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Section by Section Review Flow during Project Completion
Project Review UX – Section Navigation and Cognitive Load Requested by ENT customer: O.C. Tanner Problem / Current State In the current project review experience, multiple sections are collapsed into a single view, requiring reviewers to repeatedly expand sections and manually move between them. Reviewers lose their sense…
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Restore Project-Level AI Draft Filters After Clearing Section-Level Filters
Customer: Nokia Summary: A gap has been identified where, once a section-level filter has been applied within a project and subsequently cleared, the section no longer inherits the project-level AI Draft filters. As a result, users are unable to run AI Draft against that section using the project's configured filters and…
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Annotations Copied from Content Library
PIMCO has requested the functionality that when you are copying a QA record from the Content Library that they annotation footnotes in the record is included in the copy. From PIMCO "it’s really important we have the footnotes populate when the Q&A pair is pasted into another document." Current state: the annotation does…
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Custom fields- make required preference available for more than Q&A Pairs
"Required" preference is available only for Q&A pairs and not for other content type like "Documents", "Sections", "Catalogs" and "All". ZKB have asked for the option of required to be available either at all or for selected types such as both Q&A Pairs and Documents or Sections.
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Past Project Search to include Section Description
Client Fortrea heavily leverages Section Templates in their Projects and would gain significant time savings and value from the tool if the "Past Project Search" also included Section Descriptions and not just Q&A records. We would like to request that an option be added to the Past Project Search Advanced Filter to also…
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Need option to permenantly hide duplicate record
Hello Team, I'm creating this request on behalf of ZKB team, and this is one of their critical ask. There’s currently an option to hide duplicate records in the dedup report, but it only hides them temporarily. As soon as the page is refreshed, those records reappear. In many cases, though, these duplicates are intentional…
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Addition of Different Due Dates within Sequential Review
AQR Capital has noted the increase in clarity and efficiency that would be gained from the enhancement of the Sequential Review feature to allow the assignment of separate de dates to each individual Reviewer in the sequence. This would ensure first line reviewers don't see a generous looking due date, and wait until the…
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Ability to Clone Section Templates
It would be great to have the ability to clone a Section Template. This would bring feature parity since you can clone a Q&A pair. It would improve the user experience and efficiency.
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AI Filters at the Question Level
Filters for tags/collections/etc at the individual question level. Current you can only apply Filters for AI at the section or project level. So specific questions that require nuance and filtering with certain tags are a complete gap at the moment (other than leaving the project workflow entirely to go to ASK)
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LONG Flag names - hover over to see
From a customer - "It would be nice for long flag names if a user can hover over the flags to see the full flag name." In the example below, we see the flag has a long name, and mousing/hovering over it doesn't show the full name. TKT-214044