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Notes
A. Major Release Items
Modify Rivet generated PDF Reports (RIV-686)
Enhancements to Rivet native reports including campaign and Rivet board reports are below.
• Font is black Lato.
• Font sizes
o Campaign Name - 18 bold
o Assignment/Module -16 bold
o Primary label, Task name, field name and group - 14 bold
o Completed date, Approved date – 12
• Campaign header aligned top left with account logo on the right. Header includes:
o Account name
o Campaign Name
o Initiator for entity campaign
o Assignment Name
o Assignment Number for entity campaign
o Primary & Secondary Label for entity campaign
• Repeat account/camp/assignment per iteration.
• Start iterations on new page.
• Left justify assignment and labels.
• Approved status is a green badge.
• Task badge - Completed or Not Completed.
• Module header is left justified.
• Added module approved information.
• Add “Module ‘#’: module name”.
• Changed dates to 7/6/2023 format.
• Changed task name to “Task ‘#’: taskname”
• Change field name to: “F’#’: Fieldname: <Answer>.”
• Hide unanswered report fields.
• For multi-choice checkbox, leave answer on field name line unless multiple selected (bring down to new line for each).
• Task is Completed or Not Completed.
• Approval – based on last tier. Pending Approval or Approved with Date by User.
• Approval - show current tier. When approved, show Approved, otherwise Pending Approval.
• Added clickable link in front of file name.
• Unassigned tasks are not shown,
• Fields do not break across pages in the middle of a field answer. In this case, fields are moved to the next page.
• Show Download task name.
Report example 1 below
Report example 2 below
Notifications Tab - Provide the ability to delete all/read all (RIV-1096)
In the Notifications page, there are two new action buttons, Mark Page Read and Delete Page. The notifications page now includes the following buttons:
• Mark All Read (This button will auto open all line items as read which reduces the count in the top navigation bar - filter applies)
• Mark Page Read (This button will auto open all line items on page as read which reduces the count in the top navigation bar - filter applies)
• Delete All (This button will auto delete all notifications - filter applies)
• Delete Page (This button will auto delete all notifications on current page - filter applies)
• The action buttons apply to existing filters in the notifications grid.
B. Minor Release Items
Additional Information Added to Approved and Rejected Emails (RIV-1716 and RIV-1695)
Notifications were enhanced to include the items below:
• Task Rejection
o User/Group assigned to the task
o User who previously approved task
• Task Approval
User/Group assigned to the task
• Module Rejection
o User/Group assigned to the tasks in the module
The users/group will only see the tasks in the module they were assigned to. Not ALL tasks in the module
o User who previously approved the module
• Module Approval
o User/Group assigned to the tasks in the module
o Note: The users/group will only see the tasks in the module they were assigned to. Not ALL tasks in the module
• Approval Tier
o Task Approval
o Task Rejection
o Module Approval
o Module Rejection
• Approver User/Group information is displayed for Task Approval, Task Rejection, Module Approval, and Module Rejection
o Assigned User
o Assigned Group
o Assigned Subgroup
o External Email
• Approval Notification Email example
• Rejected Notification Email example
Tasks listed in a module approval begin with lowercase letters (RIV-1713)
Tasks listed in module approvals now begin with an uppercase character.
The campaign type name Reoccurring changed to Recurring. (RIV-1712)
Changed username length to allow for 3 characters to match TS Auth (RIV-1752)
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