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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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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, ...

All ideas

Showing 832

Set default value for "Probability/Frequency"

Most scoring schemes I use are based on a Percentage, project context. We are preparing the Operation risk register; in that case, frequency needs to be used for all or almost all risks. It would be nice to set the default for that scoring scheme ...
Guest 10 months ago in  0 Future consideration

Add action to automatically convert an Incident to a Claim

Add action to convert an Incident to a Claim Automate converting incidents to claims.
Guest about 4 years ago in CS - Claims Administration 0 Future consideration

New Portal Icons

The intake portal requires additional event icons.
Guest about 4 years ago in Healthcare - Patient Events 0 Future consideration

Provide insights of Report in AR Desktop Reports Tab

With the number of reports available for users, it is difficult for the user to find the exact report with just report name resulting in running 4-5 reports before finding the correct one. To solve this, can we have the information button added at...

System setting to require strategies for dependencies

When using strategies, there is not a way to make them required for every dependency. I recommend creating a setting to allow clients to make it mandatory to add at least one strategy to each dependency when strategies are in use. Note that this w...
Jamie Goodloe (she/her), MBCP, MBCI about 2 years ago in Resilience - BIAs 0 Future consideration

Add ability to have ALL Review Notes in Custom Reports (SSRS and ViewPoint)

I have had numerous customers want to see all review notes in their custom reports. We currently can only add the "Last Review Note" and the only report that enables all to be shown is the Risk Detail SSRS report when you change the parameter "Sho...

Add to History log when and who have printed the Plan

This function track who have printed the log in a ease way.
Michael Welander 5 months ago in Resilience - Plans 1 Future consideration

Make the "Archived" Box on New Notification More Clear

When creating a new Notification, there is a checkbox that says "Archived." In talking with Product, I learned that selecting this box will cause the message to be archived immediately after it is sent. I'd suggest we make this more clear, e.g., b...
Amanda Feest over 1 year ago in Resilience - Notifications 0 Future consideration

Check for Dependencies When Deactivating Users

When a user is deactivated check to make sure there are no reports/workflows that need to be cleaned up. Use Case: 1. User 1 attempts to deactivate User 2 in Admin 2. The system determines that one or more of the following runs under User ...
Guest about 4 years ago in CS - ClearSight Platform - General 3 Future consideration

Data Monitor & Values Import - Error Messages to be more explicit to users

Client reported at many occasions that error messages (not exceptions errors) returned in any import job in Data Monitor are not clear enough for users to resolve. For instance in Location Import job, they received an error in red saying "Name can...
Guest almost 4 years ago in CS - Location & Property Management 1 Future consideration