Have you ever needed to keep stakeholders informed about a process without cluttering their dashboards? We’re excited to introduce Additional Viewers, a new feature designed to enhance transparency and streamline communication.
This new Viewer role provides read-only access to checklist instances. It allows individuals like managers and auditors to monitor progress and view details, all without being assigned active responsibilities. When coupled with our recent @mentions release, this feature offers a powerful way to improve information sharing while maintaining controlled access and a clear audit trail.
By giving stakeholders a window into your team’s workflow, you reduce the need for ad-hoc updates and lengthy email chains. This fosters a more transparent and efficient environment, ensuring everyone who needs to be in the know, is, without adding to their workload.
The Additional Viewers feature provides a secure, centralized way to share sensitive checklist information with authorized personnel. Now, you can easily track who has viewed a checklist instance, providing a clear and simple audit trail. This added layer of control and visibility is crucial for maintaining accountability and ensuring compliance.
Managers as Viewers: A Clearer View without the Clutter
As a manager, staying informed about your team’s progress is paramount. However, being added to every single checklist can create a deluge of notifications, making it difficult to see the forest for the trees. The Viewer role gives you the high-level oversight you need, without pulling you into the weeds of day-to-day task completion.
With viewer access, you can monitor the status of checklists, from onboarding a new hire to executing a critical project plan. This means you can quickly identify potential bottlenecks or areas where your team might need support, allowing you to be a more proactive and effective leader. Imagine being able to check in on progress before a status meeting, armed with real-time information, all without having to ask for a single update. Furthermore, by being a Viewer instead of a collaborator, your own dashboard remains uncluttered, allowing you to focus on your own priorities.
Auditors as Viewers: Streamlined and Secure Compliance Checks
For auditors and those in compliance roles, gathering evidence and verifying processes can be a time-consuming and manual process. The Additional Viewers feature fundamentally streamlines this workflow. When granted Viewer access, auditors can directly observe the live process, seeing who completed each task and when.
This provides a clear audit trail, significantly reducing the effort required for evidence collection. Instead of requesting screenshots or exported files, you can access the primary source of information directly and securely. The read-only nature of the Viewer role ensures the integrity of the checklist data, as there is no risk of accidental alteration. This controlled access is critical for maintaining a clear separation of duties and ensuring that sensitive information is only accessible to authorized personnel.
Other Interested Parties: Effortless and Centralized Updates
The benefits of the Viewer role extend beyond managers and auditors. Consider project stakeholders who need to be kept abreast of key milestones. By providing them with Viewer access, you create a single source of truth that they can consult at their convenience.
This proactive approach to communication fosters trust and transparency, strengthening relationships with external partners. It eliminates the back-and-forth of status update requests, providing a professional and efficient way to share information. This centralized location for viewing progress ensures that all parties are on the same page, reducing misunderstandings. The controlled access ensures that they only see the information relevant to them, maintaining the confidentiality of your internal processes.
Start using Additional Viewers today
Additional Viewers is available in your Way We Do account now, bringing enhanced transparency and improved communication for everyone. If you’re ready to streamline your team’s workflow, start using the Additional Viewers feature today. Experience a smarter way to collaborate!
