2023.1 Release Notes

These items were deployed to production on 02/15/2023.

New

Workflows & Worklist

Add new vendor or provider record during contract initiation. [484749]

• Initially, only Admins/Super Admins will be able to do this.

• Admins/Super Admins will see two new buttons on the initiate workflow screen: 
  + New Provider and + New Vendor [587902, 587904]

• In multi-organization tenants, the new vendor or provider record will be mapped to the current organization by default. To update the organization mapping, go to the vendor or provider record.

Updated

Performance

Performance within the vendor and provider directories will be improved. [586305]

Users may notice that new vendor and provider records save faster.

Performance when selecting an organization in the menu bar will be improved. [586301]

Users in multi-organization tenants may notice faster load time upon selecting an organization.

UI Uniformity (Alloy)

These UI changes are part of our initiative to provide customers with a cohesive user experience across all symplr products and improve accessibility.

Restyling Tertiary Buttons (Links) [581579]

• In the following areas, the color and style of icons on tertiary buttons will be updated: Account Settings | Contracts | Conflict Capture [583278]

• In the following areas, the color and style of icons on tertiary buttons will be updated: Dashboard | Admin > User Groups, Document Template Library, Organization Management [583281]

• In the following areas, the color and style of icons on tertiary buttons will be updated: Providers | Reporting | Pulse Check [583285]

• In the following areas, the color and style of icons on tertiary buttons will be updated: Users | Workflows [583297]

Changing Background Color [422991]

Throughout the application, the background color of screens (the body background) will be updated to light blue. [582261]

Changing the Font [585852]

Throughout the application, the font will be updated to Lato and the font sizes will updated to Alloy standards. 

Vendor & Provider Directories

Supporting First/Last Name Ordering and Credentials [615243]

This feature will allow end users to see individual Provider and Vendors Name in the format they choose. It will provide a default display name, but allow users to edit the default if they wish.

• In the Vendor and Provider Directories, the Name field will be updated to Display Name. [616285]

• As a user populates the First Name, Last Name, and Credential fields, the Display Name (formerly Name) field will auto-populate. [616831]

  • A user will be able to edit the Display Name field without changing the First Name, Last Name, and Credential fields.

  • A user cannot save a record if the Display Name field is blank.

• The duplicate check will be removed from the Display Name field so that multiple providers or vendors with the same name can be added to the directories. [616009]

Vendor/Provider Record Change Log [505264]

Whenever a user edits a vendor or provider record, the changes will be recorded in the Change History.

The following information will be recorded [590906]: 

• Created on <date/timestamp> (for records created after this feature is released)

• Created by <username> (for records created after this feature is released)

• Updated on <date/timestamp>

• Updated by <username>

This information will appear on the right side of the vendor/provider record, below the Attachments panel. [583875]

Workflows & Worklist

The Activation Date column will be added to the worklist. [497399]

• The column will not appear by default, but users can add it via the Manage Columns widget. [508181]

• Users will be able to filter the worklist by Activation Date. [508205]

• The Activation Date will only populate for workflows in activated status, i.e. completed workflows. [497399]

Contract Library

Custom Field UI Updates on the Contract Summary Page [327057]

• Within the Summary tab on the contract summary page, Key Terms and Custom Field names will appear in larger, subhead text so that the field names are easily distinguishable from the field values. [329970]

• Within the Custom Fields tab on the contract summary page, Key Terms and Custom Field names will appear in larger, subhead text so that the field names are easily distinguishable from the field values. [330135]

Administration

Version History for Classifications Management [422251]

Admins and Super Admins will be able to see the change history for the following classifications:

• Contract Types [423278]

• Contract Categories [423277]

• Document & Attachment Categories [423014]

• Credentials [490109]

• Specialties [490114]

• Product/Service Classifications [490113]

When a user selects a value within any of the classifications tables, a fly-out window will show the version history. Clicking on More > or Less< will expand or collapse the version history. 

The version history will list the following information:

• Created date

• Last updated date

• Email address of user who made updates

• Active/inactive status

• Current and past field values for all fields except Description, Contract Type, and Contract Category.

Default classification values will show no history until they have been updated by a Super Admin. However, manually created classification values will show history upon their creation.

Resolved

Notifications

• Contract expiration notifications were emailed to Responsible Parties for contracts that had been terminated. This has been fixed; contract expiration notifications will no longer be sent for contracts that have been archived or terminated. [602259]

Dashboard

• When accessing the worklist via the Workflows In Progress widget, the Include Previously Completed Items toggle was switched on by default. This has been fixed; the toggle be off by default, as expected.[530361]

Reporting & Tables

• In the Workflows tab within Reporting, selecting a single field value in the Filter Table widget removed all other field values from the dropdown until the applied filter was removed. This has been fixed; the dropdowns in the Filter Table widget will work as expected. [691013]

Vendor & Provider Directories

• In a particular tenant, when changing the number of results per page in the vendor directory, some of the results (for letters C through G) failed to load. This has been fixed; each record in the directory will load as expected after changing the number of results per page. [545766]

• When changing the number of results per page in the provider directory, some of the pages failed to show results. This has been fixed; each page in the directory will load as expected after changing the number of results per page. [600369]

Workflows & Worklist

• In the Worklist table, sorting by the Current Participant column listed results in the incorrect order. This has been fixed; the results will appear in ascending/descending alphabetical order. [555775]

• Applying the Pending My Action badge switched on the Previously Completed Items toggle. This has been fixed; clicking Pending My Action will no longer switch on the Previously Completed Items toggle. [599242]

• When viewing worklist results beyond the fourth page or first 100 results, users experienced the following issues:

  • Workflows failed to show correct participant info (via the info icon).

  • The Current Participant field failed to populate for active workflows.

  • Clicking on a workflow in the table failed to open it.

These issues have been fixed; all pages of the worklist will function as expected. [615456]

• During workflow initiation, users were unable to select a value in the Link to Contract field. This has been fixed; users will be able to link new workflows to existing contracts, as expected. [614592]

• In a particular workflow, the main document failed to appear in the document editor. This has been fixed; the document will appear in the document editor as expected. [643270]

• In the Negotiation Phase of a particular workflow, a server error appeared in the document editor. This has been fixed; the document will appear in the document editor as expected. [493883]

• If a workflow in a DocuSign Signature Phase was retracted to the beginning of the Signature Phase, the Executive Summary failed to generate. This has been fixed; the Executive Summary will generate even after retraction. [619725]

• A Phase Mediator accessing a workflow as an active sequenced participant in a DocuSign Signature Phase experienced the following issues:

  • The Submit and Decline buttons were visible.

  • The Retract and Cancel options were available in the ellipsis (…) menu.

  • The banner linking to DocuSign failed to appear.

These issues have been fixed; Phase Mediators who are active sequenced participants will see the workflow as a Signatory would. [564251]

• If a user clicked Submit to DocuSign more than once, DocuSign failed to sync properly, and clicking Check Status failed to rectify the discrepancy. This has been fixed; users will no longer be able to click Submit to DocuSign more than once per browser session. [572471]

Contract Library

• Some auto-renewal contracts were failing to auto-renew. This has been fixed; designated out-renewal contracts will auto-renew as expected. [560476]

• Filtering the Contracts table by Site failed to return contracts that had multiple Sites. This has been fixed; contracts with multiple Sites will appear in results as expected. [564839]

• In some cases, there were discrepancies in the results when applying identical filters to the Contracts table versus the Contracts tab in reporting. This has been fixed; results in contracts and Reporting > Contracts will match, as expected. [588548]

• In some training environments, in the Attachments tab on the contract summary page, Contract Moderators could upload a new version of the attachment. This has been fixed; Contract Moderators can no longer upload new attachment versions, as expected. [602282]

• Keyword search returned results for any keyword instead of all keywords entered in the keyword search bar. This has been fixed; keyword search results will include all keywords entered in the search, as expected. [612649]

• On a contract summary page, if a user clicked the View History tab under the Documents tab, they’d see the option to restore a previous version. This has been fixed; users will only see the options to download or view the PDF, as expected. [634469]

Time Tracking

• Within the Timesheet Activity table under Timesheet Management, saved default filters failed to apply by default. This has been fixed; saved default filters will be applied as expected. [600363]

• Within the Timesheet Unit Type table under Timesheet Management, saved default filters failed to apply by default. This has been fixed; saved default filters will be applied as expected. [600798]

• On a Time Entries table, applied saved filters failed to persist when navigating away from and then returning to the Time Entries table. This has been fixed; applied saved filters will persist, as expected. [602631]

Updated Module: Vendor Pulse Check

To access Vendor Pulse Check, your organization must subscribe to it, and your user profile must have the appropriate user role and permissions. If you have any questions, contact your Admin.

Vendor Pulse Check, Phase 2 is a major update that will deliver added benefits. This major release will:

• Increase flexibility by offering more options for building survey forms or questionnaires.

• Centralize and simplify the process of creating and managing survey campaigns with improved workflow design.

• Organize myriad contract surveys into campaigns for greater visibility and easier management.

• Provide a new role, Survey Moderator, to allow work to be distributed to others.

• Enhance reporting to give you the ability to include both questions and their responses in a single report.

• Make it easy to add and remove surveys, participants, reviewers, and moderators to in-flight campaigns.

• Provide an option at the campaign level to allow contracts' Responsible Parties to be designated as survey respondents.

• Allow all respondents, moderators, and initiators to view and manage their work via a central worklist.

Vendor Pulse Check will be available at the organization level as opposed to the tenant level, so that Pulse Check campaigns and workflows will be organization-specific. [339845]

Vendor Pulse Check Roles [327117]

A Survey Respondent can open, view, and modify their assigned pulse check survey form to evaluate the performance of the vendor/provider. 

A Survey Initiator can create and manage the campaigns to ensure the correct VPC surveys are sent to the Survey Respondents. Note that this role does not have access to contract files. If a Survey Initiator needs access to contracts, assign them a Contract Moderator Role. [339875]

• Access Explore > Pulse Check.

• Set up new campaigns.

• Edit, delete and cancel campaigns.

• Cancel individual surveys.

• Survey Initiator permissions are assigned at the organization level.

  • Survey Initiators must be assigned contract permissions to access contracts (typically the Contract Moderator role).

  • Survey Initiators with access to a contract can modify the Pulse Check participants assigned to that contract.

  • Survey Initiators have read-only access to the vendor and provider directories.

A Survey Reviewer can open, view, and submit a review of their survey to review the work of the Survey Respondent. 

A Survey Moderator has read-only access to any assigned VPC surveys so they can monitor the results. (This role is new to this version of VPC.) [418662]

• The Survey Moderator must be assigned other contract permissions to access contract menu items.

• The Survey Moderator can comment on assigned surveys.

An Admin can access, set up, and manage campaigns and surveys, and perform tasks on behalf of the Survey Initiator.

For detailed information about Vendor Pulse Check roles, see the VPC Role Matrix.

Updates to My Worklist [327113]

Pulse Check Queue [338165]

To access the Pulse Check queue (worklist), go to Queue > Pulse Check. [338157]

• Admins will see all Pulse Check workflows.

• Workflow participants will see their assigned Pulse Check workflows.

• The Pulse Check queue will contain the following columns:

  • Survey Name (system-generated workflow name)

  • Campaign Name (after the feature to create bulk workflows for a campaign is released)

  • Respondent

  • Reviewers

  • Moderators

  • Contract

  • Start Date (Send On Date)

  • End Date (Send On Date + Duration)

  • Status (In process, completed, or cancelled)

  • Cancellation Reason

  • Negative Response (Yes/No; after the feature to create bulk workflows for a campaign is released)

The Pulse Check table will contain the standard table widgets [490224]:

• Filter Table

• Manage Columns

• Export

Update the Pulse Check tab on contract summary pages. [418764]

On a contract summary page, the Pulse Check tab will only serve as a place to manage the Pulse Check workflow participants assigned to the contract.

• Admins/Super Admins and Survey Initiators will be able to add new participants on the Pulse Check tab. [591351]

• A new option on the Pulse Check tab will allow the Survey Initiator or other user with access to the contract to include Responsible Parties as Pulse Check Survey Respondents by default. [514026]

• The survey setup info will be removed from the Pulse Check tab. [448882]

Pulse Check Campaign Table

The Pulse Check Campaigns table will show all the campaigns that have been created within the current organization. [339847]

The Pulse Check Campaigns table will show the Admin/Super Admin or Survey Initiator a list of all the campaigns. It will show the following columns by default: [339989]

• Campaign Name

• Campaign Created By

• Contract Types

• Duration

• Send on Date

• End Date (calculated)

• Survey Iteration

• Status (Pending, Active, Cancelled, Completed)

• Action (available actions for the campaign)

The following columns can be added via the Manage Columns widget.

• Repeat Frequency

• Cancellation Reason

• Pulse Check Form

Creating a Campaign [327108]

Only a Survey Initiator or Admin/Super Admin can perform these actions.

Step 1: When a user clicks Create Pulse Check Campaign, the Pulse Check Campaign setup wizard will open. [339894]

• The user will be able to select the contracts to include in the campaign. Available contracts are based on the user’s permissions.

• The application will validate that at least one respondent is assigned to each contract. [452646]

• If a user selects a contract without an assigned respondent, they’ll see the following message: 

The following contracts have no assigned respondents. A survey cannot be created without a respondent. To ensure that surveys are created for these contracts, add a respondent.  

<list of contracts> 

• The campaign table will have the standard table widgets common throughout the application [452635]:

  • Manage Columns

  • Export

  • Filter Table

Step 2: In the Pulse Check Campaign setup wizard, the user will enter or select the following information [339891]:

• Campaign Name: Must be unique.

• Pulse Check Form Template

  • Only Pulse Check form templates matching at least one of the Contract Types in the campaign will be available for selection.

  • This form can be previewed.

  • The Respondents will complete this form during the campaign.

• Send On Date: This date cannot be in the past.

• Duration (in days)

  • Must be a number greater than or equal to 7 and less than or equal to 365.

  • Cannot exceed the number selected for Repeat Frequency.

• Repeat Frequency

  • None

  • Monthly (30 days)

  • Annually (365 days)

  • Semiannually (180 days)

  • Quarterly (90 days)

Step 3: In the Pulse Check Campaign setup wizard, the user will review and submit the contracts for the campaign [451800].

When the user clicks Submit, the campaign will be created. It will include the contracts, form template, and schedule selected in the setup wizard. [538456]

Step 4: After the user clicks Submit, they’ll see confirmation that the campaign has been created. [436725]

They’ll be able to view the contracts selected for the campaign in a table.

After campaign creation:

• For tenants with Vendor Pulse Check, the following columns will be available in the Contract Library table. These columns will be hidden by default. [436739]

  • Pulse Check Respondents

  • Pulse Check Reviewers

  • Pulse Check Moderators

• Users will be able to manage Vendor Pulse Check workflow participants for active and scheduled campaigns on the campaign management page. [339898]

• To select all contracts when there are multiple pages of contracts, the user will need to check the Select All box on each page. To minimize this effort, set the number of records per page to 500.

• When managing participants, users will be able to see each role (Reviewers, Moderators, Respondents) in a separate table. [515698]

• Users will be able to sequence Reviewers based on the order they are added to the campaign. [515454]

• The action buttons that appear on the campaign will differ based on campaign status [423153]:

  • If the campaign has been created but isn’t yet active, i.e. the start date has not been met:

    • Delete button is available.

    • Users with adequate roles/permissions can edit campaign setup.

  • If the campaign is active, i.e. the start date has been met, the Cancel button is available.

  • If the campaign has been cancelled or completed (i.e., the end date has been met), then no actions are available.

Editing a Campaign [531456]

Only a Survey Initiator or Admin/Super Admin can perform these actions.

When a user edits the campaign name, the edits will be applied throughout the application. [579878]

On the campaign management screen, Admins/Super Admins and Survey Initiators can see the contracts in a campaign in the new Currently in Campaign column. The table will automatically apply the filter Currently in Campaign = Yes. [531467]

Admins/Super Admins and Survey Initiators can see the Survey Send Date for each iteration of a recurring campaign. To see the Survey Send On Date, click the ellipse and select View Send History. [578623, 481038]

Admins/Super Admins and Survey Initiators will see the following alert when making changes to the Pulse Check Template, Duration, and Repeat Frequency fields:

Changes made to the Pulse Check Template, Duration, and Repeat Frequency fields will be applied to the next survey.

This alert will appear on active campaigns with a Frequency value other than none. [559075]

End date fields are named so they are easily distinguishable from one another [598818]:

• Campaign End Date is the date the last iteration of a campaign ends. 

• Campaign Iteration End Date is the date the iteration of a campaign ends. 

• Survey End Date (in Reporting) is the date a survey workflow is completed. 

The following fields have help text or tooltip. They can be seen by hovering over the ( i ). [536655]

• Campaign Name field help text is The reference name for the campaign.

• Pulse Check Form Template field help text is The form completed by the respondent.

• Initial Send on Date field help text is Date the survey will be sent to respondent.

• Duration field help text is The number of days the survey will be available for responses.

• Repeat Frequency field help text is The survey will be automatically sent on the selected frequency.

The following alert will appear when a user removes a contract from an active campaign [580001]:

Are you sure you want to remove the contracts? All workflows will be cancelled and this action is irreversible. If so, please provide a reason for the cancellation below.

On the edit campaign screen, the edit history will be available via the ellipse menu > View Edit History. The following information will appear in the history [578623, 561100]:

• Item Changed

• Change Made

• User 

• Date and Time

The following actions are recorded in the history:

• When any of the following fields are edited: Campaign Name | Form Template | Duration | Frequency | End Date

• Adding or removing a contract

• Adding or removing a participant

Editing a Campaign [481258]

If you create a campaign on which the start date is the current date, do not make any edits to the campaign until the surveys have been sent. Making edits while the surveys are generating can cause the survey generation to fail.

In the edit campaign UI, the following fields appear in the table listing the contracts in the campaign [481035]:

• Campaign Name

• Pulse Check Template

• Duration

• Send On Date

• Frequency

Click Add/Remove Contracts to add or remove contracts on the campaign. [531493]

• This will open a list of contracts in the campaign. [481041]

• To add or remove a contract on the campaign, check or uncheck the box.

• Click Save to save changes.

Click Manage Participant to open the Manage Participant pane for a contract. [481235]

Click Save to save changes to the campaign; click Cancel to discard changes. [520345]

Editing a Campaign [327110]

Survey initiators will only see contracts they have permission to view. If a survey initiator cannot see all the contracts within a campaign, they'll see the following message upon opening a campaign, as well as the total number of contracts in the campaign: 

You currently lack sufficient permissions to access one or more of the selected contracts. This list excludes the contracts you cannot access. Please contact your Administrator for further details if needed. [451991]

When saving campaign edits, the application will validate that at least one Respondent has been assigned to each contract. If one or more contracts have no assigned respondent, the user will see the following message: 

The following contracts have no assigned respondents. A survey cannot be created without a respondent. To ensure that surveys are created for these contracts, add a respondent.  

<list of contracts> [558237]

Rules for Editing Campaigns [339901]

The following changes can be made to active campaigns:

• Campaign Name: This will apply to all workflows associated with the campaign, regardless of workflow status.

• Form template: This will apply to future surveys.

• Duration 

  • This will apply to future iterations of the survey.

  • The duration must be less than the Repeat Frequency duration.

  • A campaign can have a maximum of one active survey iteration.

• Repeat Frequency: This will apply to future iterations.

• End Date (if frequency is set): If the user enters the current date as the end date, the current survey iteration of the campaign will end.

The Send On Date cannot be updated on an active campaign.

The following changes can be made to scheduled (i.e., the start date hasn’t been met) campaigns:

• Campaign Name

• Form template

• Duration: This must be less than the Repeat Frequency duration.

• Send On Date: This cannot be before the current date.

• Repeat Frequency

• Add or remove contracts.

• Add or remove participants.

The following rules apply to completed or cancelled campaigns:

• All fields on the campaign set-up page are read-only.

• Participants cannot be added or removed from the campaign. 

• Contracts cannot be added or removed from the campaign.

• The action buttons are hidden on the campaign management table. 

• The Manage Participants link is labeled View Participants. 

• The user cannot add or remove participants.  

  • The assign participants fields are hidden.

  • The Save and Cancel buttons are hidden.

Managing Vendor Pulse Check Campaigns

Vendor Pulse Check Campaign Management Tab [327106]

Only a Survey Initiator or Admin/Super Admin can access this page.

To access Pulse Check Campaign Management, navigate to Explore > Pulse Check. [339846]

The Pulse Check Campaign Management table will contain the standard table widgets [428437]:

• Filter Table

• Manage Columns

• Export

Pulse Check Campaign and Survey/Workflow Deletion [327107]

Only a Survey Initiator or Admin/Super Admin can cancel a survey/workflow. [339857]

• To cancel a workflow:

  • On the workflow page, click on the … (ellipsis).

  • In the dropdown, select Cancel Workflow.

  • In the modal, enter the reason for canceling.

• Upon cancellation, the workflow status will update to cancelled. It will be visible when viewing the Pulse Check queue in the Include Previously Completed Items switch is toggled on.

• All data from the canceled workflow will be lost, and cancelation is irreversible.

• Upon the cancelation of a workflow, all the workflow participants will receive an automated email notification and in-app (bell) notification. The email notification will include the name of the user who canceled the workflow and the reason for cancelation.

• When a user opens a cancelled workflow of any kind, they will see a banner with the following message [426135]:
  This workflow has been cancelled by <first name and last name of user who cancelled> for the following reason: <reason entered by user who cancelled workflow>

An Admin/Super Admin or Survey Initiator can cancel a campaign, which will cancel all workflows (surveys) associated with the campaign. [339881]

• Active campaigns can be cancelled within the Pulse Check Campaigns table.

• Completed campaigns cannot be cancelled.

• Upon clicking Cancel, the user will see the following confirmation:
  Are you sure you want to cancel this campaign? All workflows will be cancelled and this action is irreversible. If so, please provide a reason for the cancellation below.

• Upon confirmation, the campaign’s status, and that of all incomplete workflows in the campaign, will update to cancelled.

An Admin/Super Admin or Survey Initiator can delete a campaign in pending status (start date has not been met). [425736]

• Pending campaigns can be deleted within the Pulse Check Campaigns table.

• Upon clicking Delete, the user will see the following confirmation: Are you sure you want to delete this campaign?

• Upon confirmation, the campaign will be deleted, as well as removed from the Pulse Check Campaigns table.

Remove Pulse Check Setup from Vendor Directory [418759]

• Pulse Check surveys will be associated with contracts, so they don’t need to appear in the vendor records.

• The Pulse Check tab will be removed from vendor records. [4456684]

Managing Vendor Pulse Check Participants

Managing Participants and Contract on Active Campaigns [327112]

• An Admin/Super Admin or Survey Initiator can add a contract to an active campaign. [459448]

  • If the user attempts to add a contract with no Respondents to the campaign, an alert will appear at the top of the Manage Campaign screen. Changes cannot be saved unless each contract has at least one Respondent. [484187]

• An Admin/Super Admin or Survey Initiator can remove a contract from an active campaign. [517460]

  • To remove a contract from an active campaign, the user can uncheck it in on the Manage Campaign screen and click Save. This will cancel all surveys associated with the contract. 

• An Admin/Super Admin or Survey Initiator can add a Moderator to a contract in an active campaign [432252]

• An Admin/Super Admin or Survey Initiator can remove a Moderator to from contract in an active campaign. The Moderator will be notified by email that they have been removed from the survey or campaign. [432276] 

• An Admin/Super Admin or Survey Initiator can add a Respondent to a contract in an active campaign. [339912]

• An Admin/Super Admin or Survey Initiator can remove a Respondent to from contract in an active campaign. The Respondent and the Survey Initiator will be notified by email that the survey has been cancelled. [339914] 

• An Admin/Super Admin or Survey Initiator can add a Reviewer to a contract in an active campaign. [432213]

• An Admin/Super Admin or Survey Initiator can remove a Reviewer to from contract in an active campaign. The Reviewer will be notified by email that they have been removed from the survey or campaign. [432221] 

• If a user attempts to remove a Respondent from a contract in an active campaign and that Respondent has already submitted their survey, the following alert will appear [571423, 570233]:

Are you sure you want to remove this respondent? This will cancel the survey, which has already been completed.

Managing Vendor Pulse Check Campaign Participants [526825]

• Introduce a setting to add Pulse Check participants on the contract to the campaign by default. [514024]

• If the Default Responsible Parties to Pulse Check Campaign setting is applied, then the Responsible Parties will automatically be added to a campaign as respondents for the contract. 

• This will only occur during campaign setup; updated Responsible Parties on the contract will not be added to an active campaign. [584844]

Removing the Respondent Upon Reassignment [571422]

Because each survey can have only one Respondent, reassigning a survey to a new Respondent will automatically remove the previous Respondent. [569695]

• The original Respondent will be removed from the Participant Sequence panel.

• If a user retracts the survey, then this will not add the original Respondent to the survey.

A user with the Survey Initiator role has access to all Vendor Pulse Check surveys. [595176]

• The user can access surveys from the Pulse Check My Worklist queue..

• The user can retract or cancel the survey.

• The user has read-only access to the survey form.

Vendor Pulse Check Workflows [327119]

The Pulse Check workflow header will show information about the campaign. [418831]

• Campaign Name

• Campaign Start Date

• Campaign End Date

• Survey Initiated on Date

• Survey Iteration (only present if Repeat Frequency field is populated)

The Participant Info panel will be hidden on Pulse Check workflows. [541169]

The Participant Sequence panel will be updated. [513959]

• The Primary/Secondary/Tertiary label will be removed from Reviewers. 

• The Respondent will be listed first, followed by Reviewers in the order defined on the contract.

• The number of Reviewers is no longer limited to three.

Pulse Check workflows will appear in the Workflow Activity tab on contract summary pages. [418830]

• Any user with access to a contract will have read-only access to its Pulse Check workflows.

• Pulse Check workflows are excluded from the Contract History.

When a Survey Reviewer is added or removed on a workflow, that will be captured in the Workflow History. [497081]

Pulse Check workflows will be excluded from the My Worklist queue for contract workflows. [481237]

In a Pulse Check workflow, users will be able to tag the following users in Resolution Management comments: [496363]

• Super Admins

• Admins and Survey Initiators with permissions for the organization

• Survey Respondents, Survey Moderators, and Survey Reviewers assigned to the workflow

Admins and Super Admins will be able to reassign a workflow to another user if the original Respondent cannot complete the survey. [436466]

• This option is only available on surveys that have not been submitted.

• A survey can only be reassigned to active users in the current organization. (External Parties and Abstraction users are excluded.)

• Upon reassignment, the form will be reset and any responses will be cleared.

• The newly assigned Respondent will be notified of their assignment by email.

Vendor Pulse Check Administration

Only an Admin/Super Admin can perform these actions.

Vendor Pulse Check Custom Fields [327109]

• Users can select any data type or input type when creating a Pulse Check custom field. [338238]

• Because v1 Vendor Pulse Check custom fields are incompatible with v2 Vendor Pulse Check form templates, they will be removed from the Available Fields List in the form template builder. [504151, 494919]

Vendor Pulse Check Form Templates [327111]

• A user can add different field types to a VPC form template. [425675]

  • Attachment fields can be designated as required.

  • All field properties are available.

  • The following trigger types are available:

    • Display Field

    • Display Static Text

    • Negative Response

• A user can manage the triggers on a VPC form template. [495694]

• A single VPC form template can be associated with multiple contract types. [425686]

• To prevent their inadvertent selection in contract workflow templates, VPC form templates are excluded from the Form Template dropdown in the workflow template builder. [425673]

• VPC v1 form templates can no longer be edited. To help users differentiate between templates and allow them to keep similar nomenclature, “- v1” will be appended to all VPC v1 form templates. [475559]

• VPC v1 forms can no longer be created, but can be included in campaigns. [485447]

  • Users can change the active/inactive status of VPC v1 form templates.

  • Within the form template builder, users will see “Pulse Check v1 Form Template” in place of “Edit Form Template.”

• An Admin/Super Admin can edit Pulse Check form templates. Edits to Pulse Check form templates will not affect workflows in active campaigns. However, if a Pulse Check form template is edited while an applicable campaign is pending, the latest version of that form template will be applied to the campaign when the start date is met. [339907]

Vendor Pulse Check Triggers [460477]

Under Reporting > Pulse Check, the Negative Response column will allow users to filter based on negative responses. The column will show Yes/No values, based on whether a negative response was triggered.[433526]

On a Pulse Check form, an Admin/Super Admin can add the new Negative Response trigger to a custom field on the form. [418828]

The Negative Response trigger type is only available on Pulse Check forms.

Workflows on which the Negative Response trigger condition has been met will be flagged. [484531]

• If a workflow contains a response to a question that meets the negative response trigger condition, a flag will be added to the survey. [459731]

  • A warning icon will appear alongside the triggered field. Hovering over the icon will reveal a “Negative Response” tooltip.

  • A dismissible banner above the phase status tracker will state “Negative Response Requires Review.”

• The application will check for trigger conditions each time a survey is saved or submitted. If a survey respondent changes the response that fired the negative response trigger, then the flag will be removed from the survey and the triggering question. [578164]

• If the the survey is retracted and the user changes their response, the Negative Response flag will be reset.

• Users can report on flagged surveys using the Negative Response field under Reporting > Pulse Check.   

Vendor Pulse Check Reporting [327116]

• The report will be modified to provide information on surveys (workflows) rather than survey questions. [462816]

• The Additional Columns widget will be available on the Pulse Check reporting tab. [432538]

• Users will be able to save and schedule Pulse Check reports. [433550]

• The following columns will be available and filterable within Explore > Reporting > Pulse Check:

  • Campaign Name [433539]

  • Contract Type [415602]

  • Contract Location: Departments, Sites, and Contract Entities [469329]

  • Survey Moderators [438762]

  • Reviewers [438766]

  • Survey Status [433517]

  • Cancellation Reason: This column is hidden by default; user can add it via the Manage Columns widget. [433534]

Vendor Pulse Check Notifications [327114]

• When the Admin/Super Admin or Survey Initiator adds a Respondent to a contract in an active campaign, the participants will be notified via email and in-app (bell) notifications. [565555]

  • Initiator - Survey has begun and is ready for Respondent

  • Respondent - Survey has begun and is ready for responses

  • Reviewer - Survey has begun and you have been identified as an assigned Reviewer

• When the Admin/Super Admin or Survey Initiator adds a Survey Moderator or Survey Reviewer to a contract in an active campaign, the participant will be notified via email and in-app (bell) notifications. The user will only receive one email even if added to multiple contracts. [432265]

• When the Admin/Super Admin or Survey Initiator removes a Survey Moderator or Survey Reviewer from a contract in an active campaign, the participant will be notified via email and in-app (bell) notifications. The user will only receive one email even if removed from multiple contracts. [432245]

  • The You have been removed as a participant from a Pulse Check campaign email to Survey Moderators and Survey Reviewers will only be sent if the campaign is active and the user is assigned to at least one survey. The user will only receive one email even if removed from multiple contracts. [560988]

  • The You have been removed from a campaign email to Survey Moderators and Survey Reviewers will only be sent if the campaign is active. [560985]

• When the Admin/Super Admin or Survey Initiator cancels a campaign, the participants will be notified via email and in-app (bell) notifications. [426129]

  • The user cancelling the campaign will also receive the email.

  • Individual Workflow has been cancelled notifications will be suppressed.

• When the Admin/Super Admin or Survey Initiator cancels a survey, the Survey Moderator will be notified via email and in-app (bell) notifications. [339870]

• When a Respondent hasn’t completed a survey, they’ll receive a reminder to complete it via email and in-app (bell) notifications. The reminder will be sent weekly until the survey is submitted. [481690]

• If a survey is retracted, then the reminder email will be sent weekly until the survey is submitted. [571421, 551436]