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New Features: Assessment reopening and service provider updates

Louis Strauss |

November 13, 2020
New Features: Assessment reopening and service provider updates

Contents

Hi All,

We have packed some highly requested functionality into this week’s release, including the ability to reopen Assessments and aall-new way to create client accounts as a Service Provider. 

Lastly, you can now also delete Control Set Responsibilities – a small update but great for housekeeping!

You can now reopen Assessments so results can be updated and submitted as a new version.

You can also run reports on any version to track changes over time! 

 

The New Client modal provides you with the simplest and most efficient way to create a client, allocate their License type, send out user activation emails and assign advisors without ever having to leave your dashboard!

Responsibilities

Responsibilities can now be deleted giving you the ability to keep your data clean and up-to-date. 

 

If you missed our recent post on Hailey AI and Import/Export Additions you can find it here.

We’ll be bringing you many more feature-packed updates very soon so stay tuned!

In the meantime, if you have any queries please feel free to contact me at louis@6clicks.io anytime.

Regards,

Louis





Louis Strauss

Written by Louis Strauss

Louis began his career in Berlin where he also founded Dobbel Berlin – Berlin’s curated search engine. Returning to Melbourne to join KPMG, Louis lead the development of software designed to distribute IP and create a platform for us by advisors and clients. While at KPMG, Louis also co-authored Chasing Digital: A Playbook for the New Economy. Louis is accomplished in stakeholder management, requirements gathering, product testing, refinement and project implementation. Louis also holds a Bachelor of Engineering and a Masters of Information Systems from the University of Melbourne.