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Organization-Defined Quality Check Rules
Customer: Federated Hermes Problem Statement Federated Hermes uses Responsive to respond to regulated due diligence questionnaires and RFPs in the asset management industry. As part of their compliance review process, they maintain an internal list of prohibited words and phrases (e.g., promissory language) that cannot…
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Platform Performance - A Deep Dive into Your Performance Metrics
Welcome to the first part of our Deep Dive into Your Performance Metrics, where will break down your reporting even further to show why this metric matters and how you can improve your overall performance and achieve even greater results. Want to skip ahead? Learn more about Answer Efficiency and Content Library Health.…
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Automatically Complete Section Reviews When All Assigned Questions Are Reviewed
Customer: Federated Hermes Problem Statement Reviewers are confused by the current two-step review process within Projects. After reviewing every assigned question in a section, the section itself remains “In Progress” until the reviewer manually clicks the “Complete Section” button. Because there is no clear indication…
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Project Template-Specific Task Templates
Project Template-Specific Task Templates Customer: Federated Hermes Use Case Summary Federated Hermes is a large asset management firm that processes approximately 3,100 due diligence questionnaires (DDQs) annually, with roughly 80% consisting of recurring requests. As part of a major efficiency initiative, the team is…
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Projects - Retain Review History After Section is Closed and Reopened
I am submitting this enhancement request on behalf of our strategic client, Microsoft. Request: We request that when a previously closed project section is reopened for edits, the system preserves all historical review data, including the green check marks next to reviewer icons. Current Issue: Reopening a section…
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Projects | Project Tasks to show on the calendar as a ‘bar’ from start to end date (Optum)
The Responsive Projects>Tasks>Calendar view should show project due date ranges as a ‘bar’ or span on the Calendar view (e.g., start date through end date). As a project owner and as other users, I need the ability to see project level due dates as a range in Calendar view so they can quickly review and/or reassign project…
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Projects | Project tasks to display in priority followed by due date/time order (Optum)
The Responsive Projects>Tasks>Calendar view should show project task in priority order followed by date/time due order. For example High Priority Project Tasks show on the very top followed by medium and low priority. The order of precedence is Priority-->Date-->Time
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Projects | Ability to drag and drop project tasks in calendar view (Optum)
As a project owner/manager, they need the ability to drag and drop project due dates using Calendar view so they can quickly change/reassign project dates.
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Sections w/ help text and descriptions
Currently, when creating a section template, you can only choose to add either Help Text OR a Description, but can we change this to allow for both when needed? This suggestion would help AtkinsRealis with their workflow. They have content they want to include in sections, but they also want to use the Help Text as…
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Managing SME Responses
Hi all! We are new to Responsive, and we wanted to see how the Responsive community manages responses from subject matter experts. How do you know once a subject matter expert "signs off" on a response, especially if they don't need to change a response that may have already been populated for them (i.e., they are ok with…