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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

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Reporting for Files to see orphaned Files/Last Modified via Insights

Some customers have data retention policies that mandate deletion of certain items after a set timeframe. BC&R doesn't have a stock data retention component but you can use Insights to see when something was last modified/approved (like docume...
Nick Adams almost 2 years ago in Resilience - Reporting & Analytics 1 Future consideration

Add Option to Choose a Different BIA Template as Default

If a client creates custom BIA templates, it would be great if they could select one of those to be their new "default" BIA template. Currently, I don't think there is a way to do this and the out-of-the-box default template will always been the d...
Kadambari Lanka almost 2 years ago in Resilience - BIAs 1 Future consideration

BIA: BIA approvers should not have 'edit' rights unless it is specifically selected on the user role rights

Currently when you set someone as an 'Approver', he also automatically gains edit rights on the respective BIA, but these two privileges should be separate.
Guest 6 months ago in Resilience - BIAs 1 Future consideration

Ability to change the sort for the Dependency Plan section

The Dependency Plan Section will currently show records in alphabetical order. Would like the ability to change the sorting to show by other fields, e.g. Lowest Requested RTO.
Rory Middleton almost 2 years ago in Resilience - Plans 0 Future consideration

Option to Make "Show on Mobile" Default Selection

A client has suggested that it would be a time-saver to be able to set "Show on Mobile" as the default selection for Plans, Documents, and for Attachments added to Plans and Documents, so that this option does not need to be checked every time.
Amanda Feest almost 2 years ago in Resilience - Administration & Configuration / Resilience - Mobile 0 Future consideration

Strategy Section Formatting

When completing the strategy section on the BIA, when inputting the implementation steps you can add numbering or bullet points steps. However, when the strategy moves to the Plan Template the formatting disappears, and the text transfers into a s...
Guest 6 months ago in Resilience - BIAs 2 Future consideration

Improve Resilience Plan Report

The current plan report does not print nicely for executive leadership. This idea is to be able to have a more high level end user friendly report.
Guest over 1 year ago in Resilience - Plans 1 Future consideration

Supplier Information in Plan

When building a plan I would like to be able to pull the supplier data from the BIA into the plan in the same way as applications.
Ben Cartlidge almost 2 years ago in Resilience - Plans 1 Future consideration

Next Review Date on Overview

When viewing the overview section I'm unable to see the next review date. It would be good to see this information at a glance rather than having to click into the overview.
Ben Cartlidge almost 2 years ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Crisis Management: Incident Activated Plans List and the IT Recovery Dashboard List should be auto sorted by Application RTO’s

Currently, in order to hard wire a recovery order by RTO you need to manually every first task to start at a specific time. Instead, the product should sort the execution order by Application RTO (assumes the app is associated to the plan).
Guest almost 2 years ago in Resilience - Crisis Management 0 Future consideration