Deactivating a user is helpful, but when they leave the company, you have to dig to find each invoice the reviewer is assigned to then manually remove them from the review process.
Claire Belisle
| Company | New South Construction Company |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
We need this. We have people who leave one job and move to another, and it can be a nightmare when a person leaves the company.
I have approximately 500 lines of APUI to remove a reviewer from and I don't even want to try to work out how long that will take. And I need to do it so that invoices can be posted and paid. As others have said, when we add a reviewer to a group, it asks to add them to all APUI, so surely it is a simple fix to remove them from all APUI when they are made INACTIVE.
An option to remove the reviewer from all active invoices when deactivating them in a Reviewer Group, similar to the option to add a new reviewer to all open invoices when adding them to a Reviewer Group would be a great timesaving option for this issue.
We use reviewer groups by job, so when we deactivate someone, we need them gone. We have to manually remove them from all open invoices, then delete them from the group. Since adding a new person to the group gives the option to automatically add them to all unapproved invoices for that reviewer group, it would be pretty easy to re-add them to all open invoices in case it was an accidental removal.
This is a great idea. However, I am wondering how you might envision addressing the situation where the user is first deactivated (perhaps by mistake), then needs to be reactivated.
In this situation would it be acceptable for the user to be manually "re-added" as a reviewer to the invoices that they need to approve?