Reorders, status and progress

One of the advantages of using the ProductIP platform is that we monitor the laws and regulations.

A status icon (green check mark or orange/red circle with exclamation mark) indicated whether the technical file was still suitable for a re-order of the product.

However, due to the prominence of this icon, it was regularly interpreted as the general status of the technical file, so the red dot gave the impression that something was wrong with the file and required action.

To avoid this misinterpretation, we chose to drop the status icon and add the reorder expiration date column instead.

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This column shows the date from which the file is no longer suitable as proof of compliance for a re-order of the product, because from this date one of the documents is no longer valid or new legislation comes into effect that is not included in the current list of requirements of the file.

Clicking on the date shows an overview of expired documents and changes in the requirements list per the reorder due date or per today if that date is in the past.

The reason for the change mentioned above has made it clear that there is also a need for a better status indication for the file.

The current progress bar, based on the status of the requirements list from the file, offers too little information for this, and does not match the document-oriented approach that we are implementing throughout the platform.

We have therefore replaced this progress bar with a status block that indicates how many documents are still missing from the file.

The color of the block indicates the compliance risk, with red indicating a high risk, orange a medium risk and green a low risk.

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By placing the mouse pointer on the block, an overview appears of all missing documents, grouped by risk level.

The risk level is classified as high by default for all documents.

You can adjust this to medium or low for specific documents at your own discretion, possibly only for specific projects, file groups, product risk levels and product categories.

Finally, a situation may arise in which changes are made in the legislation applicable to the file after the file has been created and activated.

This usually occurs when the market release date of the file is further in the future. The further the date, the greater the chance that new legislation will be published in the interim that was not known at the time the file was created.

For such files, a red banner has been shown in the file for some time to make aware of this, with a link with which you can update the list of requirements free of charge.

It is now also possible to create a tab on the technical files page that shows all files that need such an update.

We imagine you want to learn about this great new functionality, so we have created a video for you.