ThoughtRiver provides predefined Views to get you started with the Issues List. However, ThoughtRiver also provides a way to customize which cards you view in the Issues List and in what order you view them by providing filtering and sorting functionality on the Issues List tab.
You can change your view at any time.
Filtering Cards
There are many ways you can customize which Cards are visible.
- Status - Cards can be Open, Ignored or Closed
- Importance - Importance can range across Showstopper, High, Medium, Low, Ok, and None
- Familiarity - Familiarity categories range from Standard, Common, and Uncommon to Never Seen Before
- Category - Cards can be categorized into Compliance, Commercial, Uncommon Text, and Non-Contractual categories
- Themes - Cards can be selected and displayed according to the Lexible Theme
Filtering Cards works just like you'd expect filtering to work on your favorite retail websites by restricting the view to only what you've selected in the filter options.
Filtering Cards works just like you'd expect filtering to work on your favorite retail websites by restricting the view to only what you've selected in the filter options.This means if you clear all the filter fields so no options are selected, you'll see every Card. You can also select every option in each filter field and you will also see every option.
If you can't see an Issue, try expanding or removing some of the selected filter options.
Sorting Issue Cards
There are many ways you can customize in what order you can see the Issue Cards.
- Clause - Displays Issues in ascending order of how they appear in the contract. Missing Issues always appear at the top of the list when sorted by Clause.
- Importance - Displays Issue Importance in descending order. The highest Importance (Showstopper) will display at the top and the lowest Importance (None) will be at the bottom.
- Status - Displays Open, Ignored, Closed issues respectively.
- Card name - Displays Issues in ascending alphabetical order. Card names beginning with A will display at the top of the list, and those beginning with Z will be at the bottom of the list.
We recommend that you focus mainly on Showstopper, High, Medium, Low and OK issues as your contract status report.
Views
The ThoughtRiver defined Views help you quickly navigate to commonly used views of the Issues.
- Priority Issues are open cards with an Importance Level of High or Showstopper. These are typically issues that are recommended to be resolved before signing the contract.
- All Open Issues are open cards with an Importance Level of Low, Medium, High or Showstopper. These are all cards that carry a degree of risk for the business that still need to be addressed in the contract.
- Only Not Detected Issues are all cards with any Importance level that ThoughtRiver has not found a specific clause in the contract to link to and may be missing. This view adds the additional filter of "Not Detected" to the Checklist view.
- All Closed Issues are all closed cards with any Importance Level so you can see everything that has been resolved.
- All issues displays cards with Any Status (Open, Ignored, Dismissed) with an Importance Level of OK, Low, Medium, High or Showstopper.
- Commercial Review displays all cards which have Importance Level of either Showstopper or High and are "Not Detected" and cards which have Importance Level of either Showstopper or High and have Familiarity category of Uncommon or Never Seen Before.
