The focus of this release was to introduce Approval Checklists into the system whilst improving various aspects of the document submission and the approval forwarding processes.
AD-491 Approval Checklists
Now when submitting an approval request to specific System Groups, users can be prompted to fill in a Checklist to help ensure that all of the relevant items that need to be completed before sending an approval request to that group have in fact been done. Different checklists can be assigned to different System Groups and, if there is a checklist that needs to be filled out, users cannot submit their approval request before filling in the checklist.
A brief video has been prepared to further explain this functionality and it can be found at the following URL:
AD-511 In Progress List > Allow users to search by Markets
We have added a Markets search criteria option in the In Progress list. This means that you can now search for jobs that have had a specific Market applied to them.
AD-512 Project Documents > Add ability to submit multiple documents for approval
In the documents tab of a project, each document now has a check box next to it which allows you to select a series of documents. At the top of the list there are two icons; an Envelope (New Message) and a green Tick (Send for Approval). With several documents selected using the checkboxes, you can now submit them all for approval or send them out as attachments to a message by clicking the appropriate button.
AD-513 Batch forwarding for approval
In the Global Approvals List you are able to select multiple approvals using the checkboxes assigned to each item. At the top of the list is a new button which allows you to forward all selected items in one batch.
AD-515 Full Screen Approval View > Add a way for users to get to the project details
Only users who are assigned to the Project/Deliverable Team are able to view the details of that job. If you are one of these users then the project and deliverable ID in the Full Screen Approval View is now shown as a link which will take you directly to the job details.
AD-516 Multi Tiered Approval > No item in Recent Activity for subsequent recipients
Fixed a bug where sending an approval request to a series of users in different approval levels meant that only users in the first level got a notification in the Recent Activity list on the Home Page.