Changelog

Complete navigation redesign

We've redesigned the navigation to make it easier to work with protocols and manage recruitment. The new sidebar provides a more streamlined experience for switching between protocols and accessing key features.

Hover your cursor to the left side of the screen to see the new side bar, manage protocols, and switch between active protocols!

Other fixes

• Added a dialogue to better explain export-to-CSV

• Resolved issue with deleting protocols

• Removed Viewer access to managing protocols

• Better explanation of user roles in your profile

Complete user roles, updated

Admin

• Full management of sites and protocols

• User access control and role management

• Can edit core protocol details

• Has full read/write permissions for sites and protocols

• Must be added/removed by Trially staff at your request

Site Admin

• Can add Viewers to sites and protocols

• Manages protocols for their assigned sites

• Sets filters for their assigned sites

• Has read/write for sites but read-only for protocols

Viewer

• Can view their assigned protocols

• Can access patient matching functionality

• Read-only permissions for both sites and protocols

• Most restricted role with no write capabilities

• No export

Hi folks, and welcome to a brief product update from Trially!

Here’s the list of changes and improvements to the app in v0.0.40:

• Added Site filter to recruitment page for multi-site filtering on the patient table

• Sorted patient match details to align with the order of criteria cards

• Improved criteria cards to show summarized titles by default with expandable details

• Protocol status indicators with color-coding and tooltips

• Renamed "Status" column to "Recruiting" with Active/Inactive values

• Moved protocol related editing actions (Download/Edit/Remove) to ellipsis menu

• Changed "% met criteria" tooltip text for clarity

• Simplified feedback widget and fixed authentication issue

Thanks for all your feedback, please keep it coming!

~ Trevor @ Trially

Hi folks, and welcome to a brief product update from Trially!

Small updates - no major changes today, but wanted to keep you in the loop.

• Replaced criteria card toggle icons with filter icons and added messages to more clearly explain how criteria cards work:

  • When a criteria card is turned on, you will see patients in the table who at least match that criteria.

  • When a criteria card is turned off, you will see patients in the table who may or may not match that criteria.

• New "Last Match" column shows how recently patients were matched for in the recruiting table

• DOB display fix for match details

• Improved login/logout information and screens

• Improved multi-site data handling

• Various performance and stability improvements

Keep the feedback coming :)

~Trevor @ Trially