Save Teams Time with a Reimagined Record Experience
Bolster process and platform adoption across your organization with a new and improved Record experience. From progress tracking to collaborating in the comments, stakeholders will be empowered to complete Records more quickly and seamlessly.
Join the 100+ LogicGate customers enjoying the reimagined Record experience — contact your Account Team today!
“LogicGate Risk Cloud’s user experience is second to none — reference customers consistently gave it their highest rating compared with other vendors.”
The Forrester Wave™: Governance, Risk, And Compliance Platforms, Q4 2023
This articles serves as a starting point to explore the many features included in Risk Cloud's reimagined Record experience and will be updated periodically to include the latest available features. The features detailed in this article are already available to 1) customers that implemented Risk Cloud on or after Oct 30, 2023 or 2) previously existing customers that participated in our Early Adopter Program.
Please connect with your Account Team to discuss enabling the reimagined Record experience in your environment, if it is not already, before the Legacy Record experience is retired on September 30, 2024.
Reimagined Record Experience - What's Included?
As of February 2024, the reimagined Record experience includes 6 core features that impact how end users complete forms:
- Simplified, single-column layout
- Navigation panel
- Progress indicators
- Comments panel
- Guided form completion
- Progress indicator update: Linked record support
Simplified, Single-Column Layout [October 2023]
This reimagined Record layout follows user experience best practices — providing a more intuitive, distraction-free experience while ensuring users follow the correct order when completing sections of a Record.
Navigation Panel [October 2023]
The navigation panel helps users quickly navigate through the different sections and subsections of a Record, identifying required fields along the way.
Progress Indicators [October 2023]
Shown in our new navigation panel, these progress indicators will help end users gauge how much effort is required to complete their Record so they can appropriately plan their remaining work and ensure deadlines are met.
Comments Panel [October 2023]
This newly formatted section will allow users to read and leave comments as they edit a Record, allowing them to collaborate more easily.
Guided Form Completion [January 2024]
This new visual indicator will guide the end user to the next required field that demands attention. It will help users quickly navigate through forms that have extensive optional or read-only fields
Progress Indicator Update: Linked Record Support [January 2024]
This latest release includes an enhancement to the previously mentioned progress indicators. As a part of a Record, end users may be required to complete any number of linked Records. Moving froward, the progress bar will include and reflect progress on these linked Records. As individual linked Records are completed, the progress bar will be incremented.
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Ready to enable the reimagined Record experience? Connect with your Account Team to identify next steps and address any questions!
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Reimagined Record Experience - What's Next?
Our product teams will continue to roll out enhancements to our reimagined Record experience throughout 2024. The next immediate areas of focus include:
- Providing subsection guidance
- Increasing the accessibility of Record history and access settings