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

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Ability for admins to open Overview section in read only mode during approval cycle

Currently, when a BIA/Plan is awaiting the owner or final approver, the BIA/Plan overview section cannot be opened even by the Admin. The Admin should be able to open the overview section while the information should be in read-only mode.
Guest 9 months ago in Resilience - BIAs / Resilience - Plans 0 Roadmap Consideration

Approval Workflow and Different Status for Plans/BIA

The approval flow should be sequential (i.e. from the contributor to the owner to the final approver). The BIA and Plan should have different statuses that reflect its progress. The statuses are: - Ready for review = When BIA/Plan is ready for its...
Guest 9 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

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 5 months ago in Resilience - Plans 1 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

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

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

Legacy Exercise scope settings with no BIA link to a plan

In the Legacy Exercise module the user is able to select a plan or plans for that exercise, and then via the Scope button select which activities (defined in the linked BIA to that plan(s)) are in scope for that exercise. However there are instanc...
Steve Barnett about 1 month ago in Resilience - Plans 1 Future consideration

Approval workflow Emails

The communication template within the system is not customizable. For instance, when requesting updates or approvals, I have to manually modify the RK template to remove unwanted information. This manual adjustment is inefficient and contrary to t...
Gill Driscoll 7 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap 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 11 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration