WRAP Release Notes

• New Manage Dates activity to allow correction of effective and expiration dates after reaching post-approval states
• Allowing agreements staff to Submit Changes for clarification requests where no response was provided or response provided outside system
• Change Activity name from "Convert to PDF" to "Finalize document".
• Adding/enforce validation of document upon execution of Move to External review and Approve Language activity.
• Automatic conversion of document into pdf upon execution of Activate and Approve activity.
• Remove PI, PI Proxy , Study team Member and Agreement creator from email notification on submit ancillary review.
• Add Submitted Date to Agreements & Unassigned Project Listing Tabs
• Add “Additional Contracting Party” field to site search
• Clarify alt text for workflow map for screen readers on agreements workspaces
• Add the Contracting Party company category as a column on the main "Agreements" page where agreements are searchable
• Additional Handling of evergreen status changes on amendment approvals

Conflict of Interest - Upgrading to 10.5.11

• Added profile and certification SmartForm step to capture details about participation in programs sponsored by foreign governments and startups
• Added a question to the Consulting disclosure type about being required to perform research as part of the activity
• Added a question to the Sponsored Travel disclosure type about the purpose of the travel being about performing research as part of the sponsored travel
• Added In-Kind Support disclosure type
• Added Postdoctoral Scholars, Students, or Visiting Scholars disclosure type
• Updated display columns for people and profile choosers to be consistent across COI
• Updated profile and pre-approval request SmartForm selection filters for organizations to filter out internal organizations
• Updated scheduled category expiration notifications to disclosers to always send even for disclosers who did not perform any actions in prior year
• Updated Help Center to use sort order
• Bug fixes in areas for pre-approval requests, security, profiles, rolling Research category expiration and triggering events
• Clarifying warning message when changing 'Do you have any financial interests and/or outside activities' from Yes to No
• Enhancing criteria when disclosers complete their profile update that considers whether to create Research Portfolio Review by assessing whether a new interest was added above SFI threshold, an interest was updated above SFI threshold or interest was updated/removed tied to an active/in-process management plan instead of always creating for any change
• Add settings to capture Huron Account Manager and Client Contact to assist with planning for scheduled categories
• Bug fixes related to certifications, ancillary reviews, deployment, reports and profiles
• Fixed an issue where discloser's comments and attachments added during certification clarification response submission were not appearing in the History tab on certification
• Resolved erroneous auto-execution of the force profile update activity triggered when creating non-research certifications in the Awaiting Profile Update status from category expiration