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Hi Amber,
We have reviewed your enhancement suggestion. Based on the initial information provided, as well as the information provided in response to our follow-up questions, our understanding of your request is as follows:
1. At the point of submission and approval of an Intake, the names of the Intake worker who submitted the Intake recommendation and the Intake supervisor who approved the Intake should become locked down (read-only).
2. The name of the worker who submitted the Intake recommendation and the supervisor who approved the Intake should display on the PDF Intake Report and the Intake Home page.
3. The information displayed in these two fields should not change even when the Intake is reassigned to another worker after approval.
4. If the intake is reassigned, the name of the reassigned intake worker should not appear on either the PDF Intake Report or the Intake Home Page.
Our product currently addresses items 1-3. The names of the intake worker who submitted the intake recommendation and the supervisor who approved the intake are displayed beside the Submitted By and Approved By fields in both the Intake Home Page and the Intake PDF and are locked down. This information will not change even when the intake is reassigned.
Regarding Item 4. We understand the request not to include the reassigned intake worker in the PDF Intake Report to avoid confusion when the document is shared with the courts; however our expectation is that the fields “Submitted By” and “Approved By” provide appropriate clarity. It is also important to display the current Intake Worker on the Home Page if there is a reassignment after the Intake is approved so we intend to maintain that information under the “Intake Worker” field.
We acknowledge the benefit of your suggested enhancement however other features are taking a priority in our planning at this time. Your suggestion will be available for future consideration however since we will not be addressing this item in the near term, you may wish to consider a local implementation if required.
This request will be closed and we will not be taking any further action.
Thank you for taking the time to share your ideas with us. Although we cannot pursue all of the submitted suggestions, we are committed to involving our users in building our product roadmap and appreciate your ideas.
Regards,
Shane McFadden, SPM Offering Management team
You can find more information on the request process here.
Hi Amber,
Thank you for providing the additional information requested. Within the next 30 days we will review the details you have provided and inform you of our analysis and decision.
Regards,
Shane McFadden, SPM Offering Management team
You can find more information on the request process here.
Yes only the intake worker who submitted and the supervisor who approved the intake should display on the Intake PDF Report and the Intake Home Page for submitted/approved by. This should never change even if the Intake is reassigned after the fact. Please let me know if you have any other questions.
Hi Amber,
We have reviewed your enhancement suggestion and require more information to properly understand the issue and the business scenario you are trying to support.
Our understanding of the initial issue was that we needed to lock down the names of the intake worker who submitted the recommendation and the supervisor who approved the case at the time. We understand the need to maintain this information. We created 2 fields: "Submitted by" and "approved by" in the application and the PDF of the report. Once approved, these names do not change.
We need to understand the underlying business issue which you are currently raising in order to assess the most appropriate solution. The business justification provided states "When printing the intake if the incorrect person is listed on the intake report for court purposes, they could be called to speak to the intake report when they did not complete it."
If the business issue is related to the names that appear on the printed intake PDF, please specify who should be included in the PDF of the intake. Is it only the intake worker who submitted the report and the supervisor who approved the report?
Please provide the requested information within 30 days so we may proceed with our evaluation. If we do not hear from you within that timeframe we will have to close the request due to insufficient information.
Thank you,
Shane McFadden, SPM Offering Management team
You can find more information on the request process here.
Hi Amber,
Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.
We will review the information you have provided and get back to you within 30 days. If additional details are required in order to complete our evaluation, we will send you a request for more information.
Thank you,
Shane McFadden, SPM Offering Management team
You can find more information on the request process here.
Attachment (Use case)