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2025-03-26 Due Diligence Enhancements

Released the enhanced survey Dashboard and Due Diligence feature. Track progress, analyze scores, and navigate with improved logic and filters in Sent & Received Surveys

Updated over 3 months ago

New Dashboard for Sent Surveys

We’ve introduced a completely new Dashboard that gives users a clear and actionable overview of all surveys sent from their account.

  • View survey progress, status, and results at a glance

  • Filter by Year and Survey Type (multi-select)

  • Visual insights including:

    • Total surveys sent

    • In-progress, submitted, and accepted surveys

    • Average objective and subjective scores

    • Highest and lowest scorers

    • An interactive Map View showing recipient locations

Improved Due Date Logic

The Due Date is now clearly defined as a recommended deadline, not a strict cutoff.

  • Surveys remain open even after the Due Date passes

  • Encourages timely responses while remaining flexible

List View Updates

Unified Survey Listing

  • The old batch structure has been removed

  • All sent surveys are now shown in a single list for better visibility, comparison, and navigation

  • Enables easier access to bulk actions like Accept, Delete, and Export

Enhanced Filters

  • Filter surveys by Year, Type, and Status

  • Filters from the Dashboard automatically carry over to the List View

  • Status definitions now clearly indicate recipient progress:

    • Not Started

    • In Progress

    • Submitted

    • Changes Requested

    • Accepted

List View Features

  • Toggle and drag columns for a personalized view

  • Improved consistency between Sent and Received list views

  • Reminder system:

    • Up to 3 reminders per survey

    • Minimum 24-hour delay between reminders

Received Surveys Enhancements

  • Updated Received Surveys List View to align with the design and functionality of the Sent Surveys

  • Allows filtering by Year, Type, and Status

  • Bulk actions available: Accept, Delete, Export

  • Status tracking clearly defined to guide recipients through the process

Performance & Usability Improvements

  • Streamlined navigation across all survey views

  • Improved data clarity and layout responsiveness

  • More consistent user experience across Sent and Received sections

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