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.

ADD A NEW IDEA

Ideas

Showing 1125 of 1125

Option to Make "Show on Mobile" Default Selection

A client has suggested that it would be a time-saver to be able to set "Show on Mobile" as the default selection for Plans, Documents, and for Attachments added to Plans and Documents, so that this option does not need to be checked every time.
Amanda Feest over 1 year ago in Resilience - Administration & Configuration / Resilience - Mobile 0 Future consideration

Make It Easier to See Impact Scale Definitions Before Selecting

A client has requested that we find a way to make it easier to see BIA activity impact scale definitions before clicking on a specific option. For example, in the screenshot below, I selected "<$1M" and if I hover over it, I can see the Impact ...
Amanda Feest over 1 year ago in Resilience - BIAs 1 Future consideration

Add Lowest Requested RTO and Highest Impact Rating to Location Library Entries

Location library entries should have Lowest Requested RTO and Highest Impact Rating fields that show the lowest requested RTO and highest impact rating for the location from BIAs. This should be a field that clients can make visible or hide. This ...
Amanda Feest over 1 year ago in Resilience - Administration & Configuration / Resilience - Business Continuity - General / Resilience - Data Management 0 Future consideration

Allow Clients to Modify "Prompt" Text for Default Dropdown Fields

Clients should be able to modify the "prompt" text that appears for default dropdown fields. For example, when creating an Internal Contact, a client pointed out that the prompt for the State dropdown - "Please Select a Subregion" - is weird termi...
Amanda Feest over 1 year ago in Resilience - Administration & Configuration / Resilience - Business Continuity - General 1 Will not implement

Allow Impact Rating and Likelihood Rating Fields to Be Defined by Client

Two clients have requested that the Impact Rating and Likelihood Rating fields that are used throughout BC&R (on dependencies in BIA and in core libraries) to be field types that can be defined by the client. Right now, these are integer field...
Amanda Feest over 1 year ago in Resilience - BIAs 0 Future consideration

In Crisis Management, Incident Tasks timed to “Start after Previous” should show the predecessor/dependency indicator on the previous task.

Just as the dependency indicator shows tasks that can't start until another (separate) plan task needs to be completed, so too should the indicator appear informing the participant that the previous task needs to be completed first. Also, when att...
Guest over 1 year ago in Resilience - Crisis Management 0 Future consideration

Need a task level view of the Incident timeline (including key fields/columns)

Currently the task status page shows tasks by plan. Which refreshes and requires the user to re-expand it frequently. Instead, create a task level view of the Incident which displays ALL tasks in the INC sorted by projected start time. Something l...
Guest over 1 year ago in Resilience - Crisis Management 0 Future consideration

Multiple BIA Scales

Currently only 1 BIA scale can be used in the system, but if utilising different BIA templates it would be useful to be able to have different scales to choose from. Greater accuracy of impact and use case for BIA templates - e.g. one scale for de...
Guest over 1 year ago in Resilience - Administration & Configuration / Resilience - BIAs 2 Future consideration

Emails to carry over when converting a Incident into new claim

Currently the emails do not carry over from an incident to claim when you are maintaining the incident.
Guest almost 4 years ago in CS - Claims Administration 1 Future consideration

Allow Owners to request/chase Department approval by Final Approver

Currently, once an Owner has approved a Department record, the "Request Update" and "Request Approval" buttons in the Approvals section disappear. This means that if they forget to sent the Final Approver an email, or if they want to send the Fina...
Steve Boswell over 1 year ago in Resilience - BIAs 0 Future consideration