During this sprint, we improved functionality of the interaction data grid, streamlined the grid usability and added bulk actioning workflow in Resource Tracking Data Grid. We also expanded the rate card to allow view-only access.
Easily action and manage Interactions
1. This sprint, we introduce the “Bulk Actions” checkbox to help users quickly send accepted interactions back to review or quickly delete multiple items.
2. The “action icons” are available in the Summary data grid. There is a ‘comments’ icon that shows count, a ‘back to review’ icon that sends accepted provider interactions back to review, and the ‘delete’ icon to remove an interaction from your data grid. Firm and Team Admin can find deleted interactions in the new ‘Trash’ tab within the Review section of Resource Tracking.
View-only Rate card Access
We created a View-only version of the rate card so non-admins can find and understand valuation criteria of interactions. Firm admins can activate the View-only rate card from within the Rate Card setup by clicking on the gear icon.