RFS 6.19 release notes

Edited

In this release of the Elements Research Funding Solution (RFS), we are pleased to introduce enhancements to closure functionality, bringing all closure behaviour together, enabling consistent capture, reporting, and insights, better helping research administrators and managers understand funding record closure behaviour and reasons. 

Pre-activation Proposal Closure

A new solution for Project closure was introduced in v6.14, including the ability to record closure reasons and notes.

We are expanding aspects of this closure functionality in this release to pre-activation Proposals, ensuring that you and your administrators:

  • Are able to consistently capture closure metadata (reasons and notes), regardless of where in the Management Console closure is triggered

  • Consistently have all closure metadata visible and/or editable in the Management Console after closure

  • Have all closure metadata available for querying via the RFS API and Elements reporting database

This functionality brings all closure behaviour together, enabling consistent capture, reporting, and insights, better helping research administrators and managers understand funding record closure behaviour and reasons.

We have also updated the following stock reports to ensure the inclusion of all pre-activation closure metadata, beyond just Withdrawal reasons and notes:

  • Funding opportunity activity - by funding record managing group

  • Funding opportunity activity - by PI primary group

  • Funding proposal statuses - managing group

  • Funding proposal statuses - PI primary group

  • Funding project statuses - managing group

  • Funding project statuses - PI primary group

  • All funding records

Bug fixes and other improvements

Process errors screen

The 'Process errors' screen is now visible to Research Funding Administrators and Research Funding Data Administrators, enabling users to directly investigate submission failures without having to contact Elements Support.

Reviewer selection

When allocating a reviewer, the drop-down list of names is now presented in alphabetical (last name) order.

Improved search function for Proposal forms

The Manage forms > Proposal forms screen in the Management Console has been updated to support filtering results by more criteria, including:

  • Funding Opportunity

  • Proposal form template (Form type)

  • Proposal status

  • Proposal outcome

  • Configuration type

Timezone improvements

We have resolved some on-screen datetime inconsistencies to ensure your instance's configured timezone is accurately reflected. These include the following in the Management Console:

  • Audit page

  • Forms designer audit

  • 'Grant History' pop-up on the Funding Record details page

  • 'Created on' date on the Funding Record details page

  • Contract history in the 'Contracts and activation' page of the Funding Record

The pre-submission Proposal form audit available to project team members from the Proposal Details page has also been updated to reflect your configured timezone.

Additional improvements and bug fixes

  • In the Forms Designer in the Management Console, a new 'Document type' column has been added in the Summary > Attachments page, making it easier to view the form configuration at a glance, rather than navigating to each attachment control separately to check the document type.

  • We have resolved an issue on test / dev sites where emails were not sending successfully (if emails enabled).


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