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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
    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.