26.3.1 Minor Release Date: October 15, 2026

Delete adverse events and deviations

Sites can now delete adverse events and protocol deviations directly from the participant page.

1. Navigate to TrialPath > Studies.

2. Click the Participants tab and then, select a participant.

3. On the participant page, click the Regulatory tab to view Adverse Events and Deviations.

4. On the Adverse Events tab:

   • Click on the Reported Term field to open the adverse event to edit.

   • Click the trash can icon to delete the adverse event.

   • Click + Add Adverse Event to add a new one.

5. On the Deviations tab:

   • Click on the Deviation Date field to open the deviation to edit.

   • Click the trash can icon to delete the deviation.

   • Click + Add Deviation to add a new one.

Prescreening date and referral type on the Candidates tab

The Candidates tab now includes Prescreening Date and Referral Type. Actions have been updated to icons for Add to Study and Move to Prescreen Failed.

Archive users

In the Users section, you can now toggle between a list of Active Users and Archived Users. An Active User is a user in an Activated or Suspended status. Sites can archive disabled user accounts to keep them separate from the active list of users while retaining them for historical reference.

To archive users with a CTMS login:

1. Navigate to Admin > Users.

2. On the Active Users tab, click Filters. Then, select Disabled. Ensure that the Activated and Suspended filters are unchecked.

3. Select the user to archive. You can select users individually or in bulk. To select all users on the page, click the checkbox in the column header.

4. At the top right, click the Actions dropdown.

5. Select Archive User.

Click Save Archive User in the confirmation box.

The user/s move from the Active Users tab to the Archived Users tab.

Unarchive users

To unarchive users:

1. Click the Archived Users tab.

2. Select the user to archive. You can select users individually or in bulk. To select all users on the page, click the checkbox in the column header.

3. At the top right, click the Actions dropdown.

4. Select Unarchive.

5. Select Save Unarchive User in the confirmation box.

The user/s move from the Archived Users tab to the Active Users tab.

Export the user list

1. Navigate to Admin > Users.

2. At the top right, click Export Users.

3. Open the downloaded Excel workbook. It contains two sheets: one for active users (Activated, Suspended and Disabled) and one for archived users. Each sheet includes Name, Email, Network, Organization and Status.

Archive people

On the People page, you can now toggle between a list of Active and Archived people. The Active list includes users in an Activated or Suspended status. The Active list includes both users (with a CTMS login) and persons (without a CTMS login). Sites can only archive persons who do not have a CTMS login (a Non-User profile) from the Enterprise module, regardless of status.

To archive person/s without a CTMS login:

1. Navigate to Enterprise > Directory > People.

2. Click Filters.

3. Under User/Person, select Person.

4. Select the person/s to archive. You can select them individually or to select all users on the page, click the checkbox in the column header.

5. At the top right, click the Actions dropdown.

6. Select Archive.

7. Click Save Archive Person in the confirmation box.

The user/s move from the Active Users tab to the Archived Users tab.

Unarchive people

To unarchive persons:

1. Click the Archived tab.

2. Select the person/s to unarchive. You can select users individually or in bulk. To select all users on the page, click the checkbox in the column header.

3. At the top right, click the Actions dropdown.

4. Select Unarchive.

5. Click Save Unarchive Person in the confirmation box.

The user/s move from the Archived tab to the Active tab.

Export the people list

1. Navigate to Enterprise > Directory > People.

2. At the top right, click Export People.

3. Open the downloaded Excel workbook. It contains active people on one sheet and archived people on another. Each sheet includes Name, Affiliation, Role, Phone and Email, checkbox to indicate whether it is a user or person, and User Status.

Search studies by Network Service Line Code

The Studies page now has a filter option for Network Service Line Code. This searches the Network Service Line field stored within each site study.

1. Navigate to Enterprise > Studies.

2. Click Filters.

3. In the Network Service Line Code field, enter the code to show only the studies that match it.

4. Press Enter/Return on your keyboard to search.

A "No Studies to Display" results message appears when nothing matches. Clearing all filters or clearing the search criteria returns the full study list or your previous filtered results.

Specific Funding Source Field

A new optional, free-text Specific Funding Source field is now available in the Additional Study Data section of a study.

1. Navigate to Enterprise > Studies.

2. At the top right, click + Add Study.

3. To edit an existing study, click on the study to open study information. Then, click Edit Study.

4. Scroll down to the Additional Study Data section.

5. Enter the source in the Specific Funding Source field.

   Use this field to record the exact funding source for a study. For example, the sponsoring university on an investigator-initiated trial.

Filter payment charges by Subject ID

Sites can now filter charges by Subject ID when adding charges to an incoming payment, making it easier to find the charges associated with a specific subject.

1. Navigate to Finance > Accounting > Payments.

2. Select or create a payment.

3. On the Charges tab, click Filters.

4. Enter a Subject ID to show only the charges associated with that subject.

A “No charges match the current filter criteria” message appears when no charges match.

Reorder study activities by drag and drop

Users with edit permissions on the study can now reorder study activities.

1. Navigate to Finance > Studies > Study Activities.

2. At the top right of the list, click Edit Order.

3. Click and drag the activity row to its new position.

4. At the top right, click Save Order.

Set zero or clear the visit-level charge on a single cycle iteration

When a cycle is expanded in the Budget Summary grid view, you can now adjust the visit-level charge on one iteration without affecting the others.

1. Navigate to Finance > Studies > Protocol Configuration and Budgets > Select a budget > Summary.

2. On the Charge tab, select the Expand Cycles checkbox.

3. Click on a visit charge.

4. Enter a custom charge, including $0.

   • A “No visit-level charge for this iteration” checkbox sets it to zero.

5. Click Save Visit. The grid shows the overridden value in bold, and a hard-keyed $0 now displays as $0 rather than the inherited cycle charge. An OVR label appears to indicate that the iteration charge was overriden.

Activity Library: Bulk tag management

The Patient Activities and Study Activities tabs now have a checkbox column, an Actions menu, and row-level actions.

Navigate to Finance > Setup > Activity Library.

Row actions:

• Click the trash can icon to delete the activity.

• Click the Edit Tags icon to open a dialog showing the activity's current tags as removable chips alongside a tag picker.

• To remove a tag, hover over the tag and then, click the x icon.

• To add a tag, click the Tags icon, enter keywords, and a list of available tags will appear. Select the tag. Repeat until you have applied all the desired tags. Click Save Tags.

Bulk actions:

1. Select the checkbox/es next to the activity or click the checkbox in the column header to select all on the page.

2. At the top right of the table, click the Actions dropdown.

   • Add tag(s) applies the chosen tags to every selected activity without duplicating tags already present.

   • Clear tag(s) removes all tags from the selected activities after confirmation and is disabled when none of the selected activities has a tag.

   • Delete Activities deletes the selection after a confirmation that states the count, then shows a single summary message.

Activity Library: duplicate activity names are allowed

Patient and study activities in the Activity Library no longer need a unique name within an organization. You can create or rename an activity to a name that already exists, including a different-case variant. Both activities appear in the library list and in the study "Add from Library" panel. Deleting one does not affect the other. This change prepares the library for network-distributed activities. These will be able to coexist with a site's own activities of the same name.