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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.

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Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Future consideration
Created by Rory Middleton
Created on May 11, 2023

Ability to export Plan Team Role Employee Contact Information

In the Riskonnect BC&R software, while in a Plan, you have the ability to assign Employees as Primary and Alternate contacts inside a Team Role. The Team Contact section of the Plan will provide the Employee details for anyone that is assigned to a Plan. When you run an export of Plans, there is a tab called Role which will export the Plan Team Role data as is in the Plan (all Employees assigned to Primary appear in one column, etc.).

It would be nice if there was the ability to export the Plan Team Role data and include the Employee contact details, having each Employee appear on their own line and being able to select which contact details will be provided.

Something like this format:


Plan

Team (Document Section)

Role

Primary/Alternate

Employee Name

Contact Detail 1

Contact Detail 2

Contact Detail 3


This would allow the ability to export across Plans the Employee contact details for those Employees assigned to Team Roles.

Solution Platform Business Continuity & Resilience
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