Release Notes

Topics:

BSI All Database Enhancements

This is a comprehensive list of every ALL-database enhancement to the BSI system beginning in 2015 through the current release. For complete notes on RFEs released only to your database, contact BSI Technical Support. These enhancements can be viewed by the date they were released, or by the relevant BSI module.

Enhancement
Description
New Req Vial web service call (67371)
A new web services call is available to update req_vial fields.
Intermediary Task Steps (67133)
New web services calls are available to add, apply, begin, and complete the Return to Inventory task and the Transfer Out task.
Enhancement
Description
Increase Number of BSI IDs Reservable via Web Service (67323)
The maximum number of BSI IDs that can be reserved at a time via web services has been increased to 5000.
Add Web Service to Allow Saving of Multiple Subjects at a Time (67313)
Multiple subjects may now be saved at a time via web services.
No Discrepancy when Updating Shipment Locations (67303)
Updates to locations data in a shipment, where new values would be different from the shipment manifest data, no longer generate discrepancies automatically.

No new features were released in this version.

Enhancement
Description
Box Ship Task (67017)
The Box Ship task allows users to ship an entire box and its contents from the repository's locations hierarchy to an outside facility. All specimen in the box must be included in the requisition. Once completed, the box will be removed from the location hierarchy.
Package Task (67005)
Users can complete a package task to create a new box(es) in the location hierarchy and assign the specimens to it.
Import Parent ID and Number of Children to Create (67305)
When completing an Aliquot/Process task, the Specify Children dialog now has the option to create a different number of children per parent. The number of children may be manually entered or imported on the dialog that opens.
Enhancement
Description
Database Manager (67121)
Users with an Access Level of Database Manager have additional permissions to manage the following objects in any institution: users, local administrators, templates, requisition task & property templates, reports, roles, and labels. Additionally, they can grant themselves permissions to any study and edit the repository, institution, and lkup_container_type code lists.
Add username and instance to report output (67359)
All report outputs contain the username of the generating user and the instance on which the report was generated.
Enhancement
Description
Multiple User Account Management (67079)
Multiple user accounts can be created or edited at once.
Add Repository field to RPT editor (67185)
When creating a Requisition Property Template, users can display/default the Repository field. This field will only be displayed and/or defaulted when a requisition is submitted from BSI Engage using the RPT and without any specimens included.
Enhancement
Description
Make user aware of login instance on all screens (66167)
Most editors and dialogs in BSI now display the environment, database, and logged in user's username.
Box Layout Not Displayed After Changing Box Parameters (making it smaller) (67208)
Location containers can no longer be contracted to dimensions which would not hold the number of specimens located in the container. If reducing container dimensions would result in specimens outside the new row/column values of the container, specimens are reorganized in the container following the user's location assignment preferences.
Enhancement
Description
Pooled Parents (67225)
The Pooled Parents field documents the BSI ID of all parents pooled into a given child specimen. Users may add BSI IDs to this field when creating/editing specimens in Data Entry.
Web Services support for Delete Batches (67273)
Web services now allow users to create and commit Delete type Data Entry batches.
Enhancement
Description
Display multiple fields in TMA Layout map (67033)
A new user preference allows users to set the field values to be displayed when viewing a TMA layout map. 
Enhancement
Description
BSI Launcher (744)
The BSI Launcher is the new delivery method for the BSI application. 
Retirement of BSI Web (67218)
BSI Web has been retired. It's successor, BSI Engage, should be used instead.
Ability to assign a task to a user (66943)
Individual tasks within a requisition may be assigned to a user.
Make lkup center editable for all users (67221)
A new Print Microarray Layout Map Report with Planning Column report is available from the Create Microarray task.
Enhancement
Description
Auto add discrepancies when shipment manifests are updated by scanning (67200)
After uploading a manifest to a shipment, scanning specimens to update field(s) to a value other than the manifest will open the Add Discrepancy dialog.
Changes in the Print Microarray Layout Map report (67042)
A new Print Microarray Layout Map Report with Planning Column report is available from the Create Microarray task.
User Preference for Starting Microarray Sample ID, Sequence and Core Sequence (67045)
New user preferences are available to default selections in the Specify Microarray and Core IDs dialog that opens as part of Create Microarray task completion.
Enhancement
Description
Map Kit Properties in Labels Manager (67158)
Kit properties can now be mapped for label printing.
Update 'subtract child vial from parent' tool for pool tasks (67213)
When pooling specimens into a child, the 'subtract child vial from parent' tool will now equally subtract child volume from all pooled parents.
Limit studies manager to display up to 5,000 records (67193)
By default the Studies manager will display a maximum of 5,000 studies.
Email notification after Too Many Bad Login Attempts (66711)
When an account is deactivated for too many incorrect login attempts, an email is sent to he user letting them know their account has been deactivated.
Enhancement
Description
Password Complexity Upgrade (67009)
New passwords are now required to contain at least one character from each of the following complexity categories: lowercase letter, uppercase letter, number, and special character. The previous 20 passwords may not be reused. Users can continue to use their current password until it expires.
Allow Switching Repositories within client (66531)
Users with access to more than one repository can now switch to a different repository from the Tools menu without logging out.
Duplicate Requisition (66469)
A manager button allows users to duplicate an existing requisition. The user can choose to "Duplicate Entire Requisition" (properties, tasks, & specimens), "Duplicate Properties" (properties & tasks), or "Duplicate Specimens" (just specimens).
Add discrepancies when manifest values are updated in Shipments after importing (67159)
Discrepancies can be added to incoming shipments after importing data that does not match the manifest value.
Create Thaw Task (66511)
The Thaw task can be completed on specimens to automatically increment the "Thaws" value by a specified integer. Completion of this task requires the corresponding role permission.
Enhancement
Description
User Configuration Templates (66387)
Templates can be created to default user account preferences. These templates may be applied to new or existing accounts. Once applied, users can still modify their preferences.
Add @@Missing when searching multi-choice fields (66917)
For multi-choice fields, users can now search using the following operators: =(equals), !=(not equals), and !&(does not contain). The Equals and Not Equals operators will search for values which exactly match or don't exactly match the whole entered search statement. The Does Not Contain operator searches on values which don't match any of the entered search terms.
Changes in the Reserve Locations functionality (79297)
New user preferences are available to default the location reservation assignment options. If default values are assigned,the user may choose to reserve locations immediately after selecting a container, skipping the final pane of the wizard.
Hide and Show Columns on Box Contents Tab (67111)
On the Box Contents tab of a container in the locations manager, you can display any vial/sample level field. A RMB option allows you to save the view.
Enhancement
Description
Ability to add attachments by Mass Change (67078)
Attachments may now be added to multiple rows at once via the Mass Change right mouse button option.
Enhancement
Description
Inventory Returns and add Discrepancies in RTI Task (66846)
A system preference has been added which allows a database to track requisition discrepancies without the use of a Discrepancy task and to return specimens with unresolved discrepancies to the inventory.
Web Services for Locations (66850)
Web services calls are available for management of locations structures.
Allow '.' and '@' in user names (67062)
An account username may include '@' or '.' now.
Default discrepancy notification preferences to false (66999)
Discrepancy notification preferences are defaulted to "False/No" for new accounts.
Enhancement
Description
Allow Multi Row Headers during import (67057)
Users can designate multiple rows in an import file to be combined and treated as the header.
Advanced Locations Search Match All Specimens Checkbox (67091)
A new checkbox called "Match all specimens" is available on the Advanced Locations search for databases where you can search for locations with specimens matching entered criteria. It will let the user return only boxes for which all specimens match the search parameters.
Add specimens to a submitted requisition API (67051)
Web Services calls are now available to add specimens to a submitted requisition.
Enhancement
Description
Notification of new password (67080)
Users can no longer send themselves an email containing their current password.
Time Zone in reports (66828)
Date/time fields captured by BSI are now displayed with time zones in reports.
News refresh monitor (66880)
The BSI News is now automatically refreshed every hour.
No new features were released in this version of BSI.
No new features were released in this version of BSI.
Enhancement
Description
Default Sort on Managers when no filter set (66977)
When no filter criteria is selected, managers will now be sorted by the date they were last modified, showing most recent changes at the top.
No new features were released in this version of BSI.
Enhancement
Description
Display Search Criteria on Output (66964)
The new report editor checkbox to Display Search Criteria in Report Output can be used to include the search parameters of any report in the report's output file.
Study Templates (66178)
A new sub-manager allowing templates to be created that determines which study property fields to display and which data to default them with for a selected type of study.
Enhancement
Description
Add User Preference for Assign Existing Sample IDs (66958)
A new user preference allows users to, by default, mark the checkbox to use existing Sample IDs when assigning BSI IDs.
Add l2 warning for modify batches when specimens have been recently updated in another modify batch (66969)
In a Modify batch, a warning will now be displayed for specimens which have been modified in a different batch since the current uncommitted batch was created.
Remove Sample Reservations when Prematurely Exiting Replicate Kits Wizard  (66761)
When exiting the Replicate Kits wizard before kits have been fully created, any Sample IDs reserved for those kits will be unreserved.
No new features were released in this version of BSI.
No new features were released in this version of BSI.
Enhancement
Description
Shipment Received Task (66750)
A new requisition task allowing shipment properties to be filled out directly from the task when receiving existing vials.
Requisition Property Templates (66257)
A new sub-manager allowing templates to be created which determine which requisition property fields to display and which data to default them with for a selected type of requisition.
Column View Templates (66525)
Data Entry templates can now be selected as a requisition property to determine the field order and hidden fields in the requisition editor, child completion dialogs, and the Return to Inventory task completion dialog.
Display Approval Status on Requisitions manager (66724)
A new "Approval Status" field displayed on the requisition manager, showing the overall approval status of the requisition.
Study ID generation with manual override option (66918)
A system preference to enforce generation of Study IDs, which can be overridden only be users with appropriate role permissions.
Requisition and Shipment Discrepancy Notifications (66881)
Notification emails will be sent to the repository contact and submitting user when shipment or requisition vials have discrepancies added or resolved on them. Users may elect to turn off the notifications via user preferences.
Email after requisition approval (66725)
Notification emails are now sent when a requisition moves to a state where there are no more specimens with "Approval Status=Pending".
Enhancement
Description
View Specimen History (66914)
A new right mouse button option allows the user to view history of changes made to a vial  and the properties of the associated batches.
Show required fields in red in Data Entry template (66844)
Column headers for required fields in Data Entry templates are displayed in red, with an asterisk in front of the column header name.
Make Vial Order System Preference (66915)
A system preference can be set to make vial order not required prior to completion of a Transfer Out task.
Enhancement
Description
Import Templates (66877)
Templates can be created to streamline the import process for similar files.
Changing row and column format when container filled (65975)
Container row and column formats can now be modified when specimens are assigned to locations in the container.
No new features were released in this version of BSI.
No new features were released in this version of BSI.
Enhancement
Description
Update default Valid Characters (75129)
New valid characters are available for selection when creating or modifying a character type field in Customization.
Relative Search Dates (76709)
When using the standard search dialog to search for vials on date fields, new relative date options are available for selection.
Enhancement
Description
Assign Ship Box Data While Scanning to Complete Ship Task (77397)
The ability to assign shipping box data while scanning to complete the task in a requisition.
Make Kit Template ID editable when Mass Editing Kits (76983)
When mass editing collection kit properties, Kit Template ID can now be edited.
No new features were released in this version of BSI.
Enhancement
Description
Add conversion between UDLs and UDFs (66716)
Users can now convert reports between listing and frequency types from the report editor.
Add a new Zebra printer (66819)
Support for the Zebra GC420T was added.
Add preferences for unnecessary warnings (66796)
New user preferences are available to remove unneeded warnings which are displayed in requisitions.
Enhancement
Description
Check for untransferred Shipment vials in Data Entry (66755)
A new error check is displayed in Data Entry add batches when BSI IDs or Current Labels values match the same value for an untransferred shipment vial. A tool is available to link the shipment and Data Entry batch vials.
Add consent abilities for BSI connect (66789)
The ability to submit and modify patient consent via the BSI Connect webservice APIs has been added.
Add files on Engage (66787)
BSI Engage now supports database-specific example files or blank form files which can be downloaded from the new requisition, shipment or study creation pages on BSI Engage.
Add study update notifications (66795)
A new set of system preferences enables notification emails to be sent upon the creation and/or modification of studies on the database.
No new features were released in this version of BSI.
Enhancement
Description
Universal Subjects (66373)
Universal Subject IDs can be enabled to link study-subject records across multiple studies.
Cascading Code Lists (66157)
Users can now specify the criteria under which a specific code list value will be available when entering data.
Study Status Field (66540)
Studies can now be inactivated.
Add Row Delimiters with Paste/Scan (66471)
Pasted and scanned values will now automatically include a delimiter when a new row is indicated.
Enhancement
Description
Qty in Sample field (66439)
A new field called "Qty in Sample" is available in reports, which notes the number of specimens in the sample.
Add printer support for Zebra 110Xi4 (66475)
BSI now supports the Zebra 110Xi4 printer.
Microarray Specification dialog usability enhancements (66707)
Updates to the Microarray Specification dialog including the ability to view all vial and sample level fields, and a planning row/column.
E-Signatures (66208)
On a study-level, e-signatures can now be required to complete certain actions within BSI.
No new features were released in this version of BSI.
Enhancement
Description
Replicate Kits (66656)
New Kits manager option allowing users to replicate the properties and supplies of an existing kit for up to 100 new kits.
Mass Edit Kits' Properties (66657)
When highlighting multiple kits on the Kits manager, users can now edit those kits' properties by selecting "Edit".
Option to Cancel Sample Updates (66368 & 66662)
When using Mass Change, Change Values, import, or the Assign BSI IDs tool from a Data Entry editor, or when transferring specimens from Shipments to Data Entry would result in Sample Level Data being updated, users are now prompted to confirm they wish to continue with the changes. To continue with the changes, the user must have a role which includes the "Allow Sample Data Update" permission.
Give Warning Message When Creating Dynamic Verifier on System Generated Field (66063)
When creating a custom verifier using system generated fields as criteria, the system now displays a warning message to the user if they save informing them that errors and warnings generated by the verifier may not be resolvable because system generated fields are not user editable.
Enhancement
Description
Webservice for Receiving and Transferring Shipments  (66738)
The Study PI notification emails sent when study specimens are included in a submitted requisition will now include a link to the BSI Web property details page for the requisition.
Enhancement
Description
Add Link to BSI Web Requisition Listing to PI Requisition Emails (66658)
The Study PI notification emails sent when study specimens are included in a submitted requisition will now include a link to the BSI Web property details page for the requisition.
Default create new results batch (65912)
When applying a Procedure task in a requisition, the "Create New Results Batch" checkbox will be marked by default.
Enhancement
Description
History of Verifiers in Customization Module Standard Report (66076)
A new report which allows users to report on the history of verifiers added via the Customization manager.
Make completion of Generic Tasks possible via webservices (66635)
The Generic Task can now be completed in requisitions via webservices.
Scan to Ship Kits (66664)
Users can now scan Kit IDs or Kit Labels to ship those kits.
Calculate % Occupied and Capacity by Slot (66625)
Freezer properties "% Occupied" and "Capacity" are now automatically calculated daily..
Add Sum to Interactive Table UDF Reports (66678)
User Defined Frequency reports with an output type of "Interactive Table" display a Sum value for highlighted rows.
Close Shipment after Opening DE Batch (66234)
New checkbox to automatically save and close shipments when transferring vials to Data Entry. A new user preference was also created to allow the checkbox to be defaulted to True.
Assign unique sequences to children in Child Creation Dialog (66148)
Unique sequence numbers are now assigned to child specimens created in requisitions tasks which have parent specimens with the same Sample ID.
Enhancement
Description
Auto Save Tables at an Interval (66451)
The user preference to save the data table will be defaulted to "1" for all new user accounts. This will set user accounts to save back up data for the table a user is editing every 1 minute.
Enhancement
Description
Add Date Added/Date Last Modified/Etc Fields to Customization Editor (66073)
Displayed modification history fields on the Customization editor.
Standard Report for History of Customized Fields (66075)
Created a new standard report for the change history of fields available in the Customization module.
User Preference for Default Comma Delimited Output Type (66563)
New user preference for default file type when generating a Comma Delimited file. Defaults to CSV.
Disable the messages manager from taking focus (66610)
Messages manager no longer steals focus for successful commits. It generates a desktop notification for all notifications and steals focus for failures.
Increase Capacity for multi choice selections (66649)
Row values for multi choice fields can now exceed 250 characters.
Enhancement
Description
BSI Engage (66570)
The new BSI Engage, with improved search speed and user-friendly design, is an improved version of BSI Web.
Remove TBD check for default destination (66642)
Default Destination can be edited to show a value other than 'TBD'.
Enhancement
Description
Display Requisition properties during Direct Distribution (66545)
Displays required requisition properties when requisitioning specimens directly from Data Entry, after committing a batch.
Add a filter to the display and search tabs in reports (66547)
Filter functionality is now available for field selection on the Display and Search tabs of the reports editor.
Enhancement
Description
Allow Multiple Locations Assignments per Split (66527)
Allows multiple specimens to be allowed per box per split when using multiple location splits in a reservation.
Enhancement
Description
Maintain Vial Order When Creating Results Batches from Requisitions (66523)
The set Vial Order in a Procedure task will be maintained in the Results batch associated with the task.
Add User Preference for Default Field in Scanning Dialog (66543)
New user preference for default fields to be scanned on.
Enhancement
Description
Pool Task (66411)
New Task enabling multiple specimens to be pooled together into a single specimens record.
Option to Assign Next Sequence by Sample ID (66498)
When beginning an aliquot or process task, users can now assign the next sequence number available to each individual Sample ID.
Enhancement
Description
Make lkup center editable for all users (67221)
A new Print Microarray Layout Map Report with Planning Column report is available from the Create Microarray task.
Cascading Code Lists (66157)
Users can now specify the criteria under which a specific code list value will be available when entering data.
Remove TBD check for default destination (66642)
Default Destination can be edited to show a value other than 'TBD'.
Enhancement
Description
Update default Valid Characters (75129)
New valid characters are available for selection when creating or modifying a character type field in Customization.
Give Warning Message When Creating Dynamic Verifier on System Generated Field (66063)
When creating a custom verifier using system generated fields as criteria, the system now displays a warning message to the user if they save informing them that errors and warnings generated by the verifier may not be resolvable because system generated fields are not user editable.
History of Verifiers in Customization Release Date Standard Report (66076)
A new report which allows users to report on the history of verifiers added via the Customization manager.
Add Date Added/Date Last Modified/Etc Fields to Customization Editor (66073)
Displayed modification history fields on the Customization editor.
Enhancement
Description
News refresh monitor (66880)
The BSI News is now automatically refreshed every hour.
Enhancement
Description
Changes in the Reserve Locations functionality (79297)
New user preferences are available to default the location reservation assignment options. If default values are assigned,the user may choose to reserve locations immediately after selecting a container, skipping the final pane of the wizard.
Add l2 warning for modify batches when specimens have been recently updated in another modify batch (66969)
In a Modify batch, a warning will now be displayed for specimens which have been modified in a different batch since the current uncommitted batch was created.
Display Requisition properties during Direct Distribution (66545)
Displays required requisition properties when requisitioning specimens directly from Data Entry, after committing a batch.
Enhancement
Description
Make user aware of login instance on all screens (66167)
Most editors and dialogs in BSI now display the environment, database, and logged in user's username.
Pooled Parents (67225)
The Pooled Parents field documents the BSI ID of all parents pooled into a given child specimen. Users may add BSI IDs to this field when creating/editing specimens in Data Entry.
Email notification after Too Many Bad Login Attempts (66711)
When an account is deactivated for too many incorrect login attempts, an email is sent to he user letting them know their account has been deactivated.
Add @@Missing when searching multi-choice fields (66917)
For multi-choice fields, users can now search using the following operators: =(equals), !=(not equals), and !&(does not contain). The Equals and Not Equals operators will search for values which exactly match or don't exactly match the whole entered search statement. The Does Not Contain operator searches on values which don't match any of the entered search terms.
Ability to add attachments by Mass Change (67078)
Attachments may now be added to multiple rows at once via the Mass Change right mouse button option.
Allow Multi Row Headers during import (67057)
Users can designate multiple rows in an import file to be combined and treated as the header.
Notification of new password (67080)
Users can no longer send themselves an email containing their current password.
Default Sort on Managers when no filter set (66977)
When no filter criteria is selected, managers will now be sorted by the date they were last modified, showing most recent changes at the top.
Requisition and Shipment Discrepancy Notifications (66881)
Notification emails will be sent to the repository contact and submitting user when shipment or requisition vials have discrepancies added or resolved on them. Users may elect to turn off the notifications via user preferences.
Email after requisition approval (66725)
Notification emails are now sent when a requisition moves to a state where there are no more specimens with "Approval Status=Pending".
View Specimen History (66914)
A new right mouse button option allows the user to view history of changes made to a vial  and the properties of the associated batches.
Import Templates (66877)
Templates can be created to streamline the import process for similar files.
Add Row Delimiters with Paste/Scan (66471)
Pasted and scanned values will now automatically include a delimiter when a new row is indicated.
Qty in Sample field (66439)
A new field called "Qty in Sample" is available in reports, which notes the number of specimens in the sample.
Option to Cancel Sample Updates (66368 & 66662)
When using Mass Change, Change Values, import, or the Assign BSI IDs tool from a Data Entry editor, or when transferring specimens from Shipments to Data Entry would result in Sample Level Data being updated, users are now prompted to confirm they wish to continue with the changes. To continue with the changes, the user must have a role which includes the "Allow Sample Data Update" permission.
Increase Capacity for multi choice selections (66649)
Row values for multi choice fields can now exceed 250 characters.
Allow Multiple Locations Assignments per Split (66527)
Allows multiple specimens to be allowed per box per split when using multiple location splits in a reservation.
Enhancement
Description
Requisitions Web Report (65474)
The new BSI Engage, with improved search speed and user-friendly design, is an improved version of BSI Web.
No Template used when shipment created via BSI Engage (66845)
The new BSI Engage, with improved search speed and user-friendly design, is an improved version of BSI Web.
Shipment Attachments (66843)
Attachments can now be added to and removed from existing shipments via BSI Engage.
Add files on Engage (66787)
Databases now have the ability to add a file available on the Shipment submit form on BSI Engage which can be viewed and downloaded by the user.
Add ability for pie graphs in frequencies (66769)
Frequency searches can now be displayed as pie graphs on BSI Engage.
SSO for Engage (66792)
SSO can now be used to authenticate a session on BSI Engage.
BSI Engage (66570)
The new BSI Engage, with improved search speed and user-friendly design, is an improved version of BSI Web.
Enhancement
Description
Remove Sample Reservations when Prematurely Exiting Replicate Kits Wizard  (66761)
When exiting the Replicate Kits wizard before kits have been fully created, any Sample IDs reserved for those kits will be unreserved.
Make Kit Template ID editable when Mass Editing Kits (76983)
When mass editing collection kit properties, Kit Template ID can now be edited.
Replicate Kits (66656)
New Kits manager option allowing users to replicate the properties and supplies of an existing kit for up to 100 new kits.
Mass Edit Kits' Properties (66657)
When highlighting multiple kits on the Kits manager, users can now edit those kits' properties by selecting "Edit".
Scan to Ship Kits (66664)
Users can now scan Kit IDs or Kit Labels to ship those kits.
Enhancement
Description
Map Kit Properties in Labels Manager (67158)
Kit properties can now be mapped for label printing.
Add a new Zebra printer (66819)
Support for the Zebra GC420T was added.
Add printer support for Zebra 110Xi4 (66475)
BSI now supports the Zebra 110Xi4 printer.
Enhancement
Description
BSI Launcher (744)
The BSI Launcher is the new delivery method for the BSI application. 
Enhancement
Description
Box Layout Not Displayed After Changing Box Parameters (making it smaller) (67208)
Location containers can no longer be contracted to dimensions which would not hold the number of specimens located in the container. If reducing container dimensions would result in specimens outside the new row/column values of the container, specimens are reorganized in the container following the user's location assignment preferences.
Hide and Show Columns on Box Contents Tab (67111)
On the Box Contents tab of a container in the locations manager, you can display any vial/sample level field. A RMB option allows you to save the view.
Advanced Locations Search Match All Specimens Checkbox (67091)
A new checkbox called "Match all specimens" is available on the Advanced Locations search for databases where you can search for locations with specimens matching entered criteria. It will let the user return only boxes for which all specimens match the search parameters.
Changing row and column format when container filled (65975)
Container row and column formats can now be modified when specimens are assigned to locations in the container.
Calculate % Occupied and Capacity by Slot (66625)
Freezer properties "% Occupied" and "Capacity" are now automatically calculated daily..
Enhancement
Description
Disable the messages manager from taking focus (66610)
Messages manager no longer steals focus for successful commits. It generates a desktop notification for all notifications and steals focus for failures.
Enhancement
Description
Add username and instance to report output (67359)
All report outputs contain the username of the generating user and the instance on which the report was generated.
Changes in the Print Microarray Layout Map report (67042)
A new Print Microarray Layout Map Report with Planning Column report is available from the Create Microarray task.
Time Zone in reports (66828)
Date/time fields captured by BSI are now displayed with time zones in reports.
Display Search Criteria on Output (66964)
The new report editor checkbox to Display Search Criteria in Report Output can be used to include the search parameters of any report in the report's output file.
Relative Search Dates (76709)
When using the standard search dialog to search for vials on date fields, new relative date options are available for selection.
Add conversion between UDLs and UDFs (66716)
Users can now convert reports between listing and frequency types from the report editor.
Add Sum to Interactive Table UDF Reports (66678)
User Defined Frequency reports with an output type of "Interactive Table" display a Sum value for highlighted rows.
Standard Report for History of Customized Fields (66075)
Created a new standard report for the change history of fields available in the Customization Release Date.
Add a filter to the display and search tabs in reports (66547)
Filter functionality is now available for field selection on the Display and Search tabs of the reports editor.
Enhancement
Description
Box Ship Task (67017)
The Box Ship task allows users to ship an entire box and its contents from the repository's locations hierarchy to an outside facility. All specimen in the box must be included in the requisition. Once completed, the box will be removed from the location hierarchy.
Package Task (67005)
Users can complete a package task to create a new box(es) in the location hierarchy and assign the specimens to it.
Import Parent ID and Number of Children to Create (67305)
When completing an Aliquot/Process task, the Specify Children dialog now has the option to create a different number of children per parent. The number of children may be manually entered or imported on the dialog that opens.
Add Repository field to RPT editor (67185)
When creating a Requisition Property Template, users can display/default the Repository field. This field will only be displayed and/or defaulted when a requisition is submitted from BSI Engage using the RPT and without any specimens included.
Ability to assign a task to a user (66943)
Individual tasks within a requisition may be assigned to a user.
User Preference for Starting Microarray Sample ID, Sequence and Core Sequence (67045)
New user preferences are available to default selections in the Specify Microarray and Core IDs dialog that opens as part of Create Microarray task completion.
Update 'subtract child vial from parent' tool for pool tasks (67213)
When pooling specimens into a child, the 'subtract child vial from parent' tool will now equally subtract child volume from all pooled parents.
Duplicate Requisition (66469)
A manager button allows users to duplicate an existing requisition. The user can choose to "Duplicate Entire Requisition" (properties, tasks, & specimens), "Duplicate Properties" (properties & tasks), or "Duplicate Specimens" (just specimens).
Create Thaw Task (66511)
The Thaw task can be completed on specimens to automatically increment the "Thaws" value by a specified integer. Completion of this task requires the corresponding role permission.
Inventory Returns and add Discrepancies in RTI Task (66846)
A system preference has been added which allows a database to track requisition discrepancies without the use of a Discrepancy task and to return specimens with unresolved discrepancies to the inventory.
Shipment Received Task (66750)
A new requisition task allowing shipment properties to be filled out directly from the task when receiving existing vials.
Requisition Property Templates (66257)
A new sub-manager allowing templates to be created which determine which requisition property fields to display and which data to default them with for a selected type of requisition.
Column View Templates (66525)
Data Entry templates can now be selected as a requisition property to determine the field order and hidden fields in the requisition editor, child completion dialogs, and the Return to Inventory task completion dialog.
Display Approval Status on Requisitions manager (66724)
A new "Approval Status" field displayed on the requisition manager, showing the overall approval status of the requisition.
Make Vial Order System Preference (66915)
A system preference can be set to make vial order not required prior to completion of a Transfer Out task.
Assign Ship Box Data While Scanning to Complete Ship Task (77397)
The ability to assign shipping box data while scanning to complete the task in a requisition.
Microarray Specification dialog usability enhancements (66707)
Updates to the Microarray Specification dialog including the ability to view all vial and sample level fields, and a planning row/column.
Add Link to BSI Web Requisition Listing to PI Requisition Emails (66658)
The Study PI notification emails sent when study specimens are included in a submitted requisition will now include a link to the BSI Web property details page for the requisition.
Default create new results batch (65912)
When applying a Procedure task in a requisition, the "Create New Results Batch" checkbox will be marked by default.
Assign unique sequences to children in Child Creation Dialog (66148)
Unique sequence numbers are now assigned to child specimens created in requisitions tasks which have parent specimens with the same Sample ID.
Pool Task (66411)
New Task enabling multiple specimens to be pooled together into a single specimens record.
Option to Assign Next Sequence by Sample ID (66498)
When beginning an aliquot or process task, users can now assign the next sequence number available to each individual Sample ID.
Enhancement
Description
Maintain Vial Order When Creating Results Batches from Requisitions (66523)
The set Vial Order in a Procedure task will be maintained in the Results batch associated with the task.
Enhancement
Description
No Discrepancy when Updating Shipment Locations (67303)
Updates to locations data in a shipment, where new values would be different from the shipment manifest data, no longer generate discrepancies automatically.
Auto add discrepancies when shipment manifests are updated by scanning (67200)
After uploading a manifest to a shipment, scanning specimens to update field(s) to a value other than the manifest will open the Add Discrepancy dialog.
Add discrepancies when manifest values are updated in Shipments after importing (67159)
Discrepancies can be added to incoming shipments after importing data that does not match the manifest value.
Close Shipment after Opening DE Batch (66234)
New checkbox to automatically save and close shipments when transferring vials to Data Entry. A new user preference was also created to allow the checkbox to be defaulted to True.
Enhancement
Description
Limit studies manager to display up to 5,000 records (67193)
By default the Studies manager will display a maximum of 5,000 studies.
Study Templates (66178)
A new sub-manager allowing templates to be created that determines which study property fields to display and which data to default them with for a selected type of study.
Study ID generation with manual override option (66918)
A system preference to enforce generation of Study IDs, which can be overridden only be users with appropriate role permissions.
Study Status Field (66540)
Studies can now be inactivated.
E-Signatures (66208)
On a study-level, e-signatures can now be required to complete certain actions within BSI.
Enhancement
Description
Universal Subjects (66373)
Universal Subject IDs can be enabled to link study-subject records across multiple studies.
Enhancement
Description
Show required fields in red in Data Entry template (66844)
Column headers for required fields in Data Entry templates are displayed in red, with an asterisk in front of the column header name.
Enhancement
Description
Database Manager (67121)
Users with an Access Level of Database Manager have additional permissions to manage the following objects in any institution: users, local administrators, templates, requisition task & property templates, reports, roles, and labels. Additionally, they can grant themselves permissions to any study and edit the repository, institution, and lkup_container_type code lists.
Multiple User Account Management (67079)
Multiple user accounts can be created or edited at once.
Display multiple fields in TMA Layout map (67033)
A new user preference allows users to set the field values to be displayed when viewing a TMA layout map.
Password Complexity Upgrade (67009)
New passwords are now required to contain at least one character from each of the following complexity categories: lowercase letter, uppercase letter, number, and special character. The previous 20 passwords may not be reused. Users can continue to use their current password until it expires.
Allow Switching Repositories within client (66531)
Users with access to more than one repository can now switch to a different repository from the Tools menu without logging out.
User Configuration Templates (66387)
Templates can be created to default user account preferences. These templates may be applied to new or existing accounts. Once applied, users can still modify their preferences.
Default discrepancy notification preferences to false (66999)
Discrepancy notification preferences are defaulted to "False/No" for new accounts.
Allow '.' and '@' in user names (67062)
An account username may include '@' or '.' now.
Add User Preference for Assign Existing Sample IDs (66958)
A new user preference allows users to, by default, mark the checkbox to use existing Sample IDs when assigning BSI IDs.
Add preferences for unnecessary warnings (66796)
New user preferences are available to remove unneeded warnings which are displayed in requisitions.
Auto Save Tables at an Interval (66451)
The user preference to save the data table will be defaulted to "1" for all new user accounts. This will set user accounts to save back up data for the table a user is editing every 1 minute.
User Preference for Default Comma Delimited Output Type (66563)
New user preference for default file type when generating a Comma Delimited file. Defaults to CSV.
Add User Preference for Default Field in Scanning Dialog (66543)
New user preference for default fields to be scanned on.
Enhancement
Description
Retirement of BSI Web (67218)
BSI Web has been retired. It's successor, BSI Engage, should be used instead.
Enhancement
Description
New Req Vial web service call (67371)
A new web services call is available to update req_vial fields.
Intermediary Task Steps (67133)
New web services calls are available to add, apply, begin, and complete the Return to Inventory task and the Transfer Out task.
Increase Number of BSI IDs Reservable via Web Service (67323)
The maximum number of BSI IDs that can be reserved at a time via web services has been increased to 5000.
Add Web Service to Allow Saving of Multiple Subjects at a Time (67313)
Multiple subjects may now be saved at a time via web services.
Web Services support for Delete Batches (67273)
Web services now allow users to create and commit Delete type Data Entry batches.
Web Services for Locations (66850)
Web services calls are available for management of locations structures.
Add specimens to a submitted requisition API (67051)
Web Services calls are now available to add specimens to a submitted requisition.
Webservice for Receiving and Transferring Shipments  (66738)
The Study PI notification emails sent when study specimens are included in a submitted requisition will now include a link to the BSI Web property details page for the requisition.
Make completion of Generic Tasks possible via webservices (66635)
The Generic Task can now be completed in requisitions via webservices.
Enhancement
Description
Show Customization Errors/Warnings on Engage
Customization warnings and errors are now displayed to the user before the user attempts to submit.
Engage Shopping Cart search
Additional specimen data can be displayed on the Shopping Cart page.
Requisition specimen search and export
A specimen search may now be exported to excel from BSI Engage.
Save and edit pending requisitions
Requisitions may be saved as pending requests for later submission.

No new features were released in this version.

No new features were released in this version.

No new features were released in this version.

Enhancement
Description
Add Repository field to RPT editor
When creating a Requisition Property Template, users can display/default the Repository field. This field will only be displayed and/or defaulted when a requisition is submitted from BSI Engage using the RPT and without any specimens included.
Display Search Fields with No Specimens in Engage
A system setting for BSI Engage allows all search criteria choices to be displayed, even if there are no results matching that value. By default, search criteria choices with no matching results are hidden.

No new features were released in this version.

Enhancement
Description
Retirement of BSI Web
BSI Web has been retired. It's successor, BSI Engage, should be used instead.

No new features were released in this version.

No new features were released in this version.

No new features were released in this version.

Enhancement
Description
Add the ability to search on Contains
Character fields can now be searches for values which contain or do not contain the exact entered search term.

No new features were released in this version.

No new features were released in this version.

No new features were released in this version.

No new features were released in this version.

Enhancement
Description
Tracking Out Going Shipments from Requisitions
A shipment with a tracking number can be tracked via BSI Engage.
Enhancement
Description
Req Approval Functionality
Requisition Approvals can now be granted/denied via BSI Engage. The Requisition Approval notification contains a link to BSI Engage.
Requisition Property Templates
Requisition Property Templates, if any are available, can be selected when creating a new requisition via BSI Engage.
Display Approval Status on Req manager
The Approval Status field can be displayed and filtered on to find requisitions.
Add study_id_at_inclusion to requisition filters
The Study ID at Inclusion field can be used to filter to find requisitions.
Language Override
The Language Override settings set by System Administrators are now respected in BSI Engage.
Add Field View Templates to Requisitions
When creating new requisitions via BSI Engage, field view templates can be selected. These templates control the display order of fields when editing the requisition.
Sensitivity Warning
If a sensitivity warning is set for the database, it will now appear when logging into BSI Engage.
E-signatures
E-signature requirements can now be set when creating or editing a study via BSI Engage.
Add authorized by to shipments
The 'Authorized By' field is now available when creating new shipments on Engage.

No new features were released in this version.

No new features were released in this version.

Enhancement
Description
Requisitions Web Report
A new Report button on the requisition details page will open a page displaying all available properties, which the user has the option to print.
Shipment Attachments
Multiple attachments can now be uploaded to new and existing shipments.
No template used when shipment created via Engage
Users can now select templates when submitting shipments via BSI Engage, which will be applied when viewing the shipment in the BSI client.
Enhancement
Description
Example files on Engage
Example attachment files can be added by IMS staff to be displayed on the new shipment, requisition, and/or study pages on Engage. These files can be downloaded by users when submitting new items.
Enhancement
Description
Add ability for pie graphs in frequencies
Pie graphs can now be used to view data in frequency searches.
SSO for Engage
Engage is now available for SSO databases.