Summary of changes

Filter SoR widget by firm & Statements of responsibilities - Filter list pages

Statement of responsibilities widgets now have additional content settings which can be used to configure the widget.

The statements of responsibilities widget can be given a name and filtered by firms (multiple firms can be selected).

Additionally, the widget can now be added to a dashboard more than once, so that users can have multiple SoR widgets filtered by different firms.

Clicking into any of the widget segments will show a list of relevant statements of responsibilities that have been filtered on the firms selected on the widget.

Delegation – Ability to see next scheduled reminder dates when setting values

When setting a delegation ‘recurring approval reminder period’, the overlay will now confirm when the first two scheduled e-mails will go out.

The reminder dates shown under the field will update as the reminder period is updated by the user.

Support Tickets

MRM/Responsibilities: Unassigned Responsibilities – Firms legal department showing as unassigned
Unable to select line manager

If you have any questions or need some further information on the recent changes please get in touch: [email protected]