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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Ideas

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Users should not be able to request approval of BIA/BCP/Exercise if all mandatory fields in entire document have not been completed.

Users should not be able to request approval of BIA/BCP/Exercise if all mandatory fields in the entire document have not been completed. The system should also flag to the user which mandatory fields have not been completed. For example, when the ...
Guest 5 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Automatically change status when Plan is changed to "Draft"

A plan can be changed by anyone but if they don't manually let someone know it never gets reviewed or approved potentially for a year when the next review is done. The issues is that you are running unapproved plans during an exercise without real...
Guest over 1 year ago in Resilience - BIAs / Resilience - Plans 0 Roadmap 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 4 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

BIA: When connecting the activities to dependency categories (such as in Internal/Supplier Dependencies, Applications, etc.), there should be a checkbox option to select/deselect "All" activities.

This would allow users to quickly select all the activities in a given category instead of manually selecting them one by one.
Guest 2 months ago in Resilience - BIAs 1 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 6 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Removal of version history from print preview

It would be helpful to have the option to quickly remove version history when printing a document. This would be especially useful during incident response as this information would not be required and can mean printing an extra 6 pages, dependent...
Guest 3 months ago in Resilience - Plans 1 Roadmap Consideration

Send email notification for Admins if plan approval is cancelled

When a plan approval is canceled, the plan status should be updated to canceled and an email notification to be sent to the Admins
Guest 6 months ago in Resilience - Plans 2 Roadmap Consideration

Hide the request button for Contributors

The contributor is the role who makes updates or changes to the BIA/Plan. Hence, there is no need for a "Request update" button for Contributors
Guest 6 months ago in Resilience - BIAs / Resilience - Plans 2 Roadmap Consideration

Cancel Workflow restriction

The ability to cancel the workflow of the BIA/Plan approval workflow should only be available for Admin. Hence, the Cancel button should not be visible to contributor, owner and final approver.
Guest 6 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

In Clearsight - Ability to bulk download emails and email attachments

I now have two clients ask for the ability to be able to bulk download emails and attachments in Clearsight. Client A needs it so they can instruct a solicitor/lawyer at some stage of the claim and provide them with all the correspondence includin...
Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration