Skip to main content

HC Office Hours follow-up

  • December 12, 2025
  • 0 replies
  • 15 views

Christie.K
Forum|alt.badge.img

Happy Friday, all!

A quick follow-up to our session this week:
1. Provided the enhancement items we discussed to the Product team: dual role assignment, Archive report changes, and auto-close print box
2. Communicated the platform concerns: approval box covering the workflow steps
3. Asked the question regarding notification of prior persons in the workflow if changes were made. Here’s the response: Now that we have Workflow flexibility, when someone makes changes, the master admin or workflow initiator can set the workflow to return to a specific step, and each subsequent level, starting with that step, can re-review the updated document. Please let me know if you need/want a quick 1:1 call to review this process--I’m happy to help! 

Happy Holidays to you & yours! Thank you for being a valued, engaged customer! See you next year!