Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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Business Continuity & Resilience

Showing 378

History log should be enriched to include all changes to the BIA

Currently some changes are not reflected in the history log (e.g. changes to Strategies in Dependencies). It is important that the history log shows all changes that happen to the BIA.
Guest 3 months ago in Resilience - BIAs 1 Future consideration

Make Customise List view changes per User & not impacting other users

The BIa dn Plan modules have the ability for the User to customise the List view that they see, which is great if this applied to that user only. However when a User changes the customise list fields, this impacts other Users on the site who may n...
Steve Barnett about 2 months ago in Resilience - Business Continuity - General 0 Future consideration

Improve the printing functionality

When you click view PDF it looks good but when you click on print it looks unprofessional. It lacks the ability to print any documents and appears disorganized, without a proper format or font, resulting in a document that is not presentable. Sugg...
Gill Driscoll 7 months ago in Resilience - BIAs / Resilience - Plans 2 Future consideration

Add more status types to BIAs and Plans

Is there a way to have a BIA or Plan show as "In Review"? It would be helpful if, when a plan was submitted for approval, there was a way to see that it had been sent without having to go through each document to verify who it is sitting with. I d...
Michelle Winton almost 2 years ago in Resilience - BIAs 2 Future consideration

Customize font size/style options for print to PDF export

Currently the print to PDF for BIA text is too large. Would like custom option to set font size or font style. Also allow Headers to remain on same page as content via content grouping/white space reduction.
Nick Adams almost 2 years ago in Resilience - BIAs / Resilience - Plans 2 Future consideration

Add Page Numbers to Table of Contents in Printed Version of Plans

The current printed plans are very difficult to navigate, especially in an emergency event. Please consider adding page numbers to the Table of Contents for printed plans so the teams can find the information more easily.
Ashley Helmick 15 days ago in Resilience - Plans 1 Future consideration

Improve the Castellan - Plan PDF layout

1. Page 2.- The Introduction should be shown on the next page and not appear with the Table of Contents? 2. External Contacts - the contact details as they appear are not easy to read and not practical at all. There should be a better way to displ...
Guest almost 2 years ago in Resilience - Plans 1 Future consideration

Multi-Approver Workflow Should be Modified

A client has made suggested changes to the multi-approver workflow. They suggested that Contributor Approval should function more as a notification to Owners that edits are complete than an actual approval step. They also suggested that if there a...
Amanda Feest about 2 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

The previews for added strategies in the dependencies sections of the BIA should also include any custom fields created

Currently only default information appear in the Strategies preview.
Guest about 1 month ago in Resilience - BIAs 1 Future consideration

Suggested Revision to How BIA, Plan, and Document Due Dates Work

A client has suggested that the Due Date for their BIAs, plans, and documents should be able to be set to be Due Date + Update Frequency - instead of Last Approval Date + Update Frequency. They want this because they want to pick a due date for a ...
Amanda Feest about 1 month ago in Resilience - BIAs / Resilience - Plans 3 Future consideration