CTMS
Upgrade Bulletin
3.8.1 Upgrade
The CTMS has been upgraded to version 3.8.1. This bulletin summarizes
the key features and enhancements in this software release.
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New Look and Feel
Compatible with Multiple Browsers
1 New color theme.
• Google Chrome is now the preferred browser for CTMS,
2 Notification number appears in the upper right side of the
window when new messages are posted to the Home tab.
3 New search box at the top of lists allows you to quickly
search/filter.
4 Navigation buttons under every list, allow you to move
back or forward by page or by record (no more vertical
scroll bar).
5 The Saved Queries drop-down list in the upper right side
of the window is no longer labeled.
6 The “Refresh” icon now appears on the upper left side of
the window.
and was thoroughly tested by DCRI’s IT group.
• Mozilla Firefox and Apple Safari are supported by the
CTMS manufacturer (Siebel CRM Systems, Inc.), but
please note that some CTMS behaviors will vary based on
the browser you are using, and not all browsers were tested.
• DO NOT USE Internet Explorer (especially prior to
version 11), as it is no longer supported by Siebel.
• DO NOT USE Citrix to access the CTMS.
Save, Save, Save!
Many new behaviors with this upgrade require you to first save
the record (Ctrl+S) before moving on.
Create Bookmarks to Specific URLs
For example:
1 Navigate to any CTMS
screen or view.
• Before clicking the Spell Check button for form fields, you
2 Click Menu >
Create Bookmark.
3 Copy the link, and then paste
it into an email message.
4 When the recipient clicks the
URL, they will be prompted
to log into the CTMS, and
then that specific page/record
will open.
January 2015
must save (Ctrl+S) or your text will disappear.
Note: The CTMS now also utilizes the browser’s spell
check functionality, placing a red underline beneath
misspelled words. You can right-click on the underlined
word for options.
• After entering data anywhere, save the record using Ctrl+S
before clicking the browser’s Back button or using CTMS
breadcrumbs to go back to a previous screen, or your data
may be lost.
• The best way to “step off” a record is to click in an entirely
different area of the window, not just on another record.
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CTMS
Upgrade Bulletin
3.8.1 Upgrade
2 Click the attachment icon to open the file.
Drag-Open Text Boxes
Text boxes within a form can now be dragged open so you can
see more of what you’re typing.
IMPORTANT: By default, Chrome’s pop-up blocker
setting prevents attachments from being opened from
within the CTMS.
► To change Chrome’s Pop-Up Blocker setting
1 Click the “customize” icon to the
right of the URL field.
1 Point to the bottom right corner of the text box.
2 Select Settings.
2 Click and drag the box down and to the right to expand it.
3 In the Settings tab’s search field,
type
yp “pop-up.”
p p p
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Different Multi-Value Windows
When picking from a multi-value list, you are first presented
with a blank screen, or a screen with a partial list.
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4 Click Content settings.
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5 Scroll down to the Pop-ups section,,
and click Manage exceptions.
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1 Click Show Available.
2 Select and Add records (use Shift/Ctrl to select multiple
records).
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3 Click OK.
6 Type “https://ctms.dcri.duke.edu” in the blank
Hostname pattern field (keep Allow as the Behavior).
Working with Attachments in Chrome
7 Click Done.
The process for adding and opening attachments within the
CTMS varies per browser. The procedures listed below are for
Google Chrome.
New Manual Enrollment Update Process
► To attach a file
After enrolling a subject, additional
steps are now required to properly
change the Status to Enrolled.
1 Click New File or New (depending on screen).
1 Click the Screening ID link.
2 Click Choose File (may not appear, depending on screen).
3 Locate and select the file.
2 Click the selection icon in the
Status field.
4 Click Open.
3 Click New.
► To open an attachment
4 Select Enrolled from the Status
field, enter the Status Date, and
then click Save.
1 Click the file hyperlink.
The file downloads, displayed
as an attachment icon in the
bottom left corner of the window.
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5 Check the Primary box for the
new status and then click OK.
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Upgrade Bulletin
More Deleting Capabilities
You can now delete and manage records in more places,
without requiring a CTMS Request Form to be submitted.
3.8.1 Upgrade
New Confirmation/Follow-Up Letter
Customization Options
• You can limit what displays in tables for Protocol
Deviations, Case Report Forms, and Follow-Up records.
Site Contacts
You can now delete Site Contact records, with the exception of
the Principal Investigator record.
• You can break out Follow-Up records into Open vs. Done.
Site Visits
You can now delete Site Visit records if the Trip Report
Status is Not Started, Not Required, or In Progress.
Note: Limited to the person who created the record.
• To request letter customizations, submit a CTMS Request
to the DCRI Service Desk.
Improved Browsing History
• The browsing history
Protocol Attachments
You can now Add and Delete Protocol Attachments.
has been improved to
more accurately reflect
previously-visited screens
and views within the
CTMS.
• Hold the browser’s Back
button to display a history
list, and then select the
location to which you
would like to return.
Protocol Contacts
You can now delete Protocol Contact records.
Contracts Tab Functionality Change
Adding a date in the Date Fully Executed field no longer locks
the record.
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Upgrade Bulletin
3.8.1 Upgrade
New Process for Unlocking TR Template
If you need to change the Trip Report Template, the process
has changed slightly.
1 Click the Template
Unlock checkbox.
(You may have to
click away from the
field to save this
change.)
The following message appears.
to close a pop-up
window, you are
presented with an
additional message.
Just click OK.
• If a second pop-up error/warning message appears on the
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same page, you are presented with an option to “Prevent
this page
from creating
additional
dialogs.”
Do not ever
check this
box! It will
suppress ALL
future pop-ups
during that session. This should reset at your next login, but
you may need to close the browser and try again.
• You can no longer use the Menu>Print option.
• Checkboxes now appear to be grayed out, but are active.
• Multi-value fields appear to be editable even when they
2 Click OK.
3 Select the new template
from the Report Template
drop-down list.
There will be a slight delay
and then the new template
will be applied.
• If you click the “X”
are not.
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Additional Changes and Considerations
• You can no longer export trip reports to Microsoft Excel to
work offline.
• There is no need to set the browser options previously
listed in “Appendix A” of the CTMS Fundamentals User
Reference Guide.
• If the Menu list renders
upward, it could display
as being tucked under the
heading above it. To avoid
this, maximize your window
and consider changing your
monitor resolution settings.
• If tabs “disappear,” try
refreshing the browser
window, or close out and log
back into the CTMS.
• The Word 2013 Save/Save As issue (when opening/editing
attachments within the CTMS) persists with this upgrade,
as the issue is with Microsoft, not with Siebel.
• Don’t click the “X” in the upper right to close your browser
window. This will result in a new message that appears
the next time you log into the CTMS. If needed, close the
browser and try again.
• You can no longer right-click to open menu
options. Instead, you must click the Menu button.
Getting Help
If you have additional questions or issues that you would like
to discuss with CTMS support representatives, please email
your requests to the DCRI Service Desk (dcriservicedesk@
dm.duke.edu).
• You can no longer double-click to select records from a
pop-up window. Instead, select the record and click OK.
• Ctrl+N no longer creates a new record. Instead, it opens
another Chrome browser (may be limited to Chrome).
• The Refine Query shortcut was changed from Alt+R to
Alt+G.
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