MyComplianceOffice November Release
TerraNua will be releasing an upgrade to MyComplianceOffice on November 1st 2015. For further information on this release please contact your relationship manager or contact the support team at support@terranua.com or 1-866-951-2280.
1. NEW LOOK AND FEEL TO THE WEBSITE
This weekend the updated MyComplianceOffice website will launched. The updated website will include the new MyComplianceOffice branding and will have a new look and feel.
2. SEPARATION OF QUESTIONNAIRES AND ONLINE FORMS
To improve ease of use in relation to the creation and management of Questionnaires and Forms the creation of Forms and Questionnaires has been separated into two separate actions on the application. There are now separate links:
3. QUESTIONNAIRE ANSWERS FROM PREVIOUS ATTESTATIONS CAN BE RECALLED AND PRESENTED TO EMPLOYEES
Questionnaires can now be built so that previous answers provided by employees to each question can be retrieved and presented back to the employee. Compliance users will now be able to choose which questions will retain previous answers when creating the questionnaire. Each re-occurrence of the questionnaire will then remember the answer given to the previous occurrence of that question.
4. QUESTION TYPE -TEXT (NO RESPONSE REQUESTED) - CAN NOW BE ADDED AS CONDITIONAL ON A SPECIFIC ANSWER TO A PREVIOUS QUESTION.
The Text (No response Requested) question type can now be added as a conditional question based on a specific answer to a previous question. E.g. if a user answers Yes to a specific question, an explanatory note can be added to tell them what next
The Firm Pre-Clearance functionality will allow users to choose from ticker, security name CUSIP or ISIn when choosing a security.
5. NEW QUESTION TYPE - SELECT A USER CAN NOW BE ADDED TO A QUESTIONNAIRE OR FORM
A new question type which allows the addition of a question to request the individual completing the form choose a user or users of MyComplianceOffice when answering a question has been added. This question type can be used when creating a question which requires a response that involves choosing an employee within the firm as an answer.
When user clicks on select user(s) they are presented with a popup which enables them to add a user or users from the system.
6. NEW QUESTION TYPE - SELECT A GROUP CAN NOW BE ADDED TO A QUESTIONNAIRE OR FORM
A new question type which allows the addition of a question to request the individual completing the form choose a MyComplianceOffice group or groups when answering a question has been added.
7. NEW QUESTION TYPE - SELECT A COUNTRY CAN NOW BE ADDED TO A QUESTIONNAIRE OR FORM
A new question type which allows the addition of a question to request the individual completing the form choose a country from a dropdown list of countries has been added.
8. NEW QUESTION TYPE - SELECT A CURRENCY CAN NOW BE ADDED TO A QUESTIONNAIRE OR FORM
A new question type which allows the addition of a question to request the individual completing the form choose a currency from a dropdown list of currencies has been added.
9. NEW QUESTION TYPE - SELECT A SECURITY CAN NOW BE ADDED TO A QUESTIONNAIRE OR FORM
A new question type which allows the addition of a question to request the individual completing the form choose a security from a security picker when adding a question has been added.
10. ADDITION OF HELP TEXT TO QUESTIONNAIRES AND FORMS
The ability to add help text to a question has been added. This help text enables users to add additional instructions and information in relation to a question. This is useful if you have additional information that may clarify certain aspects of the question being asked.
11. ALERT TO BE CREATED ON CERTAIN RESPONSES WITHIN QUESTIONNAIRES AND FORMS
The ability to create an alert based on a specific answer being provided to a question has been added. This will enable compliance users to configure rules to generate alerts based on specific answers being provided to questions. A new Add Action for this Question button will appear if the question has a definite answer range e.g. Yes/No Radio button, Question with Checkbox Response, Question with Dropdown List Response etc. These alerts will be viewable on the Alerts page within Compliance Management.
12. SUMMARY NUMBERS OF ACTIVITIES ADDED TO EMPLOYEE AND SECURITY DASHBOARDS
The employee and security dashboard screens have been enhanced to show summary numbers of each of the activities associated with the employee. Compliance users will be able to view the total number of activities for each entity as well as the number of activities by status.
