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 61

Create a left-hand navigation selector for "History and Approvals" in plans/documents/exercises similar to BIAs

Please create a quick nav button on the left-hand section selector for history and approvals similar to what exists in BIAs. This would allow quicker navigation to that section, saving the amount of time required to select the last true section ty...
Nathan Early almost 2 years ago in Resilience - BIAs 4 Roadmap Consideration

Plan Approval History export and/or dataset to use with Insights reporting.

At the moment, there is no way to check if the BIA/BCP was approved by all level of approvals. It would be great to have Approval history report in Insights reporting or have this information via export. (No approval -> Contributor's approval -...
Guest 9 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

All data returns when % is entered or the amount of data that returns is customizable and can be increased.

We want our users to use an already existing option for a field instead of creating new values however the user is unable to see the full list of options because when entering "%" only the first 20 entries are returned. A users should be able to s...
Heather Myers 12 months ago in Resilience - Business Continuity - General 0 Roadmap Consideration

Consider adding an email notice when a plan is changed or approved

It would be ideal to be notified when one of my BIA or BC plans is approved or updated - would save me monitoring time.
Guest 8 months ago in Resilience - Notifications 1 Roadmap Consideration

Auto Reminders - reminder email template

I should be able to control the frequency of the reminder emails that go out.
Guest 8 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

All Approvers Must Approve to Finalize

Auto Reminders - If multiple approvers, one approval should still require continual and auto weekly reminders to the other approvers to approve
Guest 8 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Approval Status Reverting If Renewal is Overdue

Approval - status of document auto-reverts to "Un-approved or Re-review" status if the renewal date +30 calendar days occurs
Guest 8 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

 Automation of mail trigger if the plan is expiring  soon.

If plan expiration date is set to 90 Days then after 60 days it should generate mail that plan is expiring soon to the app owners, contributors and administration.
Guest 3 months ago in Resilience - Plans 1 Roadmap Consideration

Improved Reporting on Exercises

Reporting in Insights is very limited for Exercising. You can create a Custom Report but the data that can be exposed is only the Status, Document Type and Tag. You can't see anything related to which plans have been tested, what the results are, ...
Bradley Cornwell almost 2 years ago in Resilience - Plans / Resilience - Reporting & Analytics 0 Roadmap Consideration

Employee Search in Team Section

When searching for the primary or alternate in the team section I can only search using a name. Where two people have the same name you don't know which to select which is very common in larger organisations. It would be beneficial to expand the s...
Ben Cartlidge over 1 year ago in Resilience - Plans 1 Roadmap Consideration