Hello Team,
I'm submitting this request on behalf of my customer 'Trustwave'. Their legacy system was Loopio. They had a workflow where the second reviewer would not see the assigned answers until the first reviewer completed the review in a sequential review process.
In RFPIO, In the attached example, they have 2 sequential reviewers. The 2nd reviewer sees all the questions (with the filter "My questions") even though they are still not reviewed by the 1st reviewer. This does not reflect the work accurately and creates chaos. In this situation, they want the 2nd reviewer to see answers to be reviewed (with "my questions" filter) once the 1st reviewer will complete his.
This workflow is highly important in their review process, please expedite the solution
Best,
Sathish
Customer Success Manager (APAC & EMEA)
Created date : 2023-01-18
Votes : 3
Comments for the idea :
Kristen Lupo Feb 17, 2023
Wellsky is asking for this too, it is crucial for their success within the platform.
product-response-mgmt product-response-mgmt Feb 20, 2023
Thanks Kristen. This helps to know there are customers who would like to enhance the review workflow.
Deepan M