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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.

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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

Riskonnect Alerts when a contact has been removed from a doc, BIA/BCP.

In Riskonnect, we have an API feeding the Internal Contacts. These are the same users pulled to updates BCPs. However, when a user/employee is removed from a plan no alerts go out to the Plan Owner/Contributor/Approver.
Guest about 1 year ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

Store dates in a consistent formats against Plans

We wish to be able to export data to create dashboards as the reporting capabilities in the system are not fit for purpose and we have no timelines of when these will be resolved. However, reporting against time fields in Plans is challenging as d...
Guest 6 months ago in Resilience - Administration & Configuration / Resilience - Plans 0 Future consideration

Resilience - Graphics in Supporting Documents

When including graphics in a Resilience BIA or Plan, the PNG shows in the list of Supporting Documents. Is it possible to omit/hide these in that list? It adds confusion to finding relevant documents.
Courtney Ferguson 4 months ago in Resilience - Plans 1 Future 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

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 over 1 year ago in Resilience - Plans / Resilience - Reporting & Analytics 0 Roadmap Consideration

Enable strategy selection in template for "strategy task" section type

Currently we can build template sections in a plan/doc where we can pull in BIA strategy details in conjunction with tasks (Strategy tasks from BIA), however we cannot select the strategies that should populate as a default in the template. Instea...
Jamie Goodloe (she/her), MBCP, MBCI over 1 year ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

Enable My Tasks in Exercise Mode

Currently, My Tasks only works for incidents that are marked as not being an exercise. Doing this prevents the teams from practicing using My Tasks during exercises. My Tasks should still work for incidents that are marked as being an exercise.
Ashley Helmick 12 months ago in Resilience - Plans 0 Future consideration

Add "Assigned Role" to Plan Tasks Import

Currently you can't map to the Assigned Role when running a Plan Tasks import. I assume that's because the Assigned Role field pulls from Roles built into the Teams within the plan, so there's potential for a lot of errors if folks try to import a...
Amanda Feest 2 months ago in Resilience - Plans 1 Future consideration

The exercise document should inherit the IT System Dependencies from BIA, without having to add them in the Plan overview (like clearview did).

This will make it easier to have them in the document, without affecting the plans
Guest 2 months ago in Resilience - BIAs / Resilience - Plans 1 Future consideration

Plans - Add help text for the "Rich Text" sections outside the "Content" field.

The problem is that if we update the help text in the template, the changes will delete what the users have entered in these specific sections.
Guest 2 months ago in Resilience - Plans 1 Planned