It's much easier and faster to make a correction in Assessments than the process you have to use in Objectives...MUCH faster. Why are they different. Can we make them the same???

Add a Report tab(function) for RK3 project Responders. Have had multiple requests from clients for this function.

Originally submitted by Roz:

Is there anyway to animate the RUN REPORT button ( or have some kind of hour
glass or something) so when you click on it, you know that it actually is
working? I find myself clicking on it several times, thinking it wasn't
working, and if it's a large report, you can sit there for a good while with
nothing happening. Also same with Export to PDF...

This initial came from Court

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it prolly makes sense to have email alerts sent out when documentation is assigned to someone

When I am jumping from one project to the next while waiting on corrections to be made or whatever, I keep losing my place and can't remember where I left off, have I actually already proofed this section?; and have I already run the reports or not? I mean I have my own lists to check SOMETIMES....however, how cool it would be to have a check list within each project so I could look and see what I need to do next on it. I am getting too old to remember....
Roz

Roz originated this request. Part of her use case is as follows:

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When there is a finding in the Objectives in say, BCP --- a really long section with more than 50 findings usually---- and I have a problem needing to be resolved with one of them, and I am in the middle of proofing them, I have no way to tell anyone how to find that one finding to check it without going "OK, Go to the Objectives --- BCP section --- and scroll down and count down to the 18th finding in the list.

Today we can only upload one file at a time but normally, in our view, the file upload process comes in bulk. This normally is a bulk process on the initial reviews but after that a single file upload would be fine.

I think having the ability to specify more than one person to respond to a recommendation will be useful in many ways, like in vendor management, loan reviews, etc.

I am now proofing all Assessments, and they need corrections made to them, too. I would like to see the starring feature added to this section as well. Any data entry section needs the starring feature, IMHO.

We can send this user manual to our bankers!

Hey guys, I like the power edit button...great for really rolling through the objectives. Is their a way to add the click on just the "observation/comment" or "recomendations" in objectives to add text to instead of having to enter power edit or hit the edit button? Same question for "safeguards" in assessments?

Right now after you select save the cursor goes back to the objective you were working on instead of the next objective. I have to 'tab' about 7 times to get to the objective I wanted.

I have started proofing the Objectives by opening the power edit feature to start with. Having to click SAVE on each one I correct spelling in, and in some cases there are a LOT in each section....like 10- 15.... I forget to click on SAVE. It would be NICE if when I reach the bottom of the section, I could click on SAVE and it saves ALL of the edits I have made across the entire section I have open at the time (in power edit mode)--- is this possible.?

Would be nice to filter just the objectives that we have placed recommendations on.

Once you click on power edit in an audit section, it would be SO NICE to be able to do a total search across all those edit boxes at once. I could have used it several times today. BTW, LOVE the power edit feature.