1. Enhanced Re-certification Timeline Filters
Users can now access additional preset filters in the re-certification timeline, including: Tomorrow, Next 7 Days, Next 30 Days, and Next 3 Months.
2. Automated Task and Issue Closure
Tasks and/or issues can now be configured to automatically close when their classification changes. To enable this feature, please contact your Client Success Representative.
3. Edit Re-certification Details
Users can now update previously scheduled Business Case and Onboarding recertifications. Simply click the Edit button to modify any submitted information.
4. Business Case Attachments
Attachments submitted by the proposer are now available directly within the Attachments section of the Business Case Report, similar to the Corporate Information Questionnaire and the Uploaded Documents section of the Master Report. Click on the attachment icon in the PDF viewer to easily view or download any associated files.
5. Improved Selection on “Add a New Third Party” Page
Dropdown functionality has been enhanced while adding new third parties. Users can now easily search, select, and deselect options.
We always welcome your feedback and suggestions on how to make Status more impactful to your compliance workflow.
For more information on the production updates, please reach out to your Client Success Manager today.
Thanks,
Blue Umbrella Team