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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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Resilience - Plans

Showing 96

Activities listed in BCP should be arranged in ascending or descending order of Requested RTO.

Activities listed in BCP should be arranged in ascending or descending order of Requested RTO.
Guest 4 months ago in Resilience - Plans 1 Future consideration

Hide the lock icon when printing a Plan to PDF

When you print the plan to PDF, the locked section icon appears on the PDF print out. It would look a lot nicer if the lock icon was not there.
Rory Middleton almost 2 years ago in Resilience - Plans 0 Future consideration

Ability to unapprove BIAs and Plans etc

As Administrators, it would be helpful - if an item has been approved incorrectly or prematurely - to be able to unapprove it back to it's original state.
Guest 11 months ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

Ability to bulk upload attachments as opposed to one by one

There should be an option or ability to bulk upload attachments to BIAs/BCPs/Exercises etc as opposed to having to attach files one by one as this is taking a lot of time and the system often gives issues on attaching files so can prove to be a lo...
Guest 9 months ago in Resilience - Plans 1 Future consideration

Need a report that tracks full approval history

Currently when pulling an import/export of either department or plan, the approval field only indicates the most recent approval. With multiple layers of approvals, this then overwrites the approval history prior to the final approval. We need the...
Guest almost 2 years ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

Plans: Jump to History and Approvals

Plans should have a "History and Approvals" option on the left nav menu that allows users to jump to it.
Guest 8 months ago in Resilience - Plans 0 Future consideration

Approval/Updated Emails from documents to have templates.

I would like to set up templates for emails sent when clicking the buttons to request approval or update. This would reduce the need to make changes within each document prior to sending.
Michael Morris 10 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Add page breaks option to PDF exports

Add the option to insert page breaks for new sections when exporting a Plan (or other document) to PDF, which will create a cleaner look and a better-organized document.
Guest almost 2 years ago in Resilience - Business Continuity - General / Resilience - Plans 0 Future consideration

Trigger Email notification when any plan assignees are missing

When a BIA/Plan is submitted for the owner or final approval, while there is no owner or final approver assigned to the BIA/Plan, an email notification should be triggered to the Admins
Guest 9 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Ability to add DLs to primary and alternate personnel

Some departments have a lot of employees (more than a hundred) and it would be useful if we could add DLs to Employees/​Contractors and Call Lists/Groups sections instead of listing every single person manually.
Guest 8 months ago in Resilience - Plans 1 Future consideration