Ready Room

Deliver Results

Post by
Peter Lacey
Deliver Results

We’re back again with a collection of features, enhancements (and fixes) that you, our customers, have asked for. Let’s dive right in.

Release to Inspector

Regulators are an idiosyncratic bunch. While one inspector may be happy to log into Ready Room in order to view responses and access documents, another may insist on having everything handed to them on paper. Until today, the only way to deliver documents to the more reluctant kind of inspector was to generate a zip archive and hand it over on a thumb drive, and even then the archive did not capture formal responses—only files. This weekend’s release improves on this.

Print and Export Individual Tasks

When a task is moved to the Inspector Review column, two new buttons are now available in the task footer: “Cover Sheet” and “Export.” The "Cover Sheet" button will generate a simple HTML document in a new tab that is suitable for delivery to an inspector as a PDF or printed page. Among other things, this cover sheet contains the task's ID, request text, and (importantly) the formal response, as well as a list of any attached files.

The Export button will generate a zip archive of this single request. The zip file will contain the cover sheet and any attachments. Note, unlike the inspection’s archive button, this zip file downloads immediately, you do not have to wait for an email with a link to the archive.

Speaking of which, we’ve also enhanced the inspection-level archive functionality to include the cover sheet. This means the archive now includes all requests, not just those with attachments. This zip file is suitable for burning onto a thumb drive or uploading to Box, should the inspector so request.

Sort it Out

We’ve also improved the Ready Room experience for those enlightened inspectors (or internal auditors) who are happy to log into the system.

First, we’ve changed the default sort order of the inspector view from “Task ID” to “Released At.” This means that the most recently released tasks will show at the top by default. Next, we added a “Sort” widget to the title bar that allows inspectors to sort released requests by any of the following:

Sort the Inspector's View
  • Fulfilled (New to Old)
  • Fulfilled (Old to New)
  • Requested (New to Old)
  • Requested (Old to New)
  • ID
  • Inspector

Finally, the selected sort order is persistent across screens, just like filters. Essentially, allowing the inspector to change the default sort order.

How’m I Doing?

The inspection board provides a lot of information about the current state of affairs. For instance, if all of the requests are bunched over on the left, then you know that the inspection team is struggling to deliver. Similarly, if all the tasks are hugging the top of the board, then you know that everything's flowing along smoothly. But what you didn’t know until now was just how long it took on average to respond to a request.

Mean Time To Release

With today’s release you’ll find a new metric in the inspection header; “Mean Time To Release.” This metric shows the average time it took in days, hours, and minutes to deliver all of the currently visible requests in the Inspector Review column. This value is dynamic, it will be recalculated whenever a task enters, leaves, or is temporarily filtered in or out of the Inspector Review column. Note, staged requests may skew this metric if they were created days in advance of the inspector actually asking for them.

Fixes

  • The persistent filters functionality released two weeks ago neglected to include the “Staged” and “Complete” filters on the Host Review and Inspector Review columns, respectively. This has been corrected and those settings will now be retained as you enter and leave the inspection board.
  • Certain interactions with requests or storyboards would deactivate the file upload link, forcing the user to refresh their view before uploading. This has been resolved.
  • We’ve tightened up the inspection header to be more amenable to smaller monitors and browser sizes.