Release 4.9.0 - Contractor Evaluation Questionnaire Enhancements

This release is a focused update to the Contractor Evaluation Questionnaire, introducing autosave, notes, improved document handling in review mode, accreditor access, and a clearer history of communications against each record.

Change Impact Legend

Risk Assessment Software Solutions Partner Suites
Risk Management Software Solutions Management Suites

What’s New

CEQ Enhancements Risk Management Software Solutions Risk Management Software Solutions

Autosave: CEQ forms now save automatically as users fill them in, preventing data loss mid-session.

Notes and audit trail: Users can add notes directly to a CEQ record. Status changes are also logged against these notes, giving a clear history of activity on the record.

Document management in review mode: Reviewers can now upload and update documents without leaving review mode. Additional detail such as document dates has been added to make it easier to verify information at a glance.

Additional email recipients: When sending CEQ escalation emails or information requests, you can now include additional recipients beyond the default contact.

Request history on the record: Escalation emails and information requests are now linked directly to the CEQ record, so there’s a full, visible history of what was sent and when.

Clearer request instructions: The “Request for Information” email now includes guidance instructing recipients to mark the request as complete once it has been resolved.

Accreditor access: Accreditors can now view and access the CEQs that have been specifically assigned to them.

Accreditor email customisation: Approval and decline emails sent from an accreditor are now worded to reflect that context, rather than using the standard system wording.

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