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 832

Add Financials Section to Incidents in ClearSight

Add the same Financials functionality that is available on the Claim Record to the Incident Record. We have numerous customers who have requested this and would help them in their day to day work.
Guest over 4 years ago in ClearSight 1 Future consideration

Add support for Primavera XER file import, the default Primavera file format

Add support for Primavera XER file import, the default Primavera file format. Some attributes and schedule properties are not present in the XML format, these are available in the XER files. (The exact details of missing elements tbc)
Ian Shaw about 2 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Allow projects to be updated even when MSP project id has changed e.g. when user has done 'save as'

Sometimes the schedule is provided by a 3rd party contractor or for other reasons is saved as a new schedule file e.g. to create snapshots or other baselines, when full project server capabilities are not available. This process unfortunately resu...
Ian Shaw about 2 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Application Dependencies - Auto-populate descriptions

Make it possible to apply a uniform description for an application and have this auto-populate when selected within the Application Dependencies of a BIA. This would be more efficient and save time.
Guest 9 months ago in Resilience - BIAs 1 Future consideration

BIA - Recovery Strategies

All recovery strategies are available when completing the BIA. There should be a way to segment the strategies the BIA owner sees when completing their BIA. E.g. only strategies relating to the 'Loss of Applications' Scenario can be viewed / selec...
Guest 9 months ago in Resilience - BIAs 1 Future consideration

Allow automatic categorisation of attachments in the Intake form.

We can add multiple attach buttons on the submit page to focus the user on what documents they need to add to an Incident as part of a submission.But we cannot default the category for this.
Guest over 3 years ago in  1 Future consideration

Values Collection - Valuation Period available 2 years ahead

Customers are often in need to create values collection over 1 year ahead. For example, one client often would like to create the collection in December 2021 for the valuation date in April 2023 but cannot do so until April 2022. Their request is ...
Guest over 3 years ago in CS - Location & Property Management 1 Future consideration

Code Blue event type - RK HC (patient events)

Create new event type of "Code Blue" in the RK HC event reporting.
Guest over 3 years ago in Healthcare - Patient Events 0 Future consideration

In Activated Plans, A comments box should be added next to each plan task.

No description provided
Guest 9 months ago in Resilience - Plans 0 Future consideration

Incident Feed Sequential Order

In Incident Feed, the actions should be listed in a sequential order from top to bottom and not in the existing reverse way
Guest 9 months ago in  0 Future consideration