Feature - Further Enhancements to Appeals
- Lisa Clancy
Released in 5.13.0
Based on customer feedback, we have added the following additions to Appeals within epaPRO. Further updates will be in the future roadmap.
1. Add "Type" field
We have added functionality for a custom type to be attached to an appeal, via the use of custom dropdown values, which can be configured via the Appeal Types category on the Custom Dropdowns management screen.
Changes to Functionality
We have added visibility of this type field to the Appeal listing screen, the Appeal management screen, the Appeals widget in the the Element/Certification side drawer and the Appeal Summary report. We have also added a filter to the reports and the appeal listing screen to allow filtering on the appeal type.
As a part of this work, the old Appeal Type filter has been renamed Appeal Link. The new Appeal Type filter references the values from the Appeal Types custom drop down.
The old Type column on the Appeal Summary report has been renamed Appeal Link, and the Type column now references the value from the Appeal Types custom drop down.
Impacted Areas
Reporting, Appeals listing and management screens, side drawer
Permissions
No new permissions
2. Addition of Outcomes
We have added functionality for an outcome to be attached to an appeal. When you close the appeal, you are now presented with the Outcome and the resolution details box
Changes to Functionality
We have added visibility of this outcome field to the Appeal listing screen, the Appeal management screen (in the resolution details box), the Appeals widget in the the Element/Certification side drawer and the Appeal Summary report. We have also added a filter to the reports and the appeal listing screen to allow filtering on the appeal outcome.
A banner is also added to the top of the appeal to show this outcome
Impacted Areas
Reporting, Appeals listing and management screens, side drawer
Permissions
No new permissions
3. Allocation/assignment to a user
We have added functionality to allow an appeal to be assigned to a user in the system with the appropriate appeal permission.
Changes to Functionality
When creating a new appeal, or editing an existing appeal, it is now possible to assign a user to manage that appeal. The assigned user will need to have the Update Appeals permission. By default the appeal will be assigned to the person that owns it, as long as they are not an external user.
We have added the assigned person to the appeals screens, appeal report, side drawer information (under Appeal details for both element and certification appeals).
We have also added a filter to the appeals listing screen to allow filtering by person assigned to the appeal.
Impacted Areas
Appeals listing and management screen, side drawer and reporting
Permissions
No new permissions
4. Add Element QA name to the screen
We have added the name of the EPA/EPAM user that undertook the QA relating to the entity that the appeal applies to (element or certification). This will appear as N/A for QA Users.
As part of this work, we have also made this name link up to the side drawer, so their details can be viewed whilst on the appeal management screen.
Impacted Areas
Appeal management screen.
Permissions
No new permissions