DRAFT User Group Agenda March 2024

Time

11:00 - 12:00

Overview of last three months:

Released Development in last 3 months

Roadmap Items:-

Development for Discussion

epaPRO Assess Update

Additionally

• Query from Innovate re-enabling the validation on earliest and latest registration dates (against the standard) this was initially removed in- Version 5.01.0 - 11/10/2022 ;

SD-8962 - Getting issue details... STATUS

• Question - how do we give ample opportunity for customers to feedback on new development?

We have tried various methods some with more work involved to create these than others :-

• Sandbox

• Clickable wireframes

• Documented workflows

Possible option is to create a webinar of work added to sandbox and to publish this on the Knowledgebase and email to the sandbox users. Also to limit the time it is on there - so load it for 1 month - ask for feedback at end of that month, review and leave it for 1 more month and then close access down.

Order of Notes

raised by Innovate - currently these are sorted by default based on their Priority. As notes have been mainly used as a type of CRM type function beyond the original intention, we can see that customers may prefer the default to be Newest First? Would you all be ok if we amended the default sorting on this screen to be Newest rather than Highest Priority - given that there is now a filter for Importance?

AOB?