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Status Unreviewed
Created by Guest
Created on Jun 20, 2023

Observation Checklist - Add more individual identifiers or sorting options

As a reviewer, I would like to more easily identify the correct individual from the "Ready" tab. Currently, this tab pulls in the individual first name and last name as well as the job title, but this can be confusing for reviewers in large organizations where there may be similar names.

Additionally, when you are completing the review you cannot reference the individual's name from the top of the page and this information should be carried through the Reviewer Experience.

This would streamline the workflow for reviewers by saving them clicks and time double-checking they are in the correct checklist.

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  • Guest
    Reply
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    Apr 1, 2024

    Yes, we need the ability to sort users in "Ready for Review" by Department at the very least, by custom fields would be ideal. We have courses ending at different times and need our reviewers to be able to prioritize to list of Ready to Review based on who is enrolled in which course. The giant list first/last name is not helpful. Even email address would be more helpful.

  • Guest
    Reply
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    Aug 3, 2023

    We have this issue with persons who use preferred names but the legal name is displayed, instead. The job title is displayed, but it would be beneficial to include their location, at a minimum.