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Workflow

Show workflow errors in BCDE listings of documents (and issues)

As a user I want to be able to see which documents have workflow errors against them in a BCDE listing. As a user I want to be able to inspect the errors directly from the document in BCDE. As a user I want to be able to search/filter to find docu...
about 1 month ago in Core CDE / Document Management / Workflow Needs review

Make reasons for issue (field sets) required or optional for an issue type

As a schema admin I want to be able to make one or many reasons for issue required fields before a user can send an issue or a particular type. Requiredness should be configurable per issue type/field set combination. E.g. a "For Checking" field s...
3 months ago in Core CDE / Workflow Future consideration

Re-open a user's completed tasks on an Issue

As an issue sender or controller I want to be able to reopen a users completed tasks on an issue if I need them to repeat the task. E.g. As part of an RFI process - require that the response to the RFI is revised. Requirements New action to reopen...
about 1 year ago in Core CDE / Workflow Planned

Automatic Completion of Issue Once Final Response Is Made

As a lead reviewer I want to be able complete my response and doing so, automatically complete the issue to prevent further responses from being made. I.e. To be able to flag a final response e.g. the final approvers response, so that once it is m...
about 1 year ago in Core CDE / Workflow Future consideration

View all responses to a document stack in a spreadsheet style format

As a user I want to be able to see all responses (I have access to) for all versions of a document in a single spreadsheet style format. The user needs to be able to review historical responses when making their latest response to the latest versi...
over 1 year ago in Core CDE / Document Management / Workflow Future consideration

"Download Documents" from Issue to support Primary Documents AND Renditions

As a user I want to be able to download Primary Documents AND their Renditions as an option from the Issue page. From the issue view/issue response page, support: "Download Documents" "Download Documents and Renditions"
about 2 years ago in Core CDE / Workflow Future consideration