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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 132 of 1118

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 over 1 year ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

In the plan overview, the associated template should be visible

No description provided
Guest 5 months ago in Resilience - Plans 1 Planned

Ability to group/sort/order employee contact information in the BCP by Branch Name or alternatively Tags

Currently the information displayed in the employee contact information in the BCP are ordered alphabetically based on surname. We require the ability to group/order/sort contacts in other ways depending on the BCP in question. It would be very he...
Guest 5 months ago in Resilience - Plans 1 Roadmap Consideration

Versioning Between Approvals

Versioning - after approval, if multiple approvers defined, Resilience system keeps incrementing version number as each approver approvers instead of approving "same" version. If an approver simply approves, the version number should not update fr...
Guest 4 months ago in Resilience - Plans 0 Future consideration

Plan Type Separation

Users who do not have access to a Plan or BIA should not see the name on the index page.
Guest 4 months ago in Resilience - Plans 0 Planned

Additional Plan Categories

Plan Type - can only be "Plan" or "IT Plan" … we need additional categories that we can add to; reason is we want differentiation for Federal so that we can easily filter for them rather than tagging
Guest 4 months ago in Resilience - Plans 1 Will not implement

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 4 months ago in Resilience - Plans 0 Future consideration

Prevent approval emails if required sections left blank

Approval - cannot initiate a approval email by any contributor if all the required sections are not completed (if required sections were implemented)
Guest 4 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Attachments Viewable in the PDF of a BCP; Not just a link

In Resilience, the attachments need to be viable in the PDF of a BCP and not just a link.
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Some Plan/Document Overview Fields Don't Appear on Screen

A client noticed that not all fields in the Plan/Document Overview section show up if you are looking at the Plan/Document (screenshot attached) - you have to access the Overview as if you want to edit the fields in order to see some fields. They ...
Amanda Feest 6 months ago in Resilience - Plans 0 Future consideration