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

Recommended Changes to Risk Process Health standard report

Since I know SWORD is rebuilding standard reports for v2020, I wanted to make recommendations for one of their existing reports: the Risk Process Health report I wanted to recommend that SWORD work to incorporate some/all of the following metrics ...
David Stallings almost 4 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Allow export of Quick Search results

Inefficient if the results can't be shared
Guest over 1 year ago in  0 Future consideration

Add 'more info' arrow to security permission listing

The ‘More info’ arrow isn’t available when you are managing Permission sets via the Security Permissions page, however it is available when you access the Permission sets via the Security Groups page. Please could we have the same facility on the ...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Will not implement

Need ability to void SIM records

Only current option to remove SIM records is to delete them. For historical retention reasons, client needs an option like voiding so the record will still be attached on parent, but will not be visible in reporting
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

More granular control on when comments are required in ARM

In the ARM Admin--> Business Area Settings, Under Enable Change Comments. Currently if any of the boxes are checked, user will be required to put a comment when any change happens in those fields. That's too much for us. We would only like the ...
FARHAN ATIQ almost 4 years ago in Active Risk 0 Future consideration

Dashboard - remove scoring re-assessment option from PID widget

Currently when you create a PID widget the option to re-assess on a different scoring scheme appears, I would like the option to hide this. Some of my clients want dashboards created for specific projects using a specific scoring scheme, even thou...
Lisa Segrave almost 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

Dashboard - Calendar widget - select which months appear

When you build a calendar widget by default it always shows the current month as the first. It would be good if you could select which months should be displayed. For example if I have a calendar widget to show the status of Risk Reviews I want to...
Lisa Segrave almost 4 years ago in Active Risk / ARM - Dashboards 0 Future consideration

Column headings should be justified the same as the data rows

Some fields in the ARM desktop, risk express grid etc. are justified to the right (quantifiable fields) but there are headings are justified to the left. It makes sense for something like 'cost' to be justified to the right as it is easier to read...
Guest about 4 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Will not implement

Add a Collapsible Section/Header to Intake

Within the Forms editor in ClearSight, we can designate a section header to be collapsible. We can also configure if the default state for this header, and the fields contained underneath/within it is open or closed. This allows for more control o...
Guest over 2 years ago in  0 Future consideration

Printing State Forms

When trying to print a state form, the system attaches it to the Note but the category shows "no description". The client has asked for the ability to set the Title and Category when printing a State form.
Guest about 4 years ago in CS - Claims Regulatory 1 Future consideration