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What's new in Navigator

This page summarizes recent improvements that affect how you work in Navigator. For step-by-step instructions, follow the links in each section. For the full version history, see the Changelog.

New this release​

  • Modules per user - a site administrator gives each user the modules they need, in Users on the Site users tab. See Give a user modules.
  • Clearer CTMS errors - when Navigator cannot reach your CTMS, chat and the sponsor portfolio say so.
  • Link a study to its CTMS study - a site administrator picks the CTMS study for a collection in Manage, on the Collection Settings tab. Patients, Finance, and chat then read that study. See Link a collection to a CTMS study.
  • A richer Patients page - the patient page shows EDC visit progress, subject queries, appointments, and linked Source QC documents. See Visits & Schedule of Assessments.
  • Link Source QC documents to a subject - Navigator suggests the subject and visit from the page header. You click Confirm.
  • Live answers - chat shows the answer text while Navigator writes it.
  • Questions on CTMS data - where your CTMS supports it, ask chat about subject queries, study documents, invoice status, and payment totals.
  • Safer Schedule of Assessments - chat asks you to confirm before it replaces an approved schedule.
  • Sharing choices come first - in Upload, Who can see this? shows right after you add files.
  • Reset MFA for site staff - a site administrator can reset the authenticator app of a site editor from the Site users tab.
  • Chrome side panel - use Navigator next to your EDC, a source document, or a screening record. See Chrome side-panel extension.
  • Cross-check with EDC - compare a source document tab with an EDC form tab field by field. Navigator marks each field Mismatch or Missing, and saves the result on the Source QC record.
  • Welcome page - the extension opens a Welcome page after the first install. See Welcome to Navigator in your browser.

Finance​

  • Finance desk - if your site has the Finance module, open Finance in the sidebar. Import invoices, click Run reconciliation, and see billable work that has no invoice. See Finance desk.
  • Invoice headers, payables, and subject payments - the desk groups invoice lines under their invoice and shows payables and subject payments when your CTMS provides them.

Smarter chat​

  • Follow-up questions - Navigator keeps context from your recent messages in the same conversation, so short follow-ups (for example "What about Visit 2?") work without repeating the full question.
  • Regulatory references - Answers can cite governance and regulatory sources alongside your study documents. Look for regulatory badges in the text and in View sources.
  • View Flow - On completed answers, open View Flow to see how Navigator approached your question (helpful for complex or multi-step responses).
  • Answers from a contact come back to chat - a contact's answer shows in the same chat thread as a Verified answer.

Documents and collections​

  • More file types - Upload PDFs, Microsoft Office files (Word, PowerPoint, Excel), CSV, HTML, Markdown, and common images - not only PDF. See Upload documents.
  • Study Documents - the Study Documents page shows every document, verified answer, and artifact in the study as searchable cards, with one Upload button. A site administrator clicks New Collection to create a study collection. A page refresh opens the view you were on.
  • Personal documents - Upload documents inside a study that only you can see, and ask the assistant about them in chat.
  • Site-wide documents - Site administrators can add documents that apply to every study at the site.
  • Rename collections - Site administrators can rename a study collection's Protocol ID and sponsor name from Manage → Collection Settings.
  • Access control - Site administrators can limit who sees a whole collection or individual documents. See Restrict collection and document access.
  • Bookmark your protocols - Star a protocol to pin it to the top of the study selector. The selector and the Study Documents grid group protocols into "Your protocols" and "Other protocols".
  • HIPAA-aligned data protection - Navigator protects your site's data with HIPAA-aligned safeguards.

Visits​

  • Patients - the patient roster shows each subject's next visit and window. The patient page adds visit progress, queries, and appointments when your CTMS provides them.
  • Source Quality Control - Upload scanned or photographed source documents for a study and Navigator reviews them against ALCOA data-quality dimensions (attributable, legible, contemporaneous, original, accurate), flagging missing signatures or required fields. Coordinators can record comments and resolution status on each finding.

Artifacts​

  • Flexible sharing - Share saved answers privately, with specific people at your site, or with everyone at this site.
  • In Study Documents - saved answers show as cards in Study Documents. Pick the Artifacts chip to see only artifacts.

Administration​

  • Modules per user - a user needs a module on the site and in their own list. Administrators and site administrators always get every module of the site.
  • Collection access - Site administrators manage who can use a study collection, or specific documents in it, from Manage → Collection Settings on each collection. See Restrict collection and document access.
  • Insights - Usage analytics and optional LLM Subtopic Analysis help site and sponsor administrators understand how teams use Navigator.
  • Tighter sponsor access - sponsors see only the sites and studies they are enrolled in.
  • Site capacity - Site administrators can track usage against user, document, and collection limits, and invite new teammates directly by magic link without a platform administrator. See Users & site capacity.

Sign-in and reliability​

  • Session timeout - After 60 minutes of inactivity you are signed out for security; sign in again from the login page.
  • Clearer session messages - If your session ends, the login page explains why so you are not left on a blank screen.
  • Two-factor authentication - Administrator, editor, and medical monitor accounts require an authenticator app code at sign-in, with a countdown shown if you're temporarily locked out after repeated failed attempts. See Two-factor authentication (MFA).