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CCL Custom Role Setting: Restrict editing permissions to metadata within content library records
Currently, when a user has permission to edit a QA pair or document, they are also able to make changes to both: -Question & Answer Fields -Metadata (add/remove tags, custom field values, collections, owners, etc..) State Street would like to restrict a user's ability to modify CCL records' metadata via custom role, so…
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Ability to decouple a hierarchical tag
If we create a hierarchical tag, it is not possible to decouple it. There have many cases from customers where they want to change a tag's parent tag. But since it is not possible to do this, they had to delete the entire pair. When they do this, they will lose the contents that come under the child tag. Getting the…
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Ability to Update On-Demand Review Sequence
Product Enhancement Request: State Street has requested the ability to update on-demand sequential review tasks while a QA pair is in review. Currently, once a sequential review begins, the assigned reviewers, order, and due dates cannot be modified, which creates significant workflow challenges. Problem: It is common for…
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Ability to Export content into file from Moderation and Review modules in the Content Library
Currently the export is only available in Q&A tab and the customer need to use Advance filter to get to content in Review or in Moderation. The customer would find it easier if the Export would be available when the user is already in Moderation or Review modules and with one click could export. Customer Nuveen requested…
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Editing translated, subscribed content
Autumn with Jaggaer requested the following in content translation. "We had a ticket for this topic - 55828 Translations. When a user is subscribed to a translated Q&A pair they will receive a notification in their subscribed content queue. Once the user opens this queue, they will see the English Q&A pair with edits they…
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Ability to have a "pick list" for Answer Headers
Client RLDatix has a large global organization. They would like to have a limited list of Answer Headers available to their users when creating new content. This would help reduce potential one-off answer headers and keep their library consistent. Current behavior is a free form text field for answer headers.
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Assign Specific Answer Headers to specific Owner and/or Business Unit
Client RLDatix has a global company with a complex library. They would benefit from being able to have a single record with multiple answers and each of those answers be assigned a specific owner. They would also like the option to assign each answer to a specific BU. This would allow them to more easily manage their…
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Notification for sequential on-demand review
When users are assigned in sequential on-demand review, all users in the review will get notification immediately. But when the first user completes their part of the review, the second user does not get a notification that will notify them that the content is ready to be reviewed by them. Such a notification should be…
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Sequential Reviewer Due Date Visibility
Product Enhancement Request: In sequential review workflows, the record currently displays only the final reviewer’s due date as the record’s due date. This means that intermediate reviewers in the sequence cannot easily see when their own review is due. Example: If Reviewer #2 has a due date of 9/20, but the final…
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Sequential Review - Ability to filter to currently due tasks
Product Enhancement Request: State Street relies heavily on sequential reviews in the Library. Currently, when a user in a review sequence accesses the Review Queue (via an email link or from the My Work page), the queue displays all content assigned to them, including items that are not yet ready for their action. This…
