Hello Outside Interest users! On January 6, 2022, we will be introducing an enhancement to your OI UAT environments for you to explore before we release it to production on Thursday, January 13th. Because this is an out-of-cycle release, we wanted to provide you with a summary and screenshots ahead of that UAT release so that you have the opportunity to digest the nature of the update, consider how it will affect your organization, ask questions, and provide thoughts and feedback. Please do so!
Currently, in OI, once a Reviewer has logged in, that person has access to see all of the submitted disclosures, including those that are assigned to them and those that are not. This can be confusing, overwhelming, hard to sort through, and is in conflict with some customers' policies. Based on feedback from customers, in this upcoming update, when a Reviewer logs into OI, they will see only those disclosures that have been assigned to them - on the Dashboard and also on the 'View All Disclosures' view (see attached screenshots).
If you are currently using auto-assignment, Reviewers will continue to be assigned to Disclosures and will be able to access them easily and clearly once they log in. If you have auto-assign turned off, Reviewers will no longer receive broadcast notifications when covered individuals submit disclosures, significantly reducing email noise! Only Administrators will receive those notifications. Since Reviewers will no longer be able to self-assign disclosures, Administrators will assign them. Reviewers will receive a review notification once assigned.
In order to focus information access to assigned disclosures, we also made a few updates to the navigation options a Reviewer will or will not see. And we were able to (finally) include the covered individual's name at the top of the disclosure form.
We hope this preview of the enhancement is helpful. We will be communicating in more detail about the UAT and production releases as those dates approach. In the meantime, please do not hesitate to respond here with questions or comments! Thank you for all you do.
------------------------------
Jenny Walsh
Product Manager
Cayuse
------------------------------