With the release of Refined Risk 4.4, clients can now enjoy the following features and enhancements:
...
New Features and Enhancements:
- Environmental Form Enhancements
- New Report Workflow (linking reports to records)
- Environmental Reports and Task Reports
- Email Notification for Questionnaires
- What's next
AnchorEnv Form Enhancements Env Form Enhancements
Environmental Form Enhancements:
Env Form Enhancements | |
Env Form Enhancements |
...
Fields can also be configured for Environmental Record extracts to minimize editing requirements. From the Record List screen extract, the option now exists to select the specific record fields to include in the extract, beyond core property details fields.
AnchorReport Workflow Report Workflow
New Environmental Report Workflow:
Report Workflow | |
Report Workflow |
...
From the Report screen, the linked records can all be viewed. Any changes made to the record will be automatically reflected in the workflow.
AnchorEnv Reports Env Reports
Environmental Reports
Env Reports | |
Env Reports |
...
- Properties (default to the current property but option to select multiple properties)
- Owner
- Task Fields
- Report Type
- Record Type
- Task Status
- Date ranges
From the Environmental Reports Page:
...
- Record Type
- Task Status
- Task Fields
Anchor | ||||
---|---|---|---|---|
|
...
New questionnaire extract available to identify users who are inactive, but assigned as editors and/or approvers on specific properties allowing administrators to re-assign accordingly. From any questionnaire, select More and "Workflow Status Report"
AnchorWhat's Next What's Next
What's Next: new developments in the Refined Risk Roadmap:
What's Next | |
What's Next |
New Reporting Tool: A tool designed with preset datasources to pull custom reports based on selected filters.
Scheduled Report Planner: Access to scheduled reports (like Phase 1 Assessment) to identify which reports are scheduled for properties and to support budget planning
Data Quality: Automated collection/integration of consultant reports into Refined Risk (working with Pinchin)
Mobile Data Capture: functionality to support data entry on Mobile Devices