In this release:
Key Features and Enhancements
- Updated/Redesigned Primary Entity Record
Feature Details
Updated/Redesigned Primary entity Record
Benefits
Improves user experience when creating a new primary entity record.
Details
In this release, the Primary Entity Record is updated/redesigned. The redesigned record will now be divided into the following three tabs:
- Details
- Assessment
- Contacts
This is what each tab looks like in the redesigned record:
Details tab
This redesigned tab has the following sections:
- General Information
- Additional Information
- Attachments
Assessments tab
This redesigned tab, which allows users to create assessments, contains status charts at the top that show how many assessments in the list are in Open, In Progress, Pending Approval, and Approved states.
By default, only 10 assessment records are displayed on the first page. Users can use the Search assessment name field to quickly locate a record not shown on the first page, or they can click the next page to see more. All table columns are sortable.
NOTE: Users must have access to the Assessment Manager to be able to create an assessment. When Create Assessments is clicked, the Create Assessment page opens in a new browser tab.
Contacts tab
NOTE: This new tab is present on the Primary Entity page as a read-only info.
Header Options
The following features/functions are added or updated as well as centralized within the top navigation of the primary entity record. The centralization allows users to utilize these functionalities on any step of the primary entity record creation.
- Upload Logo Field (new) — This allows users to upload the primary entity’s logo.
Once the logo is uploaded, users can right-click the image to either replace or delete it.
- Activity Log icon and panel (new) — When users click the Activity log icon, a panel appears on the right side of the page showing the primary entity record’s activity logs.
- Tags (new) — When users click the Tags link, a panel appears on the right side of the page showing the tags or tag groups associated with the record. From this panel, users can also create and save new tags.
- Copy Record Link (new) — This is a new feature. Users can click this icon to copy the record link to clipboard.
