Redundancy and Inefficiency in Structure

1 comment

  • Cathy Risk
    Comment actions Permalink

    I am on board with Heidi's comments regarding Task Management and Notifications.  We would prefer to design our review around documents rather than transactions. 

    We'd like to tier documents for review by certain staff and reserve other documents in the transaction for other staff. 

    In addition, we'd prefer that Documents to Review provide better information.  Can the list be organized by date docs were filed for review rather than COE date?  Specific checklist placeholders for review is better.

     

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