Ability to Fully Utilize Project Template Functionality with Auto-Mapped Questionnaires

Currently, full Project Template functionality is not supported for standard questionnaires that Responsive auto-maps. This includes SIGs, HECVATs, ILPAs, and Proposal Tech questionnaires.

We can create a project template from an auto-mapped project, but any answers in that Project Template will NOT carry over to the new project (created using that project template). As it stands now, many of our customers including Optum will not be able to utilize Project Templates for their auto-mapped projects.

Ashaa wrote "we will not be copying over answers from template if the new project is uploaded with a standard questionnaire (which includes, SIG, HECVAT, ILPA, Proposal tech, etc). But Like I suggested we will take this up as an enhancement".

Find more posts tagged with

Fixed/Implemented

project

Status: Fixed/Implemented

Comments

Khalees V

@Susan This is a gap in the current functionality. We have started anazlying on how we can fix it. We will keep you updated once we confirm the implementation timeline.

FYI: @Ashaa M Can you share the JIRA ID here for reference. Also moved the status to Planned

ashaa

This is completed and is available in production now. Adding story link below for reference.
https://rfpioinc.atlassian.net/browse/RES-123962

FYI @Khalees V @Susan

Susan Berger

@Khalees V Here's the Zendesk ticket info:

Ticket #56048 - Optum - SIG 2024 Project Template - Confirm Functionality Works When Creating a New Project from the Template:
https://responsiveio.zendesk.com/agent/tickets/56048

@Ashaa M for visibility.

Susan Berger

@Khalees V and @Ashaa M Thank you for getting this completed so quickly. I haven't had a chance to test, but will and will share this good news with Optum. Thanks for all your hard work on this!

Susan Berger

@Khalees V and @Ashaa M I have tested the new functionality and can confirm that we are now able to create Project Templates and create Projects from Project Templates regardless of whether they are auto-mapped questionnaires or not. Thank you for adding this functionality to Responsive!