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  • 1.  Disputes

    Posted 10-25-2023 09:53
    No replies, thread closed.

    I went in to allow for Disputes on evals based on today's Release Notes, but when I go to the Evaluation Form Editor, I only see Content and Scoring - I don't see Settings as an option to click on. The Quality Admin role has the Permissions of Quality>Evaluation Form> Edit and Quality>Evaluation Form> Add. Do those also need to be added to the Quality Evaluator role? The Resource Center is unclear. 


    #QualityManagement
    #Roadmap/NewFeatures
    #SystemAdministration

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    Amber Krueger
    Ultimus Fund Solutions, LLC
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  • 2.  RE: Disputes

    Posted 10-26-2023 06:57
    No replies, thread closed.

    Hi Amber,

    Add this permission  "Quality>Evaluation>Dispute" permission to your Quality Admin Role.

    Then you can see Settings tab with Dispute option.

    Hope it helps.

    Thanks,



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    Sumant
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  • 3.  RE: Disputes

    Posted 10-26-2023 08:21
    No replies, thread closed.

    Success - thank you!



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    Amber Krueger
    Ultimus Fund Solutions, LLC
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  • 4.  RE: Disputes

    Posted 10-26-2023 14:16
    No replies, thread closed.

    Great



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    Sumant
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