Release 10.38.0 October 2021

10.38.0 Platform Release Details

20th October 2021

NEW!!! Action Required Tab on Portfolio Management 

The new Action Required Tab alerts users when an ordered, in-flight assessment is at risk of not being delivered in a timely manner. These standardized and automated alerts bring enhanced visibility to assessment progress and empower users to act at pivotal points in the assessment lifecycle to drive progress and deliver value in a timely manner.

There are four Action Required states that capture the most common risks to assessment delivery and are described by the following table:

	Action Required State	Trigger
1	Not Registered	Third party has not registered w/in [4] business days of order
2	Assessment Not Started	Third party has not started questionnaire w/in [2] business days of registering
3	Assessment Progress Stalled	Questionnaire % complete not on track to be 100% by requested completion date
4	Available Assessment Not Authorized	Third party has completed & submitted questionnaire but has not responded to authorization request within [2] business days of order

When users navigate to the Action Required tab they will be able to see the following:

• at-risk third party company
• which of the four Action Required states the third party is in
• how long they have been in that state
• name, email address, and user role of the most appropriate known contact in the third party's org
• "star" functionality so users can denote priority third parties, or which remain to be actioned on, etc.

Modification of Emails Listed in the Exchange

The following emails for contacting the Assessment Coordinator team have been edited in-platform to be their correct counterparts. Instead of [e-mail] it will now state [e-mail]. In place of [e-mail] it will now state [e-mail]. 

Recommended Steps Added to Resolve Error Some Users Encounter

Some users encounter an error when completing their assessment due to end-user browser caching issues. More specific and accurate instructions on how to resolve this were added to the page users are auto-directed to when this occurs. This will allow for quicker, independent resolution of this issue when encountered. 

Bugs: 

Portfolio Manager Table (PMT) Excel Download Representing unordered Third Parties as T3 subscriptions

The Excel portfolio download will no longer display T3 in the Subscription tier column for third parties that have not been ordered on.

PMT shows upstream shared assessment, when it was declined

The Portfolio Manager Table will no longer show the company name if the shared assessment was declined.

More Informative Error page for SSO Users that are not associated with a role