RDS KNOWLEDGE BASE
Refined Risk 4.4 Environmental Module features and enhancements
- Caroline Reilly
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
Environmental Form Enhancements:
In Refined Risk 4.3, a new Environmental Forms section was created in the Administration menu. This section allows administrators to select which Environmental Forms/Records to enable or disable on the plaftorm based on their unique business requirements. In addition, all enabled forms/record fields can now be enabled or disabled along with the option customize the field name and indicate if it is required or optional.
With Refined Risk 4.4, further enhancements have been introduced for configuring Environmental Forms. The user-friendly field configuration screen allows administratore to drag and drop the fields they wish to display on Environmental Record List Screens. Fields can additionally be dragged in order of appearance from the Selected Fields column.
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.
New Environmental Report Workflow:
A new workflow is now implemented when adding environmental reports to simplify the steps in linking environmental records to the corresponding report types.
As a starting point, administrators can configure which records are linked to report types by going to Administration > Environmental Reports. Select the report type and then check the reports that should be associated with this report.
Once configured, adding a new report and selecting the report type will trigger the workflow by displaying the linked record type(s) in a floating link bar on the right side of the report data entry page:
Once report is saved, clicking this link will trigger the workflow for the specific report and open the corresponding environmental record list screen. From here, a new record can be added. This record will automatically link to the Report and the workflow options will maintain on the page unless the user navigates away or cancels the 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.
Environmental Reports
Environmental Report extracts are now available from the Reports Module, along side existing Jasper Reports. Users can now run extracts on all or selected properties from this module vs going first to the property level extracts and selecting all properties. Users who prefer to continue working Jasper Reports can simply click on the "Switch to Jasper Reports" button available in the left menu.
New Task Reports are now available for specific record types, to help track and manage environmental tasks.
From the property summary page:
Select the "Export Report Tasks" from the Alert section of the summary page. The following filters are available for the extract:
- 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:
Select a report - on the report screen, select the extract button. The following filters can be applied:
- Record Type
- Task Status
- Task Fields
New Email Notification option for Questionnaires
Administrators can now customize and send bulk email notifications to all users scheduled to complete / approve questionnaires.
From Administration > Questionnaires select the specific questionnaire. From the "More" drop down, select "Send Workflow Notifications"
This opens a new window for selecting whether to send to individuals designated to answer and/or approve the questionnaire, as set at the property level. Recipient list will automatically pull all designated approvers and editors to further define the selection. The subject line and message can also be prepared from this window. Clicking send will push this notification to all selected recipients.
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"
What's Next: new developments in the Refined Risk Roadmap:
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