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.

ADD A NEW IDEA

Resilience - Plans

Showing 142 of 1175

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

Approval Workflow - Route to Account Owner

Approval Workflow - allow levels of approvers e.g. when approval is initiated by a contributor, auto route it to designated Account Owners before it goes to Owner/Approval so preview is checked for.
Guest 8 months ago in Resilience - BIAs / Resilience - Plans 1 Planned

Give an option to centrally disable email alert for BIA/Plan approvals.

Currently the only way to disable approval notifications is to set approval frequency to 0 in each BIA/Plan. By giving a central option, it makes it easier to disable approval notifications.
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 1 Future 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

Ability to export "rich text" sections from Plans

When you run an export of Plans, the export file only contains the document properties and the Roles. Our Plans contain "Rich Text" sections which are used to record additional information, but these are not currently included in the export file. ...
Steve Boswell about 1 year ago in Resilience - Plans / Resilience - Reporting & Analytics 1 Roadmap Consideration

Add 'Plan Template' on the 'Plans' Screen

It would be useful to see what template a plan is using on the Plans screen and be able to filter on template. That way if you can see which plans or how many plans would be impacted if you change a template or just simply using the template.
Guest over 1 year ago in Resilience - Plans 0 Future consideration

Peaks & Deadlines

We would like to be able to add daily peak hours e.g. from 3 o'clock in the afternoon to 1 o'clock in the morning following day. As it is now the system is designed, we are only allow to log peaks and deadlines day by day. in this scenario I creat...
Guest 3 months ago in Resilience - Plans 1 Future consideration

Be able to view the Plan Template used within the Plan Overview section

Be able to see within the Plan Overview section which BC plan template has been used. Yes, you can see this information by exporting the plan data and looking at the template field, but this current set up isn't consistent with the BIA (which show...
Steve Barnett over 1 year ago in Resilience - Plans 0 Future consideration