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 1125 of 1125

Ability to amend or set the Review Date in ARM when the review is entered

Currently when adding a review in ARM, the data is automatically applied by the system (the date when the review is submitted). However, this does not always reflect reality, on occasion, the review can be done, but the user may not have time / be...
Guest over 4 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

Safety Change Management Control

Usually referrred to as a central change request center or management of change controls
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Adjust My Tasks View - Include Eventual Subordinates

Client has a user structure that includes Supervisors and Team Leads. As a result, the Supervisor role needs to see the Open Tasks of their eventual Subordinates, but that is not an option from the My Tasks tab on the Claims Admin Home page. It ex...
Guest over 2 years ago in CS - Claims Administration 0 Roadmap Consideration

Automatically add Owner of response (or plan)

Rish has and option to automatically add owner of risk (by Folder owner or current user) and it will be very useful to add this option for Plan and Risk. For example have automatically option in admin: a) Risk owner b) Current user
Filip Cernicky over 1 year ago in Active Risk 0 Future consideration

Add Validations for the minimum security permissions to create a new user

When creating a new user in Clearsight, can we create validations for the minimum required permissions to log in and use Clearsight? i.e. client, location, entity, Application access permissions
Guest over 2 years ago in CS - ClearSight Platform - General 0 Will not implement

Add Save and New button on Codes and Look ups

When entering in new codes in a code and lookup in Clearsight it would be very nice to have a Save and new button that would open the new code dialog box after saving the previous values. As it stands now you have to save then click new again whic...
Guest over 3 years ago in ClearSight 0 Will not implement

Studio - Allow Email Send Scheduling Not Related to Due Date

FirstBank CO suggested that it would be helpful to be able to use Studio to schedule an email to be sent periodically (e.g., quarterly) to all BIA or BC Plan owners to remind them to take a look at their documents. This would need to be agnostic o...
Amanda Feest almost 2 years ago in Business Continuity & Resilience 2 Planned

CS Views: Fields marked non-reportable show up in Sort Results. Should not show up similar to Select Data/Select Columns

No description provided
Guest over 3 years ago in ClearSight 0 Will not implement

Single Line Valuation Comparison Report Template

Covenant has asked for a single line valuation report for excel data only for better ease with filtering and sorting
Guest over 3 years ago in CS - ClearSight Platform - General / CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Have Text objects on Forms Align with Other Objects

Currently it appears when text is added to forms, it appears indented or has a space to make it appear indented. This space/indentation is not on the same form in Enterprise. See screenshots attached of the same form and same claim in Claims Admin...
Guest over 3 years ago in CS - ClearSight Platform - General 0 Will not implement