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

Showing 797

Change Assigned User on Approval page

Have the ability to change the Assigned User on the Home >> Approval page. This will save time from users having to continually add back-up approvers when Assigned User is on leave or no longer with the company.
Shannon Stout over 1 year ago in  1 Future consideration

Full Hazard Safety Management Solution (Environmental)

Centralize Management of all identified hazards through different assessments. This would include the following capabilities: Process Hazard Analysis - Manage analysis found on process analysis functions, identifying safety risks Process Safety Ma...
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Safety - Training Management and Certification

Tracking training programs and subsequent compliance against programs. Usually tied to employees. Unsure if this would overlap with Policy and Procedures and Internal Audit.
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Need separate permission for Convert to Vendor/convert to Non Vendor

Currently permission to use the Convert to Vendor button relies on the "Create Vendor" permission. Client would like to have a separate permission to disable the Convert to Vendor and Convert to Non Vendor buttons.
Guest almost 3 years ago in CS - Claims Administration 1 Future consideration

Missing time frame in Peak / Deadline

I want to have the time frame to be shown, not only date. Especially needed when to print. This happens when the information are repeated.
Michael Welander 9 months ago in Resilience - BIAs 0 Future consideration

Field visibility based on subcoverage

Client would like to have the ability to hide/show different fields on major coverage forms based on sub coverage. Ex: For major coverage AL sub coverage BI, show fields set up for BI only. Same for other subcoverages within the major coverage par...
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Application to Application and Infrastructure Reporting

When viewing Application and Infrastructure data, the only way to identify gaps in dependencies is via the What If Report - or by using Documents. We need reporting to show discrepancies in RTOs and RPOs between Applications and Applications, and ...
Bradley Cornwell 9 months ago in Resilience - Reporting & Analytics 0 Future consideration

Add ability to filter Change Management within insights reporting

When viewing change management in insights the ability to filter and see only those entries with implications would be time saving and extremely beneficial
James Exton 9 months ago in Resilience - Reporting & Analytics 0 Future consideration

Create a component that allows Tasks to default to "My Tasks" instead of "Today's Tasks".

The Salesforce default for the Tasks on the Home page is "Today's Tasks"; however, I am unaware of any clients (there are probably some) that use the Tasks as a form of a diary system. Given that, the better default is "My Tasks", which displays a...
Guest almost 3 years ago in RMIS - Reporting & Analytics 1 Future consideration

Give warning when using qualitative band selection for a three point estimate

When a user clicks on a band (high, med, low) to score a risk it will potentially overwrite a three point estimate without warning. Users can easily loose data points
Guest over 1 year ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration