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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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All ideas

Showing 1177

Option to make Coverage Inactive

Client wants to make the coverage Inactive by adding the Inactive date so that Historical data is not lost and coverages no longer appear in the drop down menu to use.
Guest almost 4 years ago in ClearSight 0 Will not implement

Lockout / Tagout

Lockout/tagout – Essentially standardized procedures and best practices to track and implement that workers would need to follow to properly shut down equipment during maintenance procedures on said equipment. Would need proper storage of all the ...
Patrick Eslick almost 4 years ago in EHS - Health & Safety 0 Future consideration

Build Security for Attachment description and category

Currently, there is no security that stops users from being able to edit attachment descriptions or categories. Client has requested that this be added to not allow Read Only users to update these fields
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Future consideration

Ability to sync Occurrences/Claims/Incidents related to the same Parent Occurrence

ClearSight currently has the ability to sync information between an Occurrence and its associated claims/incidents. For clients using the Parent Occurrence module, it would be helpful for certain information to be synced across the Occurrences and...
Guest almost 4 years ago in CS - Claims Administration 1 Will not implement

Report Clean up of Assessment Exports

See attached screenshot. Table is being cut off in the middle of page breaks, causally visually unappealing exported reports. Request for enhancement to allow Table to be cut off or not between page breaks
Guest about 2 years ago in  0 Future consideration

Way to capture evidence/artifacts and import them into exercise reports in AssuranceCM platform

Right now there is no way to capture evidence/artifacts in AssuranceCM which are part of an BCP / DR exercise. Also there should be a way to import these screenshots / evidence files into final exercise bulletin that acts as an artifact for extern...
Guest about 2 years ago in  0 Future consideration

Enhancements on the Calendar view screen

When opening this screen/view, display 3 months instead of the current month Block off or ‘gray out’ vacation dates
Guest about 4 years ago in CS - Claims Administration 0 Will not implement

ability to 'lock project for update' feature

AS an ARM Commercial Manager, I WANT to be able to lock specific project for update during SBA approval, to OBTAIN certainty that updates are not done from submitting SBA until approval
Sabir Shaikh about 2 years ago in  1 Future consideration

Un-grey the Last Review Note field

We have an active field that links to a button to record each month's review notes on risks and issues but this field is greyed out even though it's editable. Riskonnect say they that it would have to be a systems request to un-grey the field, so ...
William McGregor about 2 years ago in  1 Will not implement

Allow category to be defined for Signature in Intake

Currently, from Intake we do not add any Category for Signature attachment, we use same Attachment module business layer functions for adding attachment and Attachment module business layer automatically checks for global settings and category set...
Guest about 4 years ago in ClearSight 0 Will not implement