Product Updates: Smarter Planning, Cleaner Data, and Seamless Integration Across Modules

To improve source data verification (SDV) oversight, we’ve introduced a new SDV Log Tracker.

This tracker pulls data from Subject Tracking and Invoicing (ST&I), supporting fields such as:

• Site Number

• Activity Number

• Subject Number

• Visit Name (multi-select with semicolon-separated import support)

• SDV Type (Full/Partial)

• SDV Date

• Reviewer

• SDV Comments

Import is available via API or the Data Import tool.

Important: The tracker requires ST&I to be active and populated. The tracker data is also available in the Report Tool, so it can be used in Widgets & Dashboards

Introducing a smart Duplicates Search tool for Medical Institution (MI) entries, reducing the risk of inconsistent or duplicate data.

Key features:

• New “Find Similar MI” button on the MI creation form

• Uses a similarity algorithm based on fields like Full/Short Name, Institution Type, City, and Country

• Editable Duplicates Dictionary for synonyms and regional naming variations (e.g. Köln = Cologne)

Common duplicates caught include:

• Spelling variants (e.g. Johns vs. John Hopkins)

• Word order and formatting changes

• Umlauts and accents

• Abbreviations and acronyms

Save time during planning with our new “Copy from Another Project” button in Task Planning.

What’s new:

• Select source project and country via a popup

• Import tasks as non-budget items

• Original durations and task dependencies preserved

• Milestones are not copied

This enhancement boosts planning speed by reusing proven task structures from previous studies.

These updates bring better traceability, smarter automation, and cleaner data throughout your trial lifecycle. If you’d like help activating or using any of these features, please contact your account manager.