Now that you have completed a list you want to sign it off and confirm that is done? Now you can! We've added the option to change a list's status. Choose to either archive a list or sign it off with a personal signature. Your status update will be logged against the list in the list activity center so you can refer back to the records whenever you like.
Access your list details and reports from one convenient page. We've wrapped up everything you need to know about your lists including statistics, progress and your latest reports. From here you can also view or update the list details and change the status to archived or signed off.
We've also added an activity log to the list overview page. This log is automatically populated from the creation of a list and includes changes such as detail updates and archive and sign off records.
With the introduction of different list status' you'll find your lists organised under their relevant headers. The collapsible headers keep your lists together so you can quickly find the one you need and keep those archived lists hidden away.
Make sure to check for updates on the App Store for iOS or on the Play Store for your Android phone or tablet.
Following this initial update to the Insite Teams platform we will continue to provide you with more and more features to enhance the experience and make your workflows more efficient. Here's what you can expect to see soon.
Currently you can choose whether an item is Incomplete, In progress or Complete. An additional standard set of options will soon be provided for compliancy, these will be Compliant, Non-compliant and N/A. For when the current progression status options and the compliancy choices just don't cut it you can go ahead and create your own bespoke group.
Another highly requested feature will allow you to generate reports at a project level across multiple lists. You will have the same filter and sorting options when doing so.
We understand that list templates are likely to be the same across your projects and so you will soon be able to create templates under your plan which you can then import to your projects.
As always get in touch with us today to find out more or enquire about a plan!