Retrieve requirements automatically

Why do we even need to do Retrieval of requirements? We sent them directly to the organization, they should just be returned automatically as submitted. Additionally, there are no choices to make during retrieval other than "Retrieve" and no information given after doing so. What's the point of making me manually check that field each day and then manually retrieving if I have zero other options?

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  • Aug 30 2021
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  • Louisa Robinson commented
    September 14, 2021 16:50

    Hi Doan... im interested in how to set those automatic emails to alert the assigned staff member... I dont think we have this set up and im not aware of where it is?? o feel like this would be very useful to us

  • Doan Stafford commented
    September 03, 2021 17:28

    Hi, in general I see your point, and maybe this could be a setting, as to whether administrators want requirements to be automatically retrieved throughout the day, at a specific time, or manually retrieved.

    If set to automatically, then your Dashboard modules would be automatically updated as well. Whereas manual retrieval allows for more control of before and after snapshots.

    If you're presenting to your Board of Directors, maybe having the absolute most current stats is good, which could change during the Board meeting. Or you could confidently say these are the stats as of the end of last month/week/yesterday.

    When requirements are retrieved, a copy is e-mailed to the assigned Staff person, so automatic retrievals mean e-mails could be sent throughout the day, whereas manual retrievals allow more control as to when those e-mails get sent/received.

    I think a setting defaulting to manual retrievals is better than only 1 way or the other.