I will preface this idea with a statement: I am inherently opposed to most web-based applications and interfaces, as they never provide the flexibility, power, and speed of native applications. Even on PCs with applications hooking onto databases, mass and efficient editing of content is slow and cumbersome, as it tends to be "record-centric". In other words, they are inefficient from the end-user's perspective, especially for "power users". In all honesty, I do not consider cloud-based platforms as efficient; they're collaborative at best. In addition, my background is Computer Engineering. I have managed teams of developers in the past; I am very cognizant of user interfaces and efficiency. Please bear that in mind as you read through the following suggestions. Next, I'll follow up with a "congruity" statement: RFI and Submittal modules should have similar - if not identical - look-and-feel ... and be efficient. From the main summary pages, one can achieve similar content and layout, but not quite identical. For example, in the RFIs, items with me in the "Ball in court" field automatically sort to the top, while others below are in some unknown sort order. In the Submittals, no such luck, and the only sortable fields are of little to no use to me. To find submittals with my name associated, I must scroll and navigate through multiple pages, to find my name. Why does this module navigate differently? Also, why, once I've responded, is my name not removed from the Ball in court? I cannot select one of the Submit Response, Skip Reviewers, or Review options, as others continue to need to review. There should be an additional flag per user, besides Ball in court, which indicates "response submitted". Then, the overall main pages should sort / filter my un-addressed items to the top of the page. Within each of the individual RFI and Submittal cards, the workflows should be similar, and far more efficient. Within the RFI, to add/remove personnel to the Ball In Court, that portion is within the General Information box towards the top of the card. However, there is zero indication - until you hover over the names - that they're editable by the user; that is not a good user interface. However, when you click on the Pencil icon, the selection list box pops up directly there; that is efficient and good. When complete, merely clicking somewhere off to the side of the selection list updates the list and completes the edit; a "Done" button would be more consistent with other modules. Within the Submittal, to add/remove personnel to the Ball In Court, that is much further below, between the Rev and Planning section, with an obvious Pencil icon and "Edit review workflow" text in blue; that part (it being blatantly obvious) is good. However, the fact that one had to scroll to the bottom with the Submittals (whereas the same feature in RFIs was fairly close to the top) is an inconsistent user interface. And, it gets worse. Once you select the Edit review workflow, instead of a popup selection list appearing right there, it is a slide-out panel with many sections. One must move the mouse pointer up there, scroll through, etc.. When complete, move the mouse cursor to the bottom of the pane at the bottom of the page, and select the Done button. That! Is a whole bunch of mouse movement. Luckily, some user efficiency is achieved if the user as a mouse with a scroll wheel. However, this process, of going into each card, making these edits to remove myself (or my teammates) from these items, navigating back to the summary pages, waiting for it to regenerate, takes 20 to 30 seconds per card. You might not think that to be too bad. But, we get 50 to 100 of these a day. That is therefore between 1000 and 3000 seconds, or 16 min 40 sec to 50 minutes - a day - to simply remove my name. That much time in a day to merely indicate "not my problem" is 100% unacceptable. Therefore, at the summary pages for both RFIs and Submittals, for items in which my name appears under the Ball in court, there should be the ability - with the simple click of a radio button - to deselect myself. I could deselect myself for the same 50 to 100 items within a couple of minutes, tops.
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