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Current Behaviour: Custom exports can be created and used within the system, however they are not easily accessible from the main navigation. Users must navigate through multiple areas of the platform to locate and run the exports they use regularly.Requested Enhancement: Introduce the ability to add selected custom exports directly to the side menu navigation. This could allow organisations or individual users to pin their most frequently used exports for quick access.Benefit: Providing direct access to commonly used custom exports would improve efficiency and reduce the number of clicks required to retrieve key information. It would streamline reporting processes, encourage greater use of custom reporting functionality, and create a more personalised user experience by allowing users to surface the reports most relevant to their role.

In Review

Add Favourite Custom Exports to the Side Menu

Kelly Szabo

<h3>Product Suggestion</h3>Enhance the KPI module to allow KPI requests, notifications, and related communications to be sent to a wider range of contacts, rather than only the main supplier contact.This would allow users to select additional recipients such as:<ul><li>Internal contacts</li><li>Secondary supplier contacts</li><li>External stakeholders</li><li>Operational or departmental contacts</li><li>Shared mailbox addresses</li></ul>The functionality could support multiple recipients against a KPI workflow, ensuring the relevant people receive KPI-related communications and actions.<div data-type="horizontalRule"><hr></div><h3>Problem Statement</h3>Currently, KPIs can only be sent to the main supplier contact.This can create limitations where:<ul><li>The supplier contact is not responsible for KPI completion</li><li>Internal teams also need visibility of KPI activity</li><li>Multiple stakeholders need to review or contribute to KPI responses</li><li>Organisations use shared or department-based ownership for performance management</li></ul>As a result, KPI communication may need to be managed manually outside the system.<div data-type="horizontalRule"><hr></div><h3>Suggested Improvement</h3>Allow users to select additional internal and external recipients when configuring or sending KPI-related communications.This could include:<ul><li>Multiple contact selection</li><li>Internal and supplier-side contacts</li><li>Optional CC-style notification settings</li><li>Contact management directly within KPI workflows</li></ul><div data-type="horizontalRule"><hr></div><h3>Potential Benefits</h3><ul><li>Improved visibility of KPI activity</li><li>Better collaboration between internal and supplier teams</li><li>Reduced reliance on manual forwarding of KPI emails</li><li>Greater flexibility in KPI ownership and management</li><li>Improved communication across stakeholders</li><li>More efficient KPI completion and tracking</li></ul>

KPI Module Update

<h3>Product Suggestion</h3>Introduce a transfer audit log within the Transfer Contracts functionality, allowing users to view a history of contract transfers and the details associated with each transfer action.The log would provide visibility of:<ul><li>What changes were made during the transfer</li><li>Who completed the transfer</li><li>When the transfer took place</li><li>Previous and new contract owners or responsible users</li></ul>This would create a clearer history of contract ownership changes and improve traceability when contracts are reassigned between users.<div data-type="horizontalRule"><hr></div><h3>Problem Statement</h3>Currently, when contracts are transferred from one user to another, there is limited visibility of what changed as part of the transfer process.This can make it difficult to:<ul><li>Track historical ownership changes</li><li>Understand when transfers occurred</li><li>Identify who performed the transfer</li><li>Investigate changes following reassignment</li></ul>The lack of a visible transfer history reduces transparency and auditability around contract management activities.<div data-type="horizontalRule"><hr></div><h3>Suggested Improvement</h3>Add a transfer history log within the Transfer Contracts functionality that records:<ul><li>Date and time of transfer</li><li>User who completed the transfer</li><li>Original contract owner</li><li>New contract owner</li><li>Any related changes applied during the transfer process</li></ul>The log should be easily accessible from the relevant contract or transfer history area.<div data-type="horizontalRule"><hr></div><h3>Potential Benefits</h3><ul><li>Improved audit trail for contract transfers</li><li>Clearer visibility of ownership history</li><li>Easier investigation of historical changes</li><li>Improved accountability for transfer actions</li><li>Better governance and contract management oversight</li><li>Reduced confusion following contract reassignment</li></ul>

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Transfer contracts log displayed

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Accord ContractsContract Management Made Simple.<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://accordcontracts.com">accordcontracts.com</a><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://goo.gl/maps/t9sBDMgHRvUYqiV36">DMC02, County Way, Barnsley, S70 2AG</a>Accord is a product by Heresafe Limited.Heresafe Limited is an ISO9001 and IS027001 company registered in England and Wales. Registered office: DMC02, County Way, Barnsley, South Yorkshire, S70 2AG Company Number: 07209070

Heresafe Limited is an ISO9001 and IS027001 company registered in England and Wales.

Registered office: DMC02, County Way, Barnsley, South Yorkshire, S70 2AG

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