Ideas & Enhancements

2 Vote

Ability to notify people or groups when a checklist item is completed

Needles should have the ability to notify specific staff or groups when a checklist item is completed. This would make it easier to for staff to monitor and track the progression of cases

Created 20 Aug 16:51

Checklist

0
2 Vote

Increase character limit of description/Change error thrown

Current character limit is at 255 for the case checklist description. If you hit the limit and try to continue saving, a data conflict error will be thrown. This can be confusing as it is not specific, the error should say that the character limit...

Created 27 Jun 14:09

Checklist

0
2 Vote

Add Ability to Calendar Only Business Days in the Checklist

Firm would like the ability to only have business days as options for setting checklist item dates

Created 29 May 16:31

Checklist

1
1 Vote

Drop Down Document from Checklist "To-do" option or Task Option

It would be easier if we had an option for a To do task: to generate a merge document, drop down option, of the variety of letters that we have for Non-Rep created as templates in NEOS.

Created 25 Feb 18:35

Checklist

0
2 Vote

Multi-select checklist items

Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...

Created 07 May 15:24

Checklist

0
1 Vote

Allow checklist items to be selected individually and copied to another case type in case layout

It would help with time management if you could copy specific checklists items created in one case type layout to add into another layout without having to copy the entire checklist. Not all cases need the same checklist items but then some of the...

Created 23 Jul 19:45

Checklist

0
1 Vote

Have a column on the checklist to display staff position

The ability to see what staff position each user is in would be highly beneficial to break up job functions

Created 14 Apr 20:46

Checklist

0
1 Vote

Deactivating checklist in cases

It would be useful if we could deactivate checklist in specific cases instead of in the case type

Created 14 Apr 20:02

Checklist

0
1 Vote

Outlook add-in sort or search topic/type/category

For auxiliary checklists the ability to reference a LIM date for a checklist item would be useful because Statutes can be different per case type and different depending on what state the incident occurred. Auxiliary checklists are not tied to a s...

Created 19 Feb 21:37

Checklist

0
1 Vote

NEOS - Add the ability to edit Checklist item instructions from details view

Whenever you add a checklist item from the primary checklist to the current checklist the system should allow users to edit/add instructions of that instance of the checklist item inside of the details pane. Typically, you'd have to write a check...

Created 31 Dec 16:52

Checklist

0