Having attended several on site customer meetings, I’ve been asked multiple times about “triggers”

Examples are:

Policies - due to expire - author gets email notification
Feedback - based on a specific next step, “the next step task owner” is emailed/notified - or - “Complaint logged, dates logged - then auto trigger needs to be done.

Date specific triggers

Templates

A second question I'm asked about is “the new functionality for Templates”.

General questions around what it can do, any examples of use

Release Updates

It would be great to have support when a new software version release is coming up and understand how can we check/prepare our users for it. A lot of times it comes with changes that affect different parts of the system. 

Thanks!

That’s great feedback ​@Oana Poraicu-Vaz, are you thinking of maybe a walk through of the changes or something more specific?

​@Alan Blair thank you! In our team we do not have a background in IT and sometimes the language used in the notes is a bit too technical. A walk through sounds perfect - where people can ask questions about impact or maybe visualise where the change will occur. Maybe something like Jolt, but open to Qs 

​@Oana Poraicu-Vaz We’re looking at how we share information with customers and a few things we’ve got planned are:

• Updating Help with more how-to articles, especially after an update
• The help articles will have a video embedded that you can follow through the steps, or you can read the instructions
• For bigger updates we’ll create a short bite-sized learning module on each feature change
• An update announcement explaining what’s changed and why
• A release note with the technical information

Do you think this would give you what you needed?

We are also looking into some webinars as well (similar to Jolt) but we need to do a bit of extra work to host these in the way we want.