041243 P5 - Northern Irish email is incorrect for R3 alert.

It will also run a script to correct data that's affected by PRB0040925 and PRB0041242.

• SetSiteStudy API fix and data clean up.

• ICT data updates.

2.6 - 27 Mar 2019

Interactive Costing Tool (iCT) service

2.5.7 - 24 Mar 2019

This patch will provide fixes to the following problems: 

• PRB0041226 - Unable to save subset of studies.

• PRB0041187 - Termset description truncated during Excel upload.

2.5.6 - 25 Feb 2019

This patch will provide fixes to the following problems: 

• PRB0041170 - Issue with funding stream in CPMS for University funders.

• PRB0041193 - Issue with entering eligibility information into the study record for both commercial and non-commercial studies.

2.5.5 - 11 Feb 2019

This patch will provide fixes to the following problems: 

• PRB0041178 - RTS/ODS download process not picking-up new/changed Branch Surgeries.

• PRB0040764 - Trust as a site is removed from TrustSiteMapping.

• PRB0041213 - RTS ODS Download Failed.

• PRB0041189 - Incorrect error code for SetStudySite API.

2.5.4.1 - 05 Feb 2019

• Logo change for NIHR rebranding.

• Terms and Conditions added to bottom of the page.