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Disable submit for review button for unanswered questions
The user (tom.hamel@catalystmf .com) (Company ID: 677bd65497641d008f9d9958)wants to Disable submit for review button for sections that have unanswered questions.
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Remove Review tasks from My Work
When a question in a project has the review set to all Prime Therapeutics would like a way for one of the reviewers to complete their work and have it drop off the My Work page. Currently there is confusion because even though the review completed their part it still stays on their my work page. Prime is aware of the…
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Advanced table support for footnotes and post-table content
This is a request for State Street. Problem: When a table is marked as “table as answer,” users cannot easily add supporting disclosures or footnotes directly associated with the table. Adding footnotes requires awkward workarounds, such as creating separate response fields, which introduces formatting issues, ordering…
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Bulk conversion of answer types to checkbox or radio-button formats
This is an enhancement request for State Street. Problem: Questionnaires frequently include large volumes of Yes/No or multiple-choice questions. Today, converting these from rich text to checkbox or radio-button formats must be done section by section. For large projects with many sections, this results in hundreds of…
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Project and Project Template Search
Prime Therapeutics seeks to utilize the LookUp plug-in within Microsoft Word to search for responses in Projects and Project templates. Currently, the only option available is to search the content library.
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Reopen a completed project section, and maintain previous reviews
We had a request from a client for the need to re-open a completed project section, and maintain previous reviews; i.e., not remove the reviews, but maintain the reviews that have already been done and allow editing. The need stems from a scenario where the client wanted to go back into a completed section of a project to…
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PROD-I-1335 Project's import file name visibility in question level.
Client: Getinge We have an option to view the import file name in the section level on properties. But client requested to be able to view the file name in the question level so that SME's will have an idea of which file the questions belongs to in case they have more similar files. We are also having option to view the…
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Ability to 'Save to Answer Library' prior to the closure of a Project
Projects can take some time to complete. It would be beneficial to have an option to 'Save to Answer Library' prior to the closure of a Project, allowing users to benefit from an update in real time.
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AI Draft - Remove source
Blue Yonder enhancement request: When running AI Draft, they would like to be able to remove one of the sources and get an updated answer. This is when there are multiple sources and some of the sources are not relevant so they want to remove a source and have AI provide an updated answer.
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Auto Map - Project Primary Contact Role
When new users are auto-created, we need an option to get them to have the Primary Contact capability by default.